Delivering low cost of ownership, sophisticated integration and fexibility to the document generation process within the organisation. ActiveDocs Opus provides real compliance benefts, risk mitigation, and revenue savings, by improving efciencies in a number of key areas. Built on the latest Microsoft(r) Ofce and Windows Server technologies, ActiveDocs Opus enhances the server model, extends the template technology, and provides enhanced tools for managing, deploying, and using templates.
Delivering low cost of ownership, sophisticated integration and fexibility to the document generation process within the organisation. ActiveDocs Opus provides real compliance benefts, risk mitigation, and revenue savings, by improving efciencies in a number of key areas. Built on the latest Microsoft(r) Ofce and Windows Server technologies, ActiveDocs Opus enhances the server model, extends the template technology, and provides enhanced tools for managing, deploying, and using templates.
Delivering low cost of ownership, sophisticated integration and fexibility to the document generation process within the organisation. ActiveDocs Opus provides real compliance benefts, risk mitigation, and revenue savings, by improving efciencies in a number of key areas. Built on the latest Microsoft(r) Ofce and Windows Server technologies, ActiveDocs Opus enhances the server model, extends the template technology, and provides enhanced tools for managing, deploying, and using templates.
ACTIVEDOCS / DOCUMENT EXCELLENCE THROUGH INNOVATION
THE ACTIVEDOCS OPUS SUITE
WHY AUTOMATE DOCUMENT PRODUCTION? Demand for ActiveDocs Opus has grown steadily as more and more companies realise what a drain document production is when its done manually, and how simple, fast and accurate it is when its automated. By delivering low cost of ownership, sophisticated integration and fexibility to the document generation process within the organisation, ActiveDocs Opus provides the organisation with real compliance benefts, risk mitigation, and revenue savings, by improving efciencies in a number of key areas. www.activedocs.com Risk mitigation Regulations and compliance Changes in the business environment Changes in the organisation Enhancing the organisations image Reducing costs, increasing revenue Improving productivity Improving document management & content management systems ABOUT ACTIVEDOCS FEATURES BENEFITS OPERATING ENVIRONMENT ActiveDocs was founded in 1992 and developed exceptional expertise in adding customised automation to document templates. The experience and skills gained in this area led to development of the original ActiveDocs Desktop suite which enabled business users to build and use their own automated templates using ActiveDocs technology. The groundbreaking server-based ActiveDocs Enterprise suite which followed expanded the template technology and gave businesses a new enterprise-grade platform for deploying and using templates via the web. Now, built on the latest Microsoft Ofce and Windows Server technologies, ActiveDocs Opus enhances the server model, extends the Template technology, and provides enhanced tools for managing, deploying, and using templates. ActiveDocs reputation for innovative technology, cost-efective implementations, sharp understanding of business needs, and a passion for helping businesses create great documents has seen the business fourish into the global solutions partner that it is today, with sales and support operations spanning the globe and its products installed in many Fortune 500 companies and major international corporations. As a Microsoft Gold Partner, ActiveDocs is committed to innovation and will continue to develop a suite of products to become the worldwide standard for document automation. Our aim is to enable our current and future clients to see immediately that our products will make very positive changes to their organisation, and that they can count on our software to deliver maximum beneft to their business. Audit, management, and customised reporting Browser-based Wizard-driven interactive document creation Built on Microsoft .NET Content reuse Content Version Control with Approval, Publish-Now, and Deferred Publishing Data access (ODBC, OLE-DB, Stored Procedures, Web Services) Design from within Microsoft Word Dynamic File Merge Free Text support with integrated Editor Graphical Data Image support for all standard formats Integrated Content Management with Check-Out and Check-In Integrated Workfow for Document Approval and Finalisation Multi-channel delivery Multi-language support Multiple document formats Real-time