“Charles is a talented psychologist who gives practical, humorous, down-to-earth approaches to business communication, understanding relationships, and life.” - Zig Ziglar -

Charles S. Lowery, Ph.D. is president and CEO of Lowery Institute for Excellence, Inc., a non-profit educational organization. Dr. Lowery’s diverse background includes private practice, college professor, management consultant and corporate motivator. Charles’ unique style of humor, encouragement, and motivation has made him one of the most sought after speakers in the country.

An in depth walk through of the new features and changes to the iSynergy suite of products. With demonstrations of some of the key features add to iSynergy, including Revision control and tracking, Application Permissions, and ScanDox. This session will help you begin you planning to expand your installations to take advantage of the new features and gain productivity and additional control over your solutions.

Presented by Steve Allen, CEO

A discussion of the methods for planning the iSynergy and Progression deployments to maximize the utilization of the available resources. You will be able to plan product deployments ensure the proper hardware and resources are in place to achieve successful deployments. Options for deploying the iSynergy suite and best practices different configuration scenarios, including Virtual Machine deployments what you need to know and what to avoid.

Presented by Ed Gutierrez, Director of Engineering

The session will include details on the iDatix API toolkit including the following:

1) How to use the command line to automatically upload indexed documents using iScan, QuickIndexer and ScanDox

2) Simple document import using incoming folders

3) Import Folders including ImportMapper; Indexed document imports

4) How to export documents from iSynergy

5) Using SpeedLoader for bulk insertion of documents

6) Using Document Loader to insert a single document

7) How to integrate the Document Server into a line of business application

The key point of this presentation is to discuss using web forms, launched by a link in instructions or the URL link in Progression to function as e-forms. I will discuss that e-forms solutions are typically cumbersome, limited in functionality and require significant training to accomplish anything with them.

By using simple, and sometimes complex web forms, we can have fully distributable, powerful, extremely flexible forms to capture information from inside and outside the firewall as well as create documents.

New with iSynergy 3.9 is the ability to create versions of your documents and keep track of the revisions. In this session, we will have a detailed discussion of how the new Revision Control functionality works.

Topics to be covered:.

1. Tracking revisions and the benefits of application level permissions

2. iSynergy 3.9 vs. 3.8 and earlier

3. Description of each permission and how to apply the levels of permissions to groups

4. Revision Control - Permissions
• E status and P status – effects on docs due to revision
• Making docs current
• Revision Permissions

As the old adage says, "Garbage in, garbage out." Without the proper dedication and focus during the Discovery process before a Progression workflow is designed, you may be setting yourself up for failure. Users need to put in extra effort on the discovery end to ensure a successful and logical processes are automated.

In this session, you will learn the importance of a thorough discovery process, as well as, the "how to’s" of discovery and how to use the finished discovery to create the process.

ScanDox has evolved into iDatix's most robust and versatile capture utility. By providing distributed, Web-based document capture, ScanDox users that have multiple data entry locations or a distributed workforce can take full advantage of ScanDox's functionality. In this session you will get and introduction and demonstration of the new functionality of Type Ahead index values and Index Validation, as well as the updated configuration of Index Lookup. This session is recommended for all current and potential ScanDox users.

What are iDatix utilities?