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Monthly Newsletter January 2006 |
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Volume 4; Issue 1 |
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ECS Imaging,
Inc. support@ecsimaging.com
Tel: 951.787.8768 Fax: 951.787.0831 4737
Imhoff Unit 1B 925.370.2456 |
Interested in simplifying
your agenda packet process? Sign up for an online webinar
demonstration, Or contact your ECS sales
representative to setup a meeting.
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Training Conference February 13-15, 2006 Wilshire Grand,
Join us at the
4th Annual Laserfiche End-User Conference this February. This
year, Laserfiche Institute is creating new classes and labs which cover the
latest solutions for Laserfiche. Instructors are redesigning over 40 classes,
ranging from beginner to advanced, to provide end-users learning
opportunities for Laserfiche maximization. 1st
Quarter User Group locations TBD. Would you like to be our next host location?
Let us know. Email sales@ecsimaging.com |
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Digital Recorder Importer Microfiche Conversion Servers & Scanners Have a question about your Laserfiche system? Call
or email our ECS Tech Support hotline 877-790-1600 x105 |
Do you have an
old Ricoh Scanner? While
these scanners have been great, it's time to start budgeting for replacement
scanners. We have found it difficult
to get parts on the Ricoh scanners and thus maintain them. Additionally, the chance for your scanner
to have downtime is increased when these situations occur. Your ECS Account Manager can help you find a
great replacement with enhanced features.
Contact your Account Manager to
see if your scanners qualify for a trade-in value with the purchase of a new
scanner from ECS.
As an Elite
Partner with Visioneer Scanners, we have a unique opportunity to beat
anyone's price on the Xerox or Visioneer line of scanners. Let us help you find the right scanner at
the best price! Microfiche Conversion Services offered directly through
ECS Imaging, Inc. Let ECS convert your old Microfiche,
Jacketed or COM to Laserfiche images. Scanning Services offered directly through ECS Imaging,
Inc. We have two locations to serve you from;
GIS Integrations? ECS offers
integrations between Laserfiche 7 and ESRI or AutoDesk products. Client and
Web Based solutions are available. |
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The new
years off to an
exciting start for ECS!
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Winners Circle ECS Ranked in Top 5
Partners in the World!
CEO Jim Pappas and VP Debbi Richards with ECS Imaging's sales and support team started the new year by attending
the 8th Annual Laserfiche VAR Conference in downtown v
A
significant upgrading of Tech v
A
sharp increase in enterprise sales for 2005. v
In
2006, Ms. Wacker promised that Laserfiche will continue its intensive efforts
to streamline operations, and to learn even more about customer needs.
She cited the release of Agenda Manager 7.1 as an outstanding example of
these efforts in action. Following Nien-Ling Wacker's keynote address, Jeffrey S. Malin,
Director of Development Operations for the City of
Thank you! January Agenda Manager
Approvals Consideration of approval
of entering into agreements with ECS Imaging Inc. and Granicus, for Agenda
Manager Project Software and Approved
Unanimously January 10, 2006 To request a video of the Board
Meeting approval, send us an email at sales@ecsimaging.com How fast can the
agenda manager be implemented? In just 3 weeks, City of
It's just that easy to use! ECS Welcomes Its Newest Employees Increasing ECS Team Total to 35
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Laserfiche Tech Tips
Free for
all Laserfiche users with current LSAP. Current Versions: Client-Server 7.1.2 Quick Fields 7.1 Scan Connect 7.1 Email (Mapi) 7.1 Plus 7.1.2 Audit Trail 7.1 Agenda Manager 7.1 WebAccess 7.1 Toolkit 7.1 Integrator's Toolkit 7.1 Workflow 7.0 Snapshot 7.0.2 Import Agent 7.0.1 WebLink 7.0.4 Integration Express-H.T.E. 7 BarCode 6.2 Integration Express 6.0 ECS Partners
ESRI Integrations
ECS is Elite Charter Member 1 of 25 in USA
Kofax VRS Software
ECS is Premier Partner
Large Format Scanners
Cognition -ICR Capture EListen – Surveys
Minutes Tools & Meeting WebStreaming
Hardware
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Agenda Manager 7.1 Agenda
Manager 7.1 is a web-based service that runs on a centralized server. The
Agenda Manager interface runs in a standard Web browser, and provides authentication
so that users will be able to administrate, set up meetings, and submit items
to an agenda according to the privileges they have been assigned. The Word
2003 plug-in allows agenda preparers to retrieve items from the Web service
directly into a Word document, which they can print, edit, or publish to PDF
along with supporting materials. Agenda Manager runs independent of the
Laserfiche server, storing information in its own database. Utilizing the Quick Picks List in the Laserfiche client
and Web Access The Laserfiche Client and Web Access offer a 'quick
picks list' to help you manage list fields in your template. The quick picks
list appears at the top of a list field's dropdown box, and includes the most
recently- or frequently-used list options. This can make it more efficient to
fill in template fields. For instance, a particular template might include a
State field for the state in which a client lives. When filling out many
templates, repeatedly scrolling through all fifty options can be both
frustrating and inefficient, particularly if a particular state or group of
states comes up a disproportionately often. A quick picks list will
make those frequently-chosen states show up in the quick picks at the top of
the field, reducing the amount of scrolling and selecting necessary to fill
out the list field. The quick picks list is handled slightly differently in
the Laserfiche Client and Laserfiche Web Access. The Laserfiche Client
automatically populates the quick picks list with the three most recently
chosen list items. In Laserfiche Web Access, users must choose the
items that will go in the quick picks list. To choose the quick pick
items, select the Quick Pick List icon next to the list field in
question. This will open the Quick Pick List dialog box. From
here you can select one or more items to add to the quick pick list.
