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Kapish Explorer

TRIM Connect inKofax

Bring Content Manager into Windows Explorer:

Simplify the complexity of Content Manager (previously TRIM / HP Records Manager) by leveraging users existing knowledge of Windows Explorer. Allow a more seamless approach to information management, while enforcing all business rules and record keeping requirements. Access CM Trays as top level folders, preview multiple documents at once and drag and drop records to create relationships without launching CM.

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Kapish Easy Link

TRIM Connect inKofax

Create Hyperlinks to Your Content Manager Records:

Embed links inside almost any application that supports hyperlinks (e.g. Word, Excel, PowerPoint, PDF documents, SharePoint, web pages, intranets, etc) and give users one-click access to Content Manager (previously TRIM / HP Records Manager) records while maintaining full access control and security.

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Kapish Word Add-In

TRIM Connect inKofax

Integrate Content Manager into Microsoft Word:

Kapish Word Add-In inserts a tab on the Microsoft® Word Ribbon, allowing Content Manager (previously TRIM / HP Records Manager) Properties to be inserted into new and existing Microsoft® Word documents, helping you work smarter not harder.

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Kapish Excel Add-In

TRIM Connect inKofax

Integrate Content Manager into Microsoft Excel:

Kapish Excel Add-In inserts a tab on the Microsoft® Excel Ribbon, allowing Content Manager (previously TRIM / HP Records Manager) Properties to be inserted into new and existing Microsoft® Excel Workbooks, helping you work smarter not harder.

Kapish Excel Add-In 4.0 now comes with the ability to link Workbooks, whether they are in CM and/or Network drives.

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Kapish PDF Wizard

TRIM Connect inKofax

Convert Content Manager Documents to PDF:

Provides a ‘One-Click Conversion’ of individual or multiple Content Manager (previously TRIM / HP Records manager) documents to PDF format from within the CM application or via Kapish Explorer. Converted documents can be easily added to the original record as a new Revision / Rendition or can be automatically attached to an outgoing email message.

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Kapish Folder Wizard

TRIM Connect inKofax

Automate Compliant Content Manager Folder Structures:

Automate consistent and compliant folder structures in Content Manager (previously TRIM / HP Content Manager) and remove the need for repetition by creating both, single and multi-level record structures instantaneously, honouring retention, security and naming conventions.

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Kapish Record Remover

TRIM Connect inKofax

Remove Unwanted Content Manager Records:

As a do-it-yourself delete application, Kapish Record Remover removes records from general view instantly. Easy to use and highly configurable, Kapish Record Remover provides an array of controls without the need of programming skills, while ensuring business rules are upheld and nothing is deleted accidentally.

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Kapish Web Grid

TRIM Connect inKofax

Publish Content Manager Lists and Documents via the Web:

Kapish Web Grid dynamically publishes lists of Content Manager (previously TRIM / HP Content Manager) records on internet, intranet and SharePoint® web pages. It allows for easy and simple downloading of electronic documents from a grid style list presented on a web page.

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Kapish AutoMate

TRIM Connect inKofax

Automatic Task Processing for Content Manager:

Kapish AutoMate processes and automates repetitive CM tasks. It is a modular service for CM task automation that is easy to install & maintain, all while reducing errors and increasing efficiencies. It automatically processes specific tasks – what Kapish AutoMate does or the actions it performs, depends on the modules you install. It can perform file conversions, send email reminders and notifications, create CM folders and add renditions to records, just to name a few. As more modules are released watch your business grow in efficiency. The first release of Kapish AutoMate sees four available modules, with many more to come…

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Kapish Lotus Notes Add-In

TRIM Connect inKofax

Integrate Lotus Notes Email with Content Manager:

Incorporate CM functionality into simple buttons within Lotus Notes and make it easy for an end user to catalogue their emails into Content Manager (previously TRIM / HP Records Manager) with ease. Comply by capturing a true copy of emails sent and received with the Kapish Lotus Notes Add-In in their native mail rendition without any loss of content or formatting when saved to CM.

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Kapish Pathway Integrator

TRIM Connect inKofax

Integrate Content Manager with Infor Pathway:

Enable bi-directional integration between Content Manager (previously TRIM / HP Records Manager) and Infor Pathway – reduce duplication of records and increase data integrity, records keeping governance and compliance. Provide a greater scope of information stored in your document management system in real-time, eliminating redundant data and batch updating processes.

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Kapish Proclaim Integrator

TRIM Connect inKofax

Integrate Content Manager with TechOne ProClaim (Property and Rating):

Enable bi-directional integration between Content Manager (previously TRIM / HP Records Manager) and TechOne ProClaim (Property & Rating) – reduce duplication of records and increase data integrity, records keeping governance and compliance. Provide a greater scope of information stored in your document management system in real-time, eliminating redundant data and batch updating processes.