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!