OPG-3 #14: How Do You Archive, Search & Retrieve Your Emails?

 

If I asked you to find an important email from three years ago, could you find it? And, how long would it take you to find it? Per your industry email compliance regulations, are you complaint? What would happen if you were sued? Could you find all the related eDiscovery documents and emails?     For twenty eight years, managing storage of AP, AR, HR, Purchase orders, Quotes, Invoices, and other document types for easy search and retrieval has been a simple task for Laserfiche customers. By scanning paperwork, or by storing already digitized documents, Laserfiche customers have quick and easy access to their electronic documents. But, what about archiving your emails?   Although Microsoft Exchange will hold many GB’s of old emails, the searching capabilities are weak, and ponderous. So, why not use Laserfiche eFile from OPG-3 to store, search and retrieve archived emails instead?   Today, Customers are looking to Laserfiche to all of their electronic content.  We’ve introduced Laserfiche eFile to help meet this growing need to adhere to email compliance policies and long term storage needs without burdening already busy messaging systems.
Laserfiche eFile
Laserfiche eFile was designed as an email import agent for Laserfiche.  LF eFile can capture email from selected mailboxes based on content filtering rules.  These captured messages are then able to be stored securely in the Laserfiche repository.   This makes it possible to kick off business processes and workflows for important sales or service opportunities, process PTO requests, store images received from photo copiers email capability, or even simplify processing monthly expenses.
ARCHIVING & COMPLIANCE
Now we’re using Laserfiche eFile to meet the demand for email archiving compliance policies.  The same long term secure storage is available with the ability to monitor all inbound, all outbound, or both inbound and outbound messaging for users in an organization.  Laserfiche Workflow rules can still be applied to any of the archived content as well as maintaining the standard search and retrieval ease found only in Laserfiche.
	Capture and Archive all messages: 1.       Inbound 2.       Outbound 3.       Both Inbound and Outbound 4.       Stored Securely 5.       Message Parts can be Indexed on Templates 6.       Message Parts Readily searchable 7.       Leave Attachments inside the message or copy and store separately
Laserfiche eFile sold exclusively by OPG-3

 

Ask OPG-3 to assess your email archiving today, before it becomes a problem. Please contact us today: 651-233-5064 jblackford@opg-3.com

OPG-3: Your Shared Point for Enterprise Content

Is It Time To Streamline Accounts Payable Without Paper-Pushing? OPG-3 #18

Why would you do the same Accounts Payable process time after time, when Hemingway Solutions can make your AP jobs easier? We’re ready to build your Paperless Accounts Payable System with a Folder Structure and Templates (a badge for each document or folder with data about data: Fields).  
Here’s your process:


Open invoices come in and are put in one file that goes to counsel to be voted on paying - that is the batch -

Invoices are tagged by 11 digit - First 3 digits are fund #, next digits 5 department, 3 object (payroll, etc.) determines how it paid

Two Workflows

1.  1.  Searches for Open Invoices and makes into a batch to present to counsel

a.    Need a total calculation for the batch.

b.   If an invoice in the batch is not approved – need to be able to re run BP

2.  Invoice with check routed to individual departments under Vendor sub-folder

Accounts Payable Template

Vendor Name – Lookup (values in your Accounting System)

Vendor ID - Required

Vendor Address – Lookup (values in your Accounting System)

Type - drop down

Invoice # - Required

Gross – lookup (values in your Accounting System)

Bank Code – Lookup (values in your Accounting System)

Item Date – lookup (values in your Accounting System)

G/L Post Date – lookup (values in your Accounting System)

Due Date – lookup (values in your Accounting System)

Batch total - workflow calculation (?)

Approved - Y/N - drop down

The end result is a paperless Accounts Payable System with these categories automatically updated by Laserfiche Workflows.   

Folder Structure

Accounts Payable

Incoming Documents

Batches - Sub-folder by year and month

Departments with Vendor as sub-folder

If we build it, will you use it? Yes.

Are you ready for Paperless Accounts Payable? Call OPG-3 today! 651-233-5075