This article discusses usage of Laserfiche®, a web-based document management software, and Laser App Anywhere. Completed forms can be stored in a paperless manner using Laserfiche® Software.
Several broker/dealers utilize Laserfiche® for storing forms right after they’ve been submitted to the broker/dealer for processing. Often a screen resembling the one below appears just after file submission to the broker dealer:
This window states the form(s) got submitted successfully to the broker/dealer and now, by clicking the appropriate choice of the hyperlinks provided here, the form(s) will be sent off to storage in the Laserfiche® Software folder. Those stored documents can easily by accessed at a future date as needed.