Category Archives: Events

DocuNECT Tech Refresh

This article provides a link to the DocuNECT Tech Refresh webinar held on 10/25/2017.


This webinar contains the latest information about the DocuNECT v5 product suite and has the following agenda:

  1. What is DocuNECT?
  2. Advanced Extraction Capabilities and Machine Learning.
  3. Joining Capture and Workflow Together.
  4. Integration with ApplicationXtender.
  5. Demonstration.

Recorded Webinar

Documentum Problems Solved: Strategies for Successful Integrations, Migrations and Performance Improvements

EMC’s Documentum platform is arguably one of the most complex, highly customized and challenging environments for IT professionals to manage. Gaining visibility into the performance of the various servers across the Documentum environment is challenging but crucial; and maintaining performance monitoring thresholds during customization projects is a severe headache.

Furthermore, how do you ensure you are getting the true performance picture inside Documentum’s infrastructure? And how could you possible plan for complex integration and migration projects without it?

Join Correlsense and Portford Solutions Group for an online seminar which will offer solutions to these key issues. During this session we will discuss:

  • Best practices for successful Documentum integration projects
  • Managing migration projects successfully with the right data
  • The best tools to gain visibility across the entire Documentum environment
Register today by clicking on the link below:

Read about the product:

Webinar: A Solution for Device Tracking





Portford Solutions Introduces: DocuNECT for Device Tracking
Medical Device manufacturers are required by the FDA to track certain types of devices from manufacture through the distribution chain. The FDA released 21 CFR Part 821, which governs the requirements around the tracking process.

Flexible Software Solutions
• On-Site: Software implemented behind your firewall
• Hosted: A SaaS model where you can pay monthly

Outsource Your Process
Portford also offers a complete managed service that combines the SaaS model with our call-center of trained device tracking specialists that will manage the entire process. Our services begin with fully documented policies and procedures that aid with FDA compliance.

Each client is allowed to customize the workflow to meet the profile of your device or specific needs. The operations team then follows these policies and procedures and conduct regular audits to verify compliance. We have a wide variety of reports and reporting methods which employ industry standards and tools.

DocuNECT for Device Tracking – Overview and Demonstration
Join us to learn about Portford’s DocuNECT solution for 21 CFR Part 821. Space is limited!

WHEN: 9/7/11 at 10:00am PST.

WHERE: Online Webinar via WebEx.

If you want more information on Portford’s device tracking solutions contact Gena Barber at

View the Full Invitation:

Creating the Ultimate Web Experience

Customers have high expectations of websites: interactivity, personalization, relevant content, and more. Join us Tuesday November 16th 8am PST as EMC presents a Live Webcast on the best practices for creating, managing, and delivering dynamic web experiences.

With a solution from EMC and Portford, you can meet these demands and improve the entire web publishing process—delivering the most compelling experience to your customers

Attend this event to:

  • Learn about the best practices to use the Web to its fullest potential as a tool for marketing, branding, and business growth
  • Gain a comprehensive understanding of the powerful technologies EMC has to offer to optimize your web publishing process-from content creation to multi-channel web delivery to web analytics.
  • See how organizations have successfully built persuasive online experiences that leverage social media, personalization, realtime tracking, optimization, and rich media

Click here to register for this free EMC Live Event. Click here to see all upcoming EMC Live events.

Contact info@portfordsolutions.comto learn more about best practices for creating, managing, and delivering dynamic web experiences for your customers.

Confronting SharePoint Implementation Challenges

Organizations are increasingly leveraging SharePoint to enable effective document collaboration while making documents available. While a great tool for any organization, SharePoint is not necessarily the right tool for storing all document types. For customers with large volumes of documents and with fixed document types, ApplicationXtender continues to provide capabilities not available in a traditional SharePoint environment.
SharePoint has a number of strong features to support portal and collaborative requirements. In large scale deployments however, organizations often find that SharePoint does not address all of the requirements for content management.

