Laserfiche Mobile App – What are you missing?

Laserfiche 10.2.1 – Why aren’t you using it yet?

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Any user that’s been working in Laserfiche a long time knows that there have been big changes in Laserfiche and the wider technology landscape since Laserfiche was first developed. Users have had to move from using Pervasive to SQL, workstations to laptops, CDs to DVDs and so on. Making the move from the thick client to mobile may be the next step in the progression of Laserfiche in your office. Laserfiche has been undergoing rapid progression in the mobile app over the last year. Have you been keeping up? And what have you missed?

A couple things to consider about Laserfiche Mobile, the Laserfiche Mobile server installation has to be installed and configured. Typically clients will install this on their web server. Unless you’re a Laserfiche Cloud user Laserfiche Mobile uses all the same architecture your existing Laserfiche Server uses, meaning Laserfiche Mobile doesn’t connect to any third-party app server. You’ll need a 64 bit server for this too.

Laserfiche mobile supports some very key aspects of Laserfiche:

  • Secure login to repository
  • Full-text search
  • Create folders & documents
  • Upload images & documents
  • Take pictures/scan and image cleanup
  • Apply index fields and auto populate from barcodes
  • Digital signature
  • Save documents & forms offline
  • Launch business processes and approve business processes

Don’t forget that if you have Rio, you already have Web Access & Laserfiche Mobile. If you’ve been using Avante for a while you may not have Web Access (and thereby not have Mobile). This can be added. If you’re using United or Team Mobile is not available.

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It gets even better in Laserfiche’s 10.2.1 Mobile release with these new features.

New Features in Mobile App

  • The Sign-in page has been redesigned to be more intuive and guide users through the sign-in process.
  • You now have the option to view Forms start processes as thumbnails
  • The user has the option to reset their password using the app if an admin requires a reset
  • Check in/Check out request by user on Answers
  • on Windows app, user can choose to download office integration plug in which is included in app server installation package.
  • on Android and iOS: share out the doc to other apps
    Tags request by user on Answers
    can add existing tags and remove the added tags
  • can create new tag if having Manage tag privilege, default will be informational tags (make them security in admin console or web client management)
  • can add security tag if having right to access it
  • Annotations
    • can delete from annotation list
    • can change annotation restriction type – None/Private/Protected
    • can comment for annotations
    • can check sticky note history
    • can change opacity for freehand and stamp annotation
    • can preview and download the annotation attachment (share to other app or save to repo as new doc)
  • You can start tracking versions on documents and folders (and subfolders) (version history can only be viewed in the web or Windows client)
  • Option to turn on/off the stream search in app settings from support case 184927.
  • When uploading a multi-page PDF as a new document, you are now able to sign every page of the PDF
  • Upload file (from other application) will keep the image file format
  • Along with documents, you can now save folders offline.
  • With LFS10.2.1, user can save blank independent field
  • Name changes:
    • Local > Offline
    • Laserfiche App Server > Laserfiche Mobile Server
    • My History > My Process Status

Canon Scanfront integrated with Laserfiche for true network scanning

One of the most frequent questions seen from IT Administrators is “Is that scanner networked?” The idea of a networked scanner is attached to those ubiquitous copiers with scanning functionality. However, other than a quick scan with scant metadata that scan gets fired over to a network drive where it is dealt with. This presents a problem. Most companies want to use their networked copiers to scan but don’t want to tie up their primary printer/copier while a user tinkers with a scan or tries to click through a dozen digital screens to change the file name.

This is where the Canon ScanFront comes into play. This unit is a stand-alone networked device that is added to your domain. Users can authenticate using their Windows credentials. The ScanFront 400 will scan at up to 45 pages per minute in color and can scan directly to Laserfiche, network drives, USB, FTP or printer.

Now consider using the ScanFront as a standalone scanner for your workgroup, no PC is needed and you can preconfigure the device for multiple scan jobs directly into Laserfiche.

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Administrators are able to create custom job buttons for the ScanFront where Laserfiche folders are chosen, custom names, template fields and default scan settings.

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It is anticipated that a device like this would be ideal for the occasional scanner in the department that needs to index a document, enter template data or even choose Laserfiche folders. Just think of the possibilities, if you have power and Ethernet you can put a scan station there. For more information about the ScanFront integration with Laserfiche please email Cities Digital at This email address is being protected from spambots. You need JavaScript enabled to view it..

