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.

Customizing Laserfiche WebLink

Laserfiche WebLink is a customizable public portal site for providing read-only Internet access to documents. Organizations can make their WebLink sites more user-friendly by customizing how users search and view search results. For example, search results can be customized so they are displayed to the user in a certain order.  This is just one of the many great conversations happening on Laserfiche Answers.

Customizing How Search Results Display:

In WebLink 9 it is possible to replace the Search Results control with custom control.  You can add any ASP.Net WebControl to any of the WebLink pages.  WebLink then runs the search and passes the LFSO Search object to the search results control, which the control uses to render results.

Customizing the Width of the Search Pane:

Many Laserfiche users find that they need customization to create the most productive work environment in Laserfiche.  Many users have run into the issue of needing to change the width of one of the panes in the Search window in WebLink to allow for easier readability.  This is a common problem when users perform a Template Search because the long fields are displayed with wrapped text and not in a single line.  When the fields wrap, the Search button at the bottom of the screen is hidden below what the normal view settings are in a web browser.

Ordering WebLink Search Results by Most Recent:

Many users have asked whether WebLink search customization can yield results ordering from most recent to oldest.  Find out how a few lines of code to the Search.aspx.vb can create a WebLink search ordered by creation/modification date.

Upcoming Webinar

New Version of Junxure Integration for Laserfiche

Wednesday, December 2, 2015 from 10:00AM – 11:00AM PST

In this webinar, a Cities Digital representative will walk through the new features, functionality and design of the latest Junxure integration for Laserfiche, from Cities Digital.  This integration is the on premise version.  New design and functionality allow advisors to work seamlessly between the two programs in one well designed interface.

Budros, Ruhlin & Roe Enhance Customer Service with Laserfiche®​

In the industry of wealth management, superb customer service is not just a priority – it’s a necessity.  With over $2.2 billion in assets under management, Cities Digital’s customer Budros, Ruhlin & Roe recognized how vital it was to keep their customers satisfied.  They achieved this in part by integrating their Laserfiche® Document Management System with Junxure® CRM, enabling their financial advisors to work with client documents in a more efficient manner.

The Integration: Junxure

As one of the nation’s top independent fee-only wealth management firms, the company is no stranger to innovative solutions to help grow and manage their business.  When the firm decided to implement a more efficient way of managing their documents, the Junxure® integration from Cities Digital came to mind.

The integration allows advisors to import documents into Laserfiche® by dragging and dropping and scanning from within the Junxure® CRM.  Once pushed out to Laserfiche®, the software automatically applies indexing information and stores documents in customized folder structures.  The integration is complete with a Documents tab in Junxure showing all corresponding client documents from Laserfiche®.

The Laserfiche®–Junxure integration allows everyone to centralize all document-related work in Junxure®, while Laserfiche works behind the scenes to keep documents properly named, sorted and stored.
In order to have documents appear in the Client Portal, an employee simply has to drag and drop it into a network drive. This is much easier than having to scan it into a separate FTP site as was done previously.
Audits are quick and easy since all documents are available in Laserfiche® with a thorough version history of all actions performed on them throughout their life-cycle.