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					RIGHTFAX 9.0 Sales Training

  What’s New With RightFax
                                                                                    RightFax 9.0 Sales Training



                          Introductions

 Mark Malone, Senior Product Manager, RightFax

 Dana Cole, Senior Product Marketing Manager,
  RightFax

 Bob Tennant, Senior Product Manager, Support &
  Services

 John Nordin, Project Manager, RightFax

 Tammy Menkerud, Product Marketing Consultant

 Michael Collins, Product Support Engineer


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                                                                                         RightFax 9.0 Sales Training



       RightFax 9.0 Sales Training Agenda
 Where We’ve Been and Where We Are

 What’s New with RightFax 9.0 – Why it matters – How to help you sell

 Overarching themes and how to use

 Lifecycle

 Pricing/Policy and Guidelines

 Ordering/Fulfillment/Packaging

 Registration and Feature Activation

 Support & Maintenance

 Sales Tools – Intranet Site

 Reference Materials – Intranet Site

 Questions
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                                                                                        RightFax 9.0 Sales Training



                      Where We’ve Been
 RightFax 8.5

 RightFax 8.5 SP4

 RightFax 8.7

 Brooktrout Releases (RF 8.7 SP1)

 Lotus R6

 Revised backup policy

 RF 8.5, Service Pack 5

 RightFax Workflow Wizard

 RightFax Connector for Hummingbird

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                                                                              RightFax 9.0 Sales Training



From Project Javelina to RightFax 9.0




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                                                                                          RightFax 9.0 Sales Training



        Where We Are: Fax Market Drivers

 “Fax is not dead…”
      But “Email is Broken…” (Davidson)



 Information Technology Spending Trends

      Consolidation
      Get more out of investments
      Security, Privacy, Regulatory concerns
      EMAIL is “broken”



 Many existing customers DO NOT have fax as a high priority

      Reliability: “It just works…” – no need to change
      HOWEVER: This could be a “bad” thing…
         Not much attention spent on upgrades, scaling to the enterprise, etc.
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                                                                                      RightFax 9.0 Sales Training



     Where We Are: Fax Market Drivers

 A VERY LARGE opportunity exists to SELL MORE
 to our existing customers
    More upgrades
    More departments, groups using RightFax
    More applications to integrate
    More devices to connect (Multi-Function Products, etc.)


 How?
    Leverage value propositions, return on investment (ROI), and
    total cost of ownership (TCO)
    Leverage security/privacy concerns
    Leverage Business Continuity Disaster Recovery (BCDR )
    Leverage TEAMPLATE; INTERCHANGE

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                                                                                RightFax 9.0 Sales Training



 RightFax: The Undisputed Market Leader



    market share for fax servers,
 “In
 Captaris was once again pre-eminent,
 with a 24.6% share, beating everyone
 by a factor of two and half”
                                  Computer-Based Fax Report, 2003-2008

                                                                     by Peter J. Davidson




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                                                                                    RightFax 9.0 Sales Training




“If a 25 person organization manually faxes 30 two-page
documents daily, it’s squandering 1,000 man hours a year.

That equates to one employee spending six months each
year printing documents and feeding fax machines.”
                                                                                   Maury Kauffman
                                                                               Fax Industry Analyst
                                                                               The Kauffman Group




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  What’s New With RightFax 9.0

Why it matters – How to help you sell
                                                                                       RightFax 9.0 Sales Training




 Captaris RightFax 9.0 extends market-leading RightFax
  enterprise fax and e-document delivery offerings with flexible
  enhancements that offer the performance, security and scalability
  needed by today’s enterprise, while making it more intuitive and
  simple to deploy, use and manage.

 By delivering reliable software that simplifies the user’s
  experience, RightFax helps organizations rapidly improve
  efficiency and reduce costs through integrating and automating
  the flow of a full range of fax, paper and electronic documents
  and data.




