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Therefore™ Online

Enterprise Office Software

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Information Capture

Place 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.

Find and Edit

The 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.

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.

Workflow

Therefore™ 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.

Mobile and Remote Access

Therefore™ 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.

Integration

Therefore™ 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.

Security

Therefore™ 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.

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Specifications

User License Types

 
Personal Edition
Workgroup Edition
Essentials Edition
Enterprise Edition
Online
Edition
Named
 
Optional
Optional
Optional
Optional
Concurrent

 Optional
Optional
Optional
Optional
Read-Only
     
Optional
Optional
Standard License Count = Named + Concurrent + Read-Only 1 5 5 2 2
Maximum License Count = Named + Concurrent + Read-Only
1
50
50
Unlimited
Unlimited
 

Therefore® Clients

 
Personal Edition
Workgroup Edition
Essentials Edition
Enterprise Edition
Online
Edition
Navigator

Viewer (multi-format)

Case Manager

Web Access (Web Navigator & Viewer)
 

Gadget (monitor updates, workflows and tasks - Web and Installed)

Portal (Unlimited Read Only External Access)
 
 
 
 Optional
 Optional
 

Productivity Tools

 
Personal Edition
Workgroup Edition
Essentials Edition
Enterprise Edition
Online
Edition
Business Analytics

Therefore™ Workflow
   

GUI Drag & Drop Workflow Designer
   

Number of Workflows in Base Product     5* No Limit No Limit
Therefore™ Tasks
 

 

Security & Permissions

 
Personal Edition
Workgroup Edition
Essentials Edition
Enterprise Edition
Online
Edition
Windows® Local Users and Groups

 
Active Directory®

 
LDAP / SAMBA Support
 

 
Signed PDFs, Digital Signatures

Therefore™ User Access Permissions  

 

Document Features

 
Personal Edition
Workgroup Edition
Essentials Edition
Enterprise Edition
Online
Edition
Offline Access of Documents
 

Open File Format

Annotations (PDF & TIFF documents)

Version Control (including comments)

Generate Documents

Multi-Language Support

Documents Stored in Their Native Format

 

Document Administration

 
Personal Edition
Workgroup Edition
Essentials Edition
Enterprise Edition
Online
Edition
Information Lifecycle Management

Audit Trail

 

Capture Technology & Integrations

 
Personal Edition
Workgroup Edition
Essentials Edition
Enterprise Edition
Online
Edition
Therefore™ Capture Client (barcode/OCR)

 Optional
 Optional
Therefore™ MFP Application (Canon MEAP)
 Optional
 Optional
 Optional
 Optional
 Optional
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

 

Scan Formats

 
Personal Edition
Workgroup Edition
Essentials Edition
Enterprise Edition
Online
Edition
Single / Multi-page TIFF

PDF

PDF/A-1b

Searchable PDF

 

Electronic Document Import

 
Personal Edition
Workgroup Edition
Essentials Edition
Enterprise Edition
Online
Edition
Therefore™ PDF Printer

Therefore™ Document Loader (batch import with indexing)

Therefore™ Content Connector (automatic import with indexing)   Optional Optional Optional  
 

E-mail Archiving

 
Personal Edition
Workgroup Edition
Essentials Edition
Enterprise Edition
Online
Edition
Microsoft® Outlook

Mailbox Monitoring (automatic importing with indexing)
 
Optional
Optional
Optional
 
Microsoft® Exchange Server
     
Optional
 
IBM® Lotus Notes
     
Optional
 
 

Additional 3rd Party Integration

 
Personal Edition
Workgroup Edition
Essentials Edition
Enterprise Edition
Online
Edition
Integration with External Databases

Microsoft® Office

Microsoft® Windows® Explorer

3rd Party Applications Using Therefore™ Universal Connector†    Optional  Optional
Optional
 Optional
Microsoft® Dynamics NAV†      
Optional
 
Microsoft® SharePoint® Server†      
Optional
 
SAP NetWeaver®
 
 
 
Optional
 
eCopy® PDF Pro Office

Custom integration using Therefore™ API Optional as part of the Therefore SDK purchased with a Therefore™ Developer Edition†
 

Plug-Ins from 3rd Party Providers

 
Personal Edition
Workgroup Edition
Essentials Edition
Enterprise Edition
Online
Edition
Objectif Lune® PlanetPress  Optional
 Optional
 Optional
 Optional
 Optional
All Document Capture Solutions by I.R.I.S.
 Optional
 Optional
 Optional
 Optional
 Optional
 

Server Requirements

 
Personal Edition
Workgroup Edition
Essentials Edition
Enterprise Edition
Online
Edition
Microsoft® Windows® Server 2008 SP2+ (32/64-bit)
 

Server infrastructure provided as part of service
Support for Multiple-Servers
     

 
 

Database Support for storing document meta data (minimum supported version)

 
Personal Edition
Workgroup Edition
Essentials Edition
Enterprise Edition
Online
Edition
Microsoft® SQL Server Express 2005+† **

   
Server infrastructure provided as part of service
  
Microsoft® SQL Server 2005+

ORACLE® 11.2+
     

IBM® DB2 9.7+
     

 

Storage Management

 
Personal Edition
Workgroup Edition
Essentials Edition
Enterprise Edition
Online
Edition
Primary/Backup Support
 

Storage provided as part of service
 
Migration of Documents to Storage Devices
 

DAS, NAS, SAN & local RAID
 

NetApp® SnapLock
 

 

Microsoft Windows Client

Microsoft® Windows® Vista SP2+ (32/64-bit) 
Personal Edition
Workgroup Edition
Essentials Edition
Enterprise Edition
Online
Edition
 

 

Web Browser Client

 
Personal Edition
Workgroup Edition
Essentials Edition
Enterprise Edition
Online
Edition
Microsoft® Internet Explorer 7.0+  

Microsoft® Edge†  

Google™ Chrome 20+  

Mozilla® Firefox 10+  

Safari 5+  

Opera 12+  

 

Mobile App Client

 
Personal Edition
Workgroup Edition
Essentials Edition
Enterprise Edition
Online
Edition
Apple iOS 6.0+ (iPhone, iPad)
 

Android 4.0+ (smartphone, tablet)
 

Windows 8+  

Windows Phone 8+  

 
*Support for additional workflows can be purchased
† Contact your local Canon office for details

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Infographics

Why Information Management

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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.

View Full Infographic

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Videos

Therefore - Do Less, Get More

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