Alright. So good morning, everyone. Thank you for joining today’s stream. My name is Jennifer. And for today’s demo, we’ll be going over integrations. I have a really quick brief agenda for today before we dive into the demo portion. We’re just going to briefly go over solution benefits that Laserfiche offers, and then we’ll dive in with a live demo. Before we dive in, though, let’s talk about the benefits that Laserfiche offers. Generally, Laserfiche can be thought of as a centralized hub where data is regularly extracted, processed, as well as being updated. That same data may also be used and referenced in other different types of applications. And so to help keep your data being consistent, standardized, as well as help cut down on doing double effort of manually copying your data from another application to the other, we have integrations and flexible options for you to be able to create seamless workflows to handle that ingestion. Here’s a quick list of the various different types of options that Laserfiche allows users to create solutions with the necessary flexibility for easier and streamlined workflows. It can range from simple out of the box integrations all the way up to configurable options for you to be able to do even much more complex applications, integrations, and workflows. Yeah. I know. They say a picture is worth a thousand words. So let’s now jump into a demo where I’ll be showing a mix of our out of the box integration as well as some that also require some additional configurations. So jumping into integrations, we might not always be originating from Laserfiche. We might be an external application like this one here. And while their contact information resides in this particular application, we might wanna be able to kick off processes that will be handled by Laserfiche. As an example, if I’m taking a look at our example contact, maybe you want to initiate a service agreement. For that, we wanna be able to start a form. And to start that process, we can actually just as easily click a button. You’ll notice it’ll now take us to a Laserfiche form. You’ll also notice it was able to pass an information coming from our application and is now brought into the form as fields. This helps cuts down on reentering data that you already know as well as cut down on the ever so slightly butterfingers. And then down below, we also have an embedded view of a document. Here, we can actually view the Word document and make changes, say, administration. This is all done with our out of the box integration with Office three sixty five. So you will be able to create, collaborate with other users, and manage the document directly within Laserfiche. Something to also quickly make note is a lot of the highlighted portions, this is also information grabbed from our external application that we can now apply to this Word document alongside our out of the box Office three sixty five integration. We also have workflow activities for users to be able to create Word documents and utilize templates and then have the ability to use mail merge fields for you to be able to populate dynamic information. In this case, we have things like the account name, the date, general information from the external application. I’m gonna scroll down and make changes. Once we made the changes, we can now submit our edits. And then what we can have returned back is a finalized PDF copy. Again, this is all done with out of the box workflow activities where you can also finalize your copies and convert them into PDF form. So here, our next step, we still have the same information, but down below, we have that finalized PDF copy. If we do want to also initiate a signature, maybe from an application like DocuSign, this is where we also have all the box options where if I bring up the options, we can easily click to request a signature. It’ll have an email sent. And once the signatures have been received, it’ll actually save the signed copy straight to the repository. In this case, we can actually move forward. If we do also want to save a copy of this as well as a reference over to our external application, we can do so as well. If I just accept and approve my changes, In the back end, Laserfiche will handle that heavy lifting for me. Yeah. But if I now take us back to our original contact card and click refresh, You’ll now notice we have several reference to that approved document. It can be embedded in the view directly from our contact page. As well as if I scroll a bit up, we can also provide direct links to access the document directly within Laserfiche. You might see a couple of information. For this really quick demo, you saw how we were able to pass data into Laserfiche. We’ll also do some data manipulation and save the updated information back to another external application. Overall, this demo highlights the bidirectional data flow that can happen between the two applications. We also have several integrations to also help enhance the user experience, make it easier to manage document creation as well as management. And this was all using a mix of our out of the box options as well as configurable options. Following a similar philosophy, the workflow activity is also easy to use. If we take a look at how we can actually configure these integrations, it’s super simple. If I take us out of our direct view of the document and take us to a configuration page to enable our Office three sixty five integration, it’s as easy as toggling the feature on. It’ll take into account your user login, and you’ll be able to create Office documents, collaborate with other users directly within the repository. You’ll also notice we have very similar options for other types of integrations where it’s easy as plugging in the authorization information, and you’re pretty much off to the races. If we move a step further and look into how we can also build up our integration options, this is where I can also take us to our workflow to walk you through that process. So here, we have our integration features turned on. Now to utilize them, we can also go through the repository as well as our