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Don’t Miss These Popular Courses at Empower 2012!

Courses are filling up quickly for the Empower 2012 Conference! Attendees are grabbing spots in popular technical training and best practice presentations. With recent products releases like Laserfiche 8.3 and Laserfiche Mobile, these hot topic courses help user improve their skills and gain new knowledge in the most current ECM developments.

Popular courses include:

BPM104: What’s New in Workflow 8.3
This course will introduce you to the new features in Laserfiche Workflow 8.3, including new activities, an expanded administration console and enhancements to the Workflow engine, among others.

BPM105: Tips and Tricks in the Workflow Designer
We’ll present tips and strategies for optimizing your Workflow Designer in this session. Attendees will also have the opportunity to give feedback on the product. You’ll learn how to:

  • Use the Workflow Designer more efficiently.
  • Customize the user interface.
  • Build workflows faster.

BPM151: The Power of Tokens in Workflow
Discover the range of possibilities for using tokens in Laserfiche Workflow by attending this course. You’ll solve problems faster by learning how to:

  • Incorporate tokens into your current Workflows.
  • Redesign and simplify current processes.
  • Build new processes.
  • Increase flexibility of your workflows.

BPM221: Debugging Workflows
In this course, we’ll walk current Workflow users through the methods of optimizing their Workflow design. You’ll learn how to:

  • Find and solve issues with your workflow design.
  • Anticipate and avoid problems during the building process.
  • Build activities into a Workflow design that troubleshoot it throughout production.

CD119: Laserfiche in a Mobile World
Join us for a discussion on how Laserfiche products such as Web Access Light, WebLink in mobile browsers and iPhone applications may interact with products like Workflow and PhotoDocs to make your Laserfiche information accessible beyond the office.

CD151: New Features in the Laserfiche Repository
Laserfiche 8.3 brought a host of new features to the Laserfiche Client, Web Access, Administration Console and Web Administration Console in Laserfiche 8.3. Gain insight into the changes by learning about:

  • Version control
  • Digital signatures
  • Template colors
  • Entry listing profiles
  • And much more!

EDM102: Introducing the Laserfiche Web Administration Console
The new Web-based Administration Console in Laserfiche 8.3 is poised to become the primary administrative interface for Laserfiche. Learn how to incorporate its functionality into your system and access your repository from anywhere using a Web browser.

EDM303: Advanced Applied SDK
Attend to learn about the expanded applications of the Laserfiche SDK beyond basic integrations and custom programs. Two of our senior developers will demonstrate how to use the SDK to perform activities such as automatically monitoring and enhancing the health of your Laserfiche system.

EDM201: Tips and Tricks for Administrators
Already have down the basics of the Administrative Console? Learn tips and tricks for keeping your Laserfiche repository optimized and ensuring smooth administrative tasks.

EDM251: Enterprise Deployment Strategies
Gain strategies for making your enterprise deployment go as smoothly as possible by attending this course. We’ll help you ensure effective management of large user populations, high-volume transaction processing and other enterprise-wide functions through lessons learned.

Be sure to visit the conference Website for more details and the daily schedule.

Haven’t registered for the Conference yet? Click here!

Empower 2012 Offers Business Process Management Courses for All Levels

The Empower 2012 Conference offers a large variety of courses on Business Process Management (BPM). To help you determine which courses will best fit your needs, we have organized them into categories based on topic and technical level. As you are managing your conference schedule, select which course best fits your skills and interest.

Basic Workflow Design

  • BPM105 – Tips and Tricks in the Workflow Designer
  • BPM151 – The Power of Tokens in Workflow
  • BPM152/BPM153 – Intermediate Workflow Design
  • BPM202/BPM203 – Workflow Best Practices

Mastering Workflow Design

  • BPM151 – The Power of Tokens in Workflow
  • BPM202/203 -Workflow Best Practices
  • BPM221 – Debugging Workflows
  • BPM304 – Expert Workflow Concepts

Workflow Enterprise Deployment

  • BPM104 – What’s New in Workflow 8.3
  • BPM201 – Enterprise Workflow Activities
  • BPM205 – Activity-Based Integration
  • BPM207 – Enterprise Deployment of Workflow
  • BPM208 – Roundtable on Workflow

Troubleshooting Workflow

  • BPM204 – Troubleshooting Workflow Installations
  • BPM206 – Optimizing Workflow Performance
  • BPM221 – Debugging Workflows Design

Workflow Developer – Overview

  • BPM251 – Introduction to Workflow Scripting
  • BPM301 – Extending Workflow, Introduction to Custom Activities
  • BPM104 – What’s New in Workflow 8.3

Workflow Developer – Advanced

  • BPM252 – Introduction to the Workflow SDK
  • One of the following groups:
    • BPM301 – Extending Workflow, Introduction to Custom Activities
    • OR
    • BPM302 – Extending Workflow, Custom Activities Part 1 (lab)
    • BPM303 – Extending Workflow, Custom Activities Part 2 (lab)
  • BPM351 – Advanced Custom Activities

Sign up for your BPM courses here.

