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ActionsTherefore™ Online is an information management solution, helping organizations work smarter by improving the storage, management, and processing of information, from the cloud. With a subscription to Therefore™ Online, organizations receive an all-inclusive solution, with no limits on the amount of users that can be added, unlimited Workflows, and support costs are included with the subscription. This cloud-based solution is suitable for organizations of any size that want to optimize how information flows throughout the organization, yet don’t have the capital or expertise to maintain their own internal IT infrastructure.
Capture
Easily capture your paper or electronic information for secure archiving.
Find and Edit
Easily search for information, and collaboratively edit documents.
Workflow
Transform your manual, paper-based business processes into automated, digital workflows.
Mobile and Remote Access
Remotely access all your information and participate in workflows directly from your mobile device.
Integration
Therefore™ seamlessly integrates with many of your existing software and hardware systems.
Security
All of your information is securely stored and backed up, and user access permissions are highly customizable.
Information CapturePlace paper-based information into the Therefore™ system using a document scanner, the Therefore™ Capture Client, Therefore™ MFP Application, or uniFLOW Capture. Existing, electronic documents can be automatically classified, indexed, and archived using the Therefore™ Document Loader or Therefore™ Content Connector. |
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Find and EditThe Therefore™ Navigator enables users to easily find information, either by performing a full text search similar to popular search engines, or by using specific index data associated with the document that is being sought. |
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The Therefore™ Viewer is used to view, edit, and check in/out documents. Documents can be opened and edited in their familiar, native applications, making it easy for users to make revisions. | |
WorkflowTherefore™ Workflow enables the design and optimization of document or information business processes - automating how information is routed throughout an organization. Each employee knows what task they need to complete, the date it's due, and who's next in the process. Managers can monitor the progression of the workflow process and administrators can view the entire system to identify potential bottlenecks. |
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Mobile and Remote AccessTherefore™ offers three methods of accessing your information remotely, helping to extend productivity when away from the office. Therefore™ Web Access enables remote access of the Therefore™ system via the most popular web browsers. The Therefore™ Mobile App (for iPhone® or iPad® mobile online devices, and Android™ devices) enables users to search and view documents, and participate in workflows, all from their mobile device. Therefore™ Anywhere allows users to take documents offline, and edit them when away from their network. Once reconnected, all changes are automatically synchronized to the system. |
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IntegrationTherefore™ integrates with many different applications, programs, and solutions, including Windows® Explorer, Microsoft® Office, Microsoft® SharePoint, and many third-party scanning solutions, such as Kofax Capture®, eCopy™ ShareScan®, eCopy™ PDF Pro Office™, and uniFLOW. It also integrates with Windows desktop through Therefore™ Gadget, which can be used to monitor activity within the system, such as updates, workflows, and tasks. |
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SecurityTherefore™ securely stores documents and offers complete control over document access. Permission settings are easily configurable and highly customizable, ensuring that only authorized persons are given access to view and/or modify specific documents. Additional security features include audit trails, version control, digital signatures, and retention policy compliance. |
Specifications
User License Types |
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Personal Edition
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Workgroup Edition
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Essentials Edition
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Enterprise Edition
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Online
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Named
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Optional
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Optional
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Optional
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Optional
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Concurrent
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Optional |
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Read-Only
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Optional
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Standard License Count = Named + Concurrent + Read-Only | 1 | 5 | 5 | 2 | 2 | |
Maximum License Count = Named + Concurrent + Read-Only
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1
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50
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50
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Unlimited
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Unlimited
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Therefore® Clients |
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Personal Edition
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Workgroup Edition
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Essentials Edition
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Enterprise Edition
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Online
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Case Manager
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Gadget (monitor updates, workflows and tasks - Web and Installed)
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Portal (Unlimited Read Only External Access)
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Optional
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Productivity Tools |
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Workgroup Edition
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Essentials Edition
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Enterprise Edition
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Business Analytics |
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Therefore™ Workflow
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GUI Drag & Drop Workflow Designer
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Number of Workflows in Base Product | 5* | No Limit | No Limit | |||
Therefore™ Tasks
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Security & Permissions |
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Workgroup Edition
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Windows® Local Users and Groups
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Active Directory®
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LDAP / SAMBA Support
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Signed PDFs, Digital Signatures
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Therefore™ User Access Permissions |
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Document Features |
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Workgroup Edition
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Enterprise Edition
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Offline Access of Documents
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Open File Format
