City of Canon City Laserfiche Training

1. City of Canon CityLaserfiche 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 – 800-260-8806 LFsupport@peakdigital.com Questions “How do I …. in Laserfiche?” – 800-260-8806 questions@peakdigital.com

7. Training Opportunities Personalized On-site Training by Peak Performance Imaging Solutions Laserfiche Certified Professional Program - varies www.laserfiche.com/cpps 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. 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. 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 • 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, Email 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. Thank You • Jen Harris • Peak Performance Imaging Solutions • Jharris@peakdigital.com • Office - 800-260-8806

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