ECS Newsletter

     

                                         

              “Your Source for Document Management News”

 

 

      March   2009                                                                     Inside this Issue

         Volume VII, Issue III

  

View Newsletter Online

 

 

 

 

Your ECS Imaging

Account Managers

 

Debbi Bodewin

Bob McCowan

Pete Herschelman

Rod Simon

Barry Weinstein

Ed Althof

Tim McGrath

Steve Walter

 

 

 

 

 

 

 

All of us at ECS appreciate

our customers and like to reward our

Customers for their continued patronage.

 

Each month ECS will be offering a different monthly special to assist our customers during the current economical tough times many are facing.

March 1st thru March 31st  2009 ECS will be offering the “SHAMROCK SPECIAL”

Our Lucky deal this month gives you

 10% off discounts on new purchases of $8,000 or more on Laserfiche, Scanners or ECS products.

 

Second Special Announcement:

On-time in 2009 Reward!

All ECS customers who renew their Annual Contract with ECS in 2009 before the renewal date will receive

2 free hours of support!

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.

     Spotlight

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Nominated by

Tim McGrath

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

       

Charting a course of dramatic growth amid the current economic decline makes Diamond Foods, Inc. a true champion of free enterprise and provides an example of what can be accomplished with a pro-active focus.  Making smart bold moves, CEO Michael J. Mendez and his top flight management team guided the Company to a 75% increase in full year income in 2008 and are planning similar increases in 2009.  Already reports indicate record earnings during the first quarter of Fiscal 2009. "Our efforts to reduce costs and strengthen retail distribution by investing behind our brands helped us post strong results despite a difficult economic climate," said Michael J. Mendes, President and CEO.

 

Diamond is a leading branded food company specializing in processing, marketing and distributing culinary nuts and snack products under the Diamond®, Emerald® and Pop Secret® brands. They are traded on the NASDAQ (DMND) and have an annual revenue of approximately $600 million and growing. Gary Ford, Chief Operating Officer, is quoted as saying “Innovation continues to be the cornerstone of Diamond Foods growth strategy”.

 

Their innovative effort is aimed at reducing cost of operations as well as increasing revenue. We at ECS Imaging are excited to be part of that strategy with the recently completed install of a Laserfiche EDMS (Electronic Document Management System) in the Accounts Payable Department.  Commonly referred to as “going paperless”, the Laserfiche EDMS substantially improves the security, compliance and retrieval of documents, while reducing costs of workflow, storage, and paper. Additionally it dramatically increases efficiency to the point that the A/P staff can achieve processing expanded workload as the company grows with less stress and without an increase in staff thereby bringing the cost per work unit down!

 

In the process of installing the EDMS we have had the opportunity to develop a long term business relationship with the IT department as well as the A/P staff at Diamond Foods. We at ECS Imaging whole heartedly agree with our in house Solutions Consultant, James Green who said: “It’s easy to see why Diamond Foods is a leader in its industry. Its IT team and A/P staff are among the brightest and the best I’ve encountered”.

 

For many years running, ECS Imaging has been one of five top Value Added Resellers of Laserfiche EDMS software worldwide and has provided corresponding consulting and technical services in the US for over eighteen years. Our mantra:With ECS you Run with the Best” and with Laserfiche “We create simple and elegant document management solutions that help your organization run smarter.”

     Events

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Join via the web to see a live demo on Digital Signatures at either User group. 

 

If you are unable to attend the User Group you can still attend this webinar online. This presentation will be via the internet only (using your computer speakers)

 

Sign up in advance and we will send you registration info.

To register e-mail sales@ecsimaging.com

 

 

Where Can I Learn More About Laserfiche and Meet Other Users?

1st Quarter User Group Meetings

Join us and your fellow Laserfiche users to get more out of your Laserfiche system, see new innovative solutions and connect with other users just like you.

 

Two Locations to serve you-

City of Lynwood

Tuesday, March 10, 2009 8:00am-2:00pm

(Click for pdf document)

 

Central Contra Costa Sanitary District

Tuesday, March 10, 2009 8:00am-2:00pm

(Click for pdf document)

 

We will be providing breakfast refreshments and lunch hosted by Arx CoSign Digital Signatures

 

Register by emailing sales@ecsimaging.com

 

These Meetings are to educate our cusotmers 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.

     Webinars

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Wednesday, March 4, 2009 10:00 AM PST

 

Wednesday, March 11, 2009 8:00 AM PST

 

Wednesday, March 18, 2009 10:00 AM PST

 

Wednesday, March 25, 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.

 

Tuesday, March 10, 2009 10:15 AM PST

 

 

Register

Join via the web to see a live demonstration on Digital Signatures.

Broadcasting live from the City of Lynwood User group.

 

To register email sales@ecsimaging.com

 

*Need speakers on your computer to hear webinar

 

 

Thursday, March 5 , 2009 1:00 PM PST

 

Contex

 

  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, March 3, 2009

 8:00 AM PST

 

Tuesday, March 17, 2009

 8:00 AM PST

 

 

Contex

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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Arx Digital Signatures

 

 

2-minute eSignature demo

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

image

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.

                          fi-6770     Fujitsu fi-6670 Scanners: Intelligent Color Production Scanners                   

                                 6770                              6670                     

 

     Tech Tips

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Power Up and

Get Connected.

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

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:

  1. 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.
  2. Right-click the pages and select Rotate Image(s).
  3. Choose Clockwise, Counterclockwise, or Upside-Down.

To re-order pages within a document:

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

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

  1. Right-click the thumbnails of the pages you want to copy and select Copy.
  2. 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:

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

To copy pages from one document to another existing document:

  1. Select the page or pages, right-click, and select Copy.
  2. 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:

  1. Select the page or pages you want to move to a new document, right-click, and select New Document.
  2. 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.

  1. Select Options under Tools in the menu bar.
  2. Select the Laserfiche Connection node.
  3. 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.

  1. Once all desired search types have been added to the Search Pane and configured, select Search.
  2. Name the search at the top of the Search Pane.
  3. 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.

Top of Tech Tips

     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

Tel: 951.787.8768

Fax: 951.787.0831

 

Northern CA

4737 Imhoff Pl Unit 1B

Martinez, CA 94553

Tel: 925.370.2456

 

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ESRI, Permits Plus, CRW, H.T.E., Navision, Eden, Munis, Oracle, DataTel, PeopleSoft, Digital Recorder Importer

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