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1. 50 00 50 00 a T i i J r 2 T E 3 o fal o a a ke 03 01 2011 Viewed Printed Saved The documents you accessed most recently Most recent documents uploaded Path Type Name Type Name T 1 4 Test Document pdf 2 W 1 5 Test Document doc T 1 4 Test Document pdf SmartRoom 4 PRIVATE AND CONFIDENTIAL Powered by bencgnoup 5 0 Document Review and Index Maintenance 5 1 DOCUMENT INDEX Index View File View 6 6 mm So Be Q 1 Taxes 87 Files 9 Folders CE 2 Intellectual Property 10 Files 3 Folders OE 3 Financial Information SEC Filings 7 Files 11 Folders OE 4 Balance Sheet Analysis 4 Files 10 Folders 5 Manufacturing Production 2 Files 0 Folders Ll 6 Test 2 205 6 Files 0 Folders Gl 7 Sales and Marketing 5 Files 3 Folders QE 8 Human Resources 1 File 7 Folders t Lio Marketing Organization 3 Files 0 Folders 10 Location 0 Files 0 Folders 0 11 check 1 0 Files 0 Folders gj 12 TEST3 1 File 1 Folder H 13 Adobe 221 Files 1 Folder H 15 1st Uploaded Mac Folder 4 Files 1 Folder 16 Scanner 2 Files 2 Folders H O 17 Sample Folder 1 File 1 Folder O 18 Nibb High Football Rules 0 Files 0 Folders Ele FE Ep ER EE FE 5 1 1 Index View View by Index will display the SmartRoom index under the Index View pane You can expand and collapse individual folders and sub folders by clicking on the EL Ei icons U
2. SmartRoom Powered by bmcgroup User Manual For End User Table of Contents 1 0 Login 8 0 Help 2 0 Confidentiality Agreement 8 1 User Guide 8 2 FAQ 3 0 Software Installation 8 3 Contact the SmartRoom Team 4 0 Dashboard see f 9 0 Additional Services 5 0 Document Review and Index Maintenance 9 1 Managed Data Hosting 5 1 Document Index 5 1 1 Index View 5 1 2 First Page Preview 5 1 3 Right Click Controls 5 1 4 File View 5 2 Document Viewer 5 3 View by List 5 3 1 Export to Excel 5 4 Search 5 4 1 Advanced Search 5 5 Print Queue 5 6 Save Queue 5 7 Q amp A Messages 6 0 My SmartRoom 6 1 Account 6 2 Alerts 6 3 List of SmartRooms 7 0 Reports 7 1 My Activity SmartRoom PRIVATE AND CONFIDENTIAL Powered by bmogroup 1 0 Login Follow the link provided in your invitation or go directly to https bdr bmcgroup com to log into your SmartRoom Use the username and password provided in your invitation email If you have forgotten or misplaced your password click on the Forgot Password link to be sent a reminder Please note this will also unlock your account and send you a new password If you experience login problems please call or email our Technical Support Team using the contact information listed at the bottom of the login page SmartRoom Powered by bmcgrou LE Login Unlock Account Forgot Password Customer Support Asia 852 800 930 643 Brazil 0 800 722 0545 d kd Europe
3. 00 800 3325 7666 a Japan 0120 974 858 f North America 1 877 332 5739 Email SmartRoomSupport bmcgroup com i NJA Website https support bmogroup com Copyright 2012 BMC Group Inc All Rights Reserved privacy amp security policy site access agreement About SmartRoom About BMC Group 1 SmartRoom PRIVATE AND CONFIDENTIAL Powered iy brricgrotip 2 0 Confidentiality Agreement You will be prompted to read and accept the confidentiality agreement each time you enter the SmartRoom Click xee to enter the site Confidentiality Agreement The information contained on this website is confidential As a condition to receiving access to this website you agree to treat all information which is contained herein as confidential unless and until such information has been made generally available to the public or unless The Company agrees in writing to remove this restriction The information contained on this website may not in whole or part be reproduced or distributed to others Furthermore you agree that the information included herein shall be used solely for the purpose of evaluating a possible transaction with The Company Nothing herein shall limit or impair your right to disclose information if legal required to do sa in any judicial administrative or governmental proceeding subject to your prior notification of The Company Your obligations of confidentiality and non disclosure are set forth in more detail i
4. function for yourself This feature is useful when looking for a specific document Please note that the File Preview must be enabled in conjunction with the profile change in order for the preview to be displayed 6 2 ALERTS 6 2 1 Personal Alerts You are able to set up an email alert to bring activity in the SmartRoom to your attention This can also be done by right clicking any folder or file within the index view To create a new alert click on L amp teste Newlert To manage an existing alert click on the amp next to the alert you want to modify or delete Click on the Ewa symbol next to the folder you wish to monitor In most cases this would include all folders in which case click on the aa symbol next to SmartRoom Index j Smartkoom 2 1 Basic Corporate Information 2 Files 11 Folders a 2 Financial Information SEC Filings 0 Files 11 Folders Ea 3 Financial Forecasts 0 Files 3 Folders ea 4 Balance Sheet Analysis 0 Files 11 Folders EF Contingencies 0 Files 4 Folders SmartRoom 14 PRIVATE AND CONFIDENTIAL Powered by brego 1 Select the type of alerts you wish to set up Upload File Delete Read 2 Select the frequency you wish to receive these alerts Immediate Hourly Daily 3 Check the Consolidate box if you wish to receive the alerts in a single email 4 Click on the l icon to save create the alert 5 Click on the icon to cancel
