ECS Imaging, Inc

Jim Pappas-CEO, Debbi Bodewin-VP                           Office Staff



Southern CA Tech Team                            Your ECS Account Managers

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Spotlight

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ECS Imaging, Inc.

Review of 2008 and Plans for 2009

Many of ECS staff are currently at the Laserfiche Institute Conference in LA this week getting the latest information in the industry, working with Laserfiche developers, expanding our technical & product knowledge and finding out new solutions for our customers. Your ECS account manager will know the resources and have the latest info.

Your ECS account manager will be contacting each of our customers to provide an annual account review and help you determine intentional plans for the year for your document management needs. Many complimentary solutions are available already integrated with Laserfiche and can be fairly easily deployed by ECS. Let your ECS account manager know what solutions you are interested in and they will assist you to determine the best solution. Popular solutions include: Forms design & forms extraction processing, Digital Signatures, ERP integrations, and new Scanner Solutions.

2008 Accomplishments

ü ECS maintained status of top Laserfiche VAR on the West Coast. And this year moved up to 2^nd place in the World!

ü ECS was honored as Laserfiche VAR of the month. (see full article)

ü ECS enhanced every department within ECS:

o Tech Department - restructured to add expertise and talent in the areas of programming, consulting, training, troubleshooting and tech support.

§ Installed and/or migrated over 30 customers to version 8

§ Provided enhanced internal training to bring all techs up to a new level.

§ Added Tommy Ting for integrations and programming.

§ Added James Green who previously worked for Laserfiche for consulting analysis and advanced Laserfiche technical knowledge.

o Scanning Department - restructured to make more efficient and enhance timeliness to our customers.

o Headquarters Office – promoted Jami Shore to Office Manager to provide quality control for operations.

o Northern CA Office – added office Manager Greg Hicks and technician Gerard Ste.Marie

o Sales Department – added additional Account Manager Steve Walter who previously worked for Laserfiche for 5 years.

ü ECS formed new strategic alliance partnerships with these companies

o Surety – A solution ensuring the authenticity and data integrity of electronic records

o Peladon – To extract metadata from forms and specific solution to process college transcripts.

o Panasonic Scanners – Versatile and affordable scanner line for production.

ü ECS supported our customers associations and conferences

o CCAC, CLEARS, CETPA, CACCRAO, CASBO, MISAC, CISOA, CSAC, CCISDA, Hawaii Corporation Counsel Conference, ACWA, Santa Clara County Office of Education Conference

ü ECS supported continuing education for our customers through our Quarterly User Groups

o 4 In Northern CA including the ECS Annual in Lake Tahoe

o 4 in Southern CA

ü ECS attended Charity events to give back to our community

Riverside City Charity Golf Tournament
Riverside County Regional Medical Center’s Festival of Trees Benefit
Jefferson Transitional Programs in Riverside work assistance program

Events

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Join Us at Our 1^ST Quarter User Groups Dates to Be Announced Soon

User Groups are offered with no charge to our customers. Connect with other Laserfiche users and learn new solutions for your Laserfiche system. Our user groups introduce our customers to each other and to the latest technologies.

Join Us at the 2009 Laserfiche Institute Conference January 12-14, 2009 at The Hilton LAX, Los Angeles, Ca

Get a head start on an even more successful year with the 2009 Laserfiche Institute Conference. Learn about the latest Laserfiche technology, including the Laserfiche 8 suite and Laserfiche Rio, our first enterprise content management system. Gain insights from seasoned experts and the staff who work with and support Laserfiche daily. And benefit from the expertise of the entire Laserfiche community.

For More Information on This Event Click Here

Webinars

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Wednesday, Jan 21, 2009 10:00 AM PST

Wednesday, Jan 28, 2009 8:00 AM PST

Register

Document Management 101

Learn how digital document management helps you find files faster, reduce storage space costs and improve information security.

Wednesday, Jan 28, 2009 1:00 PM PST

Register

Save Time, Lower Costs And Do More Business With Laserfiche Intuition

Learn how digital document management increases profitability, reduces compliance costs and helps improve customer satisfaction.

Thursday, Dec Jan 8 , 2009 1:00 PM PST

Thursday, Dec Jan 29 , 2009 1:00 PM PST

Register

Working with Large Format Scanned Drawings

Once you scan your large format drawings, what solutions and processes make it easy to edit, manage and collaborate? See a sampling of products that are applicable to nearly every large format industry and nearly any large format document. 20 minutes plus Q&A.

Tuesday, Jan 20, 2009

8:00 AM PST

Register

Everything You Need for Large Format Scanning

Learn about imaging solutions that enhance your business - from the newest Contex scanning technology and scanning software to the best ways to manage and access your scanned drawings. This webinar provides useful suggestions for every large format industry and any large format document user. 20 minutes plus Q&A.

On Demand Videos

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Panasonic’s New Scanners

Click to View Demo

KV-S4065CW

KV-S4085CW

ECS is now offering Panasonic's innovative new scanners which are tough and smart!
Exclusive ToughFeed™ technology detects stapled documents before they can cause a problem.

