Cambridge Financial Group, a Columbus, OH-based registered investment advisor managing assets of around $1 billion, is committed to technical efficiency – with good reason. With 12 employees managing 4,000 active accounts from 32 different brokers and supporting Delivery Versus Payment (DVP) accounts for over 50 banks, Cambridge has to maximize the productivity of each staff member.

That meant finding a way to help staff keep up with processing the 50,000 pages of statements that arrived in the mail each month, adding to the 20 years of back files spread out over 400 square feet of file cabinet space that had already spilled over into two storage lockers filled with statements and account records.
(more…)

We are pleased to announce the release of Quick Fields 8.0 French, Arabic and Portuguese Language Packs.

These language packs include the French, Arabic and Portuguese components for Quick Fields and Quick Fields Agent 8.0.1. They perform best in the French, Arabic and Portuguese operating systems, but are also compatible with operating systems of other languages.
(more…)

Quick Fields offers keyboard shortcuts for most of the frequently used actions. This is helpful for quickly working through large numbers of documents or settings. In Quick Fields 8, you can customize keyboard shortcuts by either changing the keys associated with actions or creating shortcut keys for actions that don’t already have them assigned. For example, you could create custom keyboard shortcuts to jump to the first or last document in the Revision Pane. (more…)

The OmniPage Zone OCR process in Quick Fields 8 extracts specific regions of an image’s text using OCR. This tech tip will explain how to OCR multiple lines of text and insert each separately into a multi-value field. (more…)

BEIRUT, LEBANON—October 12, 2009—Laserfiche today announced its third annual International Conference at the Habtoor Grand Hotel Convention Center & Spa in Beirut, Lebanon. Business and IT executives from across the Middle East, Europe and Africa will gather for two days of technical training in order to maximize operational efficiency through enterprise content management (ECM).

“Leading companies around the globe are turning to ECM to improve their information management architecture,” said Laserfiche Senior Vice President Chris Wacker. “This educational conference will highlight how Laserfiche increases operational efficiency by providing centralized administration, standards and control while still offering department-level flexibility.” (more…)

I just set up my first Quick Fields session using Real Time Lookup and it was so amazingly easy! The lookup process is very easy to use if you’ve dealt at all with ODBC Data Sources. Once I had my ODBC data source set up to know what database on what network drive, the rest was simply a matter of knowing the data and where it goes on the document template. I was even able to go to the ODBC data sources configuration from within the Quick Fields window, instead of having to go through Control Panel. The wizard walked me all the way through with no trouble at all.
(more…)

Credential Securities, Inc., employs more than 2,000 staff and representatives who provide integrated wealth management solutions and services to Canadian credit unions, with over $10.8 billion in assets under management. But helping clients achieve their financial goals came with a price—overstuffed file cabinets, difficulty locating information and the stress of complying with regulatory requirements. (more…)

Read about the latest Quick Fields 8.0.1 enhancements such as improved Zone OCR, improved capture and configuration and Quick Fields Agent expanded scheduling options. (more...)