Laserfiche document management solutions

Laserfiche® Document Management Solutions

Converging Currents of Information

Improve productivity, increase business intelligence
and realize benefits throughout your organization.
Organizations in all industries are seeking to integrate the flow
of information into their business, combining transactional data
and document management to enable better decision making,
promote collaboration and simplify complex work processes.

Run Smarter®

Power your business processes with your information

With the universal information support of Laserfiche 8™ at the core of your
document management infrastructure, you benefit from a comprehensive
information management system that integrates both electronic and paper
documents, as well as legacy information and information from mission-
critical applications, into enterprise-wide business processes.

Learn More Inside:
4 Manage information assets Capture, manage and archive
4
throughout their life cycle. information in any format.

Align IT investments with your
4 Maximize efficiency, productivity
4
enterprise information strategy. and profitability.

Accelerate shared business
4 Enhance enterprise-wide
4
processes. collaboration.

Universal Information Support, Enterprise-Wide

An integrated strategy to deliver critical business information on-demand enhances
efficiency and enables a rapid response to changing conditions. With the Laserfiche 8
system, you drive innovation, improving service levels while lowering IT costs.

From business owners and records managers to users and IT personnel, you can:

4Eliminate inefficient work processes.
4Remove obstacles to sharing information.
4Empower your staff to use their time more efficiently.
4Manage and protect organizational archives reliably and securely.

Business Owners and Managers IT Personnel
Making sure your organization operates at peak It is crucial that a document management solution
efficiency can often be a complicated undertaking. not create problems for IT, even as it solves them for
Laserfiche 8TM is a unified solution designed to address users. The Laserfiche 8 system provides the complete
complex business requirements, based on over twenty solution you need to manage your enterprise
years of experience working with organizations to document management infrastructure, without
solve their most complicated problems. increasing IT budgets, support requirements or
workload.
With Laserfiche 8, you can integrate legacy
systems, third party databases and information The Laserfiche 8 product suite is easily deployed,
from critical business applications with paper and easily managed, easily customized and easily
electronic documents. When you consider the lower integrated, with support for both Microsoft® and
overhead resulting from centrally managing your Oracle® database platforms. Quick deployment means
organizational archives, the return on investment that your solution is up and running in days instead
and long-term savings are clear. of months. Scalability means that your solution can
grow as your organization does—Laserfiche® easily
Stop your staff members from wasting time searching accommodates both an increasing number of users
for information instead of putting it to use, and and high-volume repository growth.
enable them to proactively identify opportunities,
instead of watching them pass by. With instant With open architecture, the tools you need to
search and retrieval, any information you need is speed system integration and support for custom
right on your desktop. In addition, you simplify application development, Laserfiche® fits smoothly
and reduce the costs of regulatory compliance with into your existing networked environment without a
a flexible platform that accommodates a variety of major investment of programming time.
record-keeping regulations. And with CD/DVD
backups, you simplify your business continuity With the addition of Laserfiche to your enterprise
planning strategy as well. information management infrastructure, you provide
a complete document management solution while
Provide superior operational agility in even the most reliably managing your processes and guaranteeing
complicated environments. Laserfiche 8 is up to the security, without increasing IT workload.
task—which means you are, too.

Records Managers Users
Integrating records management into your daily Your staff may have the skills, but do they have the
routine is often more complicated than you’d like it tools that deliver information, simplify their repetitive
to be. How do you encourage proper, standardized, tasks and help them rise beyond daily demands to
consistent filing procedures without creating more greater heights of productivity and efficiency?
work for both you and your staff?
With Laserfiche 8, they do. Following familiar
With the Records Management Edition™, you have the Microsoft Windows® conventions, Laserfiche adapts
peace of mind of a DoD 5015.2-certified solution and to existing procedures rather than requiring extensive
the ease of a fully-integrated records management and training, meaning that new users get up to speed
document management system. Transparent records quickly.
management tools mean that records management
no longer interferes with your line-of-business.
With Laserfiche’s Intelligent Search functionality,
Take advantage of total life cycle management—run
full-text, index and other precision searches reduce
reports detailing where records are in their life cycle
time lost on hardcopy file retrieval. Digital files make
and which records are eligible for transfer, accession
it simple for your staff to share information and
or destruction. Additionally, all system activity is
work more effectively together. And with Workflow
logged, providing an audit trail that can be used to
functionality, you can simplify business processes to
prove adherence to the records management plan and
help your staff spend time on productive activities,
adherence to compliance regulations.
instead of labor-intensive document handling
processes.
Take advantage of all the tools you need to design
and implement a file plan for the management of all
imaged, electronic and physical records. With the Give your staff the tools they need to make a strategic
strength of the Laserfiche 8 Records Management impact on your organization. With the Laserfiche
Edition, your records program becomes a strategic 8 system, you enable your staff to use their skills
asset to your organization. strategically and intelligently.

