Customers also receive free Web Access and Audit Trail seats when these modules are included in the system purchase. Please note LSAP must be purchased for all of the free seats.

In addition, any customers with expired LSAP will be given a 75% credit (based on the purchase price of their Classic products) toward an upgrade to Avante. Standard upgrade policies will apply.

This promotion is ends on September 30, 2010 so act now.

ECS Imaging Welcomes Bich Pham to the Family!

Bich Pham is our newly-welcomed ECS Imaging support technician. With 2-years experience as a Computer Assistant with USDA Firelabs, Bich comes to ECS with a fresh base of computer knowledge and experience. As a recent graduate from the University of California – Riverside with a BS in Computer Science, Bich brings a refreshing attitude and eager spirit to the company. Bich specializes in computer programming, software engineering, and algorithms. His direct supervisor, Chad Rodriguez, considers Bich a “a fresh face to ECS Imaging” and that he brings an “excellent sense of tenacity and charisma, which will be great with our customers!”. Everyone at ECS Imaging, Inc is excited about our steady rate of expansion and the maintenance on our reputation as the #1 Value Added Reseller in California.

ECS Outstanding Employee Award 1^st Half 2010

Greg Hicks From our Northern California Office

Gregory Hicks has worked for ECS Imaging, Inc for over two-years now, and has built a strong reputation and notable work ethic warranting him positive recognition. Greg currently services as Office Manager at ECS Imaging, Inc’s. Northern California location in Martinez, CA . He has worked in the document management field for three years now, and has gained invaluable experience and training. His dedicated work with ECS Imaging, Inc. has made him an asset not only to the company but to all of ours clients. He has always served in maintaining top-quality customer service, but has also kept a solid work environment within the office, as well. In his spare time, Greg is an avid parent volunteer for his children’s school and is a parent volunteer for the Contra Costa First Tee Diablo Creek Golf Course in Concord, CA.

He is also a longstanding golf player himself. In interviewing Greg, he wanted to state his position with ECS Imaging, Inc that “Being a part of the ECS Imaging Inc. team has been a great experience. Jim Pappas and Debbi Bodewin, and my supervisor Pete Herschelman, are a pleasure to work with and are good examples to learn from and follow. It has been very rewarding to keep focused on doing whatever tasks are necessary to make sure our client’s needs are being fulfilled. The employees of ECS Imaging all work together very well to achieve our goal, and provide our customers with the best possible expertise in the Document Imaging Field. We strive to always give the best customer service and we are always striving to create the best win/win solutions for our clients. It has been a blessing to be able to contribute to the efforts of the entire staff of ECS Imaging Inc. and I look forward to acquiring more expertise and skill to help our clients with solutions in the future”. We value and appreciate Greg’s services over the last 3-years and are proud to recognize his achievements as an Outstanding Employee.

Laserfiche is the first ECM System to receive the Microsoft SharePoint 2010 DoD 5015.2 Certification

Laserfiche has become the first Microsoft Partner to achieve joint DoD 5015.2 certification for its integration with SharePoint 2010! The US Department of Defense Records Management certification — DoD 5015.2 — is a standard used not only by the DoD, but also by many federal, state and local governments. This is why most Enterprise CMS vendors work hard to get the certification. Read More

In Loving Memory

ECS Imaging, Inc would like to memorialize the recent passing of our colleague and friend, Kathy Crider.

Kathy was a valued technician at ECS Imaging, Inc. for several years. Our customers enjoyed her wonderful attitude and good sense of humor.

Our sympathies go out to her entire family.

We will miss her warm, energetic smile.

Spotlight

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Nominated by

Tim McGrath

City of Lathrop

Over 10-years using Laserfiche

ECS Imaging is proud to welcome aboard the City of Lathrop as one of our newest clients using Laserfiche. Though the City of Lothrop recently acquired the services of ECS, it has operated closely with Laserfiche products since 1999. Having sought out ECS as their current Value Added Reseller, the City is looking to keep-up with the economic times and standardize their document management with the assistance of a company that is highly reputable and provides industry expertise like ECS.

The newly enhanced Laserfiche 8 and Avante system which includes Workflow was the City of Lathrop’s primary reason for upgrading recently. With the cumbersome processing of mass data and documents to maintain, the utilization of Laserfiche Workflow and WebAccess now allows for effortless optimization of documents. The City was having concerns with running out of space on their servers, and contended with volumes in need of sorting. Also, the management of user access and future upgrades has made the integration with Laserfiche and ECS services both fiscally justifiable and sensibly efficient. Tony Fernandes, the IT manager has been instrumental to take this initiative to promote the concept of creating business efficiencies for the City and selecting ECS Imaging as their vendor of choice.

