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Laserfiche Connector

Laserfiche Connector helps anyone working in a primary application such as Salesforce or Microsoft Dynamics find relevant information in Laserfiche with just one click.

Laserfiche Connector is a game changer for Laserfiche users. For IT, it means less custom code and third party integrations. For end users, it means less clicking between windows and programs. For organisations, it means faster decision-making and better insight.

At a basic level, Laserfiche Connector allows you to:

  • Search the 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 set up a search, you don’t have to manually type any search terms. Instead, 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.

Why is Laserfiche Connector useful?

Let’s say a Laserfiche user is viewing a client’s profile in a CRM window and wants to search for related client documents in Laserfiche. Without an integration between the CRM and Laserfiche, the user would have to launch Laserfiche, type or paste in a search term and then run the search. It seems simple, but when this activity is performed multiple times per day, it consumes valuable time that can be spent analysing information rather than searching for it.

No coding necessary!

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 dragging your cursor over them. A red box will appear around the element and a token will be created.  It’s as simple as that.

What service are you interested in?

Tell us what service you require and we will call you back to discuss your needs