and high volume processing Scale up, scale out, modular architecture Supports WebDAV and SharePoint for Template and Snippet storage Supports WebDAV, SharePoint, and Web Services for Document Storage User Access Control Web Services for Automated Document Production with Auto Populate option XML support PLATFORMS Microsoft Windows Server 2008 and 2003, 32- and 64- bit Microsoft Ofce 2010 and 2007 Professional Edition Microsoft Windows 7, Vista, XP APPLICATION SERVERS Microsoft Internet Information Server (IIS) Microsoft SQL Server 2008 and 2005 DATA CONNECTIVITY ODBC /OLE-DB Microsoft SQL Server Oracle Active Directory Web Services OUTPUT FORMATS Adobe PDF MHTML Microsoft Word DOC Microsoft Word DOCM, DOCX Microsoft Word RTF Microsoft Word XML Open Document Text ODF(T) XPS PRINT FORMATS Any printer driver supported format PCL PDF PostScript TIFF Centralised or decentralised content control for fexibility and business unit participation Confgure user access to over 40 system functions Confgure easily for specifc requirements Controlled and standardised document creation across the enterprise Create documents in multiple languages Customised audit reporting of document creation and delivery Deliver by print, fax, email, directory Deployment and Publication control Dynamic template control Efective and seamless integration with existing applications Efcient control of content Extended integration using Web Services Format and insert logos and graphics Incorporate existing documents into new documents Integration with existing DMS/ECM applications and SharePoint Leverage existing Microsoft Word skills for Template Design Leverage multi-CPU, multi-server topology for performance and availability No customisation required to start using Scale up and scale out topologies supported Simple end user interface for creating complex documents Update templates and other shared content in minutes NORTH AMERICA / EUROPE / ASIA PACIFIC email: info@activedocs.com web: www.activedocs.com ActiveDocs and its respective components are all trademarks or registered trademarks of ActiveDocs Ltd. All other trademarks or registered trademarks are those of the respective trademark holders INTEGRATED TEMPLATE DESIGN AND MANAGEMENT FOR DOCUMENT AUTOMATION ACTIVEDOCS OPUS DESIGNER ACTIVEDOCS OPUS TEMPLATE DESIGN ELEMENTS ActiveDocs Opus Designer provides Design and Management of Template design elements via the Content Manager and Design Tools functions. Designer works with Templates, the core design elements in ActiveDocs Opus, and enables the design and management of these and the reusable elements that enable common content, common ActiveDocs technology, access to data sources, and workfows, to be shared and managed across the collection of Templates and across multiple environments. All ActiveDocs Opus user interfaces, including Designer, use standard resource fles and double-byte Unicode for textual content to support most end-user language requirements. www.activedocs.com Templates are the core design elements in ActiveDocs Opus. Templates are designed in Microsoft Word using the ActiveDocs Opus Design Tools add-in which enables ActiveDocs technology to be incorporated while retaining all of Words class-leading features. Template Sets allow combinations of Templates to create multiple or merged documents. Template Sets support contextual Rules to include or exclude individual Templates and allow Templates to be repeated for sophisticated super mail merge operations. Snippets allow common content to be encapsulated, maintained, and reused across collections of Templates. Like Templates, Snippets are designed in Word and may include any combination of static content and ActiveDocs technology. Design Item Sets allow common ActiveDocs technology to be encapsulated, maintained, and shared across collections of Templates and Snippets. Typical examples are customer or employee data and related Rules which would be used by many Templates or Snippets. Data Views allow access to data sources including ODBC, OLE-DB, and Web Services, to be reused across collections of Templates, Snippets, and Design Item Sets. Data Views support custom SQL, Stored Procedures, previews, fltering, and sorting. Workfows allow fexible control of storage, formatting, watermarking, and SharePoint 2010 integration, during document drafting, approval, and fnalisation. Workfows may be applied widely or specifcally and can be dynamically altered for each document. ACTIVEDOCS OPUS CONTENT MANAGER Content Manager allows the business to centrally manage ActiveDocs Opus Templates, Template Sets, Snippets, Design