Click OK to save these preferences. Both Web Access and the Laserfiche Client associate the
quick picks list settings with the Windows user logged in on the particular
client computer at the time the changes were made. This means that different
users can have different quick picks lists suited to their particular needs. How to place watermark on to be paper printed digitized documents Laserfiche offers a watermark option with Advanced Audit
Trail whereby documents printed by users within a specific group will be
imprinted with customizable text in specific regions of the document. The
username, date, or time can be printed on the document in order to show
details regarding who printed the document and when. This functionality aids
in keeping track of which user printed a document and also prevents people
from distributing unauthorized copies. The watermark properties are found in the
Administrator's Console by right clicking the settings node and selecting
properties. Privileged users can select where the watermark will be placed on
each document, at what angle, and whether to include system information like
username, date and time in the header or footer of the watermark.
Once this is configured, privileged users can then
designate watermark text for individual groups. All documents printed by
members of the designated group will now contain the specified watermark. If
more then one watermark is specified for a particular group (or if a user
belongs to two or more groups explicitly containing watermarks), the user
will be prompted to select the appropriate watermark at the time of printing.
Whenever a document is printed, the watermark will fall
at the designated portion of the document. Keep in mind that the settings
applied at the Settings node in the Administration Console apply in a global
fashion, whereas settings applied at the Group node(s) apply to the groups
respectively. Customizing text appearance in the
Laserfiche Client By default, the Laserfiche Client uses the same
font for the folder browser display as the default Windows Explorer
font. However, you can customize the font display to choose the text
font, size and style you prefer. To do so, select Options from the
Tools menu and then choose Browser. Select "Use custom font,"
and press the Change button to configure your custom font. You can also customize the appearance of the text of a
document as viewed in the document viewer. To do so, select Options from the
Tools menu and then choose View Documents. In the "Font used to
display text" option, select Change font. Customizing shortcut keys in
Laserfiche scanning Using shortcut keys rather than mouse selections can
make your scanning procedure faster and more efficient. Laserfiche
Scanning gives you the option of customizing your shortcut keys, allowing you
to set shortcuts for processes common to your scanning method. To
customize shortcut keys in Laserfiche Scanning, select Customize Keyboard
from the Tools menu. Changing the highlight
colors for search results You can customize the colors used to highlight keywords
found in the search results. This also allows you to set different
colors to distinguish highlights on the image from highlights in the
text. To customize the highlight colors, elect Options from the Tools
menu and then choose Search. Select the highlight colors you want to
use in the Highlight option. Quick Fields: Zone OCR doesn't pick up the initial value
used for the lookup A Real Time Lookup process can be initiated after
document processing by using a template field as the lookup criteria.