5. the alert To edit an existing alert click on the 4 next to the alert To delete an alert click on the X next to it Personal Alerts Manage Q amp 4 Alerts N Turn my Alerts OFF Item Item Type Alert Type Frequency Consolidate Alert CA X UAT Test Folder 3 Folder Upload File Daily Yes Personal 6 2 2 Manage Q amp A Alerts Manage Q amp A Alerts allows you to set the frequency at which we receive Q amp A alerts Alerts signify that we have received a new question or response Personal Alerts Manage Q amp A Alerts T Immediate 6 3 MY SMARTROOMS List of SmartRooms will present a list of all of the SmartRooms you are currently a member of You can switch between SmartRooms by clicking on the project name or URL List of SmartRooms SmartRoom Last isited SmartRoom Never SmartRoom 16 08 2010 10 70 4M SmartRoom 16 08 2010 1 00 PM SmartRoom Never SmartRoom 04 08 2010 3 46 PM SmartRoom 15 PRIVATE AND CONFIDENTIAL Powered ir brriograap 7 0 Reports 7 1 MY ACTIVITY My Activity bi Skart Date 01 08 2010 End Date 17 08 2010 Show documents I have viewed Custom Show documents I have not viewed Viewed vee ho Either I Include Folders That Have No Documents Printed yes Ao Either y Generate Report Saved W ves no Fither M Show Folder Level Totals These reports show us whether we have viewed printed and or saved documents within a
6. Group Name Category Name I Send This Message to All Users Adar Q amp A Management Group I Alfred Q amp A Management Group Bele Q amp A Management Group O Chris Q amp A Management Group SmartRoom 12 PRIVATE AND CONFIDENTIAL Powered by bregroup 6 0 My SmartRoom 6 1 ACCOUNT 6 1 1 Personal Information Please check and edit your personal details here Personal Information First Name Any Last Name User Primary Location United States Company A Company work Phone 1234567890 Mobile Phone Fax Number required 6 1 2 Password You may change your password at any time Remember that passwords must be 8 characters or more and contain a combination of uppercase lowercase and alpha numeric characters Password Old Password Blew Password Re Enter New Password required SmartRoom 13 PRIVATE AND CONFIDENTIAL Powered Oy brrecgroup 6 1 3 Language The choice of languages available in your SmartRoom is determined by the SmartRoom Management Team If a multi language interface is available you will be able to select your default language from the My Language section of the menu 6 1 4 Options By checking the box Hide Files in Combined Index you will only see folders when the index is displayed This feature may be useful when viewing a large index By checking the box Allow Preview File you will turn on the document preview
7. ame Search For these words a fe nd C Or a and or Click bo add a new clause smartRoom 10 PRIVATE AND CONFIDENTIAL Powered by brego 5 5 PRINT QUEUE If you send multiple documents to the print facility you will be able to manage the Print Queue A list of all documents sent to the printer will be displayed and you may sort the list by any of the parameters in the header Clicking on the options button will give you the option of pausing moving or canceling the document scheduled to print Print Queue N Filter by status EY Z res Printer J pausa Printing cancel al steed 100 leat Order File Name Folder Pages Options 1 2007 Test Upload Document 4 pdf Options 2 Site Customization Guidelines New UI pdf UAT Test Folder 1 UAT Test Folder 1 1 1 Size 28 KB 154 KB Status In Queue In Queue Total Number of Documents 5 Date Requested 16 08 2010 1 14 PM 16 08 2010 1 14 PM Options 3 Test Upload Document 3 pdf UAT Test Folder 1 28 KB In Queue 16 08 2010 1 14 PM Options 2008 Test Upload Document 2 pdf UAT Test Folder 1 28 KB vin Queue 16 08 2010 1 14 PM Options 63 Mahmoud pdf UAT Test Folder 1 76 KB In Queue 16 08 2010 1 14 PM 11 PRIVATE AND CONFIDENTIAL SmartRoom Powered by brcgroup 5 6 SAVE QUEUE The save queue will show you how many documents remain to
8. be downloaded to your chosen location Resume Savina Cancel all 5 7 Q amp A MESSAGES Q amp A Messages enables you to access all your Q amp A inquiries and responses as well as post new inquiries You may also sort the content list by clicking on any of the column headers Q amp A Messages N Look for Search in z Reset Filters Export to Excel 25 Records Per Page There are no messages to display When clicking on Export a dialogue box will come up asking you if you wish to open or save your list of m Q amp A inquiries into an Excel document File Download x Do you want to open or saye this file eg Name CompleteThreadList xls Type Microsoft Excel Worksheet From thesamevdrsite2 Open Save Cancel IV Always ask before opening this type of file While files from the Internet can be useful some files can potentially G harm your computer If you do not trust the source do not open or save this file What s the risk We can send a general question or response to selected members of the SmartRoom by checking the box alongside their name or to all users by checking L Send This Message to All Users Question amp Answer Recipient Selection Select your recipient s from the list below Click the Next button to continue and compose your message Q amp 4 Group ALL id Search Username co Clear all Filters 25 M Name Company Name Q amp
