Finance Logix Integration with Laserfiche by Cities Digital

Date: 05/01/2011

Price: See Below

Overview

The integration between Laserfiche and Finance Logix allows for easy interaction with Laserfiche Documentation from the Logix interface. The Laserfiche button located at the Advisor Dashboard, Client, or Account level allows for full Laserfiche access for corresponding documentation. This Integration utilizes Web Access functionality to upload or scan in documents, export electronic files and briefcases, create files and folders, and edit Template data.

The Administration Configuration Page allows for mapping between Laserfiche Template Fields and Logix Entity Attributes to optimize the searching within Laserfiche. Choose the Laserfiche location to create Client Folders, which will house the Account Folders. The Configuration page allows for uploading a Laserfiche briefcase for Account entities, to create specific subfolder structures. If the Account or Client Folder does not exist in Laserfiche, the Integration will create it based on these settings. This ensures that users will find or create the appropriate Client or Account within Laserfiche when using the Integration.

Features

  • Includes an administration configuration options page to map CRM attributes to Laserfiche Template Fields to optimize searching.
  • Allows for full access interaction with respective Client and Account Documentation.
  • Provides for a full Repository view of Laserfiche Documentation.
  • Utilizes Laserfiche Web Access functionality for document interaction.
  • Includes Upload, Edit, Export, Delete, and LF Search options for documents, folders, briefcases, and Template data.

Specifications

Product Edition:

V.1

Languages Supported:

English

Required Laserfiche Products:

  • Laserfiche version 8 or higher.
  • Web Access 8.
  • IIS 6 or higher.

Pricing

Name ID Type List Price
Finance Logix Integration
with Laserfiche
CD2730 Software $1000

Publisher

Contact

Cities Digital is based in Hudson, Wisconsin and operates satellite offices in Austin, Los Angeles and Seattle.

2000 O’Neil Rd, Suite 150
Hudson, WI 54016

http://citiesdigital.com/explore/products/laserfiche-integrations

Phone: 651-714-2800

Fax: 866-592-7343

globeWeb: http://citiesdigital.com/explore/products/laserfiche-integrations

E-mail: sales@citiesdigital.com

Support

Web: citiesdigital.com/contact/support

E-mail: support@citiesdigital.com

Phone: 651-714-2800 x 1

The products and services listed on the Laserfiche Marketplace were not developed by Laserfiche. The recommendations and opinions expressed on the Laserfiche Marketplace are those of the person or persons posting the recommendations only, and they do not necessarily represent Laserfiche's opinion or recommendation of the product or service being reviewed. Laserfiche disclaims all liability resulting from your purchase or use of any non-Laserfiche software product or service listed on the site.