Laserfiche 8
INTEGRATION

One Product, Countless Solutions

In a competitive environment, high performance isn’t just a goal—it’s an imperative. You
need innovative, usable tools that help you simplify daily tasks so that your organization
can rise above the competition.

Your current business processes have made you successful, but sometimes it’s difficult to
look beyond your current work processes to determine how you can reach the next level
of success. The flexibility of the Laserfiche 8 platform’s modular set of solutions enables
you to create exactly the system to solve your organization’s most critical problems. The
Laserfiche product suite is designed for interoperability, ensuring your needs are met without
compromising efficiency, security or technical workability.

With Laserfiche 8, you work the way you always have—but better. With powerful functionality
that improves the efficiency of your existing processes, you get the all the benefits of increased
productivity without the burden of learning a new way to work.

Capturing and Managing All Your Information
To enhance business operations, your digital docu- Bring files into your Laserfiche repository by
ment management solution must accommodate all scanning paper documents, importing electronic
types of content, regardless of format. Laserfiche 8 documents, or converting electronic documents into
archives scanned images, electronic documents, unalterable images. With its trademark flexibility,
e-mail messages, and digital audio and video files, all Laserfiche supports both distributed and centralized
from a single, easy-to-use interface. Quick Fields™ capture models and enables your organization to
batch processing technology speeds production-level work with whatever capture methods fit your needs
document processing, with modules for forms pro- best, fully integrating your document management
cessing and specialized capture hardware that meet infrastructure into your organizational work
all your organization’s document capture needs. processes.

Laserfiche 8 Solutions: Quick Fields™, Import Agent™, Snapshot 8™

Integrating Information with Automated Business Processes
Using the Laserfiche 8 platform, you integrate both You may be seeking to automate the often complex
electronic and paper documents into the flow of process of preparing a formal agenda, which often
your enterprise-wide business processes, facilitating rivals the importance of the document itself. With
collaboration and information sharing for enhanced our Web-based agenda management tools, you
productivity and business process automation. automatically route proposed items through the
approval process, simplifying every aspect of the
Automate workflow, eliminating bottlenecks and agenda creation process.
streamlining business processes, with Workflow 8™.
With Workflow, documents are automatically Ensure faster, smarter agenda management by
moved, copied or deleted based on predetermined eliminating repetitive tasks and streamlining
rules you design, while automatic notifications everything from item submission and approval
ensure prompt action and simplify supervision. processes to agenda assembly and distribution.
Combine the extensive security features of Workflow
with the comprehensive security reporting of Audit Laserfiche 8’s business process solutions are
Trail 8™, and you have the information you need to designed for quick installation and deployment.
accurately assess your business processes to identify With Laserfiche 8 at the core of your organization’s
bottlenecks, maintain performance comparisons and document management infrastructure, supporting
track document-related activity to improve quality, efficient business processes becomes simple,
accountability and productivity. regardless of your organization’s needs or industry.

Laserfiche 8 Solutions: Workflow 8™, Agenda Manager™, Agenda Processor™, Audit Trail 8™

Laserfiche 8
WORKFLOW


Unifying Records Management Accelerating Shared Business
with Your Document Processes
Management Platform With your current procedures, information sharing
is difficult and limits how effectively your staff can
It’s not easy being a records manager these days. work. Electronic documents are often stored on
With a rapidly-changing regulatory environment, local hard drives, which makes access complicated.
organizations are looking to records management Sharing paper documents usually entails
solutions to manage information and ensure photocopying and sharing microfilm requires
compliance with regulatory demands, yet with conversion to paper. Retrieving information stored
rapid changes in the technology sector, it’s hard in legacy systems is often complicated or costly.
to predict what applications and hardware will be Digital documents, however, can be viewed by
current five or ten years from now. However, the multiple employees simultaneously, whether they
need for improved records management means are working in different departments or different
that you can’t wait to implement a solution. countries.

