Tech Tip: Saved Column Profiles in Laserfiche 8.3

When working in the ECM Laserfiche Client, users can customize the columns displayed for them within a particular folder in the repository in order to display exactly the information they need in that folder.

For example, a user who frequently looks up customer information in the repository might configure a set of columns to display customer-related fields so that they can quickly scan for the correct documents, whereas an administrator who handles page generation, text generation and indexing tasks might want to display information such as the number of pages and whether they have been OCRed and indexed. In enterprise content management, Laserfiche 8, both users can configure the columns exactly as they want them, and both users can also configure different column displays for different folders to allow them to perform different tasks.

Laserfiche 8.3 introduces a new feature to make working with column displays even easier: saved column profiles, which allow users to save their column layout and quickly apply it to a folder later. For example, a user who frequently looks up customer information might create a “Customer Info” column profile, which displays the “Customer Name,” “Company Name” and “Customer ID” fields. They could then quickly select this column profile for each relevant folder, rather than recreating the desired column layout by hand.

This feature also allows users to quickly switch between column profiles. One user might need to both review customer information and administer page and text generation, sometimes in the same folders. That user could create profiles for “Customer Info” and “Page Info,” and then load each one as needed to quickly switch the column information that is displayed for the folder.

Saved column profiles provide a fast, straightforward and flexible way to specify which columns should be displayed, save them for later use, and switch between them when working in the repository.

Note: This tip is a preview of a feature that will be available with Laserfiche 8.3. Please note that feature details may change between now and the release date.

Laserfiche Reveals Technology Secrets of Top Performing RIA Firms at FPA Conference 2011 InvestmentNews RIA Technology Study outlines steps for gettin

SAN DIEGO, CA September 15, 2011 — ECM Company Laserfiche (booth #807) today announced that it will share key results of the 2011 InvestmentNews RIA Technology Study at FPA Experience 2011. ECM Laserfiche will also be featured in a presentation by Rehmann Financial’s Senior Operations Manager titled, “New Technology Secrets of Top Performers.” The session will take place on Friday, September 16, at 7:30 am.

Sponsored by Enterprise Content Management market leader Laserfiche, the 2011 InvestmentNews RIA Technology Study takes an in-depth look at the secrets that enable top performers to reap significantly higher rewards from their technology spend in terms of professional productivity and profit. Key findings include:

· Investing in new technologies is the number-one strategy for top performers, with automation and integration figuring prominently in decisions about what kind of technology to deploy.

· Investment in technology is driven by productivity gains. Automating routine, rules-based tasks allows staff at top-performing firms to spend more time serving clients.

· Integrating CRM with document/content management is a top priority. Integrations tend to significantly improve a firm’s efficiency and productivity.

“Together with Rehmann Financial, we’re delighted to share the technology secrets of top performing RIA firms, many of which use Laserfiche to open up new avenues for growth and profitability by creating efficient, scalable and robust back-office operations,” said Chris Wacker, Executive Vice President at Laserfiche.

Amy Flourry, Senior Operations Manager at Rehmann Financial, said, “We’ve brought on four new advisors in the last year but we haven’t had to bring on any new administrative staff, so in that respect alone, we’ve realized our ROI on our ECM investment. Our executives may not care how easy the Laserfiche file structure is, but when you tell them your administrative staff can do something in 20 minutes that used to take four hours, they can appreciate that.”

Laserfiche will be on hand at booth #807 to demonstrate its enterprise content management (ECM) software solutions and give out an overview of the 2011 InvestmentNews RIA Technology Study.

Since 1987, Laserfiche has used its Run Smarter® philosophy to create simple and elegant enterprise content management (ECM) solutions. More than 30,000 organizations worldwide—including federal, state and local government agencies and Fortune 1000 companies—use Laserfiche software to streamline document, records and business process management.

The Laserfiche ECM system gives financial advisors the ability to simplify regulatory compliance, improve profitability and limit exposure to civil and criminal liability. It allows advisors to prepare for audits more easily and ensure compliance with multiple state, SEC and FINRA regulations—all while accelerating business processes and making staff more efficient.

Laserfiche Provides Free Mobile Content Management until September 30

Offers mobile workers a complete end-to-end solution to capture and control content

Laserfiche today announced a new promotion designed to extend free mobile enterprise content management to new and existing users.

Until September 30, Laserfiche is providing free Laserfiche Web Access—which includes Laserfiche Mobile, Laserfiche Web Access Light (designed for Blackberry, Opera and Safari mobile browsers) and the Laserfiche SharePoint integration—for new Laserfiche Avante customers, existing Laserfiche Avante customers who purchase five or more named users and current customers who upgrade to Laserfiche Avante systems.

“More customers are using smartphones and tablets in the office, as well as for remote and mobile work,” said Tom Wayman, Laserfiche Vice President of Product Strategy. “Laserfiche Mobile provides a complete end-to-end solution that captures and controls mobile content—making it even simpler for users to get their jobs done, whether they’re in the office or the field.”

ECM Web Access allows users to securely access, search and manage documents in their Laserfiche repository through a Web browser, from anywhere with Internet access. Laserfiche Mobile extends these remote access capabilities to the Apple iPhone, enabling users to:

· Create and upload new content with the iPhone camera.

