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. Full story »

Transamerica Financial Advisors, Inc. (TFA), an indirect subsidiary of AEGON N.V., provides investments and financial planning to clients nationwide. With a network of more than 700 registered representatives, 42 offices of supervisory jurisdiction (OSJ) branches and 51 home office staff, TFA is a rapidly growing enterprise whose independent representatives faced the growing cost of paper-based processes: misplaced documents, time-consuming manual workflows, express-mail costs and file storage expenses.
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RSS feeds in WebLink 8 enable you to see updates to specific folders and search results in your repository all on one page and in an organized manner. For example, if you subscribe to a specific folder’s RSS feed, when a document is added to or deleted from that folder, you will see that change when you view your RSS feeds in a Web browser or in an RSS reader. When a new entry is included in or excluded from search results, it will also be indicated in your RSS feeds.
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Time was, when an officer from Ontario’s Hamilton Police Service (HPS) responded to investigate a call about an EDP (emotionally disturbed person), they’d have two choices to determine risk factors as they proceeded: Drive back to the station with the EDP to look up past reports - or place a call and wait for a Records Clerk to pull the report and read it to them over the phone. Either way, the officer would be off the street, sometimes for hours, waiting for the necessary information to act on.

These days, however, an officer responding to the same call can pull up reports right in their patrol car, accessing information vital to the safety of the EDP – and the public – using just a name, incident number or other simple keyword.
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LONG BEACH, CA (Laserfiche) July 9, 2009—Laserfiche® today announced the release of WebLink 8™, a customizable Website that provides content portals for public-facing Websites or extranets.

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We’re happy to announce that Laserfiche WebLink 8 is now available.

Laserfiche WebLink is a user-friendly public portal site for providing Internet access to documents. It can be instantly configured to show searches and lists that quickly lead users to what they are looking for—and to display a visual style that matches your existing Website.
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Maine’s state motto is “The Way Life Should Be,” and the City of Saco’s could well be “The Way Laserfiche Should Be.” Thanks to a commitment to user education and establishing an in-house Laserfiche administrator, city employees in every department have embraced an ecological and economical paradigm shift in how the city does business and offers services.

So much so that in just three years, Saco has set a standard for e-government so high that its regional neighbors are beginning to look into it as well.

So why has Saco been so successful? For starters, when City Administrator Rick Michaud and Saco’s IT staff looked into document management three years ago, they didn’t have a problem, they had a plan.
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WebLink 8 introduces the new WebLink 8 Search Form Designer, which enables you to create customized searches without having to edit any code. Once a search form is created, saved, and closed, you will be prompted to add it as a bookmark on the Welcome Page. This gives administrators complete control over how users find and view documents in WebLink 8.
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When we last heard from York County, PA, IS Department Senior Project Administrator Mary Jane McCluskey, she shared how the York County court system had revolutionized its business processes since implementing Laserfiche in 2005.

Since then, York County has turned into a flagship case study into just how much Laserfiche can do for a community given the chance to grow wherever it’s implemented. As McCluskey puts it, “It’s evolving.”
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This tech tip is a preview of unreleased software. The details and appearances of certain elements may change between now and the final release.

WebLink 8 introduces the new WebLink 8 Designer, which enables you to customize the look and feel of your WebLink site with an easy-to-use utility. You can customize the theme of your site, the Welcome Page, navigation buttons, the Document Viewer, how search results are displayed, and other search options without writing any code. This tech tip will be a preview of the Theme, Welcome Page, Navigation, Document Viewer, Search Results, and Search Options tabs of the WebLink Designer. Full story »

This tech tip is a preview of unreleased software. The details and appearances of certain elements may change between now and the final release.

WebLink 8 introduces the new WebLink 8 Designer, which enables you to customize the look and feel of your WebLink site with an easy-to-use utility. You can customize the theme of your site, the Welcome Page, navigation buttons, the Document Viewer, how search results are displayed, and other search options without writing any code. Last week’s tech tip covered the Theme, Welcome Page, and Navigation tabs of this WebLink Designer. This tech tip will be a preview of the remaining tabs: Document Viewer, Search Results, and Search Options.

Document Viewer

The Document Viewer tab enables you to customize the default cursor mode, the zoom level, and whether or not searching for documents in WebLink via the Internet will highlight the term you searched when opening the document from the search results. The cursor mode can be configured to either scroll through or zoom into pages when using the mouse scroll wheel and the default zoom level is how the document should be displayed in the Document Viewer when first opening it. You can view the entire document page or fit the width of the document to the width of the Document Viewer.