Learn more Laserfiche with Video Guides!

The Laserfiche Support site has a great section where users can view video guides on the products that they have released. Some of the video guides included are: Audit Trail, Forms, Import Agent, Laserfiche Web and Desktop Client, Workflow, Quick Fields, and many more. If there’s a feature that a user would be interested in learning more about; the video guides on Laserfiche Support is a great place to start.

In order to view this site, there is one thing that will need to be completed first; an account will need to be created with Laserfiche support.

To get an account setup, the first step will be to head over to this link in a browser.

Support.laserfiche.com

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Next, there is a section titled, “Browse Video Guides” where the user can click to be directed to the next page.

If the user already has a Laserfiche.com account, they will need to sign in with the email and password, otherwise, he or she will need to click on “Create an account” underneath the “Sign in” button, as the screenshot below shows.

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To complete the Laserfiche registration, one will need to input the First and Last Name, Serial Number (this can be found in the “About Laserfiche” file menu in Laserfiche desktop or web client, see screenshot below,) then enter in the Company name, Job Title, Email Address and password.

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After the account gets setup and verified with Laserfiche, users will be all set to view and browse the various training videos that they have on their website. It is a very helpful resource that should allow users to gain more Laserfiche knowledge quickly and efectively.

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From the Support Desk – Laserfiche 10.2

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Last month, Cities Digital shared some of the changes and new features with 10.2 and some of the updated requirements. Nearly a month later, there are a few more updates to share directly from the support desk.

•  Some compatibility issues have been noticed relating to Forms and customizations with CSS and JavaScript. If a client is interested in upgrading to 10.2, but has created and customized Laserfiche Forms using CSS or JavaScript, it is recommended to notify the support team in advance that there are forms that have been customized. To make sure organizational processes do not get delayed, a possible test upgrade prior to the full upgrade may be required so that we can confirm that there will not be any issues with the customizations in Forms 10.2.

•  As a reminder, support has ended for 32-bit processors and operating systems that will run Laserfiche server 10.2. With this version and forward, Laserfiche will require a 64-bit server.

•  Since the Laserfiche client itself remains 32-bit, there are may be compatibility issues between the 64-bit version of Microsoft Office. One feature, in particular, is the drag and drop functionality between 64-bit Microsoft Office and 32-bit Laserfiche, which is not supported. However, this should not affect the Microsoft Office integration, as the Add-in should function normally between these versions.

Cities Digital Client, CCIT, Improves Efficiency with ECM!

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Cities Digital’s Client, Marathon County (CCIT), was mentioned this month on Officer.com! With Laserfiche Electronic Content Management (ECM) and Automation, they have improved efficiency in Government Law Enforcement processes. With ECM, they have saved countless hours on Warrant issues, decreased wait time on signature requests, and eliminated false arrests caused previously by slow, paper-based communications.

Clearly, going paperless is the way of the future. Great job CCIT!

See the link below for the full article:

http://www.officer.com/article/12287306/automation-software-speeds-warrants-stops-false-arrests

What’s New in Laserfiche® from Cities Digital

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Laserfiche® has released 10.2 and with this update come many exciting new features, improvements, additions, and bug fixes!
As Laserfiche® Software strives to become more stable and secure each year, there are a few important changes to keep in mind with your ECM system. 
Here are some of the highlights below:

 

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New Features with 10.2

Laserfiche® Web Client adds convenience to users and admins with the ability to manage the repository in a single web-based location. In addition, the updates in the Web Client includes customization that allows users to tailor the Web Client to suit the needs of the organization.

Laserfiche® Server now supports several new search types that can be performed using the search syntax. These include; Attachment Annotation Text, Parent Template Name, and Security.

Laserfiche® RIO includes a new Laserfiche® Federated Search site that allows users to search across multiple repositories at the same time.

Laserfiche® Forms adds an updated site navigation page which links to all major pages in Forms. In addition, Forms adds a new lookup function for multiple data sources, better reporting with charts, and expanded notifications with termination and aggregated notices.

Laserfiche® Workflow introduces a few new improvements and features, which allow users to transfer folder structures between repositories, conversion of Epoch time to DateTime, and new rule wizards that can monitor entry name changes.

Laserfiche® Quick Fields includes a new dashboard landing page upon launch, which allows for better administration of running sessions.