Item Sets, Data Views, and Workfows. Content Manager provides permission-based reporting, design approval, dependency management, and export-import functions for control across multiple environments such as Development, Quality Assurance, and Production systems. Content Manager integrates with ActiveDocs Opus Version Control for enhanced functionality. NORTH AMERICA / EUROPE / ASIA PACIFIC email: info@activedocs.com web: www.activedocs.com ActiveDocs and its respective components are all trademarks or registered trademarks of ActiveDocs Ltd. All other trademarks or registered trademarks are those of the respective trademark holders ACTIVEDOCS OPUS DESIGN TOOLS Design Tools are integrated with Microsoft Word to enable the incorporation of ActiveDocs Opus technology while retaining all of Words class-leading functionality. Design Tools enables the business to leverage Words functionality, ubiquity, and large skills base, and eliminate the need to learn yet another document design interface. ACTIVEDOCS OPUS VERSION CONTROL Content Manager supports permission-based access to multiple Catalogs of design elements across the ActiveDocs Opus environments deployed by the business. Content Manager allows design elements to be allocated to folders. Folders can be made subject to Design Approval and may be shared between, or restricted to, specifed subsites in the ActiveDocs Opus server system. Designers and administrators can create Categories, which are independent of the Content Manager Folder structure, of single or mixed design element types for end-user or design/administration purposes. Templates and Snippets may optionally be subject to design approval. With the design work completed by a design specialist, a subject matter expert can approve the content before the changes are published. Active Fields are placeholders for data and include type, presentation, validation, and data linkages. Values may be pre-calculated from constants and from other felds, and can be validated against fxed or calculated values. Groups are designer-created collections of related Active Fields which may be Rule-controlled and which determine presentation in the ActiveDocs Opus Document Wizard. Rules compare Active Fields with other Active Fields or fxed or calculated values to dynamically alter document content and/or the behaviour of the Document Wizard. Charts and graphs allow data to be represented graphically in a wide range of formats from pie charts to bar graphs with comprehensive presentation options. Free Text felds allow entry of formatted text via the Web Service interface or in the Document Wizard with the option of a blank page or a Snippet for initial content. Snippet Links allow specifc Snippets or Snippets selected from categories, with or without flters, and Dynamic File Merge points for external documents, to be inserted into the document. Repeating Items allow multiple-instance data to be used in lists, tables, charts, and graphs. Repeating Items may encompass single or multiple Active Fields, Snippets, and Dynamic File Merge points. The Document Wizard has a reordering option. Version Control applies to all Design Elements via Content Manager and integrates with Content Managers standard automatic check-out. Extended check-in with Discard, Draft, Publish Now, and Deferred Publishing Previous Version promotion and copy-out Previous Version view and Previous Version Compare for Templates and Snippets Integration with Template and Snippet pre-publishing Design Approval Version Control also provides an option to recreate documents using the original Design Elements with which the documents were created, even if the original Design Elements have been superseded. This is supported in both Program-Driven and User-Driven modes. In User-Driven mode the use of the Document Wizard in the document re-creation process means that all of the variable information is updatable. INTEGRATED END-USER SERVICES FOR DOCUMENT AUTOMATION USER-DRIVEN DOCUMENT CREATION ACTIVEDOCS OPUS EXPRESS WIZARD Auditing and Reporting Selection of Templates via a folder-based structure Document creation using Templates and Template Sets via the ActiveDocs Opus Document Wizard Document Approval Access and management of created documents including download, upload, recreate, delivery via confgured channels for print fax and email, reassignment, and deletion Express Wizard provides an easy browser-based interface for document creators and other end users. All functionality is permissions-based and includes: Document Wizard works automatically with any ActiveDocs Opus Template or