Laser App® provides forms filling solutions for broker-dealers, financial advisors, insurance agents, and others in the financial industry. They prefill the most current forms, creating forms that are legible, current, and In Good Order. Additionally, reps become much more efficient because they aren’t spending hours filling out forms every day. Laser App leads the financial industry in forms filling with over 100,000 users and over 340 broker-dealers.
The Laserfiche Integration with Laser App enables Laser App users to make use of all the normal Laser App features, like filling out forms in the Laser App® interface, but adds the ability to post these forms as PDF to Laserfiche for validation and further processing. Metadata can be reused to configure which folder the form is sent to, what the document’s name will be, and may map the Laser App® form fields to Laserfiche fields.
Support and Updates
Access to the Knowledge Base articles, discussion forums and educational resources on the Laserfiche Support Site.
Requires Laserfiche Web Access 9.0.2 and Laserfiche 9.0.2 or later.
Supports Laser App® on-premises or Laser App® Anywhere.
$300 per year
Since 1987, Laserfiche® has used its Run Smarter® philosophy to create simple and elegant enterprise content management solutions. More than 34,000 organizations worldwide—including federal, state and local government agencies and Fortune 1000 companies—use Laserfiche software to streamline documents, records and business process management.