Get Free Avante Licenses Until December 30!

Only a few weeks remain to receive free Laserfiche Avante Licenses through our Buy Five, Get One Free promotion!From now until December 30, 2011, you can get an unlimited number of free Laserfiche Avante licenses when you place an order with Laserfiche. Don’t wait on this year-end deal!

Guidelines that apply:

  • The promotion applies to both Avante upgrades for existing customers and new purchases for first-time buyers.
  • New customers purchasing Web Access or Audit Trail and existing customers who use Web Access or Audit Trail in their systems will receive free software costs for Web Access and Audit Trail with their free licenses.
  • All customers must purchase full-price LSAP coverage for new licenses.

This promotion is open to both domestic and international customers. Contact your VAR or account manager today!

Gain ECM Strategy and Planning Advice from New Customer Solutions

Last month, we introduced you to our newest customer resource, the Laserfiche Solutions Exchange. We’re constantly rolling out new tips and best practices straight from our users for planning, configuring and optimizing your ECM system.

A number of new solutions provide steps for organizing product deployments, tools for formalizing change management and code for enhancing your existing products:

Got something cool to share with the community? This email address is being protected from spambots. You need JavaScript enabled to view it., Manager of Marketing Communications, with a brief summary of your initiative.

Tech Tip: New Features for Thumbnails in Laserfiche 8.3

Laserfiche 8.3 introduces new features for document thumbnails that make your information more secure and your workers more efficient.

Redactions Displayed on Thumbnails

Redactions placed on an image page are now reflected on that page’s corresponding thumbnail in the Thumbnails Pane in the Laserfiche Client. This will further secure your sensitive information.

redactions

Background Thumbnail Generation

By default, Laserfiche generates thumbnails for a document the first time that document is opened. The thumbnails are then cached and do not need to be re-generated every time the document is opened. However, in some situations, this may cause documents to load slowly when opened for the first time.

If this happens, you can enable background thumbnail generation, which means all documents in the repository (both new and old) will have their thumbnails generated in the background, not just when the document is opened. This option can be configured in the Laserfiche Administration Console under Repository Options. For more information, see Background Thumbnail Generation in the Laserfiche Administration Guide.

settings

Tech Tip: Document Versions in Laserfiche 8.3

Laserfiche 8.3 features a significant expansion and enhancement of the Versions metadata element. Versions now track content and metadata changes as a history within a single document. You can review older versions, compare changes and revert to a prior version. You can also store version comments and labels and search for them to quickly locate specific modifications.

When version control is enabled on a document, modifications of that document will be saved as new versions, with older versions of the document also retained in the document history. For example, if you open a document that is version controlled, change the value in a field and then save the changes, a new version would be created with the new field information. The same is true of other changes, such as modifications to pages, electronic files, annotations, templates, fields or digital signatures. This process happens automatically, ensuring that you do not need to worry about accidentally overwriting important information.

A document’s prior versions are saved in the document’s version history. This allows you to retain and review older versions of a document, and revert to an older version if needed. In addition, you can compare the differences between two versions, displaying the elements of the document that have changed. (If the document is a Microsoft Word electronic document, you can even view the line-by-line modifications of the electronic file in Word.) You can also copy an old version and paste it as a new document, or export it to your desktop.

Important: The feature known as versions in Laserfiche 8.2 and prior is now known as link groups. You will find your pre-Laserfiche 8.3 versions in the Links section of the metadata dialog. Versions in Laserfiche 8.3 and later are a new feature with expanded features and functionality. If you want to use the new versions feature to work with your pre-Laserfiche 8.3 versions, you can convert your link groups to versions. See Versions and Link Groups in the Laserfiche 8.3 User Guide for more information.

metadata report

New Support Site Materials

Knowledge Base Articles

Papers

Tech Tip: Where Did My Versions Go in Laserfiche 8.3?

As explained in last week’s Tech Tip, the versions feature has been significantly upgraded and expanded in Laserfiche 8.3. This week we will explain how versions from Laserfiche 8.2 and before are handled in your 8.3 repository.