Search Results

The manner in which search results are displayed when users perform searches can be customized. You can hide/display entry properties, user-selected fields, context hits, thumbnails, and/or metadata. For example, if the thumbnails are taking up too much space, you can hide them so users can’t access them at all, or you can minimize them so users can expand and view them as needed. Changes made to the search results can be displayed in the preview pane at the bottom of the Search Results tab. You can rearrange the different components of each result and configure additional options for entry properties and user-selected fields.

Search Options

The Search Options tab enables you to configure the Quick Search to search text, entry names, fields, or annotations – or do a combination of these depending on how you want users searching for entries in WebLink. You also have the option to enable fuzzy searches which allow you to find all words or phrases that are similar to what you’re searching for. Additionally, you can configure a minimum number of field values users must input when performing template searches, which forces users to make searches more specific. For example, this would be useful for repositories containing documents that are all assigned the same template. In that case, performing a template search with no field values will not only make the search slow, but will also return every document in your repository.

This tech tip is a preview of unreleased software. The details and appearances of certain elements may change between now and the final release.

WebLink 8 introduces the new WebLink 8 Designer which enables you to customize the look and feel of your WebLink site with an easy-to-use utility. You can customize the theme of your site, the Welcome Page, navigation buttons, the Document Viewer, how search results are displayed, and other search options without writing any code. This tech tip will be a preview of the Theme, Welcome Page, and Navigation tabs of this WebLink Designer. Next week we’ll cover the Document Viewer, Search Results, and Search Options tabs.

Theme

When first opening the utility, you will see the Theme tab where you can add new logos to and customize the basic colors of your WebLink site. You can customize further by changing each page to use different colors. For example, the text color on the Login Page can be blue while the text color in the Folder Browser can be green. Alternatively, you can customize all text of the Web site to be the same color.

Welcome Page

The Welcome Page is the first page users will see when opening the WebLink Web site. The Welcome Page tab enables you to customize the title of the page that will be displayed in the Web browser and the text that introduces users to the WebLink site. You can choose whether or not you want to display the Quick Search, add Bookmarks, add Search Forms, or do a combination of these. For example, if you want users to be able to access a specific document via a single-click rather than searching the entire repository for it, add a bookmark linking to that specific document to the Welcome Page and remove the Quick Search. If you want users to perform a date and entry name search, create a custom search form with these search types included, link it to the Welcome Page, and remove the Quick Search.

Bookmarks and a search form configured

Welcome page with the bookmarks and search form displayed

Navigation

You can customize whether you want links to the Welcome Page, the Folder Browser, and/or the Search Pane displayed below the WebLink logo. These links can help users navigate quickly to certain sections of your WebLink site.

The Welcome Page, Folder Browser, and Search Pane links are configured in the Navigation tab.

The three links are displayed in WebLink.

Tune in next week for a preview of the remaining customization options of the new WebLink 8 Designer.

• Document Viewer
• Search Results
• Search Options

To be honest, the City of Albany, OR, hadn’t really been maximizing Laserfiche when its new Finance Director wanted to do away with using it altogether five years ago.

The city had installed Laserfiche in its Finance Department in 1998 as a virtual file cabinet. “Between 1999-2003 we were only scanning a few thousand documents a month and it was limited to just the Finance department,” admits Network Administrator and Laserfiche Luminary Allen Pilgrim. By 2004, Laserfiche storage totaled just ten volumes of 4.6GB each. A significant number, but apparently not significant enough for one new city administrator.
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Win-win situations are not good enough for information technology staff in Marshall, part of Minnesota’s Lyon County. They’ve got to have win-win, win-win.

That’s because the Marshall school district, its city hall, municipal utility department and the Lyon County government all have built their IT infrastructures around Laserfiche. So when one part of the quartet undertakes improvements to Laserfiche, everybody benefits—and it seems that the improvements aren’t stopping any time soon.

“That’s the thing about Laserfiche,” says Todd Pickthorn, an IT expert with the Marshall School District. “Once you’ve completed one project with Laserfiche, your eyes open up to the new projects that are possible. That’s been the case with all the agencies we’re working with. When one makes an improvement, everybody reaps the rewards.”
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With the strict oversight of the Financial Services Authority (FSA), independent financial advisers in the UK require a robust platform for tracking and managing paper records. Rigorous audits and record-retention rules, along with numerous work-process documents, leave independent financial advisors drowning in a sea of paper.

Regal Independent Financial Services Director Neil James and his co-directors were fighting a losing battle against rapidly-filling file cabinets and spiraling storage costs, all the while facing the strict compliance and retention pressures of operating in a highly-regulated environment. With files of up to 250 pages, easy searching was a priority, and physical storage space was at a premium.
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