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Lasefiche Products Family Presentation

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Laserfiche Products Overview Presentation

Laserfiche Products Overview Presentation

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  • Here we have the Thick Windows Client. This is where you can browse and search for your documents. We have two types of documents: Laserfiche documents (Scanned tiff images) and Electronic documents (pdf, Word, etc). The Document Viewer is where you can view the scanned images as well as the document’s OCR text and metadata. Metadata refers to field data, tags, links and versions. You can also edit the document with annotations, such as sticky notes and highlights. The Server works with SQL Express, SQL and Oracle. You can also get our Records Management Edition of the Server. There are two classes about RME so again, I’m not going to go into too much detail. Basically, Records Management allows you to control the document lifecycle. RME is DoD 5015.2 certified and requires Advanced Audit Trail if you want it to follow the DoD requirements.
  • Web Access Deploy instantly and simplify IT support because no need to install the thick Windows Client on each computer Full featured web client user interface Includes Web Scanning that can be customized Integration with Microsoft SharePoint http://atlantis.laserfiche.com/Laserfiche8 http://atlantis.laserfiche.com/Laserfiche8/light WebLink: Publishing documents on the web Easy interface to customize Read-only access http://atlantis.laserfiche.com/weblink7
  • Laserfiche Scanning Convert paper documents into Laserfiche imaged documents. Import electronic files into a Laserfiche repository. Perform image enhancements and processes (e.g., optical character recognition) on scanned documents. This is included with the Client and there is a version that is available over the web that comes with Web Access. Quick Fields Laserfiche Quick Fields is a collection of image processing and enhancement tools designed to simplify automated capture and classification of documents. Quick Fields supports a suite of add-ons that can expand its capabilities. To name a few: Bar Code, Real Time Look up, OMR… Capture, Identify, Process/Enhance, Index, Quality Assurance, Filing the document. Snapshot Eliminate printing and scanning from document capture process. Just “print” to Laserfiche directly. Capture electronic documents in high-quality color, grayscale and black and white archival images Streamline filing processes by determining template field values before documents are stored in the repository. Maintain long-term access to electronic files using the industry-standard TIFF Group IV storage format. Provide electronic document capture capabilities to work groups and departments as easily as sharing a network printer. Import Agent Looks for documents in monitored folders and imports them into Laserfiche. Example: MFP captures documents and puts them in a file folder on the network, then Import Agent can automatically import them into Laserfiche. It is smart enough to recognize specific types of documents and only import the ones you need. Useful for scheduling document capture from a wide range of sources: FAX, MFP, Web Folders/FTP, Electronic Documents, Helps with organization because it can follow a set of rules for naming convention and folder organization when importing and creating documents in Laserfiche. It auto-populates template fields and can even insert pages into a document that already exists in Laserfiche. Example: Quarterly statements that need to get updated in the year report. Minimize network traffic by scheduling large imports at night, at lunch or other times when traffic is down. PhotoDocs New addition to the Laserfiche Client 8.1 that allows you to import images directly from your camera into Laserfiche. There is photo correction to straighten the pictures for best quality OCR. To learn more go to the PhotoDocs class at the conference (insert here).
