Laserfiche Integrations
Tools for Laserfiche
Administrative Dashboard
Now Laserfiche administrators have the ability to view statistics at a glance pertaining to their Laserfiche server. With Cities Digital’s Administrative Dashboard, administrators see centralized graphs and data tables that are populated with the most recent information on CPU usage, server memory, documents missing OCR and Metadata—along with most frequent Laserfiche users, the number of documents created, recent searches, and security rights. Pie charts indicate CPU usage, Laserfiche Server memory, documents with Missing OCR, and documents with Missing Metadata. The bar graph indicates the most frequent Laserfiche users based on minutes spent, and the area-line graph indicates Laserfiche documents created versus the daily average.
Auto OCR
With Auto OCR by Cities Digital users have the ability to scan a Laserfiche Repository as a scheduled task and automatically index and OCR newly added documents. This scheduled task is configured by the administrator, and runs daily with no user interaction. And once Auto OCR is set up, users can allow it to run knowing their new documents will be indexed and OCR’ed behind the scenes, making this a very convenient, efficient tool. Auto OCR saves time by allowing the administrator to configure the Windows task to run daily, and let their newly added documents be indexed and OCR’ed at the end of the day. Using Auto OCR requires a one-time configuration to set up. The Auto OCR also requires a Laserfiche user license.
New World Integration
Cities Digital’s New World Integration offers the ability to access Laserfiche Documents from New World Systems interface. This integration make is easy for users to view Laserfiche Documents corresponding with New World records, as well as scan and upload documents directly into the corresponding folder.
Unfetterfiche
Unfetterfiche V.3 (UF3) is now available. The latest edition of this universal integration utility helps users image enable and scan to Laserfiche. With a click of a mouse users can link customer names, accounts or invoice numbers to records in Laserfiche. From the convenient screen “bug” or from a hotkey users can instantly view documents associated with clients, vendors or employees. Users can also scan from their favorite application and automatically import key index fields or paths to file documents. Unfetterfiche supports barcode creation via Dymo label printers and Weblink or WebAccess to display documents. It also supports the automatic creation of subfolder sets. Unfetterfiche allows for unlimited integrations with a server license.
Want to Know More? Go for it...!
CRM Integrations
Advisors Assistant
The Cities Digital Advisor’s Assistant integration allows users to view, scan, import and append documents stored in Laserfiche from AA. Through a fast and lightweight window the document tree beneath a client folder is displayed for users to select documents to review, scan or import into. The Advisor’s Assistant integration is compliant with the latest release of AA.
Finance Logix
With the Laserfiche Integration with Finance Logix users can now interact fully and easily with Laserfiche Documentation per Client and Account from the Logix interface. Users are able to work with the corresponding Client and Account Documentation using Laserfiche Web Access from the Finance Logix website. The Integration also allows for a full Laserfiche Repository view in Web Access from the Advisor Dashboard page, to get a high level view of documentation from the Finance Logix Interface.
Junxure
Cities Digital Junxure Integration V.3 is now available. The latest edition of this Junxure integration helps users image enable and scan to Laserfiche. With a click of a mouse users can link customer names, accounts or invoice numbers to records in Laserfiche. From the convenient screen “bug” or from a hotkey users can instantly view documents associated with clients. Documents stored in Laserfiche will also appear in the documents tab within Junxure. The Junxure integration supports barcode creation via Dymo label printers. It also supports the automatic creation of subfolder sets. The Junxure integration also automatically imports all documents stored on the “P:\” drive into Laserfiche.
LaserACT!
Users of the popular CRM application rejoice! ACT and ACT for Advisors has been integrated with Laserfiche. Users can view real-time displays of documents stored in Laserfiche from the contact window in ACT. The display supports drag/drop of documents, scan, import and importation of briefcases, or stored folder structures.
Microsoft Dynamics CRM
Laserfiche users seeking to integrate Microsoft CRM have the ability to display documents associated with leads, contacts, accounts or sales literature right through Microsoft CRM. Laserfiche documents are displayed in a new tab accessible from the lead, contact, account or sales literature window. Documents stored in Laserfiche are real-time available for users to search and email. Users may also scan, import and move documents stored into Laserfiche. The Microsoft CRM integration works with Microsoft CRM 4.0 web edition.
Redtail
The integration for Redtail by Cities Digital allows for easy interaction between Redtail CRM and Laserfiche®. Users can now work with the corresponding client documentation using Laserfiche Web Access from the Redtail CRM interface. The integration also allows for a full Laserfiche Repository view in Web Access to get a high level view of documentation from the Redtail CRM interface.
