Resources

Blog

3 Ways Digital Document Management Helps Financial Institutions

Secure document management is an important consideration for any business, but for financial instutions in particular, keeping data secure is critical to keeping business running smoothly and clients happy. Learn how digital document management gives financial instutions the competitive edge they need to succeed.
Blog

Document Automation: The Best of Both Worlds

Using automation software with your existing document management solution can further streamline complicated or redundant business processes and maximize productivity across your company.
Blog

Moving Documents Between IFS Folders

Because Webdocs maintains a separation between its internal file structure and the operating system’s, you can organize documents for your users in one manner, while organizing them on the IFS in an entirely different manner. This article takes you through the steps of reorganizing the folder structure on the IFS.
Article

Considerations For Securing NFS Shares For Use With Webdocs iSeries

NFS has long had a tentative relationship to security. As with its cousin, CIFS/SMB (more commonly know as Windows File Sharing), security was not an area of primary focus. The elements of security that exist are significant, but they are nontrivial to implement, particularly across operating systems and with third-party applications.
Blog

Tips and Advice for Going Paperless in the Office

The dream of taking your company into a completely paperless world may feel daunting. But there are little things that can assist you in taking that big step toward your paperless goals, all while saving your business money and helping the environment. So where do you start?
Case Study

Fortra Helps Tara Materials Focus on Canvas, Not Paper

Canvas is the foundation of many great works of art. For many years, Tara Materials has been a major supplier of canvas. Its leading product line, Fredrix, was first manufactured in 1868. Today, Tara has two factories in Tijuana, California and Lawrenceville, Georgia that assemble more than three million pieces of stretched canvas and make about half a million yards of coated canvas each year.
Article

Automate 7 Task Builder in Depth

Automate 7 Task Builder now supports multiple tasks within one Task Builder instance. While this has the obvious benefit of increasing the ease of use of editing and creating multiple tasks in one place we've taken it a step further and implemented a feature that many have asked for:
Article

How to Automate Backup & Restore Processes in Automate

In this article we will take a look at the importance of backing up Automate data in order to prevent data loss. We will also learn how to go about backing up remote Automate installations, performing automated backups and achieving data recovery in case data loss occurs despite the best of our efforts and precautions.
Article

Windows Azure Automation

Cloud computing, cloud storage, cloud database…we all have heard about the “cloud.” Cloud computing has gained tremendous visibility in recent years. According to research firm, Gartner, “By 2012, 80% of Fortune 1000 enterprises will be using some cloud computing services, 20% of business will own no IT assets.” In addition, small businesses are attracted to the small startup costs and lower TCO...
Article

Benefits of Web Server Management Console

Just like the desktop version of SMC, the Web SMC is a web-based interface for centralized management and administration, and allows you to graphically manage all elements of the Automate BPA Server including workflows, the Repository, users and agents. You can also access reports and calendars as well as configuring system settings and options.
Article

Using the Dashboard to Drive Your Business Performance

Today’s growing information and communication technology is altering how companies operate and move forward in a global environment. Because of the real-time nature of information being transmitted, organizations need a way to easily track up-to-the minute performance and operational statistics in order to make effective business decisions more rapidly.
Article

Working with Agent Groups in BPA Server

An Agent Group is a distinct Automate BPA Server object that contains one or more Agents within a logical group. They can be used as workflow objects in place of individual Agents to distribute conditions and tasks to multiple machines across an enterprise. The use of Agent Groups can be more convenient in situations where multiple agents need to be selected for automated execution. Instead of...
Case Study

Fortra Document Management Helps TPi Fit the Bill

When TPi began to evaluate opportunities in this area, customers were not yet battering down the doors demanding electronic invoices and statements, but the company recognized the market trends and proactively decided to provide Web access for many of the documents it produces.
Case Study

Toter Trashes Burdensome Paper Flows Results

Toter sells primarily to municipalities, but also to private haulers. That business generates a large number of documents in the form of bids, proposals and contracts. Warrantees associated with contracts can last for as long as 10 years. Consequently, the related documents must be retained for a considerable time.
Case Study

Skidmore Sales Feeds Quality Document Management

Food quality and safety is a paramount concern for everyone from farmers and food processers to end-consumers, and everyone in between. Not surprisingly, ensuring food quality requires the management of a considerable volume of documents.