When adopting a document management system, a key decision at the beginning of discovery will always be metadata. Metadata defines how a document is stored, how it is searched, and most importantly for an end user, how much labor is involved when inputting data. If this index data exists in another system, we will always pursue options of how to get it from the current system into Laserfiche with minimal data entry. Sometimes, we are able to utilize advanced capture methods such as Quickfields or Ancora, but it is often best to index straight from the source via a unique identifier.

An example of this would be using a Student Information System such as Aeries or PowerSchool to find student information based on a unique identifier like a Student ID and populating other items such as first name, last name, date of birth and state ID.

Laserfiche and Docuware both offer many ways of doing this including Workflow and Connectors that do this quickly via screen scrape, SQL/ODBC or other Web APIs efficiently in the background with minimal wait time and and employee overhead.

Appleby Imaging Inc. has completed software database look-ups with the below applications, but not limited to:

• Quickbooks (on premise and online)
• Xero
• Aeries
• Power School
• Analytic
• Famous
• Springbrook
• Edjoin
• SASE
• Any other SQL database or API!

We have had several customers reach out to help set up remote access to support an at-home work force. Remote access to Laserfiche is absolutely possible. Let us know if this is something you would like to enable.

We have also had a number customer ask about e-signatures. With the mandated work-from-home requirements; now, more than ever, it’s important to have your binding document execution authentic. We are offering a solution in a new partnership with OneSpan Sign, delivering authenticated e-signatures integrated directly into Laserfiche. Whether its onboarding new employees or renewing contracts, this authenticated signing solution is a great add-on for uncertain times.

Please let us know if there is anything, we can do to help your business through this difficult time. With all the anxiety and stress related to the unknown outcome of the COVID-19 pandemic, the Appleby Imaging family sends our thoughts and prayers to everyone effected. Stay safe and take care.

A Salinas Valley farm labor contractor has selected Laserfiche to transform how they mass onboard new and returning employees in the field. A huge win and several benefits for this organization.

 Onboarding a new employee can be complex task in even the simplest of settings. Now, lets multiple that task to four locations, forty applicants per location, 30 page packets, twenty-seven signatures, three hiring managers, likely standing in a dirt field in Coachella or Salinas. A traditionally labor-intensive paper based on-boarding process with notable challenges and inefficiencies.

Laserfiche - as a robust content management solution offering digital forms and automated workflows is enabling a transformation for this farm labor contractor.  Applicants can provide their boarding information in a digital Laserfiche form on an iPad. Within seconds of completion, an email deliveries a full prepared on-boarding packet ready for signature. In partnership with OneSpan, an integrated e-signature tool, the on-boardee and the hiring supervisor can sign and counter-sign the packet, completing the onboard process. Automatically, the completed packet is delivered to back into Laserfiche for a final HR Clerical review. From here, a CSV can be created and pushed directly to Famous and the on-boardee becomes an official, trackable, payable employee.

Digital transformation of an age old business process for increased efficiency, time savings, and money savings.