  • SharePoint relies upon Microsoft SQL Server databases for storing both content and metadata. This reliance upon SQL databases makes SharePoint difficult to manage and hack up, especially as it scales to store large numbers of documents. In addition, high-availability requirements, such as replication, mirroring, and clustering, are limited and difficult to configure.
  • For customers that scan moderate to high volumes of documents or need to store millions of documents, SharePoint may require more than one repository. This introduces challenges to organizations that need to provide a single point of access for all documents.
  • SharePoint does not provide imaging features. SharePoint user interfaces are not able to view all common image formats nor does it support image enhancement functions required to improve the quality of scanned images, such as line and border removal, de skewing, noise removal, and rotation.
  • SharePoint has limited facilities for developing and executing complex processes in highly scalable environments, requiring extensive customization or reliance upon third-patty tools to provide effective automation and routing.
  • Sharepoint provides no capability for archiving old, infrequently accessed content that must be retained for e-discovery, compliance, or long-term preservation. Disconnected silos of SharePoint content are rarely controlled in accordance with corporate policies and external regulations.
  • Without relying upon third-party applications, SharePoint does not address the lifecycle of content, especially at its “beginning (document capture) and “end” (publishing, retention management, and archiving).
  • Without relying upon third-party applications, SharePoint does not address the lifecycle of content, especially at its “beginning (document capture) and “end” (publishing, retention management, and archiving).

Join us on September 30th at 10am PST to learn how customers have overcome these challenges using Portford’s award winning DocuNECT electronic capture platform and ApplicationXtender. With Sharepoint integration for ApplicationXtender, organizations can not only provide ease of use and complete document access through SharePoint, they can continue to leverage the strong document management and capabilities in ApplicationXtender. DocuNECT provides rule based automated capture of any electronic files making it easy to set up COLD reporting and content migration into SharePoint.

Contact to find out how Portford can help extend the value of your SharePoint Implementation.

Webinar: In-House eDiscovery for Corporations with Simplicity and Defensibility

EMC SourceOne™ eDiscovery – Kazeon automates in-house identification, collection, preservation (legal hold), processing, analysis, review, and policy-based management of unstructured content. It works with data sources such as file shares, desktops, laptops, Microsoft Exchange, Microsoft SharePoint, IBM Lotus Domino, Symantec Enterprise Vault, and EMC Documentum. The product enables your legal and IT teams to respond rapidly and efficiently to today’s information governance needs, including litigation, investigations, and compliance. In addition, you can proactively discover, classify, manage, and preserve information according to business value and risk.

Join us June 3rd at 10am PST for a free online seminar to learn how EMC SourceOne eDiscovery – Kazeon delivers the following features and benefits.

  • Enhanced effectiveness for litigation and investigations – Perform in-house eDiscovery on potentially relevant information quickly, accurately, and defensibly
  • Lower eDiscovery costs – Reduce or eliminate outsourcing costs through in-house eDiscovery processes that are automated and repeatable
  • Maximized defensibility – Employ a pure eDiscovery solution and proven litigation hold process, including audit trails and chain-of-custody
  • Increased IT and legal efficiency – Establish the business value of ESI for easier identification, management, and retrieval
  • Full-functionality, in-house eDiscovery – Proved complete Early Case Assessment and First-Pass Review capabilities for in-house counsel

Join us June 3rd at 10am PST for an overview and demonstration of EMC SourceOne™ eDiscovery – Kazeon.

To Register
This is a free event, however registration is limited. If you have any questions, please contact: or call (949) 333-0331.

Webinar: What’s New in ApplicationXtender v6.5

Over 7500 customers from a broad range of industries have deployed ApplicationXtender for document imaging, workflow, reports management, and archiving. EMC has again raised the bar for transactional content management solutions with ApplicationXtender 6.5. Based on customer and partner feedback substantial new features and functionality have been added in version 6.5. Information Rights Management Services (IRM) is among the powerful new features now available. IRM for AX allows customers to dynamically control permissions such as view, edit, print, and distribute even after a document has been sent to a third party.

Join us for an overview and demonstration of Information Rights Management for AX and other features included with the purchase of AX version 6.5:

  • Retention Manager – enables business to easily configure document retention and disposition policies in the AX to mitigate risk and meet compliance goals
  • SDK, CDK, and Web Services Documentation Kit – provides the complete set of tools to integrate AX with your own Windows business solutions
  • AX for Microsoft Office 2007 – allows you to integrate AX content management functionality into Microsoft Office applications
  • Media Distribution – provides a complete content distribution mechanism for AX, allowing organizations to distribute content via CD, DVD, or Blu-Ray to third parties in a secure self-contained format

Who should attend?
Existing ApplicationXtender customers and organizations interested in evaluating an industry leading document management solution.

When is it?
DATE: May 6th, 2010
TIME: 10:00 to 11:00 am PT/ 1:00 to 2:00 pm ET

To Register
This is a free event, however registration is limited. If you have any questions, please contact: or call (949) 333-0331.

Webinar: Turn SharePoint Plans into Reality with DocuNECT

Over 70% of participants in a recent AIIM survey indicated that their companies currently use or have immediate plans to use SharePoint 2007/MOSS for Collaboration/workspaces and Document management (check in/check out). File share replacement, scanning/imaging, and email management applications were significantly lower priority SharePoint applications according to those surveyed. SharePoint can be used for collaboration “out-of-the-box” but many organizations struggle with leveraging the platform for managing transactional content, records, and emails with traditional capture solutions.