By populating this template field with a Zone OCR, you can automate the
lookup when the value is correctly read by Zone OCR and still have the option
of manually inputting the lookup criteria. Sending documents from Laserfiche with
the E-mail Plug-in You
can use the Laserfiche email plug-in to create emails which contain
Laserfiche documents as attachments and send them directly from the
Laserfiche client. To do so, select a document or documents and select
"E-mail document(s)…" from the File menu. This will open the
Selected Attachments dialog, from which you can choose the format in which
image files will be sent. (Electronic documents will remain in their native
file format.) Click “Create Email” to generate the email containing the
document or documents as an attachment. You can specify the recipient,
subject line and any body text at this point. Sending
Documents from Multiple Folders To
email documents from multiple folders, select the first document and choose
the email option as normal. Instead of clicking “Create Email,” however,
click “Hide Attachment Window.” This will allow you to navigate to the next
file you wish to add. Again, choose the email option from the File menu. When
the Selected Attachments dialog opens, you will see both documents in the
attachments pane. To add more documents, simply repeat the process until you
have attached all of the documents you wish to send. The Laserfiche Client
will warn you if you attempt to close the Client without creating the email
and sending the documents. Sending
Multiple Documents in a Zip File If
you are sending multiple documents, you may wish to zip them together. This
will reduce the size of the attachment, and can make a large file list more
manageable as well. To specify that documents should be included in a zip
file, open the Selected Attachment dialog and choose “Email Settings.” This
will open the Email Export Options dialog. (This dialog can also be reached
by selecting Export from the Options menu.) Select “Combine attachments into
one Zip file.” Managing
the Size of Attachments In
some cases, you may not wish to send very large attachments to an email
recipient. Large emails can take a long time to download; some email
providers will block very large documents entirely. You can configure the
Laserfiche Client to send a warning whenever a set of attachments would
exceed a particular size. To do so, open the Email Settings box – see
"Sending Multiple Documents in a Zip File" for directions. Select "Warn
when attachments are greater than:" and choose a size in KB. Laserfiche
will warn you when your attachment size exceeds the specified size, at which
point you can remove documents and send them in another email. Sending
Individual Pages in Email If
you are sending images from a Laserfiche document, you can specify a
particular page or range of pages to send. This is particularly useful if you
wish to send a small selection of a large document. (This feature is only
available with Laserfiche documents; it is not possible to send individual
pages of electronic documents.) To do so, open the document in Laserfiche and
select the thumbnails of the documents you wish to send. From the File menu,
select "Email page(s)…" This will include the selected pages in the
email. If
you subsequently open the Selected Attachments dialog, you will see the
specified page range listed after the name of the document. You can click on
this range and modify it if you desire. You do not need to select contiguous
pages; “5-7” will send pages five through seven, and “5-7,9” will send pages
five through seven and page nine. Quick Fields Agent Quick Fields Agent allows you to automate Quick Fields
sessions, eliminating the need for a human operator for many types of forms
processing. To implement an automated Quick Fields environment, simply
create sessions in Quick Fields with whatever processes are necessary to
identify and collect information from the forms (i.e. Zone OCR, Barcode,
etc.). Then, configure Quick Fields Agent to run each session
automatically. Quick Fields Agent can run sessions at specific times of
the day, like 6:00 p.m., or at intervals, like every 30 minutes, allowing you
to process documents unattended 24 hours per day, 7 days per week. A couple settings are necessary to make the Agent run
the sessions automatically. To begin with, if using the Laserfiche
Capture Engine, the session must be set to automatically log in to the
repository. For sending the processed documents to Laserfiche, you must
set the session to either send automatically or at a scheduled time. If
it is set to send manually, the documents will not be sent from Quick Fields
to your Laserfiche repository. Note that any Add-Ons that you need to use in your
session still must be purchased separately. However, with Quick Fields
Agent, you only need to purchase one installation of Quick Fields and one
license for each Add-On. Quick Fields Agent has the potential for a
great ROI, both because of the fewer installations needed and because of the
enormous labor savings that the automation provides. Quick Fields Agent
is ideal in situations where data can easily be processed by Quick Fields
alone—that is, in situations where no manual data entry is required. In
these situations, with Quick Fields Agent, the only thing a human needs to do
is scan the pages into the correct folder and check the quality on the
finished documents as necessary. Dragging and dropping text in the
Laserfiche Client You
can drag and drop text in the Laserfiche Client from the Text pane to the
Template pane. This is useful for quickly populating template fields
without needing to retype information. For instance, if you wished to
store the senders of a set of business letters in a Sender field, you could
copy the sender's name from the address block of the OCRed letter. In
order to use this feature, you will first need to OCR or extract text from
the document in question. Once the document has been OCRed, open the
document viewer. If the document viewer is not currently displaying the
text pane, you will need to open it by selecting Text from the View option on
the View menu. With
multiple document viewers open, you can drag the text from one document's
template field into another document's fields. Please note that, in all
cases, you will need the appropriate Template Field rights to populate a
template. Upgrade to the Records Management Module Reinstall
Questions Records
Management Module is a component of the Laserfiche Client/Server that is
activated by the license. To add records management functionality to an
existing installation, simply replace the existing license file with the new
one that includes Records Management Module (or Records Management Edition,
which includes Advanced Audit Trail functionality as well as the records management
functions). The
next time you load the Client or Administration Console, you will have
records management options; there is no need to reinstall any software. |
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