Template Set, assisting the document creator through an interview process to acquire the Answer data required for the document. Designers are not required to develop the end-user interface of the Template. Document Wizard follows the designers group and order structure, provides access to external data sources, and enables other functionality such as default value settings, data validation, drop-down lists, date picking, Image acquisition, Free Text Editing, and Dynamic File Merge. Document Wizard is invoked automatically when a user clicks on a Template or Template Set name in the Express Wizard. When integration is enabled, Document Wizard may be invoked from other applications with the option of using preset complete or partial Answer data. The appearance of the ActiveDocs Opus Express Wizard and Document Wizard user interfaces can easily be customised using standard web techniques. All ActiveDocs Opus user interfaces use standard resource fles and double-byte Unicode for textual content to support most end-user language requirements. Multi-language support for document creators and document recipients enables true multi-national deployment of documents across the organisation while maintaining consistency and compliance with corporate and external standards. ActiveDocs Opus provides a superior interactive experience for document creators via the smart-form Document Wizard. As a browser-based smart-form the Document Wizard can be invoked from the ActiveDocs Opus Express Wizard or from other applications including SharePoint 2010. User-driven document creation is also supported from the desktop via the ActiveDocs Opus Client or through integration, using the same smart-form Document Wizard. ACTIVEDOCS OPUS MULTI LANGUAGE SUPPORT ACTIVEDOCS OPUS DOCUMENT WIZARD www.activedocs.com ACTIVEDOCS COMPOSITION SERVER WORD PDF XPS ODF PRINT FAX EMAIL SharePoint WebDAV Web Services Network Database COMPANY DATA ADP SHAREPOINT DATABASES SOLUTIONS STUDIO LINE OF BUSINESS INTERACTIVE LINE OF BUSINESS PROCESS ACTIVEDOCS EXPRESS WIZARD ACTIVEDOCS SHAREPOINT MODULE VERSION CONTROL ACTIVEDOCS DOCUMENT WIZARD CONTENT REVIEW ACTIVEDOCS DESIGNER Draft Review Approve Finalise DOCUMENT WORKFLOW WEB SERVICES DATA SOURCES .XPS The optional ActiveDocs Opus SharePoint 2010 module is a ready-to-deploy Microsoft SharePoint 2010 solution that enables seamless integration between ActiveDocs Opus and SharePoint 2010. The solution provides specialised libraries and web parts that can easily be incorporated in a SharePoint 2010 installation. SharePoint 2010 pages can be provisioned with web parts that list the ActiveDocs Templates available to the user and provide direct access to the ActiveDocs Opus Document Wizard for User-Driven document creation. ActiveDocs Opus SharePoint Document Libraries support ActiveDocs Opus Workfows which are fully integrated with SharePoint 2010 Document Approval workfows for document drafting, approval, and fnalisation. NORTH AMERICA / EUROPE / ASIA PACIFIC email: info@activedocs.com web: www.activedocs.com ActiveDocs and its respective components are all trademarks or registered trademarks of ActiveDocs Ltd. All other trademarks or registered trademarks are those of the respective trademark holders ACTIVEDOCS OPUS SHAREPOINT 2010 To understand the power of ActiveDocs Opus Version Control, consider the following scenario. Last week, the business sent an Insurance Policy Document, produced by ActiveDocs Opus in secure PDF format, to one of its most valued customers. Then during the weekend, the business released a change to the Insurance Policy Template. Yesterday, the customer told the business about a change of address. The business needs to re-issue the policy with the new address but the rest of the policy details must stay the same. The new version of the policy Template will cause changes that the business does not want on this customer's policy document. What does the business do? ActiveDocs Opus Version Control provides the option to recreate the document using the original Design Elements with which the document was created, even if the Design Elements have since been superseded. Recreating a document through the ActiveDocs Opus Document Wizard in User-Driven mode means that any or all of the variable information is retrievable and updatable. So tomorrow, the customer receives an updated policy document showing their new address, with the remaining content matching the original. The ActiveDocs Opus Client is an optional module that extends ActiveDocs Opus functionality to the users desktop with three advanced features: Update the