Laserfiche® Tips & Tricks


Best Practices for Scanning Image Processing

The following list describes the most effective order to perform image enhancements and processes. It is not necessary—and in most situations, not desirable—to perform every enhancement listed here; the list suggests the preferred order for those you do perform. Click Here to see full document

Columns

Do more with your column views! You can customize columns. Then, you can save column views and easily load them whenever you want. This can give you quick access to the data you need to see. Click Here to see full document

Document Merging in Laserfiche Quick Fields 9

Quick Fields lets you capture documents, identify them, extract information from them, and automatically store them in a repository. But if a document is sent from Quick Fields to a Laserfiche repository, and it encounters an existing document with the same name, what happens? Well, Quick Fields can either create a new document or merge the two documents together. Click Here to see full document

Folder Colors

Find folders fast! By giving folders colors, you can quickly find the folder you are looking for, and know what types of documents are in that folder. Click Here to see full document

Folder Tunneling

Laserfiche lets you make documents and folders available to users right where they expect to find them. Sometimes you will want to give users or groups access to folders that are ‘buried’ in folders to which they don’t have access. For example, you might want users to be able to access their personal folders, but not the department folder in which they reside. Or you might want to give one department access to a single sub-folder that resides in another department’s folder. You can do this by creating a shortcut to the desired folder, and placing the shortcut in a folder that the user or group can access. This way, you can give the user or group access to the shortcut’s target but not any of the folders in between. Click Here to see full document

How to Securely Email Documents with ECM

What does your organization do to prevent its emails from being hacked? With massive email security breaches fresh in mind, many organizations share concerns that confidential email attachments can fall into the wrong hands. Check out these tips for using enterprise content management (ECM) software to securely email documents. Click Here to see full document

Organizing My Repository

A disorganized ECM repository can lead to wasted time, reduced productivity and employee frustration. Here are five things to keep in mind when setting up an organized repository. Simple tricks like setting up a comprehensive folder structure or sticking to a naming convention can go a long way to keeping you organized. Click Here to see full document

Top 5 Trends in Enterprise Content Management

We talk to customers all the time about enterprise content management. ECM is about managing an organization’s documents, that is the unstructured information such as Word documents, Excel spreadsheets, PDF files and scanned images that play such essential roles in the organization’s mission-critical processes.

Regardless what we call it, ECM, or document management, we find that the customer’s goals are the same. They want to:
•Get off paper and streamline processes
•Eliminate errors and delays
•Improve process visibility
•Empower workers to be more productive
•Deliver better customer service
•Reduce risks
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Views and Quick Search Options

Find documents fast! See where you’ve been, preview documents before you open them, and perform quick searches for the documents you are looking for. Click Here to see full document

Views and Quick Search Options

Enterprise content management (ECM) systems have evolved with technology and the changing needs of businesses. The driving force behind ECM systems is to do business better. Whether you manage large commercial supply chains or are a municipal government clerk, chances are you have content that needs managing. Here is a basic description of ECM systems and how they can help organizations increase productivity.
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