My boss has asked me to review the potential of this software and report back to him to see if our firm could benefit from it.

I have viewed the first 2 webinars and I am genuinely impressed with what I see.  I have 2 fundamental questions:

1.  When you drop an email into a project folder in outlook “to be filed,” can you set it up to automatically add verbiage to the file name to conform with the company standard file naming convention.  For example, our firm wants every file in the project folder to have a date in front of it (2010-02-14 File Name).  Can Newforma do this automatically?

2.  A large portion of PDF’s that end up in our project folders are generated from scanning in a document, such as a pay applications.  Does Newforma have the ability to recognize and search text in a scanned document?

I apologize if these issues have been discussed in other areas, but as usual in our fast paced business, there is very little time to perform this evaluation.  Thanks in advance for your help!

Emails are stored on disk using an internal naming convention that can’t be changed.  The naming convention includes the date, time stamp, sender, and subject.  Here’s the file name of an email I filed recently:

2010-02-09-1556-58-325R dplunkett@ne This is a test.msg

Even though the automatic naming convention can’t be modified, email messages of any name will appear in the Project Email Activity Center.

PDFs generated with OCR technology have ‘hidden’ text which Newforma will search. Adobe calls this format “searchable PDF”.  Many scanners will create this format.  Newforma doesn’t have built-in OCR which will add text to a PDF scanned without OCR.

In addition to what Dave said, by default, project e-mails are put into directories which are named yyyy-mm (year-month) so that each month’s worth of e-mails are filed in separate directories.

Thank you both for your help.