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ECS Newsletter
“Your Source for
Document Management News” |
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February 2009 Inside this Issue |
Volume VII, Issue II |
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ECS Imaging Account Managers
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Each month ECS will be offering a different monthly special to assist our customers during the current economical tough times many are facing. February 1st thru February 28th ECS will be offering the “SWEETHEART SPECIAL” 20% OFF All Retail
Pricing of Scanners ECS is an Authorized Reseller for the following Manufacturers We are Working Together with our Partners To Bring You This SWEET Deal! Click on logos Below to get more info on these scanners ECS hears what is going on in the economy of California and the Nation. We can’t ignore the fact that we (ECS and its Partners) must provide continuous service to our customers to protect their valued information. In order to provide and protect your valued information, we will continue to provide service at the level you have been accustomed and we will do this at reasonable cost. |
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2009 Institute & Winners Circle Recap
“With ECS You Run with the Best”
To View More Pictures From This Event Click Here
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ECS Imaging Inc. continues to be one of the top 3 resellers Worldwide! This was ECS’ 10th consecutive year making Winners Circle.
All ECS sales/technical staff attended the 2009 Laserfiche Institute Conference 3 day training and were able to interface with our customers and become even more knowledgeable on version 8. Several employees also attended the winners circle along with the top VARS in the world on the four night cruise to Cabo San Lucas with Laserfiche.
For the “Laserfiche Institute on the Sea,” Laserfiche VARs and their guests joined Laserfiche staff and luminaries aboard the Carnival Elation, sailing from the Port of San Diego to Cabo San Lucas, Mexico. From the Thursday night welcome reception to Sunday’s one-on-one meetings with Laserfiche executive staff, VARs were able to network with each other and Laserfiche staff in a relaxed and casual environment. As one of the top VARs consistently for the last 10 years, ECS has the opportunity to give our customer’s feedback directly to Laserfiche executives. We represent you, our customer when we are in front of Laserfiche to bring you the best possible product, services and value with the constant mantra to improve. Our ship keeps sailing for our customers every year so they can sail with the best, ECS. |
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Where Can I Learn More About Laserfiche and Meet Other Users? Join Us at Our 1ST Quarter User Group At the City of Lynwood Bateman Hall Room #2 Tuesday, March 3rd 2009 8:00am -2:00pm (map)
Register by emailing sales@ecsimaging.com
These Meetings are to educate our clients on Laserfiche for End Users and for Administrators 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. |
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Wednesday, Feb 4, 2009 10:00 AM PST
Wednesday, Feb 11, 2009 8:00 AM PST
Wednesday, Feb 18, 2009 10:00 AM PST
Wednesday, Feb 25, 2009 8:00 AM PST
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Document Management 101
Learn how digital document management helps you find files faster, reduce storage space costs and improve information security.
Sharepoint Integration with Laserfiche? Let us know if you are interested in seeing the demonstration and we will schedule it at your convenience.
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Tuesday, Feb 5 , 2009 1:00 PM PST
Tuesday, Feb 3, 2009 8:00 AM PST
Tuesday, Feb 17, 2009 8:00 AM PST
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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.
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. |
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Panasonic Scanners
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Click on Link Below to view more information
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Fujitsu Scanners and Kofax VRS Product Videos |
Click on Link Below to view more information
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Arx Digital Signatures
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Digital Signatures for Document Management
Click here to see more flash Demos |
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Attach Plus
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Attach Plus Email
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. |
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Surety
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Legally Authenticate Electronic Documents for as Little as $50/User/Year
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
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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 · Workflow · Audit Trail · Records Manager · Web Access · Plus · Toolkit |
A new agenda manager release will be coming soon. More details to be announced as they are made available.
At ECS we want the experience of the migration to version 8 to be painless for 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 Customize Columns in WebLink 7.0.5 As an administrator, you can create a better WebLink experience for you and your users by limiting the amount of configuration needed on the user’s part. Specifically, you can customize your WebLink installation to display specific columns by default, to save users from having to add each column themselves, and you can prevent users from modifying the default columns you have configured. For example, you might want to add the “Date Created” column so users can see when a document was created. Or you might want to add a field as a column, such as adding the “Author” field to display the author next to each entry. Currently, by default, the only column displayed is “Name.” Follow the steps below to add the “Date Created” and “Author” columns (or you can substitute other column names in this example) and prevent users from changing this configuration. Note: The following instructions use Microsoft Visual Studio 2008. If using a different programming environment, these steps may vary. Note: Make a copy of the Web Files folder just in case you need to revert to it. (a) To add “Date Created” and “Author” as default columns1. Browse to C:\Program Files\Laserfiche\WebLink 7\Web Files and open WebLink7.vbproj. 2. From the Solution Explorer, expand the WebLink7 project, right-click on Login.aspx, and select View Code. 3. Scroll down to the bottom of the file. 4. Under Insert code to set the default columns below, add the following code conn.AddDefaultColumn(Column_Type.COLUMN_TYPE_EVENTDATE) conn.AddDefaultColumn(”Author”) 5. Save the Login.aspx page. (b) To prevent column modification by removing the Browse and Search Options1. Navigate to C:\Program Files\Laserfiche\WebLink 7\Web Files and open WebLink7.vbproj. 2. From the Solution Explorer, expand the WebLink7 project, right-click on MyWebLink.aspx and select View Code. 3. Scroll down to line 80 of the file. 4. Comment out lines 80-84 by adding an apostrophe (’) at the beginning of each line.
5. Save the MyWebLink.aspx page. 6. In the menu, select Build, then Rebuild WebLink7. 7. Users will now see the Name, Date, and Author columns when opening WebLink. The Search and Browse options will be hidden from users preventing them from changing the default columns. (c) Custom Default Columns
The Browse and Search Options have been removed
Sending Recurring E-mails using Workflow 8 After routing an entry to
a user or group, Workflow 8 can notify the trustee that a document was routed
to their working folder. If the user/group does not take the appropriate
action on the entry (e.g., approve/deny or process the entry) within a
specified amount of time, the workflow can send a series of reminder e-mails
based on a recurring e-mail schedule that observes weekends and holidays.
Creating the Workflow Follow these steps to create a workflow that performs the actions described in the example above.
Defining Weekends and Holidays Follow these steps to specify which days are considered weekends and holidays.
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? 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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Contact Info 877.790.1600 Sales Inquiry: Tech Support: support@ecsimaging.com Locations Southern CA 3720 Sunnyside Dr. Ste.200 Riverside, CA 92506 Tel: 951.787.8768 Fax: 951.787.0831
Northern CA 4737 Imhoff Pl Unit 1B Martinez, CA 94553 Tel: 925.370.2456
Our Services · Scanning Services · Microfiche/Film/Aperture Card Conversions · Digital Signatures · Hosted WebLink · Custom Programs: Case# Generator, Mug Shot Capture, Six-Pack Creator · ECS Integration Library Tool · Custom
Integrations: · Turn-key Implementations working with our partner solutions |
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Software
Document Management Software
Laserfiche Integrations
Agenda Manager Integration
ESRI Integrations
Digital Signatures
Email & Data Encryption
Sealed & Time Stamped Data Authentication
Court Case Management Integration |
Scanning Technologies
Kofax Virtual ReScan Software
Elite Channel Partner
Premier Partner
Authorized Partner
E-size/Map Scanners
Scanners
Advanced Capture Solution ICR & Forms Processing
Check Scanning & Remittance processing Integration
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If you do not wish to receive an email copy, just reply to this email to let us know.
We also post a copy on our website http://www.ecsimaging.com/news_newsletters.php.
