PRODUCT OVERVIEW

OpenText eDOCS
Securely manage legal content for a competitive advantage

Centralize work
product and legal
documents in acontent management
platform

Today, information that is needed for effective work is spread
across disconnected and isolated systems—email, chat,spreadsheets, documents, slide decks, mobile devices, laptops,
business systems, cloud repositories and more. Knowledge
workers, including legal professionals, spend approximately
30% of their workday searching for information—and this costs

Work seamlessly
across devicesand applications,including Microsoft®
OfficeFind the mostcomplete set of
relevant information
quickly
Customize OpenText™
eDOCS withcompliant andsecure solutions

loss of productivity, efficiency and collaboration among
disparate business units and teams.1
OpenText™ eDOCS provides teams with a flexible, highly secure and intuitive way tomanage, find and quickly access work product and other legal content, on-premises
or in the cloud, in a purpose-built content management system. eDOCS eliminates
data management silos by storing all documents and work product in a single place.

Centralize work product and legal documents
eDOCS is a light-footprint, cost-effective and highly flexible legal content
management system that ingrates with Microsoft™ products and enables teams towork seamlessly across devices and applications with one-click access to theirlegal content from Microsoft Outlook™, Office 365™, Teams™ and provides access toOneDrive™ from within the eDOCS Interface.

1 McKinsey & Company, The social economy: Unlocking value and productivity through social technologies (2012)https://www.mckinsey.com/industries/high-tech/our-insights/the-social-economy

"Attorneys used to takehome big suitcases onwheels. Now, it's all inOrganizations benefit from quickly finding, sharing and collaborating on relevant
content, including documents, email, graphics, forms, engineering drawings,
scanned paper and electronic-based records—available in a single place. Securecontent is accessible for a work-anywhere environment whether working remotely,
on-premise, in the cloud or via mobile devices.

the palm of their hands,

Work seamlessly across devices and applications

on their phones or tablets.

eDOCS improves employee productivity by providing users with choice andflexibility in how they work and access the platform’s functionality. In the courseof day-to-day activities, knowledge workers can use eDOCS without leaving theirfamiliar applications, with DM Extensions desktop interfaces that interact withcontent stored in eDOCS from Microsoft Windows® Explorer, Microsoft Outlookor Office authoring applications.

It’s just a world of difference."
Jeff Sheldon
CIO
Evans & Dixon

Read the Success story

Additionally, InfoCenter, the modern eDOCS user interface, allows users to createa personalized dashboard organized by recently edited content, client or mattertiles or any folders of choice. Each tile represents an area of content that can besurfaced from the eDOCS libraries. InfoCenter's consistent and intuitive interface
also provides users seamless access to their content whether from a desktop,
popular web browsers or mobile platforms, including iOS and Android™, Outlook
and Microsoft Office 365. Users are never more than one click away fromtheir information.
Additionally, users can quickly look up documents categorized by client and matteror any relevant metadata using virtual FlexFolders that instantly display available
content based on selected metadata.

Find the most relevant information quickly
With OpenText™ MindServer™, eDOCS' advanced search technology, teams caneasily search and retrieve information using full-text, Boolean, hybrid metadata
and content queries, which return results with search term highlighting, document
summarization* and faceted filters* to easily narrow the results.

Customize eDOCS with compliant and secure solutions
eDOCS add-ons provide additional capabilities for compliance, organization andgranular security. These include:• OpenText™ Decisiv™: Search information sources across your enterprise (including
eDOCS, intranets, email archives, web sites and other content repositories) torapidly discover content and in-house expertise• OpenText™ eDOCS Defense: Protect sensitive data with two additional levels ofsecurity: activity monitoring and document level encryption• OpenText™ Brava!™ Desktop for eDOCS: Annotate documents within eDOCS,
make redactions to block out sensitive information and publish changed content
as a PDF, TIF or expiring content sealed format (CSF) file
• OpenText™ RM Solutions for eDOCS: Classify documents into eDOCS Records
Management as they are saved into eDOCS and automatically apply a retention
period and eliminate the need for the user to manually file the document• OpenText™ Core Share: Extend information from eDOCS Document Management
into and out of the Core Share cloud document repository for simple yet securecollaboration with clients, suppliers, partners or others via the cloud