Events

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Location
Embassy Suites
San Francisco Airport
Burlingame, CA

Make Hotel Reservations:
ONLINE or call

(650) 342-4600

Event Code: ECS
Special Room rate $140/night
available September

21-25^th

Download Announcement

Get the latest updates,
training at all levels, and an opportunistic
environment for industry networking.

Don’t Miss out on the Event of the Year!

ECS’ 8^th Annual Customer Conference

COMPLIMENTARY 2-DAY CONFERENCE!

2-Day Class Schedule Attached

***Now Presenting***

***Let ECS be your Laserfiche Certification Test Tutor

Want to be a Laserfiche Certified Professional?

1. Pre-register for certification online here: www.laserfiche.com/cpp

Administrator 1 or Capture 1 Specialist

2. Take test Friday Sept. 24^th after reviewing material online and in our prep class offered right before test.

Questions about Certification or Conference?

Contact ECS sales@ecsimaging.com or 951-787-8768 x105

***Special Guest Speaker from Microsoft

Register Today ~ ROOMS BOOKING FAST! ~

Thursday-Friday, September 23-24th, 2010

Sessions with Training at All Levels

· Customer Case Studies

· Integrated Solutions

· Workflow, Quick Fields, Audit Trail Training

· User & Admin Training, Tips & Tricks

· Weblink 8 Customizations

· How to use the Toolkit

· SharePoint Integration

· Agenda Management

· Individual Training and Consulting

· Microsoft New Concepts

· E-Forms Creation, Digital Signatures, Scanners & MORE!

Daily Breakfast, Lunch & Happy Hour included.

Webinars

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Tuesday, August 10, 10:00 AM PDT

Register

Tuesday, August 17, 9:00 AM PDT

Register

Thursday, August 5, 2:00 PM PDT

Register

Click Here

To join our weekly LincDoc Webinar

Wednesdays @ 11am PST

Register for Webinars

Prepare for the Coming Compliance Tsunami

In today’s constantly shifting regulatory environment, Financial Planners need to prepare themselves, their firms, and their clients to comply with SEC and/or FINRA requirements.

Laserfiche enterprise content management (ECM) helps you mitigate risk and ease compliance headaches with:

1. Automated compliance, check and security logs.

2. Secure, searchable correspondence and document archiving.

3. Faster, easier audits.

The Tipping Point - From Imaging To ECM+BPM

Learn how other Laserfiche customers have built upon their scanning and archival efforts to create full enterprise content management (ECM) solutions. The inherent scalability in Laserfiche lends itself to easy growth from basic imaging to business process management (BPM). Come see how a departmental archive project became a county wide content management wave of success!

ECM+BPM = Shared Services

Many organizations, in both the public and private sectors, are now considering deploying enterprise content management as a shared service. Where previously content management may have been deployed to meet departmental needs, it is now being recognized as an enterprise-wide need: an infrastructure investment rather than a niche application. In addition to cost-effectiveness, the ECM shared-service model also allows an organization to make better use of limited IT resources – particularly when many upcoming IT projects tend to require one or more components of ECM functionality. Join us to discuss this new deployment model.

E-Forms Solution Integrated with Laserfiche

With LincWare you can skip the scan and paper process altogether!

Fillable e-forms solution is great to process forms such as permit applications, business licenses, enrollment applications and others electronically! E-forms works independently of Laserfiche yet also integrates with it, as well as your other databases. Most companies have a lot of forms and can save time by not having to re-enter data since the information on the forms can be transferred to a database and the images & data to Laserfiche. There are online demos every Wednesday at 11am or we can setup a custom demo with your forms.

Our Simple Solution:

With this solution we are providing an intuitive front end for processing complex forms, in a digital format to Laserfiche thus enhancing your document lifecycle management. And with the software’s ability to automatically complete Laserfiche template field data when the form is filled out, it improves your efficiency and eliminates the need for you to scan paper forms into Laserfiche. The forms are automatically filed into Laserfiche at the time they are filled out.

Each LincDoc version simultaneously populates Laserfiche template fields and 3^rd party databases upon the completion of any eForm or document, eliminating redundant entry, scanning and storage steps.

Dramatically enhance efficiency by producing documents more quickly.
Ensure homogeneity, correctness, and quality of documents via a fully audited and centralized repository.
Allow inexperienced end users to create complex documents.
Reduce errors and company risk by ensuring the right documents, paragraphs and data are included in generated documents.
Lower manual labor costs and increase productivity by capturing and disseminating the knowledge previously only held by your company's experts.
Document automation and eForms software can make the information submittal and approval process a breeze.
Provides organizations with the power to streamline entire departments driven by forms processes.
Exceptionally rapid ROI and measurable green benefits!