  • Insert image of stack of document to illustrate the “batch upload capabilities”
  • The Workflow Designer lets you layout your workflow processes, search for workflows in process and maintain workflow starting rules. As you can see from the screen, a workflow can automatically do almost any action from the Laserfiche Client. Move a document to a folder, add a sticky note, edit the field data, and even assign a template. For example, you could use Workflow to set up security for new users based on your organizations rules for security. Workflow can assign rights and tags to folders and documents.
  • Highlight some of the Key ones..
  • Laserfiche Plus enhances repository publishing by allowing for viewing of published repositories. You can publish to CD, DVD, USB, network drive, etc. This is good for distributing documents to people outside your organization who do not have Laserfiche, such as outside lawyers. It is also useful for back up and recovery. Plus 8 also allows you to view the published documents directly from a CD without installing any software. Data encryption is new to 8, you can place a password that is used to encrypt all the files so they are only accessible from the published LF Viewer.
  • Laserfiche Plus enhances repository publishing by allowing for viewing of published repositories. You can publish to CD, DVD, USB, network drive, etc. This is good for distributing documents to people outside your organization who do not have Laserfiche, such as outside lawyers. It is also useful for back up and recovery. Plus 8 also allows you to view the published documents directly from a CD without installing any software. Data encryption is new to 8, you can place a password that is used to encrypt all the files so they are only accessible from the published LF Viewer.
  • Toolkit is what you would use ifyou wanted to create custom scripts and integrations It includes tools for developing Application Program Interface (API) commands Other integration resources: Code Library is where you can find detailed instructions and sample source code, written in both C# and Visual Basic® .NET. Also on Support.laserfiche.com is the Toolkit forums where users, VARs and Laserfiche developers help answer eachother's integration questions.
  • Walk-thru the types of access rights verbally –you can animated the location markers if you like Talk about the GOLDEN Rule with this slide -Security should be based on groups and folders, not individual users and documents.
  • The Laserfiche suite of software does incorporate some native reporting capabilities. The primary Laserfiche modules enable you to perform reporting through two main applications: the Laserfiche Client and the Audit Trail reporting tool The Laserfiche Client offers a robust folder browser and search engine that lets you construct complex searches and present results in an informative table manner. The audit trail reporting tool provides detail feedback on all changes applied to the document repository. The new web reporting interface presents the audit data in either a tabular or chart manner. We’ll first do some searching in the Laserfiche Client. <conduct a simple search in the LF client> Next, I’ll show you how you can generate simple reports through the Audit Trail reporting tool. We’ll also take this opportunity to configure the audit database. <configure audit db and generate a simple report in the reporting tool>
  • Here is an example of a graph that was generated from audit data. It shows the number of invoices scanned by different users in a company organized by month. This is actually a report that we will create later on in the lab.
  • Please emphasize the flexibility to expand to more features with Laserfiche.
  • Please emphasize the flexibility to expand to more features with Laserfiche.
  • Transcript

