Salentica© Integration by Cities Digital

The Salentica© Integration by Cities Digital allows for effortless interaction between the Salentica© CRM and Laserfiche®. Users are able to easily access documentation for the corresponding CRM records using Laserfiche® Web Access or WebLink from within the CRM interface.

The Salentica© Integration by Cities Digital combines the functionality of Salentica with the power of Laserfiche.  Within Salentica© CRM, a Laserfiche® iFrame is embedded to provide quick, easy access to corresponding documentation stored in Laserfiche®. This integration utilizes Web Access functionality to upload or scan in documents, export electronic files and briefcases, create files and folders, and edit template data.

The Administration Configuration Page allows for mapping between Laserfiche template fields and CRM entity attributes to optimize searching within Laserfiche®. Upload different Laserfiche® briefcases per profile to create specific subfolder structures in the case that the folder structure does not exist in Laserfiche.

Features

The Features of the Salentica© Integration by Cities Digital include:

• A configuration page for administrators to configure profiles and map CRM attributes to Laserfiche® template fields to optimize searching.
• Automatic creation of subfolders for any record in Laserfiche®.
• Laserfiche® Web Access functionality for document interaction or Laserfiche® WebLink compatibility for read-only viewing.

Specifications

Product Edition: V 3.3.0

Languages Supported: English

Required Laserfiche Products:

• Laserfiche Server version 9.0 or higher
  • A full Laserfiche® Named User License is required.
• Laserfiche Web Access or WebLink, version 9.0 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

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.