September 2023 ECS Imaging Newsletter
Upcoming Events
Laserfiche User Training Live at Val Verde USD and On-Demand
Join ECS Imaging as we provide a free training experience! As a part of our unique ways to give back to our Laserfiche Community of Users, we have partnered with Val Verde Unified School District to provide an on-site 101 User Training at their facility. The two-hour training session will include the following:
Laserfiche Client Navigation
Laserfiche Import and Scanning
Laserfiche Document Viewer
Laserfiche Search and Retrieval
The September training session will be recorded, so if you are unable to attend, you may Register Here to request the On-Demand recording.
Additional On-site Training Opportunities at Val Verde USD.
Register for November 16, 2023
Register for January 18, 2024
Register for March 14, 2024
Register for May 16, 2024
Registration is Open for ECS Imaging’s 21st Annual Conference
The ECS Imaging 21st Annual Conference is now open for registration and we are excited to provide two full days of Laserfiche training in both Southern CA and Northern CA. You can register for just the General Session, just the Technical Session, or both Days for a truly comprehensive training experience provided by the ECS Team. The Training event runs from 9:00 AM – 5:30 PM both days and is complimentary for ECS Customers.
Southern California
Day 1 – General Track: October 18, 2023
Day 2 – Technical Track: October 19, 2023
Southern CA Conference Flyer | Southern CA Conference Agenda
Northern California
Hosted at City of Dublin’s Shannon Community Center
Day 1 – General Track: October 25, 2023
Day 2 – Technical Track: October 26, 2023
Northern CA Conference Flyer | Northern CA Conference Agenda
Laserfiche News
What’s New in Laserfiche Cloud?
AI-powered Regular Expression Builder – Get real-time assistance when building or troubleshooting regular expressions in the Forms layout designer. Using artificial intelligence and natural language processing, the builder assists designers in creating and validating regular expressions, enabling anyone to more easily take advantage of this powerful tool.
Preview Forms at Any Stage in the Process – Designers can now preview and test the behavior of field rules at any stage in a process without needing to run the entire process. Previewing different stages re-evaluates field rules and displays the proper submission actions for that particular stage, so designers can easily verify exactly what submitters will see at every step.
More Ways to Troubleshoot and Fix Processes – This release adds a number of enhancements aimed at simplifying troubleshooting process logic and behaviors. In-progress instances can be retried, skipped, or stopped directly from the Monitor and Report pages. Additionally, Individual user tasks for in-progress or completed instances can also now be directly restarted or resumed without having to restart the entire process. Lastly, process administrators can now manually update uploaded files for in-progress instances to help workaround issues with uploaded files.
Salesforce to Laserfiche Migration – The Solution Marketplace includes a new template to migrate content from Salesforce to Laserfiche. Storing documents in Salesforce is expensive and Laserfiche offers a more affordable storage solution without compromising use of the Salesforce system.
Watch an overview of the new features here
Additional Released Features for Cloud
- Automatic mobile responsiveness without additional work
- Option to have submission actions on each page
- Enforce validation of a page before continuing form
- Geolocation metadata can be used in searches within the repository
- Easier to work with large selection lists by bulk import lists of labels, values and default selections from CSV
- Checkboxes and radio buttons can be set to switch to dropdown for lists with more items than the threshold set
- Navigate tables and collections more easily with new enhancements to pagination, search and filtering
- View file uploads as thumbnail or full image
- Quickly preview uploaded files by clicking the eye icon
- Limit total file size for upload
Self-Hosted Updates and New Features!
Forms added to Unified Auditing – Tracks all access and activity in your system, not just the repository. Allows you to see who accessed, modified, or deleted processes as well as unsuccessful login attempts and more. (Only available with Forms Professional).
More low-code Forms design options – pagination options, custom action buttons, signature settings, and more.
Improved troubleshooting in Forms – immediate validation, fixing incorrect variables and updated troubleshooting logs.
Direct Share – now supports individual share transactions up to 1GB+ and expiration dates up to 30 days with an improved sharing experience. Auto-generate secure passwords and use a one-time password for Multi-Factor Authentication (MFA).
User Management for SCIM 2.0 – adds support for Azure AD and Okta and reduced effort while scalling user management.
Enterprise Identity Management – Easily manage user and group membership with SCIM 2.0. Laserfiche Mobile biometrics login. Improved user listing scalability and searching.
Deployment Toolkit – Script to spin up Laserfiche system with initial configuration. Deploy to one or many machines from central location. Configure shared info once. Connect repository, web client, audit, Workflows, and forms. Prepare AWS or Azure machines for deployment. UI-based configuration tool to replace JSON configuration.
Self-Hosted Updates Coming Soon!
New Search Options in Forms and Workflow – Easily find your workflows by searching on an empty metadata field or repository tags in Search Repository Activity. Easily search forms by searching across all forms versions for forms instances. See published date next to the version number in forms reports, and search across all dates in Forms reports.
Import Agent 11 Enhancements – PDF page generation options allows you to generate Laserfiche pages in Black and white, Standard color, or High-quality color. Options to improve PDF processing speed. Parallel processing settings.
Email Archive 11 Updates – Token support for attachment names. Temporarily disable email archive profiles during profile development. And the ability to exclude subfolders.
New Certification Series Available: Laserfiche Capture Methods
Certification Description: Laserfiche has launched a new certification series: Laserfiche Capture Methods. This series has been designed for new users looking for ways to capture content into Laserfiche. The course will cover several methods to automate the extraction of metadata, the filing of content and overall reduction of manual effort.
Certification Objectives: By the end of this series, learners will be able to:
* Identify the different methods and tools available to bring content into Laserfiche, and incorporate the most applicable Laserfiche Capture Methods to your work environment
* Distinguish between Import Agent and Email Archive, generate profiles for them, and incorporate them into your work processes
* Describe what Capture Profiles are and how they work, explain how Capture Profile Groups can be used for similar document types, and combine this capture method with other Laserfiche products to create complex solutions
* Compare the different ways to import documents to the repository and select the appropriate one for your task
* Explain what Smart Invoice Capture is, describe its benefits, identify how workflows and business processes can work in conjunction with it, and apply this knowledge to make your company more efficient
Certification Length: 2 hours, 9 minutes This series can be accessed in Aspire, and has an associated cost of $150. If you have any questions, please reach out to Laserfiche at [email protected].
Save the Date for Laserfiche Empower 2024 in Las Vegas
Laserfiche Empower 2024 will be held in Las Vegas at the Mandalay Bay Resort & Casino April 22-25, 2024. Registration will open in November. Please mark your calendars and save the date. We’re looking forward to seeing you in fabulous Las Vegas!
