Tuesday, 3 January 2017

Reorganize Documents with Laserfiche Workflow

When Laserfiche 7 becomes laserfiche 9, it was decided by Chesterfield County to reorganize their old repositories, which contains documents related to technology purchases and reorganized with Laserfiche workflow. Before the reorganization, the County faced few number of challenges, which have older or incomplete records.

Initially, the repository was meant to store only one type of document, for which everything get stored in a root folder. With the time being when other types of documents added in it, confusion was being created. The County had new plans for it. They wanted to create hierarchy of folders depending upon type of document, so that any type of folder can be stored. They wanted to create a single folder which contain all types of documents in hierarchal order, like a single folder contains all department folders and furthermore they are divided accordingly. Furthermore, they wanted to add numbers to the ‘status’ folder to follow the order of it.

Laserfiche workflow had the solution which moved all the documents into new folder. The workflow provides record management and provide route path to specific folder which is dependent on completion of the number of metadata. Now the documents are moved with “status” folder with all metadata within new folder structure. There is also a special folder which contains documents with partially filled in metadata, in which employees can manually correct the data. Documents with no metadata present in the folder which is named as “No metadata” This folder contains about 10 years old projects, therefore updating them with metadata is least prior. This workflow shows excellent record management system which provides complete document management in efficient manner.


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