· Automatically crop, straighten and enhance captured information, with full text recognition.

· Copy, move, rename, download, e-mail, print or delete content.

· Browse for documents in a folder structure or search the entire repository.

· Participate in workflow automation processes by accessing metadata fields.

Laserfiche Mobile, which includes a built-in demonstration, is available for free download from the Apple App Store. Users interested in the promotion can call a Laserfiche solutions specialist.

AboutLaserfiche
Since 1987, Laserfiche® has used its Run Smarter® philosophy to create simple and elegant enterprise content management (ECM) solutions. More than 30,000 organizations worldwide use Laserfiche software to streamline document, records and business process management.

The Laserfiche Enterprise Content Management system is designed to give IT managers central control over their information infrastructure, including standards, security and auditing, while still offering business units the flexibility to respond quickly to changing conditions. The Laserfiche product suite is built upon Microsoft® technologies to simplify system administration, supports the Microsoft SQL platform and features a seamless integration with Microsoft Office® applications and a two-way integration with SharePoint®.

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Laserfiche Showcases First DoD 5015.2-certified SharePoint Integration at WPC 2011

Laserfiche delivers better solutions with secure, certified integrations

LOS ANGELES, CA (Laserfiche)—July 12, 2011—Laserfiche (booth 719), a gold sponsor of WPC 2011, will deliver an educational session entitled “Adding Agile ECM: Streamlined Data Governance for SharePoint Portals in the Virginia Port Authority (VPA).” The session will take place today at 2:15PM in the Partner Solutions Theater at the Los Angeles Convention Center.

“Well-planned corporate governance is essential,” said Alex Wilson, Partner Director at Laserfiche. “By integrating fully-certified records management with SharePoint, Laserfiche enables Microsoft partners to deliver solutions that support employee collaboration, ensure executive accountability and drive better business outcomes.”

During the presentation, Wilson and Laserfiche Vice President Brian LaPointe will cover how the VPA integrated enterprise content management with SharePoint to:

· Drive business process automation.

· Capture hundreds of thousands of paper records.

· Improve information governance.

“Our integration with SharePoint 2010 provides Microsoft partners with a proven, agile way to help customers quickly,” Wilson added. “With Laserfiche, documents are immediately accessible and secure, regardless of its source: through SharePoint, scanners, fax servers, ERP systems, online forms, mobile devices or even digital cameras.”

Enterprise content management gives your organization central control over its information infrastructure, while also offering individual business units flexible content and business process management.

ECM is also designed to give your organization central control over its information infrastructure, including standards, security and auditing, while also offering individual departments, offices and business units local flexibility over content and business process management. This unique design creates value by providing a single system that meets the needs of all departments while improving compliance by implementing a central point of control over enterprise information assets.

LaserficheRio provides a solid ECM infrastructure

· Manages your content.

· Integrates with your existing IT portfolio.

· Supports intelligent decision-making enterprise-wide.

· Grants the IT Department central control over standards, security and auditing.

· Gives individual departments flexibility to customize their filing structures, views and workflows.

Quick Fields, Quicker Assessments and the Quickest Path to Governance

Fresno County’s Assessor’s Office builds its ECM foundation on operational improvement

Located in the middle of California’s San Joaquin Valley, Fresno County comprises over a million citizens and about six million square miles of incorporated cities and smaller communities. The Fresno County Assessor-Recorder’s (ASR) Office is responsible for the appraisal and valuation of all secured and unsecured property within the county, resulting in business processes that have generated over 4.5 million paper documents on file in the Real Property division, and an additional 1.2 million paper documents in Business Property.

Related Webinars

• To learn more about Laserfiche Quick Fields and how get it for FREE, watch the Quick Fields Webinar.
• To learn more about how state and local governments can benefit from an Enterprise Content Management solution, watch the Document Management for SLG Webinar.

By 2004, handling all that paper manually had become so inefficient that the ASR Office’s Property Transfers Division was five months behind in processing documents, illustrating just how antiquated, inflexible and relatively unresponsive policies and procedures had become.

This led to the implementation of a Laserfiche enterprise content management (ECM) system in 2006. Utilizing Quick Fields to intelligently capture and process years of tax documents previously stored on microfilm, the impact was sweeping and immediate. Using Web Access, staff could now find and complete the review process without being tethered to their desks. Property transfers that took five months to process now only took 15 days. Reviewers could also stamp documents using electronic annotations. “On average, search and retrieval time per employee used to be two hours a week. Now, it’s less than 25 minutes a week,” says Vito Filippi, Systems and Procedures Analyst.

Quick Fields finds vroom for improvements

In fact, Filippi says, applying ECM to the ASR Office’s operational framework exposed just how much more room there was for improvement. “We realized our people were supporting the processes instead of the processes supporting the needs of the department,” he explains. Between budget cuts, consolidation and attrition––from over 200 staff in 2008 to what would become its present 149 employees––the loss of institutional knowledge underscored the siloed, disconnected nature of how business was done, especially as the demand for services increased.