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Annotations (PDF & TIFF documents)
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Version Control (including comments)
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Generate Documents |
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Multi-Language Support |
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Documents Stored in Their Native Format |
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Document Administration |
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Workgroup Edition
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Essentials Edition
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Enterprise Edition
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Information Lifecycle Management
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Audit Trail
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Capture Technology & Integrations |
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Enterprise Edition
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Therefore™ Capture Client (barcode/OCR)
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Optional
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Therefore™ MFP Application (Canon MEAP)
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Optional
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uniFLOW Capture | Optional | Optional | Optional | Optional | Optional | |
Kofax® Capture and VRS | Optional | Optional | Optional | Optional | ||
eCopy® ShareScan | Optional | Optional | Optional | Optional | ||
Support for ISIS, TWAIN & Kofax drivers |
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Scan Formats |
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Workgroup Edition
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Single / Multi-page TIFF
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PDF
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PDF/A-1b
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Searchable PDF
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Electronic Document Import |
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Therefore™ PDF Printer
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Therefore™ Document Loader (batch import with indexing) |
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Therefore™ Content Connector (automatic import with indexing) | Optional | Optional | Optional | |||
E-mail Archiving |
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Microsoft® Outlook
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Mailbox Monitoring (automatic importing with indexing)
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Optional
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Microsoft® Exchange Server
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IBM® Lotus Notes
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Additional 3rd Party Integration |
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Workgroup Edition
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Enterprise Edition
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Integration with External Databases
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Microsoft® Office |
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Microsoft® Windows® Explorer |
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3rd Party Applications Using Therefore™ Universal Connector† | Optional | Optional |
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Microsoft® Dynamics NAV† |
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Microsoft® SharePoint® Server† |
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SAP NetWeaver® |
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eCopy® PDF Pro Office |
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Custom integration using Therefore™ API | Optional as part of the Therefore SDK purchased with a Therefore™ Developer Edition† | |||||
Plug-Ins from 3rd Party Providers |
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Workgroup Edition
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Enterprise Edition
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Objectif Lune® PlanetPress | Optional |
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All Document Capture Solutions by I.R.I.S. |
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Server Requirements |
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Personal Edition
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Workgroup Edition
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Essentials Edition
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Enterprise Edition
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Microsoft® Windows® Server 2008 SP2+ (32/64-bit)
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Server infrastructure provided as part of service
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Support for Multiple-Servers
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Database Support for storing document meta data (minimum supported version) |
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Workgroup Edition
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Enterprise Edition
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Microsoft® SQL Server Express 2005+† **
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Server infrastructure provided as part of service
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Microsoft® SQL Server 2005+
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ORACLE® 11.2+
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IBM® DB2 9.7+
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Storage Management |
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Storage provided as part of service
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DAS, NAS, SAN & local RAID
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Microsoft Windows Client |
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Microsoft® Windows® Vista SP2+ (32/64-bit)
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Workgroup Edition
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Web Browser Client |
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Microsoft® Internet Explorer 7.0+ |
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Microsoft® Edge† |
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Google™ Chrome 20+ |
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Mozilla® Firefox 10+ |
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Safari 5+ |
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Opera 12+ |
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Mobile App Client |
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Workgroup Edition
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Apple iOS 6.0+ (iPhone, iPad)
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Android 4.0+ (smartphone, tablet)
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Windows 8+ |
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Windows Phone 8+ |
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*Support for additional workflows can be purchased † Contact your local Canon office for details |
Brochures
- Therefore 2024 Awards Brochure
- Therefore 2023 New Features Brochure
- Therefore Online SMB Elite Brochure
- Therefore Collect More Data With Forms Brochure
- Therefore Electronic Signature Integration Brochure
- Therefore Make Your Data Come Alive With Power BI Brochure
- Therefore Streamline Your Processes With PDF/A3 Brochure
- Therefore Take The Next Step New Features 2016 Brochure
Infographics
Why Information Management
Are you Managing your Documents or Are They Managing You?
Document management systems help give you greater control over your documents with audit, search, security, workflow, and routing capabilities. They also track and store data, help reduce costs, and help you meet regulatory requirements.
Videos
Therefore - Do Less, Get More