The Orion Advisor Services Reporting integration supplies the ability to archive Orion Advisor Services Reports to Laserfiche based on date range and Household name. After providing both their Laserfiche and Orion credentials, users are able to configure settings specific to their document archiving needs.
The Directory Settings allows the user to configure dynamic folder structures based on Orion Advisor Services metadata tokens provided, and static text. This gives various options for archival organization.
The Template Settings allows for any Laserfiche Template to be assigned to archived Reports. The Field values can then be populated with Orion Advisor Services metadata upon document creation, making it easier to retrieve the Reports at a later date.
Features of the Orion Advisor Services Integration Include:
- Orion Advisor Services Report Archival based on date range and Household name
- Optionally include all reports for all Households – or choose specific Households to import
- Dynamic Template Field application
- Directory configuration based on token values to include Orion Advisor Services metadata
- File naming convention based on token values to include Orion Advisor Services metadata
Required Laserfiche Products:
- Laserfiche 8.0 or higher.
Cities Digital is a document management solutions provider specializing in creative solutions using Laserfiche. Cities Digital has been partnered with Laserfiche since 2002. The solutions that Cities Digital has built have benefited hundreds of Laserfiche users nationally. The Cities Digital suite of products is designed around expanding the functionality of ECM through smarter integration.
Cities Digital is based in Hudson, Wisconsin and operates satellite offices in Chicago and Los Angeles.
2000 O’Neil Rd, Suite 150
Hudson, WI 54016
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