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          RightFax 9.0 Launch Themes

 Enterprise scalability, reliability and performance

 Simplified administration and deployment

 Simplified use for a better user experience

 Future proofing investments

 Enhanced features to support security and regulatory
  compliance

 Globalization and enhanced support of International
  customers


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        RightFax 9.0 Customer Benefits

 Lower TCO

 Faster ROI

 Quicker and simpler deployment and adoption

 Greater scalability, reliability performance and
  interoperability

 Enhanced efficiency and productivity

 Forward looking, future proof technology




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         RightFax 9.0 Partner Benefits

 Opens up opportunities for more penetration within
  new and existing enterprise accounts

 Positions fax servers as forward-looking technology
  with longevity and innovation

 Re-affirms the strong commitment Captaris and our
  partners have in North America and Internationally
  moving forward




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        Key Features and Enhancements
 Open Database - Microsoft SQL server

 .NET-based Web Client

 Bi-directional SMS text messaging

 Active Directory enhancements

 Do not fax/Do not dial

 IBM Lotus Notes Enhancements

 Security and privacy enhancements

 Fax over IP support

 EICON board support - (Non-U.S. markets only)
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               RightFax 9.0 - New SQL DB

                                                                                    RAIMA
                                                               MSDE SQL, but
                                                                 tested and
       GWs                                                    supported on MS




                                           API Translation
                                                             SQL 2000 Standard
       EFM                                                         Edition

      Web          RF API                                                                       RAIMA
      Client                                                         SQL

     FaxUtil


      Other




Conservative approach = maintain
reputation of reliability
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                                                                                             RightFax 9.0 Sales Training



    What’s in the Database (and what’s not)

 In SQL:

      All data previously in stored in Raima is now in SQL
         Documents and Contacts to Configurations and Signatures

      Prefix tables are now stored in SQL

 Not in SQL:

      Alerts & Monitors
      Least Cost Routing tables
      Activity log




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                                                                                        RightFax 9.0 Sales Training



                       Obsolesced Tools

 Keybuild.exe

 DBCheck.exe

 Rescue.exe




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                                                                                      RightFax 9.0 Sales Training



            More about SQL in RF 9.0

 MSDE ships in the box

     No additional cost to customer

 Option to install MSDE, or point to their own SQL 2000

 Fields in RAIMA = Fields in MSDE

 Preservation of ALL API’s

     Backwards compatible ! – VERY IMPORTANT

 Preservation of all client applications

     (2 versions backwards will be supported)



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                                                                                     RightFax 9.0 Sales Training



       More about SQL in RF 9.0 (cont.)
 RightFax now adheres to OPEN DB Standards

 Can use any SQL tools for analysis, maintenance,
  reporting – very easy

 Can do reporting w/o using the API, for example

 3RD- party integrations can be simplified

     Can add data to the DB and we’ll pass it through

 Unlimited fax records in SQL 2000

 Some limits to MSDE


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                                                                                      RightFax 9.0 Sales Training



               Recommending SQL

 MSDE                                                SQL Server 2000

    Small, Mid-Size solutions                                   We allow them to install
    < 800,000 fax images
                                                                    RightFax on THEIR SQL
                                                                    server
    Business, workgroup,
                                                                 Medium-to-large
    departments
                                                                    installations
    NO Clustering
                                                                 UNLIMITED Fax records
    No out of the box tools
                                                                 Clustering Support
                                                                 We support RightFax, but
                                                                    we do not support
                                                                    customer’s SQL Server
                                                                    2000




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                                                                        RightFax 9.0 Sales Training



RF 9.0 Database Schema




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                                                                                       RightFax 9.0 Sales Training



   New Web Client – RightFax Web Access

 New .NET-based Web Client

 “Zero footprint” deployment

        Feature parity with FaxUtil (mostly, and in some cases,
        MORE)


 Localization in PFIGS-FC (Portuguese, French, Italian,
  German, Spanish, French Canadian)




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                                                                       RightFax 9.0 Sales Training



RightFax Web Access




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                                                                                     RightFax 9.0 Sales Training



                     RWA (continued)

 Near Feature Parity with FaxUtil

 Look and feel of Outlook Web Access

 Improve upon UI to be more web friendly

 Use a new .Net API for communicating directly with
  SQL

 ASP.Net




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      RightFax Web Access Advantages

 No excessive navigation

 No excessive spawning of more windows

 Great UI space savings

 Enhanced paging

 Local times used -- not server times

 Now supports delegate logins

 Etc…


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                                                                                       RightFax 9.0 Sales Training



  RightFax 9.0 - Short Messaging Services

 Send SMS from FaxUtil, Outlook, Web Client, Notes
  and SMTP Gateway

 Enhanced Push Proxy Gateway (PPG) and RF
  interaction
     Notifications, status, etc. – BETTER!

