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Question

Direct Share for Governments - use cases?

asked on March 2, 2021

Good morning,

I love the new Direct Share feature in Laserfiche 11. I think it is so needed and really extens Laserfiche's functionality, by taking advantage of Laserfiche Cloud capabilities.  What are good use cases for government?  Here are few I thought of.

 

1.  Sharing with third-party professionals like engineers, architects, and lawyers - great for planning and development, clerk's office

2.  Exchanging content with residential and commercial property owners and developers during the building planning process.

3.  Sharing content between government tiers and between organizations in the same tier (local -> county, local -> local, local -> other public sector)

 

What are your thoughts?  How could you use Direct Share in Laserfiche 11?

 

 

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Replies

replied on March 2, 2021

Draft contract/agreements to be reviewed and eventually signed!  I watched a session at the Laserfiche Empower conference last week that gave me ideas for my Draft Agreement Process that I am currently designing.  This session showed how Forms and Workflow communicate and gave me ideas on how I could have fields on the form for specific items to fill in, then Workflow could fill the fields on a blank template in Laserfiche, then email the resulting document to someone for review or for signing.  

Using Direct Share, a link could be sent instead of a copy of the draft, and since we use Adobe Sign for signatures, we could have workflow send a pdf version to someone to set up for the third party to sign (if they approve of the draft) and that would extremely simplify the signing of contract/agreements!

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replied on March 2, 2021

I feel like we could almost have a section specifically for contracts at our next User Group meeting...

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replied on March 2, 2021

Connie - yes it would be perfect for draft contracts for review and approval.  Workflow could generate the contract with meta-data and a Word template, then use Direct Share to get out to the third party.   Knowing when the other party actually opened the document would be excellent - sometimes these contracts are time sensitive.

 

Great idea!

 

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replied on March 29, 2021

Hi Connie, would you mind sharing the presentation you watched.  I am currently in the process of designing something similar.  Thanks

replied on March 2, 2021

When I first saw this product demo'd, my mind went to what's currently being shared on our FTP site...which is everything you mentioned. :)

Another area I could see this being used is GIS and Mapping, sharing out any maps that have been requested by outside parties.

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replied on March 2, 2021

Yes, sharing map content as well - I guess that would be static maps?  

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replied on March 3, 2021 Show version history

We've been using it to answer Public Records Requests and that would include maps as well. And I love how you have your own "sent box" feature.

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replied on March 3, 2021

John - excellent use case. 

 

You could email them out (many do!) but you Direct Share them!  That way you get a confirmation that the document has been shared and you can revoke the share (if needed).  

 

I think it would be interesting to track a) how long it takes public records requestors to open the answers to the request and b) how many never open them.

 

Thanks for sharing!

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replied on March 3, 2021

The link is only active for seven days so they better open up our response fairly quick. Let's say I sent the customer five documents in the link, Laserfiche will let me know if the customer downloaded all five or which specific documents they did download.

It's been pretty helpful so far.

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