+1 800 985 8533Contact Us
Overview
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.
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
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
Resources
Specifications
Product Edition:
V.1Languages Supported:
EnglishRequired Laserfiche Products:
- Laserfiche 8.0 or higher.
Pricing
| Name | ID | Type | List Price |
|---|---|---|---|
| Orion Advisor Services Reporting integration with Laserfiche | CD2341 | Software | $1000 |
Publisher
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.
Other Products:
- MagniMail by Cities Digital
- Redtail CRM Integration by Cities Digital
- Junxure Integration by Cities Digital
- Digital Signature Kit by Cities Digital
- Advisors Assistant Integration by Cities Digital
- Auto OCR by Cities Digital
- ACT! Integration by Cities Digital
- Unfetterfiche by Cities Digital
- Tamarac Integration by Cities Digital
- New World Integration by Cities Digital
- MagniPost by Cities Digital
- Outlook Email Archiver by Cities Digital
- Microsoft CRM Integration by Cities Digital
- Finance Logix Integration with Laserfiche by Cities Digital
- Administrative Dashboard For Laserfiche by Cities Digital
Contact
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
Phone: 651-714-2800
Fax: 866-592-7343
globeWeb: http://citiesdigital.com/explore/products/laserfiche-integrations
E-mail: sales@citiesdigital.com
Support
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.