 Single install – PPG now part of RightFax

 Process inbound SMS message – RF Mailbox

 Production SMS {doctype} – with tracking!



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                                                                       RightFax 9.0 Sales Training



         PPG Install




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                                                                       RightFax 9.0 Sales Training



PPG Services Installed




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                                                                                        RightFax 9.0 Sales Training



RightFax 9.0 - Active Directory Enhancements
 Support of synchronization by Organizational Unit (OU)

 Sync by Active Directory Groups
        Support multiple domains – new!
           Browsing for domains will include single and multiple selections.




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                                                                       RightFax 9.0 Sales Training



 Notes – SMS SendTo




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                                                                       RightFax 9.0 Sales Training



     SMS from Outlook




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                                                                       RightFax 9.0 Sales Training



   FaxUtil – Send SMS




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                                                                        RightFax 9.0 Sales Training



FaxUtil – Outbound View




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                                                                       RightFax 9.0 Sales Training



FaxUtil -Inbound View




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                                                                                      RightFax 9.0 Sales Training



            RightFax 9.0 - Do not Fax

 Create Dialing Rules to support do-not-fax
 initiatives
     Enhance rules to link to fax numbers
     Create “silent alarms”




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                                                                                       RightFax 9.0 Sales Training



 RightFax 9.0 - Lotus Notes Enhancements

 Notes/Domino clustering

 iNotes Template (Domino Web Access)

        Extend template to include links to web –based faxing forms
        Support all THREE integration methods

 Notes log file

 SecureDocs

 Enhanced reporting, “doclinks”, etc.

 PFIGS-FC localization

 Renamed to RightFax Lotus Notes Module


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                                                                       RightFax 9.0 Sales Training



            Mail Template




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                                                                       RightFax 9.0 Sales Training



             SMS in Notes




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                                                                          RightFax 9.0 Sales Training



SecureDocs from Lotus Notes




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                                                                       RightFax 9.0 Sales Training



  iNotes and RightFax




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                                                                                     RightFax 9.0 Sales Training


       RightFax 9.0 Security and Privacy
                Enhancements

 Provides two-tiered administration – privacy
  administrator can view fax content but ordinary
  administrators are blocked from viewing content·
     Limit RF ADMIN from viewing faxes
     Log an entry each time a fax is viewed




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                                                                                       RightFax 9.0 Sales Training



             RightFax 9.0 - Fax over IP

 Fax Over IP (T.37/T.38)

     Brooktrout 3.3 SDK Support
        FoIP via 1034 board (T.38)
        Excellent value proposition for customers
        Brooktrout Technology Expansion – details coming soon
        Software-only FoIP: Coming after 9.0



     T.37 Support in RF 9.0
        Activate as a “channel”




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                                                                                      RightFax 9.0 Sales Training



            TR1034 with IP Fax Support

Firmware download / “expansion”
        to switch from
    IP Ready to IP Enabled




                                                                    Standard RJ45 for
     Additional Ethernet connection                                     T1/E1 PRI
            for IP Fax support


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                                                                                      RightFax 9.0 Sales Training



                FoIP Transport (T.37)

 Supports T.37 Store and
  Forward Fax over IP.

 Store and Forward fax is an
  email with a G4 TIFF
  attached.

 Send only




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                                                                         RightFax 9.0 Sales Training



FoIP T.37 Status in FaxUtil




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                                                                                     RightFax 9.0 Sales Training



                    Eicon Fax Boards

 Introduction of Eicon Fax Boards

     DIVA Server v 7.5
     BRI and E1 boards – for now
     Not in North America




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                                                                                        RightFax 9.0 Sales Training



      Other Features and Enhancements

 System Universal ID (“SUID”)

     A unique system ID that follows a RightFax System
     Changing the Server’s GUID disconnects it from its
      configuration data
     Server GUID identifies server dependent data

 North American Edition and International Editions

     Eliminate cross-regional competition (namely North
      America)
     MMR’s selling to Non-North American customers
     Protect regional price points and programs

 Online Registration - Web feature activation

     No paper forms to complete or manage
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                                                                                        RightFax 9.0 Sales Training



  Other Features and Enhancements Cont.

 Greenwich Mean Time (Universal Coordinated Time) – TTI
  Line
     Displays the local time relative to Greenwich Mean Time
      (GMT). If this new option is not selected, the TTI line will
      display the local time at the fax’s place of origin.

