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Leaders in Document Management & Business Process Automation

 

What does Laserfiche Connector do?

Create custom solutions with ease

 

At its most basic level, Laserfiche Connector allows you to:

    Search the Laserfiche repository based on fields from primary applications such as CRM and ERP systems.

    Scan a page, automatically populate metadata and store it in Laserfiche—directly from your primary application.

    Connect two applications by allowing one of them to start the other (including the ability to pass parameters between them).

    Choose whether the actions above are triggered from a keyboard shortcut, a button embedded in the application or both.

 

Laserfiche Connector uses tokens to perform searches and populate metadata. This means that once you’ve set up a search, you don’t have to manually type in any search terms—the tokens will tell Laserfiche Connector what information to pull and locate.

 

Laserfiche Connector can also save information from a page in Laserfiche. It will automatically launch Laserfiche Scanning, populate metadata based on the page you’re viewing and store the new document in the right folder.

 

Need an analogy? Laserfiche Connector is the golden retriever that can learn any command and fetch what
you want quickly while you sit back and drink iced tea.

 

Why is Laserfiche Connector useful?

 

Let’s say you’re viewing a client’s profile in a CRM window and you want to search for related client documents in Laserfiche. Without an integration between the CRM application and Laserfiche, you would have to launch Laserfiche, type or paste in a search term and then run the search. Seems simple, but this activity performed multiple times a day takes up valuable time that can be spent analyzing information rather than looking for it.

 

By saving time and linking relevant data, Laserfiche Connector allows people to see and analyze connections that weren’t readily available before. In the words of Laserfiche’s Technical Product Manager Justin Pava, “It’s getting easier to think of Laserfiche as a hub, connecting you to any combination of systems and information stores. Once you have all those connections, you can see the full picture. You can use your data for reporting and big picture decision-making.”

 

 

 

  

What applications integrate with Laserfiche Connector?

 

Laserfiche Connector can work with any third-party application that displays readable text.
Examples include:

 

Gmail

Salesforce

Microsoft Dynamics

Junxure

 

It doesn’t matter whether you’re accessing Salesforce through Internet Explorer, Chrome or Firefox—Laserfiche Connector works with all three browsers. You can also use Laserfiche Connector with Windows desktop applications. The goal is to give you a quick and easy way to access Laserfiche from whichever application you need to do your job.

 

 

What kind of information can Laserfiche Connector use to perform a search?

 

Any readable element can be used by Laserfiche Connector to perform a search.
Common examples include:

 

Account ID

Contact name

Phone number

Date

Reference number

 

The list could go on and on—the point is that whatever information you have in your primary application can be used to find related documents or create new documents in Laserfiche. This eliminates the need to re-type or copy and paste text from one program
into another.

 

 

How easy is Laserfiche Connector to set up?

 

Laserfiche Connector uses a simple wizard to create searching and scanning parameters. During set up, you can tell Laserfiche Connector which elements you want it to find on the page simply by clicking on them. A red box will appear around the element and a token will be created.

 

 

 

Does everyone in the organization have to set up profiles themselves?

 

No, that would be terribly inefficient! Once you complete the steps in the setup wizard, Laserfiche Connector stores this information as a “profile.” The profile is stored in the Laserfiche Server and pushed out to each machine that uses Laserfiche. End users will then have that profile available to them—they can even customize the profile on an individual basis if needed.

 

So, if several employees need the ability to search for related client documents based on an account ID, they don’t have to each go through the setup wizard. Popular searching or scanning profiles can be saved and distributed to everyone who needs them!

 

Download the Laserfiche Connector Brochure

 

Contact Us or
Schedule a Demonstration

 

 

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