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The SmartOffice® Integration by Cities Digital allows users to easily interact with client documentation. From the SmartOffice® CRM, users can access Laserfiche documentation pertaining to a client by using the SmartOffice® Integration menu option. By clicking on the Laserfiche link, users will open that client’s folder in Laserfiche using either WebLink or Web Access.

The administrative configuration page allows users to set up a dynamic folder structure using token information from the SmartOffice® metadata to create their client folders. The WebLink or Web Access URL is also configured on this page, along with default Laserfiche template information.

Screenshot_smartoffice

Features

  • Access to relevant documents in Laserfiche from the SmartOffice® CRM interface
  • Dynamic creation of client folders within Laserfiche
  • Additional administration configuration for Laserfiche template application
  • The ability to create dynamic Laserfiche folder paths by selecting token values
  • The option to choose between Web Access and WebLink for document viewing

Specifications

Product Edition: V.1.0

Languages Supported: English

Required Laserfiche Products:

  • Laserfiche Server version 8.0 or higher
    • A full Laserfiche License is required.
  • Laserfiche Web Access or WebLink, version 8.0 or higher
    • If the integration is to be used publicly, Web Access or WebLink must be hosted on a public IP address. Note: WebLink will provide a read-only view of the documentation.

Pricing

NameIDTypeList Price
SmartOffice® Integration with Laserfiche by Cities Digital

SmartOffice® Integration with Laserfiche by Cities Digital Annual Maintenance

CD2340

CD2340S

Software

Annual Maintenance

$1,000.00

$200.00

 

Publisher

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.

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

Address:

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

Phone:

(651) 714-2800

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