Shareholders Service Group (SSG) is a broker-dealer based in San Diego, CA, serving over 1,000 registered independent advisors. These advisors give us authority to do trading on their accounts and perform other services ranging from debiting their management fee to opening new accounts. Here is how we deployed and implemented Laserfiche in order to optimize customer service while abiding by … Read More
How to Design your First Laserfiche Workflow Learn how to get started with Laserfiche Workflow without being intimidated with advice from Amy Johnson, Systems Administrator at Hanover County’s Commissioner’s Office. Contributed by:Amy Johnson, Systems Administrator, Hanover County As the Systems Administrator in the Commissioner of the Revenue’s Office, I designed and implemented the department’s workflows myself. (The IT department at … Read More
How to Debug your Laserfiche Workflow Design Administrators: learn how to investigate and diagnose issues in your Laserfiche Workflow designs. Contributed by:Joanna Slusarz, Technical Writer, Laserfiche Laserfiche Workflow is a wonderful tool for automating business processes within your organization, yet sometimes even the most thought-through workflows can function in unexpected ways. Although some of these problems may be related to … Read More
Contributed by:Joanna Slusarz, Technical Writer, Laserfiche Regular expressions (also known as Pattern Matching expressions) are a way of defining patterns in information by using special symbols. In Laserfiche Quick Fields, these expressions can be used to identify documents or extract information in order to properly populate fields or set the document location in the Laserfiche repository. Different types of characters, … Read More
Contributed by:Carla Markx, Records Supervisor, University of Central Florida Police Department The University of Central Florida (UCF) Police Department comprises many different divisions, each with its own documents and records. Here is how the UCF Police Department organizes records within the repository and complies with the State of Florida Library and Archives retention policy. Folder structure When designing the repository, … Read More
Once your organization has purchased and deployed Laserfiche, it is time to decide what to do with all the legacy files. Paper files will need to be scanned, but what about all those documents residing on your network drives? Here is how the City of Laserland migrated its network files in a batch to a repository with Laserfiche Quick Fields. … Read More
Contributed by:Greg Buchanan, Records Analyst, Lakewood, CO The city of Lakewood, CO, comprises a multitude of departments and divisions, each with its own daily concerns, interests and ways of using Laserfiche. In order to maintain consistency within the Laserfiche repositories and provide a place to express concerns and ideas, the city implemented a digital archive group (DAG). What is the … Read More
Laserfiche business processes add a new layer to workflows that allows organizations to put instructions, deadlines and reporting histories for business processes right at employees’ fingertips.