1. City of Canon City Laserfiche Training
Jen Harris, Director of Software Solutions
For City of Canon City Employees Only. Not Intended for Redistribution

2. Agenda
Introductions
Overview of Laserfiche Products that the City owns
Open Questions on current system
Future Plans – Moving to Avante/Rio
Forms, Web Portal, Workflow
Customer Examples: Contract Management, Utility Billing and Permitting
For City of Canon City Employees Only. Not Intended for Redistribution

3. Peak Performance Imaging Solutions
Locally Owned & Operated since1994
Offices in Silverthorne and Buena Vista
Initial Business – multifunctional copier/scan/fax/printer machine sales and service
Certified Laserfiche VAR (Value Added Reseller) since 2003
Gold Certified VAR
For City of Canon City Employees Only. Not Intended for Redistribution

4. Resources

5. Laserfiche Support Site Account
Laserfiche Support Site – support.laserfiche.com
City of Canon City SERIAL NUMBER – VRLB-NLBN-BABC-IAIN
Laserfiche Support Site
Knowledge Base
Product Videos
Case Studies
Solution Exchange
Laserfiche Answers – answers.laserfiche.com
Place to ask questions and get answers from other users, Laserfiche employees or resellers.

6. Laserfiche Support Information
If you are experiencing issues with Laserfiche, please open a ticket with the City of Canon City IT department. If necessary, they will reach out to Peak Performance for further help.
Service Calls –
Questions “How do I …. in Laserfiche?” –

7. Training Opportunities
Personalized On-site Training by Peak Performance Imaging Solutions
Laserfiche Certified Professional Program - varies
The Certified Professional Program provides e-learning courses and exams to certify customers and resellers on installing, configuring, and managing Laserfiche solutions.
Laserfiche Empower Conference – February 11 – 14th, 2020
Empower.laserfiche.com
Laserfiche Empower Conference – 4 days of training for end-users, IT professionals, VARs and Laserfiche staff. Over 200 courses offered.
Free Registrations available

8. Laserfiche Products

9. Laserfiche Products
What LF products does the City own? Go to support.laserfiche.com Log in, Select Manage Account, Select Company Profile
For City of Canon City Employees Only. Not Intended for Redistribution

10. Current Search and Retrieval Tools
Laserfiche Windows Client
For City of Canon City Employees Only. Not Intended for Redistribution

11. Searching

12. Quick Search Interface Advanced Search Interface
Types of Searches
Text Searching
Template Searching
Quick Search Interface
Advanced Search Interface
For City of Canon City Employees Only. Not Intended for Redistribution

13. Questions?

14. Laserfiche Upgrade

15. New Laserfiche Products
Avante vs. Rio with Workflow
Web Client
Public Portal
Laserfiche Forms
Forms Portal
Connector
For City of Canon City Employees Only. Not Intended for Redistribution

16. New Processing Tools
Laserfiche Workflow – can reprocess files already in a Laserfiche repository. Used for routing, restructuring, third party data base look ups, etc. Licensed per system.
For City of Canon City Employees Only. Not Intended for Redistribution

17. Import Agent – Imports files from copier or network drive.
New Capture Tools
Import Agent – Imports files from copier or network drive.
Laserfiche Forms – Captures date from a Laserfiche form.
Forms Portal – Captures of data from a public Laserfiche form.
For City of Canon City Employees Only. Not Intended for Redistribution

18. New Search and Retrieval Tools
Laserfiche Web Client (Includes Audit Trail in Client)
Public Portal
For City of Canon City Employees Only. Not Intended for Redistribution

19. Forms Workflow vs Laserfiche Workflow
Forms Business Process Management (Workflow) –
Web-based interface
Basic training necessary
Only for information captured through a Laserfiche Form
Designers need full named license
Approvers need either full named license or authenticated forms license
Can send notifications to non-Laserfiche users
Can start Laserfiche Workflows
Can perform third party look ups
For City of Canon City Employees Only. Not Intended for Redistribution

20. Forms Workflow vs Laserfiche Workflow
Desktop Interface
Advanced training necessary
Can only process records already in Laserfiche or when initiated by a Laserfiche Form
Designed need full named license and Designer tool
Examples of use: Routing, Notification, Search or Time related events, Third Party Look up, Repository restructure or clean up
For City of Canon City Employees Only. Not Intended for Redistribution

21. Customer Examples

22. Forms and Public Portal Examples:
Forms – Utility Billing – City of Aspen
(Click on Close, Open or Changes to an Account)
Forms – Utility Billing – City of Gunnison
Forms – Permits – Garfield County
GIS Integration - Public Portal - Town of Snowmass Village
Public Portal – Garfield County
For City of Canon City Employees Only. Not Intended for Redistribution

23. Uses for Forms and Workflow
Contract Management
Agenda Management
Records Retention
Public Records Requests
Human Resources Forms
Election Management
(City of Aspen Election Article)
For City of Canon City Employees Only. Not Intended for Redistribution

24. Peak Performance Imaging Solutions
Thank You
Jen Harris
Peak Performance Imaging Solutions
Office

25. For City of Canon City Employees Only. Not Intended for Redistribution