CC101: Overview of Capture Tools

Zack DomangueAccount Manager, Laserfiche

Audience

‣ Curious about getting stuff into Laserfiche

Objectives

‣What capture tools are available‣How these tools are used‣Which tools will work best for you

Definitions

‣ Capture: bringing content into the repository

‣ Repository: electronic storage space holding content

‣ Metadata: information about content that makes it easier to find

Case notes

Drag and Drop

‣ The simplest form of capture‣ Can capture:

• Single files• Whole folders• Entire hard drives

Cart full o’ bags

Snapshot

‣ “Prints” documents to the repository‣ Stores content as images

A tip for the case

Outlook Integration

‣ Save emails directly from Outlook‣ Automatically populate fields‣ Save attachments as separate documents

Interview transcripts

Office Integration

‣ Save directly to the repository‣ View/edit metadata from within MS Office

Fax tip line

Import Agent

‣ Automated document import

Bags held hostage

Scanning

‣ Capture and process physical documents‣ Included with Laserfiche

Scanning

Scanning: Further Learning

LB104: Hands-On Lab: Getting Started with Scanning

Sketchy sketches

Laserfiche Connector‣ Populate metadata and launch Scanning

from another application

Case reports

Quick Fields Functionality

‣ Automated capture‣ Batch processing‣ Add metadata ‣ Automatic filing

Quick Fields Session

Creating Efficiencies

‣ Lookup and validation‣ Read Barcodes‣ Read text off page‣ QF Agent for automated sessions

Quick Fields: Further Learning

‣ CC102: Introduction to Quick Fields ‣ CC103: Hands-On Lab: Getting Started

with Quick Fields

Out in the field

Laserfiche Mobile

‣ Create and upload new content‣ Image reprocessing‣ Android + iOS

Laserfiche Mobile: Further Learning

BAS107: Overview of Online and Mobile Clients

Case closed?

Laserfiche Forms

‣ Create and submit electronic forms‣ Capture unstructured data directly from

• Website• Intranet

Laserfiche Forms: Further Learning

‣ BPM106: Introduction to Laserfiche Forms‣ BPM114: Hands-On Lab: Designing Forms

in Laserfiche Forms‣ BPM152: Hands-On Lab: Building

Processes in Laserfiche Forms

Capture Workflow

‣ Use workflow to power your capture tools!‣ Think in terms of process, not just capture

Conclusion

‣ Laserfiche offers a variety of capture tools‣ Capture makes information

• Available• Auditable• Manageable• Secure

Case closed!

‣ We “captured” Bag Bandit Bob!

Review of Capture Tools

Resources

‣ LB105: Introduction to Metadata‣ BAS101: Business Process Strategies‣ BAS103: Digitize Your Business Processes‣ BAS105: Overview of the Laserfiche Suite‣ BAS119: What’s New in the Laserfiche Suite‣ Course survey:

www.laserfiche.com/EmpowerSurvey