 T.434 BFT always Off

     Enhances security to support security and compliancy issues

 Alerting/Monitoring Enhancements

     Allow process termination for multi-instance processes

 Fax Reporter Enhancements

     Takes advantage of SQL
     Includes the ability to report on fax work requests
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                                                                                     RightFax 9.0 Sales Training



  Other Features and Enhancements Cont.

 Win 2000/2003 Certification·

 Active Directory Synchronization Enhancements

 Remote Board Servers on a WAN

     Remote board services can now truly be remote and
     can be geographically away from the main server




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                                                                       RightFax 9.0 Sales Training



Alerting & Monitoring




               We’re adding more
               stats to alert!
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                                                                                              RightFax 9.0 Sales Training



                      Components of DocTransport

     DocTransport allows many types of Document Delivery.

     Built for future expansion.




                                     DocTransport



    Eicon      Fax over IP
                                      SMS                DocPlus                  Legacy BoardServer
    Boards        T.37


                                                                          Brooktrout                   Intel/Dialogic
RightFax (Internal)
                                                                           Boards                         Boards



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                                                                       RightFax 9.0 Sales Training



DocTransport Service




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RF 9.0: A single source for enterprise fax and
             e-document delivery




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 RightFax 9.0 Operational Information

 Packaging, Pricing, Ordering, Fulfillment,
Support, Maintenance and Other Resources
                                                                                      RightFax 9.0 Sales Training



   RightFax 9.0 Post Launch Deliverables

 Sharp
     Special download (TBD) – up to 10-20 days after 11

 MFDs- Xerox enhancements that were in 8.7
     Special download (TBD) – up to 10-20 days out
     Project Scorpion – Q1 2005

 Document Management Connector
     30-45 days
                                                         Some things will be
 FileNet Connector                                      available in the weeks
     30-45 days
                                                         following 11/1/04

 Industry and application bundles
     30-45 days
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                                                                                     RightFax 9.0 Sales Training



               Pricing and Ordering

 There are price changes and ordering changes

 More details to come

 A “channel is a channel is a channel”

     Document delivery channels – NOT JUST FAX !
     PSTN Fax, FoIP (T.37); Brooktrout, Eicon, SMS, etc. etc.

 NO MORE SERIAL CARDS !!




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                                                                                     RightFax 9.0 Sales Training



       Price Increase Coming – Sell Now

 We will be announcing a price increase effective
  January 1, 2005.

 More details to come…

 Create urgency for Q4!!




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                                                                       RightFax 9.0 Sales Training



New RightFax Package




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                                                                                      RightFax 9.0 Sales Training



        Product Policy and Guidelines

 End user license agreement (EULA)

     Appendix A to be removed
     Policy about product co-dependencies, usage, etc will
     be moved to a price book or via a bulletin

 Examples

     SBS – now 4 channels
     Business Integration allowances
     Document Delivery Channels
       Fax, FoIP, SMS, etc,




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                                                                                      RightFax 9.0 Sales Training



              Packaging changes cont.

 RightFax for Oracle – no support for Infinite wireless
  extension

 RightFax for SAP -– no support for Infinite wireless
  extension

 RightFax Healthcare Edition – no support for Infinite
  wireless extension

 RightFax Financial Edition– no support for Infinite
  wireless extension




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                                                                                          RightFax 9.0 Sales Training



                             Name Changes



 Gateway for Microsoft                   NOW  RightFax Microsoft Exchange
  Exchange                                      Module

 Gateway for Lotus Notes NOW  RightFax Lotus Notes Module

 RightFax Web Client                     NOW  RightFax Web Access




 Why the changes? These names better reflect the complete
 capabilities of the modules and answer competitive pressures
 surrounding use of “gateway” terminology.



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                                                                                     RightFax 9.0 Sales Training



                      Order Fulfillment

 We’re making order fulfillment easier




                                                                                    X     BNT 0870000




            X                                                           NO more serial
                                                                        cards and
                                                                        registrations
                                                                        cards !!
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                                                                                      RightFax 9.0 Sales Training



               FoIP Order Fulfillment

 Order as “Document
  Delivery Channels

 Order Upgrade of IP Ready
  Boards to IP Enabled?
  ($1,000)

 If customers get a port
  upgrade – FoIP is FREE

 1N Boards now shipping
  with 9.0 !