OpenText eDOCS

2/6

• OpenText™ Records Management, eDOCS Edition: Easily maintain content foreDiscovery and perform defensible disposition• OpenText™ Email Filing, eDOCS Edition: Capture, organize and classify emails
alongside related content in the eDOCS library• OpenText™ Image Crawler for eDOCS: Convert imaged-based documents andemail attachments within eDOCS into fully searchable content• OpenText™ Mobile Time Capture for eDOCS by ZERØ: Capture billable revenue
on mobile email activity with this AI-based application helping law, consulting andaccounting firms and corporate legal departments• OpenText™ DM Imaging, eDOCS Edition: Transform paper-based documents into
digital assets through capture, markup and OCR capabilities for management ineDOCS alongside relevant content• OpenText™ eDOCS Integration for Autodesk® AutoCAD ®: Work more effectivelywith engineering documents while seamlessly incorporating them into eDOCS• OpenText™ DM Workflow, eDOCS Edition: Define and manage workflows
associated with document creation and review throughout all stages of thecontent lifecycle• OpenText™ MBPM Integration for eDOCS: Generate cohesive interactions
among people, business systems and content with easily defined businesslogic and processes• OpenText™ eDOCS Integration for Microsoft® SharePoint®: Work from within
SharePoint while ensuring documents are adequately governed and compliant
within the eDOCS DM document repository
eDOCS provides a flexible, collaborative work environment that is designed tosupport the needs of law firms, corporate legal departments and other professional
services organizations. eDOCS ensures that sensitive work product is managed andsecure throughout the content lifecycle, while remaining easily accessible forday-to-day operations.
Whether on-premises or in the cloud, organizations gain the business advantage
of a modern and visually intuitive content management system that fits within anorganization’s strategy and supports full functionality, such as Microsoft Officeapplications for matter-centric work, while seamlessly providing instant accessacross multiple devices and locations to enhance user and team productivity.

OpenText eDOCS

3/6

Analytics

Augmented
intelligence

Scan/Capture
Emailmanagement

Collaboration

Image
management

Mobility

Workflow,
BPM

Security against
data breaches
EnterprisesearchRecords
management

OpenText eDOCS features
Modern User Interface— • Provides seamless access from the Web, Outlook and Office 365 applications, and iOS/Android
InfoCenter
mobile, which can be personalized to surface important or frequently used information as “tiles”
with InfoCenter
Microsoft working
environment• Enables users to manage the entire content lifecycle while working inside the Microsoft
productivity and collaboration applications of their choice including Outlook, Office 365, Teams,
OneDrive and SharePoint

Document-levelsecurity• Provides the most granular security in a legal content management platform, protecting andencrypting data while in transit and at rest, whether on-premises or in the cloud• Denies users from seeing specific metadata values or accessing documents that use them

Customization• Easily integrates with a rich, companion set of solutions

Tailored deployment• Allows organizations to deploy eDOCS based on their preferences, whether on-premises or inthe cloud, with full content management capabilities

OpenText™ MindServer™
search• Search suggestions and results summarization help users quickly find the most relevant
information available

Smart Profiling• Save time profiling large volumes of documents with new AI functionality while ensuringclassification accuracy

Support for Azure SQL
database and AzureStorage• Save cloud costs by connecting to Azure SQL Server, an on-demand, managed cloud database
option for smaller organizations working 9 to 5. Billed on use versus running an SQL Server
system 24x7x365. eDOCS content is saved in the cloud with Azure Storage support

Section 508 compliance • eDOCS user interface conforms to Section 508 Accessibility Guidelines, providing individuals
with disabilities equal access to eDOCS
Support for Microsoft 365 • Automated deployment of the light footprint InfoCenter add-ons for  Microsoft Office applications
Admin Center
OpenText eDOCS

4/6

“From accountantsto engineers, NAL
employees are able to
make their decisions
much quicker. They havecritical documents at theirfingertips faster than they
ever did before. We arealmost in real-time—
as content comes intothe company, it goes into
OpenText eDOCS very,very quickly.
Definitely, all of our groups
are benefiting from thespeed with which
information is getting into
the system now.”
Nicole Haddow
Team LeadDocument Management Services
NAL Resources

Find the most relevant information and save time while gaining more complete case,project and client knowledge with the OpenText eDOCS AI-powered search engine.

Read the Success story
OpenText Professional Services provides tailored support,
from fully managed services to self-service administration.

Streamline productivity by managing the entire content lifecycle with the OpenTextInfoCenter UI while working inside any Microsoft Office authoring application.

OpenText eDOCS

5/6

About OpenText
Learn moreDownload
OpenText eDOCS Defense
data sheet »OpenText eDOCS in the clouddata sheet »OpenText, The Information Company, enables organizations to gain insight throughmarket leading information management solutions, on-premises or in the cloud. For
more information about OpenText (NASDAQ: OTEX, TSX: OTEX) visit: opentext.com.

Connect with us:• OpenText CEO Mark Barrenechea’s blog
• Twitter | LinkedIn

OpenText Email Filing, eDOCS
edition data sheet »opentext.com/contact
Copyright © 2022 Open Text. All Rights Reserved. Trademarks owned by Open Text.
For more information, visit: https://www.opentext.com/about/copyright-information • 04/22 | 20446.EN6/6