Note: If you did not use the versions feature in Laserfiche 8.2 or before, or if 8.3 is your first introduction to Laserfiche, you do not need this transitional information. You can learn about versions in the Versions section of the Laserfiche 8.3 documentation.

Link Groups and Laserfiche 8.2 Versions

The feature previously called versions in earlier Laserfiche releases has been renamed as link groups. A link group is a collection of separate documents that are related in some way. These documents have separate properties and metadata, and may be stored in different parts of the repository. They function as entirely individual documents, connected by belonging to the same link group. In essence, a link group behaves the same as the Laserfiche 8.2 versions feature.

Your versions from earlier Laserfiche releases have automatically been converted to link groups in Laserfiche 8.3; no additional configuration is necessary to keep using them as link groups. This allows you to continue to work with them exactly as you did before: the only difference is that the feature’s name has changed and it can now be found in the Links tab of the Metadata dialog. Keeping this functionality intact allows you to keep your workflow consistent. You do not need to learn a new feature in order to continue using your repository in the way you are used to.

For more information about link groups, see Link Groups in the Laserfiche 8.3 documentation.

versions and link groups screenshot

Laserfiche 8.3 Versions

Versions in Laserfiche 8.3 are significantly upgraded and expanded—in essence, they are a new feature with the same name. For more information about versions, including information about how to place documents under version control, see last week’s Tech Tip, or the Versions chapter of the Laserfiche 8.3 documentation.

If you want to convert some or all of your existing link groups to Laserfiche 8.3 versions, you can do so. See Link Group Conversion Utility for instructions.

U.S. Supreme Court Looks to Arkansas Appellate Courts for Forward-Thinking Use of IT

“People don’t typically associate Arkansas with the cutting edge,” explains Daron Frederick, Network Administrator for the Arkansas Supreme Court. “That’s why it’s such a pleasure to have the U.S. Supreme Court looking to us for ideas about the unique and innovative ways we are implementing technology.”

Although both Arkansas’ supreme court and court of appeals have recently begun broadcasting—and archiving—live oral arguments on their Website, it is the courts’ use of enterprise content management (ECM) technology that has caught the Supreme Court’s eye.

“We’d had a document imaging system in place for several years, but it hadn’t been used much,” says Frederick. “Only a few techs even knew how to access it, and the search and retrieval capability for records wasn’t particularly useful. We had to ask ourselves, ‘Why scan anything if you can’t use the system?’”

He continues, “Our principal selection criteria for an ECM solution included the ability to manage content, automate processes, enable easy access to records and raise visibility for the legal community and the public.”

He notes that, ultimately, it was the unlimited servers included with Laserfiche Rio that won over the courts’ IT Department. “Both courts issue opinions of high interest that are heavily accessed, so we wanted to make sure we had failovers and test servers in place to accommodate that.”

Laserfiche Enables Electronic Opinions

In 2009, Arkansas became the first state to establish electronic reporting as the official medium for appellate court opinions. Substantial cost savings resulting from the transition provided the opportunity to implement Laserfiche.

“Before that, the appellate court opinions had always been officially reported in bound volumes,” says Frederick. “However, the volumes were produced and distributed approximately four times a year, which meant there was significant lag time between issuance of an opinion and its appearance in its official format.”

With declining subscription rates, higher production costs and advancing technology, the court determined that its current method of publication was no longer acceptable. “Although court systems in general have been slow to enter the digital age, we have to remember that we work for the public, and they’re used to finding information quickly on the Internet,” explains Frederick.

“One of the driving forces that led to the implementation of Laserfiche was to provide the official version of the opinions to everyone free of cost. The substantial savings realized by terminating the bound volume method was also a considerable advantage,” he says.

Using Laserfiche WebLink, a Web portal that provides instant, read-only access to documents over the Internet, the Arkansas Supreme Court and Arkansas Court of Appeals publish their latest opinions in PDF format on their Website.

“Most court records and paper copies of opinions are retained indefinitely,” notes Frederick. “In addition, we are required by statute to keep three copies of each bound volume; the final published volume count was 375 when we made the transition. From that standpoint, the storage of electronic records is far more efficient.”

In terms of search and retrieval, “metadata is a gift,” Frederick says. The Reporter of Decisions established the courts’ file structure, templates and fields, which allow anyone to access the opinions using one or more of the following criteria:

  • Date.
  • Court.
  • Order number.
  • Justice/Judge.
  • Session.
  • Session term.

Current Integrations, Future Plans

After enabling live video streaming by implementing a Granicus software solution, the court integrated it with Laserfiche to enable the public and legal community to access archived video footage along with a copy of the opinion tied to the case in question. “We’ve made great efforts to become more transparent,” says Frederick. “By integrating Granicus with Laserfiche, we’ve created a comprehensive digital public record that’s accessible to anyone over the Web.”