A Laserfiche upgrade in 2009 introduced the expanded capture functionality of Quick Fields––and a closer look at the status quo. “When we moved from Laserfiche 7 to 8.1 [in 2009], the enhancements to the Search function and Quick Fields capabilities––because that’s what we use the most––really were the catalysts that got us asking ‘How can we improve our processes?’” says Filippi. “The templates and ability to run batch sessions overnight had such an impact on how we were indexing that we began to analyze what we were doing in the first place. We were able to drill down our processes to where the bottlenecks were and apply Quick Fields to assist us in finding efficiencies.”

Laserfiche Highlights Framework for Information Governance at IIMC Conference

Premier sponsor shows how GRC initiatives help municipal clerks ensure higher service levels, even during tough economic times with ECM

Laserfiche will today discuss how enterprise content management supports governance, risk and compliance (GRC) initiatives to enable higher service levels at the 65th Annual Conference of the International Institute of Municipal Clerks (IIMC) at the Gaylord Opryland Hotel and Convention Center in Nashville, TN (booths 101 and 103). At 3:00 pm, Kimberly Samuelson, director of government strategy at Laserfiche, will present the seminar “GRC: A Framework for Sustainable Citizen Services.”

“More and more municipalities are facing increased service demands and lower budgets,” said Samuelson. “A successful information governance strategy accelerates decision-making, increases transparency and eliminates unnecessary compliance risks. It’s a necessity for municipal clerks concerned with compliance.”

In her presentation, Samuelson will discuss:

· Ways municipal clerks, IT and legal work together to drive governance.

· The four steps to building an information governance framework.

· How a governance framework ensures higher service levels, even when times are tough.

Attendees will learn how to assemble a template of the GRC framework for their municipalities; apply change management methodologies to their staff, policies and procedures; and measure the progress of their efforts using a governance maturity model.

“As a technology leader, Laserfiche is committed to bridging the gap between the clerk’s office and the IT department,” said Samuelson. “For over ten years, Laserfiche has been an ardent supporter of IIMC and the municipal clerk community. I’m delighted to present this latest piece of Laserfiche thought leadership to help keep IIMC delegates up to date on current technology trends.”

Laserfiche will be on hand at booth #101–103 throughout the event to demonstrate its agile enterprise content management solutions and distribute copies of its new white paper “GRC: A Framework for Organizational Sustainability.”

Laserfiche Rio gives your organization central control over its information infrastructure, while also offering individual business units flexible content and business process management.

With its agile ECM framework and philosophy, Laserfiche Rio is designed to give your organization central control over its information infrastructure, including standards, security and auditing, while also offering individual departments, offices and business units local flexibility over content and business process management. This unique design creates value by providing a single system that meets the needs of all departments while improving compliance by implementing a central point of control over enterprise information assets.

Laserfiche and LincWare Announce Official Support for Laserfiche 8.2

Integrated offering provides mobile support for e-forms, including native iPad application

LONG BEACH, CA and EAST ROCHESTER, NY (Laserfiche and LincWare)—April 12, 2011—Laserfiche and LincWare today announced the availability of a connector that integrates LincWareLincDoc with Laserfiche 8.2.

The integration takes advantage of a variety of Laserfiche 8.2’s new features, including:

· Enhanced PDF support, including native page and text generation.

· Dynamic fields and metadata.

It also adds support for the Laserfiche enterprise content management, Web Access thin client and Laserfiche WebLink public portal.

The integration was developed under the Laserfiche (ECM) Professional Developer Partnership™ (PDP) program, which provides customers access to a variety of third-party integrations, configurations, plug-ins and Web tools. LincWare has been a member of the program since 2008.

“LincDoc delivers tremendous value for Laserfiche customers that are looking at enhancing their systems through document automation and electronic forms,” said Alex Wilson, director of the Laserfiche PDP program. “We appreciate having partners like LincWare who give Laserfiche customers excellent options for extending and expanding their Laserfiche systems.”

With LincDoc, users can automate common documents and forms and connect them instantly to enterprise content management. Documents can then be routed using Laserfiche Workflow business process management and managed using Laserfiche’s fully integrated Department of Defense 5015.2-certified records management functionality. LincDoc also has a native iPad application that allows users to capture forms and data, which are transmitted automatically to Laserfiche.

“LincWare is proud to offer a premiere solution that combines our flexible eForm and document automation tools with Laserfiche’s industry-leading enterprise content management capabilities,” said Darren Mathes, CEO of LincWare. “Since both Laserfiche and LincWare are dedicated to improving enterprise efficiency, our partnership is a natural fit.”

AboutLaserfiche:
Since 1987, Laserfiche has used its Run Smarter® philosophy to create simple and elegant enterprise content management (ECM) solutions. More than 30,000 organizations worldwide use Laserfiche software to streamline document, records and business process management.

Laserfiche launched the Professional Developer Partnership (PDP) program in 2007 to democratize content management by allowing customers to benefit from the customizations, configurations and integrations designed by more than 75 PDP partners. Leveraging the experience and creativity of PDP partners helps customers create ECM solutions that are best suited to their unique needs.