9. below Export List To Excel Please note that by performing this function there may be a delay in processing Select excel version Excel 2007 Excel 2003 Continue Cancel 9 PRIVATE AND CONFIDENTIAL SmartRoom Powered Erg bmeygraup 5 4 SEARCH You may search for words or terms within each document by using the search box located on the top right corner of the site Located search terms will be highlighted within the document The accuracy of the search function is affected by the quality of the source document and whether OCR Optical Character Recognition has been applied to any hard copy documents that were scanned prior to uploading You are also given options to define your search as shown below Logout Support Search f M File Description M File Text M Folder Name Please note that by performing this Function there may be a delay in processing 5 4 1 ADVANCED SEARCH In addition to the standard search users have the ability to complete an advanced search by selecting the Advanced Search link on the drop down It is also possible to right click within the index on a specific folder and select Search and the selecting Advanced Search You will be able to specify exactly what you are looking for based on the below screenshots You have the ability to add or remove clauses as necessary Advanced Search Hide Search Options M File Description I File Text M Folder N
10. d to the Bulk Print Queue Mame 12 1 Standard Agreements tel Send To Save Queue Sy Send To Print Queue 5 1 4 FILE VIEW When clicking on a folder containing documents under Index View the details of the documents in the folder will be displayed in the File View pane File View Name Size Uploaded Last iewed T A Binder 1 pdf 02 19 2009 The details include The document name document file size date it was uploaded last time you viewed or printed the document Each of these columns can be sorted by clicking on the respective column heading Clicking on the document name will open the document in a separate window 7 PRIVATE AND CONFIDENTIAL SmartRoom Powered by brego 5 2 DOCUMENT VIEWER When opened a document will appear in a separate window within the viewer i i jor pt Rp JQ RAS x e Fl s d Document Viewer Controls Navigate through the document Side Scroll bar Zoom in and out a a E al di Sh Rotate the document Print amp Save Gl Word and phrase search Find Download additional font packs T Where necessary if viewing non English documents SmartRoom 8 PRIVATE AND CONFIDENTIAL Powered ir brriograap 5 3 VIEW BY LIST View by List will display a complete list of files available in the SmartRoom alongside their path or location You may sort the list of documents by the parameters at the top of each column ikee Show all docum
11. ents Options T Options T Options T Options T Options T Options T Options T Options T Options T Review Status Notes Unopened Unopened Unopened Unopened Unopened Unopened Unopened Unopened Unopened Clear All Filters Export to Excel Hame th Site Oc Checklist revised 8 18 OF dac i SampleUserList Instructions xls p Peterson jpg if Party jpg z Painter jpq FF Melissa 2 jpg 4 Melissa 1 jpq 5 Maureen jpg UAT Test Folder 2 UAT Test Folder 1 UAT Test Folder 3 UAT Test Folder 1 UAT Test Folder 1 UAT Test Folder 1 UAT Test Folder 1 UAT Test Folder 1 UAT Test Folder 1 Uploaded 05 08 2010 05 08 2010 05 08 2010 05 08 2010 05 08 2010 05 08 2010 05 08 2010 05 08 2010 05 08 2010 Last Viewed Last Printed Clicking on the box will bring up the options for creating a document note printing saving and creating a Q amp A inquiry for that document Clicking on the document name will open the document in a separate window 5 3 1 Export To Excel Export to Excel will bring up a dialogue box asking you to either open or save the Index as an Excel file This file will show the documents available to you in an index structure It will also denote different pieces of information regarding the documents folders You will also be prompted to export the list in a version that soothes your machine whether in Excel 2007 or in Excel 2003 version as shown