The court is currently working on integrating Laserfiche with its court management system (CMS) so that court personnel can access documents stored in Laserfiche when they’re viewing a particular case in the CMS.

Although the courts haven’t yet taken full advantage of Laserfiche Workflow, a business process management tool included with Laserfiche Rio, they may use Workflow to route drafts of their opinions to:

  • The deciding panel (court of appeals, typically three judges) for review and annotations.
  • The Reporter of Decisions for editing, publication and retention.

“Flow is a big buzzword right now, so knowing that we can use Laserfiche to automate more of our processes presents tremendous possibilities,” says Frederick.

Change Management Methodology for Curing “Parchment Disorder”

“One thing I’ve noticed after working in IT across a variety of industries is that the public sector is a little more cautious when it comes to adopting new technology,” says Frederick. “Some people still get comfort in being able to touch a piece of paper, so educating and training everyone on the value of Laserfiche has been interesting.”

In terms of change management, Frederick’s philosophy is that history always denotes the future. “As we were moving to electronic publication, we focused on the input from the Reporter of Decisions and the parameters set by the supreme court. Full integration would have been more easily put in place had we also gotten input from the court about the opinion writing process upfront.”

As Frederick and his team prepare to use Laserfiche to enable attorneys to e-file briefs and other documents that make up the appellate court record, they are training the judges, judicial clerks and administrative assistants first. “The better we understand what each court needs, the more successful the transition will be,” he says.

Frederick explains that e-filing will eliminate the need for lawyers to bring 16 copies of their briefs to court. More importantly, it will allow both courts to quickly find specific pieces of information contained within those briefs, thanks to chapter and marker breaks within electronic briefs, as well as Laserfiche’s sophisticated search capabilities.

“Digitizing will lower our costs and increase our clearance rates,” says Frederick. “Training people ahead of time is a key factor for recognizing the value that Laserfiche has to offer.”

Laserfiche 8.3 Takes Transactional Content Management to New Level

LONG BEACH, CA (Laserfiche)—November 30, 2011—Delivering on its commitment to help customers grow the value of their enterprise content management (ECM) investment, Laserfiche today announced the immediate availability of Laserfiche 8.3. The new release spans various lines of business, helping organizations improve information governance and automate transactional processes such as accounts payable processing, case management, contract management and HR onboarding, among others.

“We are committed to providing product enhancements that improve the way organizations do business. Over the past year, our customers have begun automating more and more complex business processes, and we developed Laserfiche 8.3 to respond to their needs,” said Tom Wayman, Vice President of Product Strategy at Laserfiche.

Laserfiche 8.3 includes the following new and enhanced features:

  • New Workflow activities that improve productivity. With Laserfiche, organizations quickly automate transactional processes by dragging and dropping pre-built workflow activities onto a graphical canvas.
    • Database activities automate the process of retrieving and updating information from third-party databases, simplifying integration.
    • PDF activities add immediate value to the product suite by enabling Laserfiche administrators to automatically import PDF forms into Laserfiche, retrieve information from PDF fields and map them to Laserfiche fields.
    • More than 60 built-in workflow activities make it easier than ever to customize workflow configuration to the unique needs of each organization and line of business.
  • Digital signatures that simplify information governance. Digital signatures in Laserfiche 8.3 are validated with signing certificates on the server, so users know that a signature is trustworthy. Digital signatures can also prompt Workflow activities that guide documents through the approval process.
  • A new Web Administration Console that improves deployment flexibility. Laserfiche 8.3 offers an easy way for administrators to securely access the administrative functions of the repository from anywhere—including remote sites, client computers and even mobile devices—making administration more flexible than ever.

“The advanced business process management capabilities and administration tools in Laserfiche 8.3 enable organizations of all sizes to rapidly implement a wide variety of transactional content management solutions,” said Wayman. “Laserfiche 8.3 is an infrastructure deployment that enables our customers to use ECM as a foundation for delivering shared services across the enterprise.”

Learn More about Laserfiche 8.3:

About Laserfiche
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 is designed to give IT managers central control over their information infrastructure while still offering business units the flexibility to react quickly to changing conditions. The Laserfiche product suite is built on top of 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®.

Laserfiche distributes its software through a worldwide network of value-added resellers (VARs), who tailor solutions to clients’ individual needs. The Laserfiche VAR program has received the Five-Star Rating from Computer Reseller News/VARBusiness magazine.

Laserfiche®, Run Smarter® and Compulink® are registered trademarks of Compulink Management Center, Inc.

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