ability to automatically save documents that have been opened and edited from the ActiveDocs Opus Composition Server Research the ability to use the Microsoft Research Service to search for, and use, Snippets. This Research feature can be used within other Microsoft Ofce applications allowing Snippets to be inserted into other documents, for example Microsoft Outlook emails. Ofine when users are in the feld and dont have access to the companys networks, documents can still be produced in real-time and simply updated to ActiveDocs Opus Composition Server when the user reconnects to the companys networks. ActiveDocs Opus Solutions Studio is the toolkit for developers to integrate ActiveDocs Opus functionality into document based solutions, systems and processes. For example, Solutions Studio enables developers to enhance the User-Driven experience by: Integrating the ActiveDocs Opus Document Wizard with existing applications Implementing customised functionality within the Document Wizard via Step Event Handling Preparing and using preset Answer data in the Document Wizard ActiveDocs Opus provides integrated workfow for document Drafting, Review, Approval and Finalisation. The basic Workfow confguration includes: Draft settings for document formatting, document properties, watermarking, and storage location Document Review and Approval with fne-grained Approver selection and extended notifcation choices, and interaction with Microsoft SharePoint 2010 document approval workfows Finalisation settings for document formatting, document properties, watermarking, storage location, notifcations, and housekeeping including retention policies Workfows may be applied widely or specifcally and can be dynamically altered for each document. ACTIVEDOCS OPUS VERSION CONTROL ACTIVEDOCS OPUS CLIENT ACTIVEDOCS OPUS SOLUTION STUDIO ACTIVEDOCS OPUS WORKFLOW INTEGRATED SERVER TECHNOLOGY FOR DOCUMENT AUTOMATION INTEGRATION FOR AUTOMATION ACTIVEDOCS OPUS ADP (AUTOMATED DOCUMENT PRODUCTION) www.activedocs.com In conjunction with ActiveDocs Opus Solutions Studio, ActiveDocs Opus ADP (Automated Document Production) enables unattended programmatic generation of documents, allowing other applications to use the power and fexibility of ActiveDocs Opus Templates for on-demand or batch-mode Automated document production. ActiveDocs Opus Solutions Studio's Web Services play a key role in integration, enabling connectivity between ActiveDocs Opus and existing business systems. The Solutions Studio Web Services facilitate the use of a range of methods for providing simple and efective document creation and delivery management. Some web service methods utilise ActiveDocs Job XML, an XML schema that delivers instructions to enable a document to be generated in conjunction with ADP. It defnes the document(s) to be created and may include the data, which template(s) to use, delivery rules and other business logic. Solutions Studio may also be used for consuming other business system web services. Beyond integration of the ActiveDocs Opus end-user interfaces with other applications, ActiveDocs Opus provides a wealth of integration and server features for program-driven Automated Mode document generation, data integration, storage and delivery integration, robust scalable high-performance availability, comprehensive workfow management, and fne-grained reporting and auditing capabilities. ACTIVEDOCS COMPOSITION SERVER WORD PDF XPS ODF PRINT FAX EMAIL SharePoint WebDAV Web Services Network Database COMPANY DATA ADP SHAREPOINT DATABASES SOLUTIONS STUDIO LINE OF BUSINESS INTERACTIVE LINE OF BUSINESS PROCESS ACTIVEDOCS EXPRESS WIZARD ACTIVEDOCS SHAREPOINT MODULE VERSION CONTROL ACTIVEDOCS DOCUMENT WIZARD CONTENT REVIEW ACTIVEDOCS DESIGNER Draft Review Approve Finalise DOCUMENT WORKFLOW WEB SERVICES DATA SOURCES .XPS ACTIVEDOCS OPUS SOLUTIONS STUDIO ActiveDocs Opus Version Control provides the option to recreate a document using the original Design Elements with which the document was created, even if the Design Elements have since been superseded. This feature is fully supported in both User-Driven Mode (Interactive) and Automated Mode (Program-Driven) document creation. ActiveDocs Opus Dynamic File Merge makes it easy to incorporate additional existing documents in Word, PDF, and graphic, formats into the completed document. Dynamic File Merge allows single-document and multi-document merging and is fully supported in both User-Driven Mode (Interactive) and Automated Mode (Program-Driven) document creation. In User Driven Mode the user can browse to single or multiple additional