Arx Digital Signatures

Click here to see flash Demos

Digital Signatures for Document Management

Learn now from industry experts in a fifteen minute web seminar.

Learn how to Reduce operational costs, Expedite Approvals, Comply with regulations and much more! See how CoSign can pay for itself in as little as 30 days!

Digital Signatures for Human Resource applications

Learn how to leverage the benefits of a digital signature solution within a variety of industries, applications, business processes, and document management systems.

Using a digital signature to sign an I-9 form by a Web Application.

Click Here To See HR Demo

Attach Plus Email

Attach Plus

Attach Plus is a very inexpensive product with a lot of functionality. For as little as $49/user one time cost, you can encrypt and password protect emails, create Bookmarked PDFS with multiple documents, convert docs to PDF, Watermark documents and it can be used within Laserfiche or outside.

Click to view quick

demo

Surety is one of ECS’ newest business partners. ECS now offers this service to authenticate your Laserfiche data enabling you to prove that your electronic intellectual property, legal documents, financial records and/or contracts have never been altered or inadvertently tampered once scanned.

Legally Authenticate Electronic Documents for as Little as $50/User/Year

It takes skill to forge a paper signature but altering an electronic document, image or email takes nothing more than motive and a keystroke.

Companies of all sizes can use Surety’s AbsoluteProof to safeguard important electronic business records against tampering and alteration to prove regulatory compliance, protect valuable intellectual property and ensure litigation readiness

Kofax VRS Video

fi-6770 Product Video

fi-6670 Product Video

Fujitsu Scanners and Kofax VRS Product Videos

Click on the picture below to be taken to the self running video.

6770 6670

Tech Tips

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POWER FORWARD.

Visit the Laserfiche Support and User Information Site

Resources available 24 hours a day on this Support Site.

Current Products on 8

· Client-Server

· Snapshot

· Email

· Workflow

· Audit Trail

· Records Manager

· Web Access

· Plus

· Toolkit

Version 7

· Client-Server 7.2.1

· Plus 7.2

· Web Access 7.2

· Quick Fields 7.1.2

· Agenda Manager 7.2

· Audit Trail 7.2

· Email (Mapi) 7.1

· Integrator’s Toolkit 7.2

· Scan Connect 7.1

· Import Agent 7.0.2

· Integration Express-H.T.E 7.0

· Snapshot 7.0.3

· WebLink 7.0.5

· Workflow 7.0

· Toolkit 7.2.1

Getting Ready for Version 8

Modifying and Creating Documents from the Thumbnail Pane

Workflow Designer Tips and Tricks

Searching For a Value in Any Field or Template

Getting Ready for Version 8

At ECS we want the experience of the migration to version 8 to be painless to our customers. Upon notifying your Account Rep that you are interested in upgrading to version 8 ECS will provide a thorough analysis of the existing system to ensure the migration can be completed and with little surprises. A tech team will be assigned to your account for the pre-migration process and to review a checklist of items with your IT staff. Some of the items include:

· Identifying hardware and application minimum requirements

· Identifying read only volumes in Laserfiche

· Obtaining a copy of just the database to run through the migration at our offices beforehand

· Consulting on template fields with the new abilities in 8

Our intent of this pre-migration process is to provide a complete and successful migration from the beginning. Here are a few of the hardware and application recommendations:

Workstations

Windows XP SP2 or later

2 GB RAM or more on scan stations

1 GB RAM or more for other stations

SQL

SQL 2005

Server OS

Windows Server 2003 (Service Pack 1) or Windows Server 2008

Modifying and Creating Documents from the Thumbnail Pane

In the Thumbnail Pane of the Laserfiche 8 Client, you can work with individual pages of a document, rearranging them in that document or even moving them to other existing or new documents. This is helpful if you find that pages have been scanned out of order or organized incorrectly, or if you want to create a new document based on some components of an existing one.

Within a document, you can rotate, move, or copy pages.
To rotate one or more pages:

Select the page or pages in the Thumbnail Pane. To select more than one page at a time, hold down the CTRL or SHIFT key while selecting.
Right-click the pages and select Rotate Image(s).
Choose Clockwise, Counterclockwise, or Upside-Down.

To re-order pages within a document:

Select the thumbnails of the pages.
Drag and drop them in the new location.

To create multiple copies of the same page within a document:

Right-click the thumbnails of the pages you want to copy and select Copy.
Right-click again where you want to copy them and select Paste.

You can also move or copy pages to another document.
To move pages from one document to another existing document:

Open both documents in separate Document Viewers.
Drag the pages from one Thumbnail Pane to the other.

To copy pages from one document to another existing document:

Select the page or pages, right-click, and select Copy.
In the other Document Viewer, right-click in the Thumbnail Pane where you want to place the pages, and select Paste.

To split one document into multiple documents:

Select the page or pages you want to move to a new document, right-click, and select New Document.
The New Document dialog box will open and allow you to configure the new document containing those pages.