SmartOffice
Cities Digital’s SmartOffice Integration allows users to view documentation pertaining to contacts from the SmartOffice CRM interface. Users can configure the integration to use Web Link or Web Access for document viewing. Token values are selected during customization to create dynamic folder paths within Laserfiche. The SmartOffice integration makes a seamless link between the CRM and document repository, saving users time, helping them stay better organized and ultimately more profitable.
Tamarac
The Laserfiche Integration with Tamarac CRM by Cities Digital fully interacts with Laserfiche
Documentation per Account, Contact, and Lead Entities from the CRM interface. The integration between Laserfiche and Tamarac offers easy integration with Laserfiche Documentation from the CRM interface. Clicking the Laserfiche tab located in Account, Contact, and Lead entities provides full access to corresponding documentation stored in Laserfiche. This Integration utilizes Web Access functionality to upload or scan in documents, export electronic files and briefcases, create files and folders, and edit Template data.
Want to Know More? Go for it...!
Document Sharing
DocCave
With DocCave you can instantly and securely share client or customer data stored in your Laserfiche system. Users with privileges may select individual or groups of documents per client to make available in the DocCave. Documents can real-time be removed from the DocCave. The DocCave can be customized with your company branding and you can send clients messages.
The DocCave provides secure logins for each client that are automatically emailed to clients. System administrators may import client lists and emails in mass in order to create accounts. Save it to the Cave!
Electronic Signature
Digital Signature Kit
Laserfiche users looking for a way to sign documents within Laserfiche need the Digital Signature Kit from Cities Digital. The Digital Signature Kit for Laserfiche allows users to select documents and sign using a digital signature pad. The signature may be placed on any page of the document and sized appropriately to fit in any space. A date/time stamp may also be applied. All signatures are logged in the Audit Trail and a second signed version is automatically linked to the original unsigned version.
Want to Know More? Go for it...!
Email Archiving
Outlook Email Archiver
Cities Digital’s Microsoft Outlook integration with Laserfiche makes it simple and easy for users to track email correspondence by archiving it in their Laserfiche Repository. Multiple profiles are set up by the user, through the plug-in to determine where the files are archived, template data to be applied, and whether the attachments will be included or filed separately. Single emails can be archived, using varying profiles per email – multiple emails can be selected at once for bulk archiving.
This unique application gives uses a quick view of profile data per email record, where they can toggle the Laserfiche Preview pane, which displays profile information along with applied metadata. Using the Outlook integration with Laserfiche not only fulfills the need for tracking email correspondence, but also for archive compliance.
MagniMail Integration
The importance of being able to track email correspondence is vital in today’s business. Email has become more than ever, a valid form of documentation. Protect yourself from the loss of this important correspondence, by integrating Laserfiche Document storage with your Microsoft Exchange Server, using Cities Digital’s MagniMail solution. MagniMail automates the work that would be required to monitor, move, categorize, and store email records. MagniMail does not use Microsoft Outlook and users have no control in the archiving process.
MagniMail delivers detailed configuration options you need to archive your email records most efficiently, in a way that makes sense to you. Laserfiche profile configurations allow you to choose the manner in which your records will be archived by using dynamic file archive locations, document names, and template information to ensure that all of your correspondence is being placed where you want it. Directly integrating with Laserfiche, you can use rules-based archiving with filters to make sure that only the items you want are archived. Attachment handling provides a painless way to file your email attachments separately.
MagniMail ONLINE Integration
MagniMail ONLINE is an email archiving system designed to provide automatic archiving of all your emails. This SAAS Solution provides for archiving from any email server that has auto-forwarding capabilities, or manually with any email client. MagniMail ONLINE provides auto-archiving as well as dynamic charts and graphs for a detailed overview of messages archived by Rule Set, User, and Keyword.
MagniMail ONLINE offers solutions to common problems by:
- Providing managers access to employee email to give communications guidance.
- Allowing for capture and store message history from all employees.
- Reducing daily message review headaches.
Want to Know More? Go for it...!
Social Media Monitoring
MagniPost Integration
MagniPost by Cities Digital is social media compliance and archiving service that allows organizations to monitor users’ activity on Facebook, Twitter, and LinkedIn. Associate users have the ability to interact with Facebook, LinkedIn, and Twitter from MagniPost’s social media network tabs. Post, comment on posts, like posts, and send messages to contacts. It captures all postings by associate users in the Review Dashboard, and allows administrators to approve or deny the activities before they are executed. Posts are displayed with their approval status in the History tab for tracking, and can be archived to an online database or to Laserfiche for future retrieval.