Portford has integrated SharePoint distribution in our award winning DocuNECT electronic capture platform. DocuNECT can automatically capture electronic files from Folders, FTPs, sFTPs, email, fax servers, and apply your business rules to distribute documents and data directly into SharePoint. DocuNECT’s standard features can be used to migrate documents from file shares to SharePoint and automatically create document folders and document properties based on existing folder/file naming structure. DocuNECT’s advanced capture features can be used to automatically classify documents and extract the data required to instantiate a workflow in SharePoint. SharePoint customers can also leverage DocuNECT’s desktop capture tools such as the Virtual Print Driver and the Windows Explorer integration allowing users to quickly capture and index electronic files.

Don’t miss a live demonstration and overview of DocuNECT can add value to your existing SharePoint implementation:

  • Automatically classify and index TIFF/PDF images and MS Office files based on your business rules
  • Capture files directly from any application using the DocuNECT Virtual Print Driver for SharePoint
  • Automatically capture an unlimited volume of files from Multi-function copiers, fax servers, email, sFTPs and FTPs
  • Quickly implement a distributed capture process using DocuNECT’s intuitive and completely web-based user interface
  • Automatically rotate, clean up, and apply industry leading image compression without sacrificing quality or performance

Who should attend?
End Users and Administrators interested in increasing the value of their SharePoint implementation with any of following applications:

  • Migrate documents from network folders to SharePoint
  • Enable document scanning into SharePoint from network scanner/copiers
  • Automatically kick-off a workflow from emails and faxes received
  • Print electronically from any print enabled application directly into SharePoint
  • Quickly organize and index batches of files from the desktop into SharePoint

When is it?
DATE: April 14th, 2010
TIME: 10:00 to 11:00 am PT/ 1:00 to 2:00 pm ET

To Register
This is a free event, however registration is limited. If you have any questions, please contact: or call (949) 333-0331.

Portford Sponsors AIIM in March

Come to AIIM’s FREE, one-day seminar in Anaheim CA, to learn about solutions to solve your information management challenges. Join how to drive paper out of your core document-intensive processes; legal and e-discovery issues; information governance guidelines, and change management implications.

Portford and EMC will be presenting in the morning general session and providing live product demonstrations of EMC Documentum 6.5 and ApplicationXtender 6.0 through out the day. AIIM’s ECM Seminar is a free event held held on March 16th from 8am to 2pm at the Sheraton Anaheim Hotel.

Date: 3/16/2010
Place: Sheraton Anaheim Hotel
Address: 900 South Disneyland Drive Anaheim, CA 92802

Visit for more information about AIIM. Click here for details on the ECM Seminar on schedule and activities.

Contact Dan Segura for more information on AX or DocuNECT

Webinar: ApplicationXtender Workflow Manager Overview and Demonstration

Portford cordially invites you to join us for exciting overview and demonstration of EMC Documentum’s ApplicationXtender Workflow Manager. Join us to learn how EMC and Portford are meeting the demands of new and existing ApplicationXtender customers by delivering product enhancements and integrations such as the new Workflow Manager. EMC Senior Systems Engineer , David Frank will be providing a live demonstration of the new Workflow Manager and taking customer questions.

Register today by saving this calendar appointment to learn more about the new features and exciting developments around the ApplicationXtender suite of products including:

  • Workflow Manager
  • Microsoft Office 2007 Integration
  • Microsoft SharePoint Integration
  • Information Rights Management (coming soon in AX 6.5)
  • DocuNECT for AX – Electronic Document Capture
  • ApplicationXtender Product Roadmap

Who Should Attend this Webex?

  • ApplicationXtender Customers considering upgrading or rolling out document management to new areas of their business
  • AX Administrators that want to learn about new features and capabilities
  • Companies evaluating workflow and document management solutions

When is it?
DATE: Februay 23th, 2010
TIME: 10:00 am – 11:00 pm PST
PLACE: Webex

10:00 am -10:05 am
Introductions: Dan Segura – Portford Service Manager and David Frank – EMC Senior Systems Engineer

10:05 am -10:15 am
Review of what’s new in AX version 6.0 and the new features to be available in version 6.5

10:15 am -10:50 am
Live demonstration of ApplicationXtender Workflow Manager

10:50 am -11:00 am
Questions and Answer

To Register
This is a free event, however registration is limited. If you have any questions, please contact: or call (909) 532-8571.