LincDoc's document automation and eForms software can make the information submittal and approval process a breeze.

Contex E-size Map Scanners

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. We will discuss the full Contex scanning portfolio so that you will learn which scanner best meets your needs.

Tech Tips

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Empower!

Visit the Laserfiche Support and User Information Site

Resources available 24 hours a day on this Support Site.

Version 8 Products

· Client-Server 8.1.2

· Snapshot

· Email

· Workflow

· Audit Trail

· Records Manager

· Web Access

· Plus

· Toolkit

· Weblink

· Quick Fields

· Agenda Manager & Processor

· Import Agent

· Avante/Rio Named User system

Using the Thumbnail Pane to Modify and Create Documents

Security Basics: Feature Rights and Access Rights

Adding New Features in Quick Fields 8.0.2

Managing Your Document Viewer Panes

Using the Thumbnail Pane to Modify and Create Documents

In Laserfiche Client 8, the Thumbnail Pane provides more than just a bird’s-eye view of your document pages—it also allows you to work with these pages in a variety of ways, including rotating, copying, deleting, and moving pages within a single document or even between other existing and new documents. In this week’s Tech Tip, we’ll walk you through the steps for performing these simple, yet vital actions.
To rotate a page within a document:

1. In the Thumbnail Pane, select the page you want to rotate. To select more than one page, hold the CTRL key while you select.

2. Right-click the page and point to Rotate Image(s).

3. Click Clockwise, Counterclockwise, or Upside-Down.

2010-07-12 - Rotate Pages

To move pages within a document:

1. Select the page’s thumbnail. To select more than one page, hold the CRTL key while you select.

2. Drag and drop the page into a new location in the document.

Note: You can also move a page by right-clicking it, selecting Cut, and pasting it into a new location.

To delete pages from a document:

1. Select the pages you want to delete and do one of the following:

· Right-click and select Delete.

· Press the DELETE key.

Note: In Client 8.1 and later, individual pages deleted from a document are sent to the recycle bin, where they can be permanently purged or restored to the original document.

You can also use the Thumbnail Pane to move and copy pages between different documents, as well as split pages from one document into multiple new documents. These actions are especially useful if you find that, in the process of scanning several documents, pages have been mixed up across documents and need to be reorganized.

To move pages from one document to another:

1. Open the documents you want to reorganize in separate Document Viewers with the Thumbnail Panes displayed.

2. Select the pages you want to move from the first document.

3. Drag and drop the pages into the Thumbnail Pane of the other document.

2010-07-12 - Move Pages to New Document

Note: You can also move pages between documents by right-clicking the pages, selecting Cut, and pasting them into the other document.

To copy pages from one document to another:

1. Open both documents in separate Document Viewers.

2. Select the pages from the first document, right-click, and select Copy.

3. Right-click in the other document’s Thumbnail Pane where you want to place the pages, and select Paste.

To split the pages of a document into a new document:

1. Select the pages you want to use to create a new document, right-click, and select New Document.

2. In the New Document dialog box, configure the new document’s properties, including its name, folder location, and any metadata you want to associate with it.

Note: By default, the new document will inherit the metadata properties of the parent document.

2010-07-12 - New Document Dialog

Security Basics: Feature Rights and Access Rights

In order to give you control and flexibility when setting up security, Laserfiche has several different types of permissions that you can configure. Two of those sets of permissions—feature rights and access rights—interact closely, and so understanding what each type of permission does, and how they interact, is very important to setting up and maintaining your repository’s security policy.

A feature right controls whether a particular command is available in the Laserfiche Client (or in other client applications such as WebLink). For instance, if a user doesn’t have the Scan feature right, the Scan button won’t be available, and the Scan command will be greyed out. Since the Scan command can’t be used, the user won’t be able to scan anywhere in the repository, regardless of their other rights. In that sense, feature rights are global: without the Scan feature right, a user will never be able to scan anywhere in the repository, regardless of their other rights. (This also means that a feature right should only be denied a user if they should never be able to perform that action anywhere in the repository: if a user should be able to scan into even one folder in the repository, they should be granted the Scan feature right.)

However, while the feature right is necessary for performing the action that the right governs, it’s not sufficient. You’ll also need to have the relevant access rights.