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                                                                                        RightFax 9.0 Sales Training



      Registration and Feature Activation

 Registration is now required

     WebBump
     Call ins

 Single install CD still installs MOST of RightFax
  product




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                                                                                      RightFax 9.0 Sales Training



                                     Support

 No substantial changes for 9.0

     Minor adjustments coming in Q1/05

 Upgrade request information for support plan holders
  sent during launch week.

 Certified Partners will need to recertify on 9.0

     Complete recertification of two technicians by 2/28/05
     Details on test availability coming soon




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                                                                                    RightFax 9.0 Sales Training



        Marketing and Sales Programs

 Competitive Take-Out Programs

 Upgrade Now

 Brooktrout Rebate Program

 And more to come!




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                                                                                     RightFax 9.0 Sales Training



                              Sales Tools

 RF 9.0 Guide to New Features

 RF 9.0 Features, Benefits and Advantages

 RF 9.0 Messaging

 RF 9.0 Sales FAQ

 Captaris Consultative Selling Reference Guide

 Tech Support Briefings about New Architecture




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                                                                                     RightFax 9.0 Sales Training



                                 Collateral

 Brochures

     Enterprise Fax and e-Document Delivery Solutions
     Automating Business Communications




              Dial in: +1 706 679 1975 Pin 320 7027 or within U.S. Toll Free 1-877-403-6046
                                                                                          RightFax 9.0 Sales Training



                                      Collateral
 Datasheets and Overviews                                           Document Management
                                                                        Connector Datasheet
     RightFax Family of Products                                      Connector for FileNet P8
                                                                        Datasheet
     RightFax Overview
                                                                       RightFax for SAP Product
     RightFax Server Requirements                                      Offerings Overview
     Enterprise Server Datasheet                                      RightFax for SAP Solutions
     Business Server Datasheet                                         Datasheet
     Enterprise Suite Datasheet                                       RightFax for Oracle Product
                                                                        Offerings Overview
     Microsoft Exchange Module
        Datasheet                                                      RightFax for Oracle Datasheet
       Lotus Notes Module Datasheet                                   Financial Edition Datasheet
       UIX Datasheet                                                  Healthcare Edition Datasheet
       Workflow Wizard Datasheet                                      Xerox Datasheet
       Web Access Datasheet                                           Canon Datasheet
       SecureDocs Datasheet                                           MFD Datasheet
       FaxUtil Datasheet                                              Top Five Ways RightFax
                                                                        Supports HIPAA Compliance
       Enterprise Fax Manager
        Datasheet                                                      Top Five Ways RightFax
                                                                        Supports Sarbanes-Oxley
       Connector for Hummingbird DM
        5 Datasheet                                                    AND MORE…..


                   Dial in: +1 706 679 1975 Pin 320 7027 or within U.S. Toll Free 1-877-403-6046
                                                                                            RightFax 9.0 Sales Training



               Collateral and Presentations
 Whitepapers and Guides                                    Presentations
   RightFax IBM Lotus Notes White                                     RightFax Server Overview
      Paper                                                            RightFax Add-On Modules
     RightFax Microsoft Exchange White                                Using and Administering
      Paper                                                               RightFax
     RightFax UIX White Paper                                           RightFax Email Integrations
     RightFax SAP White Paper                                           RightFax UIX
     RightFax Oracle White Paper                                        RightFax Financial Edition
     Xerox White Paper                                                  RightFax Healthcare Edition
     Canon White Paper                                                  RightFax and SAP
     MFD White Paper                                                    RightFax and Oracle
     RightFax 9.0 Guide to New Features                                 RightFax and Xerox
     RightFax Streamline Guide                                          RightFax and Canon
     RightFax SAP Streamline Guide                                      RightFax and HP
     RightFax Oracle Streamline Guide
     RightFax Financial Services                           Customer FAQs
      Streamline Guide
     RightFax Healthcare Streamline                                   RightFax SAP FAQ
      Guide                                                            RightFax Oracle FAQ
     HIPAA White Paper                                                RightFax FileNet FAQ

                     Dial in: +1 706 679 1975 Pin 320 7027 or within U.S. Toll Free 1-877-403-6046
                                                                                RightFax 9.0 Sales Training



                         Questions?

 Q &A




         Dial in: +1 706 679 1975 Pin 320 7027 or within U.S. Toll Free 1-877-403-6046
            THANK YOU

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