Workflow Designer Tips and Tricks

During this tech tip, we will explore some general tips and tricks to using the Workflow Designer.

Copying and Pasting Activities

When you copy/paste an activity, the activity’s configuration settings are duplicated along with the activity. This feature can often be used to save time.

For example, Bob’s workflow needs three separate Route Entry to User activities, each of which will route the document to a different person, add a tag, and send an e-mail. The most efficient way to build this workflow is to configure the first Route Entry to User activity from scratch, copy/paste the activity twice, and tweak the settings associated with the pasted activities. This method is significantly faster than configuring three separate but similar activities from scratch.

Keep in mind that you can also copy/paste activities from one workflow to another.

Setting a Default Connection Profile

All workflows must be associated with a connection profile that defines the Laserfiche Server, repository, and user that the workflow will use. If you want all new workflows to use the same connection profile, specify that profile as the default.

Select Options under Tools in the menu bar.
Select the Laserfiche Connection node.
Next to Default connection profile, select a profile from the drop-down list. If no profiles appear in the list, click the Manage button above and create a new profile.

Switch between Design and Search Mode

The Workflow Designer contains two preset pane layouts. Design Mode should be used for creating workflows. Search Mode should be used for searching for workflow instances that have been triggered. To quickly switch between the two modes, select Switch to Design/Search Mode under View in the menu bar, or press CTRL+~.

Switching between Tabs

When you have multiple tabs open in the Workflow Designer, you can quickly switch between them by pressing CTRL+TAB.

Workflow Templates

Workflow templates can be used as shortcuts to building workflow definitions, saving you from having to create new workflow definitions from scratch for similar workflows. For more information, search the Workflow 8 help files for “Building a Workflow Template.”

Quickly Adding Activities to Workflows

Instead of dragging an activity from the Toolbox Pane onto the Designer Pane, double-click the activity in the Toolbox Pane. The activity will be automatically added to the Designer Pane.

Note: The activity will be added to a different location depending on the activity you have selected in the Designer Pane.

Saving Searches

Similar to the Laserfiche Client, you can save a search performed in the Search Pane to use again later.

Once all desired search types have been added to the Search Pane and configured, select Search.
Name the search at the top of the Search Pane.
Click the disk icon.

Searching For a Value in Any Field or Template

Fields in Laserfiche allow you to store a wide variety of information, and to categorize it in many different ways. You can create fields to store names and addresses, numerical codes, phone numbers, dates and times, and so on; you can also create templates to organize those fields and to categorize your documents. However, when retrieving that information, it may be difficult to remember which field or template you stored a piece of information in. Was the invoice code in the “Code Number” field, or the “Invoice” field? Is the document you want a “Purchase Order,” or an Invoice?

In Laserfiche 8, when you can’t remember these details, you can bypass them entirely. You can use an advanced search to locate all documents with a particular string in a field – regardless of what template has been applied to them, and regardless of what field the string is in. You can also narrow down the search by either field or template.

For example, say a user wants to locate a document with the purchase order number “35401.” She isn’t sure whether the purchase order number was in the “Code” field or the “Order” field, but she knows that the template was “Purchase Order.” She could use the following syntax to find the number “35401″ anywhere in the “Purchase Order” template, regardless of the specific field.

{[Purchase Order]:[]=”35401″}

This would return documents with the value “35401″ anywhere in the “Purchase Order” template, but would not return documents in other templates, even if they contained the value “35401.” This is useful for narrowing down the possibilities – even if this number is also present in a document in “Invoices,” the user knows she isn’t looking for an invoice, and so won’t need to sift through irrelevant details.

Or perhaps the user knows that the order number was in the “Code” field, but isn’t sure whether the document she wants is an invoice or a purchase order or some other type entirely. In that case, she would use the following syntax.

{[]:[Code]=”35401″}

This would return all documents with a “Code” field which had a value of “35401,” regardless of template, but wouldn’t return other fields even if they contained “35401.” This is useful when you know that you may have the same value in other contexts in other documents, but you also know that you don’t need to look at them.

Finally, if the user has no idea which template or field she needs, but she does know the value, she can search for any document with any field containing “35401,” regardless of template. She would use the following syntax:

{[]:[]=”35401″}

This would return documents with the value “35401″ in any field, as a part of any template. While this might return a large number of documents, depending on how often that value is used, it can help you ensure that you find the correct document even if you can’t remember where the value was stored.

Note that, the more general your search, the longer it will take, and the more results it is likely to return. If you do know the field or template that the document is in, it’s a good idea to specify those in the search. However, these search types allow you to quickly locate all documents on a particular topic or related to a particular customer, order or date, regardless of the context. They are therefore very powerful and flexible searches.

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About ECS

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Contact Info

877.790.1600
Web: www.ecsimaging.com

Sales Inquiry:

sales@ecsimaging.com

Tech Support: support@ecsimaging.com

Locations

Southern CA

3720 Sunnyside Dr. Ste.200

Riverside, CA 92506