A customer recently contacted us with this problem: They have been using a 2-page Excel spreadsheet
template as an Energy Assistance application form. They had accumulated
over 16,000 of these spreadsheets. They asked, “Is there a way to append this information to the client files we have already scanned, short of opening each spreadsheet in Excel and snapshotting them to the appropriate destinations?”
We were able to move the spreadsheets into Laserfiche, snapshotting all of them, and creating a QuickFields session that solved their problem. Using only 5 hours of our time and the power of Laserfiche,
we were able to save the customer many, many hours of time.
Posted in Business Tips, Document Imaging
Tagged business efficiency, Business Tips, doc management, Document Imaging, document management, document management document, document manager, document managers, document managing, document scanning, document storage, documents management, electronic records, management and document
If you are interested in learning more about Laserfiche, you may find that the following free newsletters are just what you are looking for:
Laserfiche User News is a monthly newsletter that features in-depth stories explaining how organizations use Laserfiche to solve information management challenges. User News also includes practical advice from Laserfiche users and Laserfiche technical staff.
Tech Talk is a tech tip newsletter intended for Laserfiche administrators, IT staff, and experienced users. It offers practical solutions to the most common questions about the Laserfiche product suite.
Global Municipal Exchange is a monthly newsletter that spotlights a city or county government that’s using Laserfiche to increase efficiency and provide more comprehensive public service.
Global Financial Post is a monthly newsletter that shares stories of a registered investment advisory firm, financial planning firm, broker-dealer, insurance company, bank, or CPA firm that’s using Laserfiche to increase profitability and client satisfaction.
The Pulse is a monthly newsletter that highlights a medical group, doctor’s office, or hospital using Laserfiche to improve patient care and achieve operational efficiency.
If you are interested in signing up for any of the above newsletters, just clink on the link below.
Here is a simple way to keep in touch with other users and get answers to your questions using the social media website: LinkedIn.
Just click on the link below to get started:
If you are a current user of Laserfiche and feel you would benefit from a local user group where you could share ideas and ask questions, there is a local group that meets regularly in the Twin Cities. For more information, please contact:
1.562.988.1688 x192 elyse.cooper-smith at laserfiche.com
Laserfiche announced their new, third quarter sales promotion: Buy ten named Avante users and get two users free! There is no limit on the number of free users you can get through this promotion, and it applies to both:
• Avante upgrades.
• New purchases for new and existing customers.
You also receive free Web Access and Audit Trail seats when these modules are included in the system purchase. Please note that your customers must purchase LSAP coverage for all of their free seats.
If you are still using Laserfiche Standard Edition or Team Edition and would like to use the capability of Laserfiche Workflow, now would be a good time to look into upgrading.
Please contact me if you have any questions.