An access right, on the other hand, controls what a user can do with a particular object in the repository, whether that’s a document, the files within a volume, a field, or a template. Unlike feature rights, access rights aren’t global across your repository, but apply to a specific document, folder, volume, field, or template. For instance, if you have the Modify/Delete files volume access right for a particular volume, you can modify or delete files in that volume, but the right has no effect on other volumes in the repository. Similarly, if you have the Delete entry access right for a particular folder and its contents, that right won’t have any effect on your ability to delete documents from a different, unrelated folder.

Feature rights and access rights need to work together, because if any relevant right is not granted to a user, that user will not be able to perform the action. For example, if you want to allow a user to scan into a particular folder, that user must first have the Scan feature right, in order to be able to launch Scanning. They must also have the appropriate entry access rights to create a new document in the particular folder, and they must have the appropriate volume access rights to add new pages to the volume the new document will be stored in. All of those elements must be correctly configured for the user to be able to scan.

Laserfiche 8 allows you to include annotations when you export or e-mail a Laserfiche document as a PDF. This feature allows you to share annotations and associated information even with users who don’t have access to your Laserfiche repository, while still leaving the images editable in Adobe Acrobat.

Adding New Features in Quick Fields 8.0.2

With Quick Fields, it is often the case that you want to add new features (Quick Fields add-ons) to your existing installation. For example, perhaps you plan to process more documents containing checkboxes, so you want to purchase Optical Mark Recognition to tell whether the boxes are checked and manage the documents accordingly.

As of Quick Fields 8.0.2, you can reactivate directly from the Quick Fields interface in order to add new features.

Note: In Quick Fields 8.0.0 or 8.0.1, installing a new add-on or removing an add-on requires you to deactivate and reactivate your Quick Fields installation. This process is still effective in Quick Fields 8.0.2.

To add or remove an add-on

1. Open Laserfiche Quick Fields.

2. From the Help menu, select Add new features.

2010-07-06 Add New Features

3. Perform one of the following:

o If you are currently connected to the Internet, select the Register using an activation key option.This will automatically update your Quick Fields license. If you previously entered an activation key, it will automatically appear. Otherwise, you can type it in. If you enter a different activation key from the one previously used with this installation, you will be asked if you want to deactivate the old one.

o If you have been provided with an updated .licx license file, select the Provide a license file to use option and specify the location of your new .licx file. Use the Browse button to load a Windows directory browser.

4. The Laserfiche Quick Fields Activation dialog will appear. Click Activate to begin the activation process. You will be notified of a successful activation.

2010-07-06 Activation

5. Close and reopen Quick Fields in order to have access to the new features.

Managing Your Document Viewer Panes

When it comes to working with and managing your documents in Laserfiche, understanding the ins and outs of the Document Viewer and its panes is paramount. After all, how can you expect to get the most out of your documents if you can’t view them in a way that is practical for you? In this Tech Tip, we’ll give you some tricks for laying out your Document Viewer panes to help you better manage your documents and the information associated with them.

The key to creating a practical Document Viewer layout is being able to rearrange your panes in a way that meets your needs. For example, you may want to position the Image and the Text panes side by side so you can compare the two, or position the Text and the Metadata panes on top of each other to help you populate field values with information from the text more easily.

2010-05-17 - Moving Panes

To move a pane, click on its header and drag it. As you drag the pane, blue layout indicators will appear on the Document Viewer, which you can use to preview the pane’s new location by hovering over a particular indicator. The indicators pointing to the four edges of the Document Viewer (#1 in the image above) allow you to select the general area where you want to place the pane. To get more specific about its orientation within that area, use the diamond-shaped group of indicators (#2). The blue shadow box (#3), which shifts depending on which indicator you hover over, designates the potential location for the pane. When you’re happy with the location, drop the pane to place it.

Another way to customize your pane layout is to use undocked panes. Undocking a pane frees it from the Document Viewer window and allows you to move it anywhere on your screen (as depicted in the image below). To undock a pane, double-click its header. You can also undock a pane by dragging and dropping it in a location that is not marked by a blue shadow box. To dock a pane, double-click its header again.

2010-05-17 - Undocked Panes

In addition to positioning panes next to each other, you can also stack panes on top of each other. To stack a pane, drag it toward the pane you want to stack it with. Using the diamond-shaped group of layout indicators, hover over the circular indicator in the middle, and drop the pane. Stacking panes allows you to view only one pane at a time; however, you can toggle between panes by clicking the corresponding tabs at the bottom (highlighted in the image below). To remove a pane from a stack, click and drag its tab, and drop the pane in a new location.

2010-05-17 - Stacked Panes with Tabs

Learn more in the new technical white paper, Customizing Document Viewer Pane Layout in Client 8.1, which discusses the basics of the Document Viewer panes as well as provides insight into customizing your pane layout to help you better manage your documents and the information you associate with them.

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