A digital records solution reduces costs, improves Laserfiche 8 offers a variety of options to assist
accountability and enhances security. Tight you in getting information to the people who
integration with document imaging and information need it most, whether it’s over the Web, through
management tools extends those benefits into your organization’s intranet, on CD or DVD, or
other business processes organization-wide. The by e-mail. With Laserfiche, you can publish your
Department of Defense (DoD) 5015.2-certified documents to CD or DVD, which include built-in
Records Management Edition provides integrated viewers and search capabilities so documents can
records management tools that make it simple to be viewed and searched on any PC. With easy-to-
manage both documents and records from one use Web publishing, you can publish documents to
platform, without interfering with your line-of- the Web at the touch of a button, balancing access
business. And storage in the non-proprietary TIFF with security and presenting a consistent face to
file format assures records managers that archived customers and the public with a customizable Web
information will be readable in the future, interface that matches your main Website.
regardless of technological changes.
Laserfiche’s innovative solutions improve
The Laserfiche 8 system provides the fully- productivity, encourage information sharing and
integrated records management tools you need enable more effective communication. Make it
to simply and reliably manage your information simple for your staff to share information with
assets. With all your information stored in one each other and with outside professionals, clients
central, secure repository, your documents never or regulators—and reap the benefits of an informed
need to leave—providing you the security you need workforce.
and the ease-of-use you’re looking for. Leverage the
full force of a proven records management platform
Laserfiche 8 Solutions: WebLink™, Web Access 8™,
combined with modular capture, distribution
and workflow tools to provide both complete life Plus™, E-mail Plug-in™
cycle management and mission-critical records
functionality.

Laserfiche 8 Solutions: Records Management
Edition™

Balancing Access and Ensuring Compliance with
Security Regulations
Security is no longer simply a matter of creating Increasingly-strict regulations continue to drive
an impenetrable system that no one can break into. up record storage costs and impose time-sensitive
While that deals with threats from outside your retrieval burdens. Laserfiche 8 provides the tools
organization, it doesn’t manage misuse from within. you need to comply with the crucial regulations
You need to create boundaries and track when that impact your business while simultaneously
someone tries to step outside of their boundary. reducing compliance costs. Ensure proper records
And with the security controls of the Laserfiche retention with a flexible technology platform that
system, combined with the tracking and reporting accommodates SEC, FINRA, Sarbanes-Oxley, HIPAA
capabilities of Audit Trail 8, you have the tools and other rules. Comprehensive security controls
you need to both create and enforce boundaries for leave you in control, no matter how demanding
everyone within your organization. your regulatory environment.

System security is an absolute necessity for any Laserfiche also gives you the tools you need to
document management system. A rigorous security simplify disaster recovery and business continuity
system should permit every authorized person to planning. In the case of natural disaster, network
perform required duties—whether from desktop, outage or other event beyond your control, CD and
laptop, the office, a remote location or over the DVD backups allow you to quickly reconstruct your
Web—without compromising the integrity of the archives. Built-in viewers and search capabilities
database, system or network. While security is allow immediate document access from any PC
crucial, it can’t be so restrictive that it limits users’ with a CD or DVD drive, even if the network remains
ability to perform required tasks. offline for an extended period—allowing you to
shorten recovery time, provide fast information
Laserfiche’s comprehensive security controls give access and get back to business.
your system administrator the tools they need to
balance access and security with control over both To be truly valuable as a compliance tool, technology
access rights and feature rights, as well as redaction must be flexible and secure enough to support the
tools to protect confidential information within complex record-keeping procedures required in
files. Safeguard information with security measures a multi-regulatory environment. The Laserfiche 8
that extend from folders and files, right down to system gives you the technology you need to support
individual words, and prevent unauthorized access compliance throughout your organization.
with access controls and audit trails that provide
round-the-clock vigilance over user actions. Laserfiche 8 Solutions: Records Management
Edition, Plus, Audit Trail 8
Laserfiche 8 Solutions: Laserfiche United™,
Laserfiche Team™, Records Management Edition,
Audit Trail 8