Laserfiche® Import Agent includes new options of multi-threading for high volume imports.

Laserfiche® App adds updates that improve usability with layout improvements and features including Barcode Scanning, PDF compression, multi-value field support, Laserfiche® briefcase compatibility and automatic downloading of forms and tasks to mobile.

For more information on the new features and more, see the link below:

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System Requirements

• Support has ended for 32-bit processors and operating systems that run on Laserfiche® Server. With Laserfiche® 10.2 and forward, 64-bit processors and operating systems are required on the Server where Laserfiche® is installed.

• Support has ended for Windows XP, Windows Server 2003, or SQL 2000. If your server or workstation is running this software or operating system, you will not be able to upgrade to Laserfiche® 10.2. If you are still on Laserfiche® 9, it is recommended that you move to SQL 2012 or newer before upgrading to 10.2.

For more information on these details, see the link for the release notes below:

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Calling all Clients! You are Invited to Cities Digital’s VIP Client Outing 2017!

 

 

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The Event Details:

- Date/Time: Thursday, February 9, 2017, 6:00 PM – 9:00 PM

- Location: The Federal Bar, 102 Pine Ave, Long Beach, CA 90802

- Please RSVP via the link below, then stop by the Cities Digital booth for your drink tickets.

- Free drinks and appetizers at the event!

- Short two block walk from the Long Beach Convention Center, right behind the Renaissance Hotel. (See map below for walking directions.)

 

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Upcoming Webinars from Cities Digital

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The best practices of Database Tuning and Maintenance

Cities Digital will be hosting a webinar on Wednesday, January 11th, from 2:00 PM – 3:00 PM CST. In this webinar, Mike Richardson, Cities Digital’s Director of Support, will be presenting on best practices of Database Tuning and Maintenance.

The presentation will cover:

1. Why performing SQL maintenance is important

2. General recommendations on database maintenance

3. Database tuning and setup for maximum performance

4. Best strategies for performance monitoring

5. Bonus: Best practices on backing up the SQL Database

Register_Here

A Day in the Life: Real Examples of Records Management in the Workplace

Cities Digital will be hosting a webinar on Thursday, January 26th, from 2:00 PM – 3:00 PM CST. In this webinar, Jessica Welsch, Director of Consulting, will be presenting on real life examples of Records Management in the Workplace.

The presentation will cover:

  1. Transparent Records Management (TRM) of the Future: Active vs. Closed Records – Want flexibility and control? Consider keeping an active and closed records set.
  2. Keep your sanity and your Event Based Cut-off’s – Use date formatting to make event-based cutoffs more manageable.
  3. It’s Destruction Time! – We’ll show the exact steps to follow when preparing records for destruction.
  4. Records Management Automation – What parts of Laserfiche Records Management can be automated, and what can’t.
  5. Got a mess? – Some easy tricks to help make sure things are configured correctly! (Including some that you can even automate!)

BONUS: This webinar will include 2 FREE workflows that you can download and 3 FREE saved searches that you can import.

Register_Here

Upcoming Webinars in December!

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Cities Digital has two exciting webinars coming up December!

On Thursday, December 8th, from 2:00PM – 3:00PM CST, Jessica, Cities Digital’s Director of Consulting, will show a short presentation working with Microsoft documents with Laserfiche. This will include tips and tricks for managing document Versions in Microsoft Word. Following the presentation, will be a discussion-based forum, where you will have the opportunity to ask questions and discuss ideas with our consulting team.

This presentation will cover:

1. Quick overview of the Microsoft Word Integration

2. What are “Versions” in Laserfiche?

3. Best practices on how to really collaborate on documents in Word

4. What can Workflow do with Word documents?

5. Top 3 Example Solutions using Microsoft Word

Register_Here

 

The next week, on Thursday, December 15th, from 2:00 PM – 3:00 PM CST, Morgan Wheeler, Senior Account Manager, will be presenting on using the Laserfiche CRM Workflow activities and how your workload may be integrated between CRM and Laserfiche workflows.

Some of the subjects will include:

1. The benefits of CRM Workflow Activities and what they do.

2. How Workflow coupled with CRM will increase productivity.

3. How to leverage your CRM to automate document handling

4. Creating new entities in CRM from Laserfiche Workflow

5. Syncing CRM data to documents in Laserfiche

Register_Here