You are viewing limited content. For full access, please sign in.

Question

Question

saving a copy of a document in Quickfields locally and also to the Cloud

Quick Fields Laserfiche Records Management Discussions Laserfiche Cloud
Updated February 18, 2021
asked on February 8, 2021

Hello,

Is there a way to allow documents to saved locally as well as to the Cloud repository? A customer wants to keep a local copy so they can review. 

Or is the process to place the document into a review status? We have moved them from Kofax and ApplicationXtender to Quickfields and Laserfiche. 

This might fall into the customer understanding Laserfiche.

0 0

Replies

replied on February 8, 2021

I'd be curious to know what benefits they see to reviewing the local copy rather than the cloud one.

Quick Fields can't send the documents in 2 places. But, you could send them to the local repository, then have a second session use Capture Engine to pull them out and send them to the cloud.

0 0
View 11 previous replies
replied on February 8, 2021

I think it's because they scan so many documents. I think if I can get them to follow the review process, that might meet their need. 

I'd rather not setup another process that may confuse them.

This customer had 1,400,000 documents migrated from ApplicationXtender to Laserfiche. 

0 0
replied on February 8, 2021

Actually, the customer is asking for a way to get the index fields to review locally. I'm not sure how to address that.

0 0
replied on February 8, 2021

Can you elaborate more on the review process that you mentioned might meet their needs? 

0 0
replied on February 10, 2021

With their old system, they would save a copy locally for review. So, what they would like to have is a way to collect the files and indexes of the documents that were scanned on a given day. Since the new documents names are by date and time. it might just be teaching them a new way of doing it on the Laserfiche cloud. 

0 0
replied on February 15, 2021

Would it work if Quickfileds saves the scanned files to a local directory that is watched by the Laserfiche Import Agent? Then the Import agent would send it to the repository and the file would exist in the processed folder. I'm just concerned if the metadata would be preserved. 

0 0
replied on February 15, 2021

Metadata wouldn't be preserved. The local folder for Quick Fields contains individual images.

0 0
replied on February 15, 2021

I had a feeling that would be the case. Do you have any suggestions other than the one you posted?

0 0
replied on February 16, 2021

Why not have them review documents in Quick Fields before they're sent to Laserfiche? Or Quick Fields Scanning if you're looking for a more user friendly interface with less complexity?

What is their current review process? It sounds like you're looking for a way to mimic that?

0 0
replied on February 17, 2021

It's more of a state requirement that they have disaster recover procedures more than it is a review process. Also, they are using a standalone Quickfields station and are not using a Quickfields server. 

The way their current process works is that they scan in Kofax and release to server and then that release gets pulled into ApplicationXtender. The Kofax release also remains on the server as a backup.

0 0
replied on February 17, 2021 • Show version history

Hi @████████, can you kindly provide more details on the specific state requirement you're referring to? 

I ask because Laserfiche Cloud SaaS provides significant handling for business continuity, disaster recovery, and automated backups, which you can read about here. I'd be interested to know if those are falling short of what your customer needs for backup purposes, and if so, how. 

0 0
replied on February 17, 2021

Tessa, Their concerns are about having a physical backup of the documents that they scan. I know the cloud has guaranties and this is something that they are not familiar with or are used to. 

Their 1 question that came up was what if they decide to go somewhere else. How would they be able to take their data?

0 0
replied on February 17, 2021

Data from cloud can be exported as a briefcase just as you would from a local repository. That would be better because it would give you a structured data set with a mapping to the metadata.

If you keep a local copy of the scanned documents, you're not covering all the possible ways of creating documents in Laserfiche, so if the goal is to be able to move to a different system, you would be missing data.

If having a local copy is still required, then you could scan to disk and have QF scan from disk rather than a scanner using Universal Capture or switch to importing into Laserfiche with Import Agent.

1 0
replied on February 18, 2021

I did suggest the briefcase to them yesterday so, I guess we are on the same page. They are going to try that today.

0 0
replied on February 18, 2021

What applications can open a briefcase file? 

0 0
replied on February 10, 2021

Actually, it's a state requirement that they have a backup of the data that is in the Cloud account. I'm not sure how Laserfiche handles this for these type of requirements.

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.

Details
Related Posts
Loading ...