workflow. I’ll change my page and open up a workflow editor. And this is a very simple example where it’ll walk us through where we get to find our original agreement. From there, we’re able to update the Word documents. You’ll notice it still has that user friendly interface on the right hand side. It’s as simple as selecting which template we want to use. Down below, we get to specify what information we want it to be plugged in with. And then down below, we also have easy to check mark options if you wanted to either keep it in the original Word document or convert it to a PDF. Once we have that document created using the information we gathered from the external application, that can now be passed to our shell application where that final document will now be linked for users to be able to reference associate documents as well as updated data. If I click on our role, you’ll notice even for options that require additional configuration, it’s still very user intuitive. You’ll notice you can clearly see what the rule is, the overall output, what information we need to provide, as well as what responses are returned back. If we open up an additional rule page and go to our update contact information, here, even for scenarios where it requires additional configurations, In this example, we’re targeting the external application’s API endpoint. All that is to say, we can do this across several different types of applications. You’re not tied down to a specific niche solution. It’s very standardized. Once we create that connection to that application, you’ll now notice we can use the several available calls for us to specify what we want changed or what information we want returned back. For this example, we’re passing in our document URL into the parameter for us to link it back to the contact card. So you can see for our URI, we will have our application connection. This is just basically telling us what we want to change or what resource we want access to, the type of action that should be done, whether that is grabbing information, updating information, deleting information. And then down below, we’ll also have a journal body for you to be able to configure and provide what information you want passed to and from. So for this example, we’re going to be targeting the URL. And for that, it’s just going to take place as a token. So you can start to see how we’re able to map these two different applications together, gather the additional objects or identifying information, and set them to the values that we want it to have. If you do ever want to test it, we also have a intuitive interface for you to be able to run quick tests to ensure that it is how you expect it to behave. Once that’s done, you can now easily reference this within workflow, and it’s modular enough where you can also easily reuse it throughout your different types of processes. Cancel out. All that is to say, we have various different types of tools for you to be able to build and curate these solutions to fit your needs and use cases. You’ll notice for today, it was basically associated with the service agreement, but you can certainly also kick off additional processes that’s outside of contracts. It could be built upon across several different departments, industries, as use cases. These are all tools that are user friendly, easy to use to help ensure that users can easily set this up, test your activities, your integration points, and then modular enough for you to be able to reuse these components throughout your entire ecosystem. This was just the demo that I prepared. But if we actually go back to the presentation, you’ll notice that there’s a wide variety of different tools for you to pick and choose from for whatever makes the most sense. We have out of the box integrations that’s, like you saw earlier, as easy as calling the feature on or inputting your password. Moving a step further, we also have other low code, no code tools where you’ll be able to configure these integration points. You don’t need to necessarily know coding, but it gives you an easy area to map out what you want for your inputs or what the behavior should be. In addition to that, if you already utilize iPass connectors, we do also have various solutions available through Boomi. Even a step further, if you want even more options, you can also reach out for web request calls where you are able to connect to other applications, API endpoints. We also have a direct database connector, all available for you to also create even more generalized integrations. On the flip side, we also have our own API endpoint. So you can also create your own integration points if you do want to update laser fish metadata, maybe also pull information into other reporting applications like Power BI. And for even additional ideas, we have a very robust solution marketplace for you to also see what’s out there in terms of prebuilt out of the box integrations that spans also across various departments, industries, and use cases, and you can filter by each category. With this being said, you can utilize all these Vero’s tools at your disposal and then build up your process to what it is that you need included. This way, for your solutions, you’ll be able to provide new data as it’s updated. But rather than having someone go to each different application to update that information, we have these endpoints and integration tools for you to be able to streamline and automate that process. Really, the world is your oyster. You can design your own process. To learn more, you can also get a copy of the ultimate guide to enterprise content management for integrations now available with clicking that get copy. With that being said, the integrations was just a small snippet of the various possibilities. So certainly, hopefully, your creative juices are flowing. You have big ideas. We have the tools available for you to configure those. If there are any additional questions, you can always reach out to us for further ideas or just as a sounding board. But outside of that, I wanna thank everyone for attending, and have a wonderful rest of your day.