Integrating Document Management With Your Enterprise
Infrastructure
To truly maximize the value of your Laserfiche including sample code—to integrate Laserfiche
system, it must be a seamless extension of your with third-party applications, customize system
existing enterprise applications. Integration with functionality and automate Laserfiche-related tasks.
business-critical applications is the key to enabling The Laserfiche Code Library™ provides a central
streamlined and collaborative processes to access location for the Laserfiche community—Laserfiche
information enterprise-wide. staff, users and technical experts—to share sample
applications and supplemental information that
Laserfiche 8’s packaged integration tools make it help users create their own Toolkit applications and
simple to facilitate image enabling and back-end other customized content.
integrations, while minimizing the burden on your
IT staff. Quickly and cost-effectively develop custom With Laserfiche 8, you have the tools you need to
imaging applications tailored to your business needs make sure your system fits seamlessly into both
with the Integrator’s Toolkit™, which provides all your existing IT infrastructure and your way of
the necessary commands and documentation— doing business.

Laserfiche 8 Solutions: Integrator’s Toolkit™, Code Library™

The Laserfiche 8 Platform: Powerful Functionality to Fit Your Needs

Flexible, customizable storage solutions

Comprehensive search functionality
Easy-to-manage metadata

Enhanced annotation features

Rapidly deployable browser-based solutions

Tight integration with Microsoft® Office® applications

Automated scanning and importing

Powerful workflow functionality

Superior security features

Universal information support

Uniform access to data

"Information is a river, not a pond."
Nien-Ling Wacker, President & CEO, Laserfiche

Enhanced Capabilities To Bring You Greater Efficiency

For over twenty years, Laserfiche solutions have helped organizations worldwide increase
productivity by streamlining tedious work processes and enabling more efficient information
sharing. The modular, flexible tools of the Laserfiche system are developed to work together,
reducing administrative overhead and training costs and accelerating user adoption with a
familiar interface and the flexibility to fit the way you work.

The Laserfiche 8 environment was developed strategically to enhance processes enterprise-
wide, but can be deployed tactically, enabling customized, scalable solutions that work with
pilot programs, specific departmental needs or budgetary restrictions. You may start small,
but once you realize the benefits of information integration, you can easily expand your doc-
ument management infrastructure to multiple departments or locations with both desktop
and Web-based solutions.

Benefit from the enterprise-quality document management platform that fits your unique
needs. Laserfiche 8 is the flexible, powerful solution that will take your organization to the
next level.

Flexible Storage to Fit Your Organization
4 Duplicate your existing filing system with an easily-learned, hierarchical filing structure
made up of nested directories.

4 Copy folders from one directory to another, speeding the duplication of commonly-used filing
structures.

4 Benefit from page-on-demand technology that stores scanned image files as single-page
TIFFs—downloading only the pages actually viewed, rather than entire documents
—to conserve network resources.

4 Maintain specific control over the storage location of images and other large content files.

4 Limit storage monitoring and archival maintenance with flexible, dynamic volumes that
are automatically generated based on size limits you specify.

4 Allow users to restore their own accidentally deleted documents or folders from a
Recycle Bin™ before scheduled permanent deletion from storage.

Highly-Scalable Browser-Based Solutions for Access and Distribution
4 Rapidly deploy a browser-based thin client solution across your entire organization.

4 Enable online access to your document repository for employees, clients or constituents,
without complicated programming.

4 Benefit from enhanced viewing capabilities with a faster zoom speed and improved
panning tools.

Comprehensive Search Functionality
4 Make searching more fluid and automatic with fully-integrated text extraction from all
documents in your repository—such as imaged documents, electronic documents including
Adobe® PDF and Microsoft Office® documents, and other binary files.

4 Benefit from a multitude of powerful search methodologies, including full-text, metadata,
annotation or folder/file tree search.

4 Use bolded lines of context to find exactly the information you’re looking for, without
searching through pages of a single document or opening multiple documents.

4 Search through spelling variations or misread OCR text with “fuzzy logic” tools.

4 Save and load common searches.

4 Copy text, pages or even entire documents from the Search Results pane.

4 Speed searching through the repository with a “quick search” button from your toolbar.

Enhanced Annotation Features
4 Add drawings, handwritten notes or signatures to your documents with freehand pencil
annotation tools.

