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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..

Project-Saving Custom Shortcuts in Laserfiche!

Quick.

Your mouse batteries just died.

But you have to import a massive presentation file for your Denver team’s meeting that begins in three minutes.

What do you do?

You thank your lucky stars you read this quick tip, that’s what you do!

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As is the case with a lot of software, Laserfiche has a plethora of functions at your disposal. However when it comes to daily use, many of us use only a very small portion of those functions. Why not consolidate those functions into customized keyboard shortcuts for both ease of use and as a backup?

It’s simple!

Inside your Laserfiche repository, right click anywhere on the toolbar and select “Customize.” Then click over to the “Keyboard” tab.

Here we are:

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This interface allows you to assign keyboard shortcuts for any command in any category. Simply select the category, select the command you want to customize and designate any key assignment for it you wish! As you might assume, many of the core functions already have key assignments, but you are free to also customize those within this interface.

Enjoy your newfound peace of mind!

Easily Download Reports

Do you find yourself running the same searches on documents within your Laserfiche repository over and over again? Do you find that you are constantly reconfiguring columns depending on the items you are searching for? You can stop wasting all of that time! Laserfiche offers you the ability to save your customized search, allowing you to easily access and download the report information you are continuously looking for.

You might be asking yourself, “What? How?”

Let’s look at an example: Jane, the operations manager, finds herself running the same old weekly report on employee activity to ensure everyone is being productive. She spends countless hours reconfiguring her search columns to display a different set of data that is used to generate payroll reports. Jane is already efficient at navigating through the repository, but she is about to save even more time with customized searches.

First, she will generate her employee activity search just how she prefers it. Then she clicks “Save” at the top of the search configuration pane. Jane then names her search and she’s done!

The next time Jane needs to run the report on employee activity, she can click the “Load” button in the search pane and select her custom search.

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Results from the Employee Activity Report

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Another benefit for customized searches is that you don’t have to spend time configuring and reconfiguring the columns displayed in the search results. Once you have your search configured and saved, the columns configured are displayed and save as well.

Here’s another example: When Jane runs her payroll report, the columns displayed reference specific template data she uses to export to her payroll processor. The columns displayed on the Employee Activity report are different than the columns displayed on her payroll report. By having the search configured to display only the information she wants, Jane doesn’t have to spend time configuring the columns from the information she exported for payroll.

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Customized searches saves, you and Jane a lot of time!

For more information or assistance with configuring your saved searches, please contact This email address is being protected from spambots. You need JavaScript enabled to view it..

2 Cities Digital Customers Win Run Smarter® Award in 2016

Cities Digital is proud to have two customers earn the prestigious Run Smarter® Award at Empower 2016.  The annual Run Smarter® Awards Program has recognized organizations that use Laserfiche enterprise content management (ECM) software to improve productivity, processes and overall results.  Award winners are chosen by a committee of Laserfiche executives based on creativity, operational improvements, use of Laserfiche software and resources, and inspiration potential for other Laserfiche clients. Cities Digital has now had Run Smarter® winners for 11 consecutive years, proving that year after year the Cities Digital team of Solution Consultants and System Architects and Trainers are giving customers the tools they need to succeed.  The Laserfiche® Run Smarter® award winners in 2016 include:

Moss Adams – Seattle, WA

Jamco – Everett, WA

Capturing Images with Laserfiche® Mobile

Want a way to capture and upload photos right from your iOS, Android or Windows mobile device?  Look no further!  Laserfiche® Mobile allows users to securely capture and upload photos, browse, search, copy, move, rename, download and delete documents, submit forms, view annotations, start and view business processes and more!  All these features can be accessed in and outside of your organizations repository, all while on the go with the easy to use mobile app from Laserfiche®.

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Photos can be uploaded and added to your repository from other apps, the mobile device’s gallery or from the camera directly.  Indexing is made easy in Laserfiche® mobile with version control and full text search capabilities.  When uploading a new photo captured that has the same name as an existing document under version control, you can choose if you want to upload it as a new version or rename it and create a new document. Additionally newly captured images, PDFs, and images attached to forms can be signed with your finger or stylus before uploaded.

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Worried about security issues? When taking a photo directly from within the Laserfiche® mobile app, no image is saved on the phone.  The image will either be stored into a repository if you choose to use it, or it will not be saved at all if you choose to retake the photo or cancel the import.  So if the worst is to happen and you misplace your phone, you will not have to worry about your sensitive information being compromised.

A common application for this includes the ability to assign Geotag locations, indicating the exact geographic coordinates of a photo taken and uploaded with your mobile device.  This is a great solution for organizations capturing high volumes of data and images in the field.  Cities Digital’s ArcGIS integration for Laserfiche®  allows an organization like this to upload documents to their Laserfiche®  repository straight from the ArcGIS interface, adding geotags to the uploaded documents producing visualized data on the dynamic ArcGIS map.  The map can be configured to display different variables depending on what an organization wants to track.  Contact This email address is being protected from spambots. You need JavaScript enabled to view it. to get more information and pricing on the ArcGIS integration from Cities Digital.

Upcoming Webinar: Laserfiche Upgrades and Server Migration Processes

Tuesday, January 26 from 11:00AM-12:0PM PST.

In this Webinar Mike Richardson, Cities Digital’s Director of Support will go through the typical steps a Laserfiche user can expect while completing an upgrade or server migration process. Some of the subjects will include:

- Reasons to consider an upgrade or migration.
- Things to consider first before upgrading or migrating.
- New server preparation.
- Migrating SQL data.
- Virtualization.

Register athttps://attendee.gotowebinar.com/register/8435371116203214338

Populating Laserfiche Forms with Variables

Every time you create a new field in Laserfiche Forms, a corresponding variable is created. This variable contains the information a user enters in the field when they fill out the form. Variables are incredibly powerful because they allow you to work with placeholders for data that won’t be available until the process runs. They can be used to dynamically populate fields and tables. Check out Laserfiche Answers for tips on how people are using variables to populate tables.

The following Laserfiche Answers posts help explain the following:

- Inserting a variable into a table
Using variables to pre-populate forms
Using Forms table variables to populate PDF forms with Workflow

Cities Digital Client Recognized for Innovation

Recently Cities Digital’s client, the City of Fargo, ND was recognized for its innovative use of Laserfiche Forms within the Fire Department to reduce costs associated with unnecessary failed inspections, improve general compliance with building fire and safety codes, and cut in half the time required to complete the inspection process.

Click here to read the entire article and learn more about the City of Fargo’s innovative use of Laserfiche.