Laserfiche® and Laser App Anywhere

34 views March 15, 2018 March 16, 2018 0

Overview

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.

 

Laserfiche Integration

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.

 

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