4 Apply full-color images to documents with image annotations.

4 Use textbox and sticky note annotations to add text to scanned images.

4 Link electronic documents to information on the scanned image with attachment annotations.

4 Store personal stamps on the server, enabling access for users even if they are logging in from
a different client or over the Web.

4 Utilize sticky note history to view past revisions, track time and date of previous modifications
and review previous modifiers.

4 Flag individual annotations as “protected,” preventing modification or deletion by anyone but
the user who created the annotation.

4 Secure information with private annotations, which are only visible to the person who
created them.

4 Rely on blackout and whiteout redactions to protect secure information from unauthorized
viewers, encrypting both the image and associated text.

Enhanced Capabilities To Bring You Greater Efficiency

Tight Integration with Microsoft Office Applications
4 File electronic documents directly from Microsoft Office applications with a “Send to Laserfiche” feature.

4 Save and open documents in your Laserfiche repository from Microsoft Office applications.

4 Browse your Laserfiche repository from Windows Explorer, saving or opening files exactly like on
your desktop.

4 Send e-mails directly to the Laserfiche repository from Microsoft Outlook®.

4 Auto-populate metadata for imported Microsoft Outlook e-mails.

4 Archive electronic documents as TIFF images directly from Microsoft and other third-party
applications with the Snapshot 8TM plug-in.

4 Add shortcuts to launch popular Microsoft applications directly from the Laserfiche
Client™ interface.

Automated Scanning and Importing with Quick Fields and
Import Agent
4 Increase the volume and accuracy of forms-processing operations.

4 Scan and import both paper and electronic documents during off-peak hours with automation
and scheduling features.

4 Instantly verify that forms have been signed using Optical Mark Recognition (OMR).

4 Improve the integrity of newly-captured information by matching it against data from CRM and
other software applications for instant validation and data sharing.

4 Process documents quickly by automatically extracting data from bar codes, checks and
customizable areas of forms and documents.

4 Capture text from relevant boxes on invoices, tax forms and slip sheets.
4 Use form data to create document names, populate template fields and determine where
documents will be stored in the repository.

Easy-to-Manage Metadata
4 Assign a single field definition to multiple templates.

4 Apply individual fields specifically to a document, regardless of template.

4 Use new field types—binary, time and number, which supports both fixed integer and decimal
values—to index your information more accurately.

4 Store multiple values in a single field and search on any value independently with multi-value
fields.

4 Make categorization easy with customizable drop-down menus.

4 Secure templates—both the definitions and the values assigned to entries—to eliminate tampering.

Powerful Workflow Functionality
4 Design simple or complex workflow routing rules on a graphical canvas, choosing from a broad
palette of workflow actions.

4 Maintain integrity of documents routed by Workflow, given that they never leave the repository.

4 Assign field values or annotations and change security access to repository documents from
a workflow.

4 Specify search criteria for locating a repository document that should be processed by a workflow.

4 Specify routing to groups, task and notification escalation, serial or parallel routing, and
conditional loops.

4 Use Windows Workflow Foundation™ activities to extend Workflow functionality to all
line-of-business applications.

4 Benefit from the Laserfiche community’s shared workflow rules and custom actions, available
for download from the Code Library.

Superior Security Features
4 Assign access directly to Windows groups, defining rights by user, group or both.

4 Specify depth of access in the file tree—for example, to a general folder, but not to its subfolders.

4 Secure repository content by folder or volume and restrict access to metadata or annotations.

4 Define and restrict access to records with security tags.

4 Audit all interactions with the document repository or specify events to be recorded per group or user.

4 Require users to submit reasons for printing, e-mailing and exporting documents, as well as
enforce the application of watermarks to authenticate printed documents, with comprehensive
Audit Trail functionality.

4 Randomly generate passwords for newly created accounts or lockout user accounts from login
after a specified number of failed attempts or a period of inactivity.

Laserfiche 8
SECURITY

Laserfiche Product Suite

A modular set of tools to design a custom solution that fits the way
your organization works.

Laserfiche 8™ Document Management System
Organize, protect and retrieve information with our core products.