documents. In Automated Mode the document names and locations are simply specifed as part of the ActiveDocs Job XML. ACTIVEDOCS OPUS VERSION CONTROL ACTIVEDOCS OPUS DYNAMIC FILE MERGE ActiveDocs Opus provides integrated workfow for document Drafting, Review, Approval and Finalisation. Workfow parameters include: Workfows may be applied widely or specifcally and can be dynamically altered for each document. All ActiveDocs Opus Workfow functionality is fully supported in both User-Driven Mode (Interactive) and Automated Mode (Program-Driven) document creation. NORTH AMERICA / EUROPE / ASIA PACIFIC email: info@activedocs.com web: www.activedocs.com ActiveDocs and its respective components are all trademarks or registered trademarks of ActiveDocs Ltd. All other trademarks or registered trademarks are the respective trademark holders ACTIVEDOCS OPUS WORKFLOW AUDITING AND REPORTING DOCUMENT FORMATTING, STORAGE, & DELIVERY DATA INTEGRATION Draft settings for document formatting, document properties, watermarking, and storage location Finalisation settings for document formatting, document properties, watermarking, storage location, notifcations, and housekeeping including retention policies Document Review and Approval with fne-grained Approver selection and extended notifcation choices, and interaction with Microsoft SharePoint 2010 document approval workfows ActiveDocs Opus Reporting provides Business Managers and System Administrators with a comprehensive set of audit and management reports showing Document Creation, Template Usage, and Performance Statistics, using the power of Microsoft Reports for drill-down and summary analysis. All reporting is available directly from the ActiveDocs Opus Express Wizard browser interface. Running any report is a simple one-click operation to invoke a standard ActiveDocs Opus Report Criteria dialog. Reports can be exported in Excel and PDF formats. ActiveDocs Opus Reporting can be extended with customised Microsoft Reports which are easily developed using Microsoft Visual Studio Express and the ActiveDocs Opus database schema which also includes built-in Views to support reporting. Running any built-in or customised report is a simple one-click operation in a web browser, and the ActiveDocs Opus Report Criteria dialog will run automatically for a consistent user interface. ActiveDocs Opus supports a comprehensive range of output document format options including Microsoft Word 2007 (OOXML), Microsoft Word 2003, DOC, PDF, XPS, ODF, RTF, and, in Automated Mode, TIFF, MHTML, and Named Drivers. ActiveDocs Opus allows documents to be stored in and retrieved from locations other than its built-in SQL Server database. These options include Web Services, File System, Microsoft SharePoint libraries, and WebDAV-compliant applications. Delivery Services use existing infrastructure for Print, Email, and Fax delivery. Printing may encompass format changes and/or conversion to print stream formats like PCL and AFP through the use of appropriate drivers. Delivery can be controlled via Solutions Studio Web Services. ActiveDocs Opus integrates with existing data sources to reduce or eliminate the risks and costs of transcribing data. ActiveDocs Opus Data Views provide access to data sources including ODBC, OLE-DB, and Web Services, and support custom SQL, Stored Procedures, previews, fltering, and sorting. In both User-Driven (Interactive) and Automated (Program-Driven) modes, Data Views can automatically access data via easily-confgured fltering. In Automated Mode it is easily possible to complete an entire document or document set through the provision of just one data item such as an employee or customer or transaction identifer, leveraging Data Views to obtain the full data set from specifed data sources. SERVER SCALE-UP AND SCALE-OUT ActiveDocs Opus is a fully scalable solution, with support for single and multi-core hardware and multiple server confgurations for load-sharing designed to work with or without network load-balancing appliances. ActiveDocs Opus CompositionServer SQL Server ActiveDocs Opus Express Wizard ActiveDocs Opus CompositionServer ActiveDocs Opus CompositionServer ActiveDocs Opus Express Wizard SQL Server ActiveDocs Opus CompositionServer ActiveDocs Opus Express Wizard ActiveDocs Opus CompositionServer ActiveDocs Opus Users Document Creators Network LoadBalancer (Cisco, Citrix...) ActiveDocs Opus Express Wizard SQL Server Cluster Typical Typology Load Sharing Load Balancing ActiveDocs Opus Users Document Creators ActiveDocs Opus Users Document Creators
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