12. is area of the site allows users who are interested specific data hosting services to reach out to us with any questions or requests Managed Data Hosting 3 rackspace HOSTING With our Managed Claud and Email Hosting Solutions you can get exactly what your business needs the right performance security flexibility scalability and price Choose one hosting solution or mix and match them as you see fit If you re not sure what will work best for you just ask us Talk to Us What Are You Looking to Host We are happy to answer your questions and discuss your needs Websites Web Apps Blogs Web 2 0 CMS Rich Media Websites Online File Storate Arhiving Business Email E commerce E retail Websites Work Phone Country EO Application Hosting SaaS ISV ASP4 First Name Last Name Email Company p F Back Office Applications State P i Cit ate Province ad Other Hosted Solutions Message SmartRioom Project Name URL Manage Data Hosting will get back to non urgent requests within 24 hours while urgent requests will be expedited Is your request urgent yes No Submit Indicates required Fields smartRoom 18 PRIVATE AND CONFIDENTIAL by bmogroup
13. n a separate agreement and nothing in this website wil be deemed to supersede or modify your obligations under that agreement If you do not believe you are bound by such a non disclosure agreement you must exit this website now Agree i Disagree smartRoom 2 PRIVATE AND CONFIDENTIAL brecgroup 3 0 Software Installation First time users will need to download and install the latest version of the Java Runtime Environment JRE in order to appropriately view print and or save documents within the SmartRoom Although most workstations already have the appropriate software installed the software can easily be downloaded and installed from http java com If any issues occur after updating your Java Runtime Environment please check the site FAQ under the Help section of the SmartRoom for further troubleshooting tips or you can reach out to us directly at 1 877 332 5739 or SmartRoomSupport bmcgroup com SmartRoom 3 PRIVATE AND CONFIDENTIAL Powered by bicgroup 4 0 Dashboard When enabled the Dashboard provides each end user the option to immediately review and track their progress and usage of the SmartRoom This includes any documents that have newly been uploaded Any time that there is a change that is related to the below graphs or tables they will be updated each time that the site is refreshed or the welcome page is re accessed Total Documents Accessed Document Access History Accessed a Nok Accessed
14. sing the buttons above the index you can expand b or collapse e all folders and sub folders zoom in amp or out amp of the index Print HA the index and export 28 the index to Microsoft Excel Documents will be visible below the expanded folder with the symbol on the left of each document name denoting file type 7 ALE 4 Reports pd LA F Minutes doc Clicking on the document name will open the document in a separate window SmartRoom 5 PRIVATE AND CONFIDENTIAL Powered by bmegroup 5 1 2 FIRST PAGE PREVIEW If enabled there is the option to view the first page of a document without opening the document Users can then open the document by clicking on the image that comes up Click on image to open file Test Upload Document To ensure you can access this feature if enabled please check the box Allow Preview File under My SmartRoom gt Account gt Options tab There are two ways to display the first page Preview 1 Hovering your cursor over the document name while in the Index View or File View 2 Selecting the Preview option while right clicking on a document name under the Index View or File View SmartRoom 6 PRIVATE AND CONFIDENTIAL Powered by bmegroup 5 1 3 RIGHT CLICK CONTROLS Right clicking on the folder name will bring up the follow functionality Send to Save Queue This will send the selected to the Bulk Save Queue Send to Print Queue This will send the selecte
15. specified time frame Show documents have viewed The report will show us the document index with a green tick representing the documents we have viewed Show documents have not viewed The report will show us the document index with a red cross representing the documents we have not viewed Custom We can create a combined report which will show us the documents we have or have not viewed printed or saved depending on the required combination of these actions Include Folders That Have No Documents This check box will determine whether the folders that contain no documents will show up on the document index of these reports Show Folder Level Totals This check box will determine whether the total number of documents for each folder and its subfolder will be evident in the reports SmartRoom 16 PRIVATE AND CONFIDENTIAL Powered by bmegroup 8 0 Help 8 1 USER GUIDE Link to the current user guide 8 2 FAQ List of frequently asked questions and answer that you might find useful 8 3 CONTACT THE SMARTROOM TEAM If you are unable to find the assistance you need within this user guide please contact our support team By Email SmartRoomSupport bmcgroup com By Telephone Asia 852 800 930 643 Brazil 0900 722 0545 Europe 00 800 3325 7666 North America 1 877 332 5739 SmartRoom 17 PRIVATE AND CONFIDENTIAL Powered On briognoup 9 0 Additional Services 9 1 Managed data hosting Th

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