Laserfiche Team™
Digital document management solution for work groups, departments and small businesses.

Laserfiche United™
Enterprise-level digital document management solution.

Laserfiche Records Management Edition™
Fully integrated DoD 5015.2-certified records management and document management solution.

Laserfiche Web Access 8™
A Web browser-based, true thin client for secure, wide-scale document management deployment.

Document and Information Capture
Bring paper and electronic documents into your digital system quickly and easily.

Laserfiche Quick Fields™
Forms processing, specialized capture hardware and other document capture modules for
production-level document processing.

Laserfiche Import Agent™
Automatic capture for documents generated by copier-scanner hybrids, fax servers and other
multi-function peripherals.

Laserfiche Snapshot 8™
Creation of archival images of electronic documents without repetitive printing and scanning.

Document Distribution
Provide secure, efficient document access to users across the office and around the world.

Laserfiche WebLink™
Secure, platform-independent Web publishing that integrates easily with your existing Website.

Laserfiche Plus™
Distribute and archive documents on royalty-free CDs or DVDs with built-in search engines.

Laserfiche E-mail Plug-in™
Use standard e-mail applications to share archived documents.

Business Process Management
Streamline document-centered processes and track activity for regulatory compliance.

Laserfiche Workflow 8™
Rules-based document routing, e-mail notification and activity monitoring to ensure constant
productivity.

Laserfiche Agenda Manager™ and Agenda Processor™
Tools to simplify and speed agenda creation, approval and distribution processes.

Laserfiche Audit Trail 8™
Three levels of audit reporting to address your specific regulatory compliance and security needs.

Integration and Customization
Integrate Laserfiche with third-party applications, customize system functionality and automate
Laserfiche-related tasks.

Laserfiche Integrator’s Toolkit™
Sample code and complete documentation to enable custom integration with other mission-critical
systems.

Laserfiche Code Library™
Sample applications and supplemental information to create custom applications and other content,
provided by the Laserfiche community.

Laserfiche Marketplace™
.
Customized modules, including integrations, configurations, plug-ins and Web tools, provided by
Laserfiche Professional Developer Partners™.

Software Assurance
Manage change and protect your investment.

Laserfiche Software Assurance Plan (LSAP™) Includes:
4New releases, product updates and technical support from your reseller.
4100% credit toward product upgrades.
4Access to the Knowledge Base, discussion forum and other educational resources.

LSAP members receive the most current versions of licensed Laserfiche products.
As part of their annual membership, Premium LSAP members receive telephone support through their
reseller, with a guaranteed response time of four business hours. Premium LSAP members also benefit from
direct-to-Laserfiche Web chat for designated support personnel, fast-track escalation and preferred pricing on
user education programs.

About Laserfiche Solutions
Laserfiche creates simple and elegant document management solutions that help organizations
run smarter. Since 1987, more than 25,000 organizations–including government offices,
Fortune 1000 companies, healthcare organizations and financial services firms–have used
Laserfiche software to streamline processes for managing documents, records and workflow.
By digitizing paper archives, Laserfiche enables users to instantly pinpoint the information
they need, to collaborate more effectively and to complete daily tasks more efficiently. Secure
Web access allows organizations to share information with remote offices, business partners
and clients, while user- and role-based security options ensure compliance with government-
and industry-mandated standards, including Department of Defense (DoD) standard 5015.2.

Your Next Step
Call (800) 985-8533 to arrange a demonstration. E-mail info@laserfiche.com
or visit www.laserfiche.com to request your free Laserfiche demo CD.

3545 Long Beach Blvd.
Long Beach, CA 90807
USA

Tel: (562) 988-1688
Toll Free: (800) 985-8533
Fax: (562) 988-1886

Web: www.laserfiche.com
E-mail: info@laserfiche.com

Powerful solutions that integrate information
into your existing infrastructure

© 2008 Compulink Management Center, Inc. All rights reserved. Laserfiche is a division of Compulink Management Center, Inc.
Laserfiche is a registered trademark of Compulink Management Center, Inc. All other trademarks are properties of their respective
companies. Due to continuing product development, product specifications and capabilities are subject to change without notice.
Printed in the USA. Item No. 7620-8.

Run Smarter®

Laserfiche document management solutions

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