    • 1. Towards a Paperless Office Presented By: Matthews Mwongela
    • 2. LaserFiche Product Presentation
    • 3. Agenda
      • Company Overview
      • LaserFiche Product Overview
      • Security, Access Rights, Reports
      • Integration with Sharepoint
    • 4.
      • Kenyan Company Founded In 1990
      • Leading Solution Provider of DIS/DMS, CAD, GIS
      • R epresent:
        • Laserfiche (DIS/DMS)
        • OpenText(DIS/DMS)
        • Contex (large format Scanners)
        • Autodesk (CAD Software)
        • GTCOCalcomp (Digitizers & interactive Boards)
        • Products from Canon, HP, Fujitsu etc.
      Company Overview
    • 5. Document Management Components Capture
      • Scan
      • Import
      • Network
      • Automated
      Distribution
      • Laserfiche Client
      • Web Client
      • Email
      • CD/DVD
      Workflow
      • Route Documents
      • Automatic
      • Configurable
      • Event Driven
      Integration
      • Interface
      • Control
      • Customization
      • Advanced Automation
    • 6. Laserfiche Product Overview
      • Supports up to 7 languages
      • Company website: http://www.gathkenya.com/laserfiche
    • 7. Laserfiche Product Overview
    • 8. Laserfiche Avante Solution
    • 9. Laserfiche Product Overview
    • 10. Difference of Rio & Avante
      • LaserFiche Rio System includes the following features:
        • Unlimited LaserFiche Servers
        • Up to 15 repositories
        • Workflow
        • Web Access (including the SharePoint integration and Web Access Light)
        • Advanced Audit Trail
        • Snapshot
        • E-mail plug-in
      • LaserFiche Avante System includes the following features:
        • All Laserfiche Avante Servers include Workflow and one repository
        • Named Full User with Snapshot and Email Workflow only
        • Additional system components purchased individually
    • 11. Laserfiche Product Overview
      • LaserFiche Enterprise Content Management
      • (Implement a scalable and flexible ECM solution)
        • Laserfiche Rio
      • Laserfiche Document Management
      • (Organize, protect and retrieve information)
        • Laserfiche Avante
      • Document and information Capture
      • (Bring paper and electronic documents into Laserfiche)
        • Laserfiche Quick Fields
        • Laserfiche Import Agent
        • Laserfiche Snapshot
      • Business Process Management
      • (Streamline document-centered processes and track activity for regulatory compliance)
        • Laserfiche Workflow
        • Laserfiche Audit Trial
    • 12. Laserfiche Product Overview
      • Document Access and Distribution
      • (Provide secure document access to users)
        • Laserfiche Web Access
        • Laserfiche WebLink
        • Laserfiche Plus
        • Laserfiche E-Mail Plug-in
      • Integration and Customization
      • (Integrate Laserfiche with third-party applications and customize system functionality)
        • Laserfiche Toolkit
      • Support
      • (Manage change and protect your investment)
        • Laserfiche Software Assurance Plans (LSAP)
        • Laserfiche Audit Trial
    • 13. Laserfiche Desktop Client
    • 14. Laserfiche Web Client
      • Web Access
        • Full-featured
        • Easier for IT
        • Web Scanning
        • Searching / filtering
        • View all metadata
      • WebLink
        • Easy to customize
        • Good for publishing
        • Read-only
    • 15. Capture Tools
      • Laserfiche Scanning
        • Included in Client
      • Quick Fields
      • Snapshot
        • Included in Client
      • PhotoDocs
        • Included in Client 8.1
      • Import Agent
    • 16. Quick Fields
      • Quick Fields is like Scanning ... but better
        • Automatically sorts, processes and stores documents
        • Sessions allow savable customizations
        • Extra processes
          • Auto-Annotation
          • Auto-OMR
          • Text Substitution
          • and Extraction
          • Token Identification
          • ... and many more
    • 17. Capturing with Snapshot
    • 18. Workflow
      • Automate paper shuffle by routing documents
      • Reduce manual file searching, hand distribution, copying, printing, and faxing
      • Automatic e-mail notification when documents are available or require attention
    • 19. Workflow Workflow Designer Graphical User Interface
    • 20. Audit Trail Tracking Advanced Repository login and logout  Document creation, editing, printing, or deletion  Template, field, and annotation creation, editing, or deletion  Security tag addition  Document, volume, or briefcase export  Documents sent to the Recycle Bin  Granting or revoking login rights for Windows accounts  Adding or removing users from Laserfiche groups  Unsuccessful attempts to perform actions  User specific tracking  Modifications to access rights  Modifications to repository-wide settings  Creation, modification, or deletion of users and groups  Password changes  Searches performed by users  Reasons for printing, e-mailing, and exporting documents  Watermarks 
    • 21. Plus Publishing
      • Burn volumes and folders to CD/DVD and other media
      • Backup and distribution
      • Read-only Laserfiche Viewer
    • 22. The Publishing Process
    • 23. Laserfiche SDK
      • Create custom scripts and integrations
        • Tools for developing Application Program Interface (API) commands
      • Other integration resources:
        • Code Library has detailed instructions and sample source code
        • support.laserfiche.com Toolkit Forums
    • 24.
      • Security, Access Rights, Reports, Integration with Sharepoint
    • 25. Security and Access Rights Entry Access Rights Volume Access Rights Template Access Rights Field Access Rights
    • 26. Basic Laserfiche Reports
    • 27. Enhanced Laserfiche Reports
    • 28. Laserfiche in Sharepoint
    • 29. Laserfiche Workflow in Sharepoint
    • 30. Thank You Email: [email_address]

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