In 2007, private real estate investment firm Cohen Asset Management implemented Laserfiche with Adjamian Affiliated Inc. IT Manager Sabrina Sarmiento said it’s saved the company space and time and has made them more technologically advanced than their competitors. Continue reading →]]> Cohen Asset Management Realizes Significant Savings and Competitive Technology with Laserfiche

“Laserfiche is our competitive edge.” – Sabrina Sarmiento, IT Manager

In 2007, private real estate investment firm Cohen Asset Management implemented Laserfiche with Adjamian Affiliated Inc. IT Manager Sabrina Sarmiento said it’s saved the company space and time and has made them more technologically advanced than their competitors.

Los Angeles, CA — November 15, 2011 – Sabrina Sarmiento pulls double duty as a staff accountant and IT manager for private real estate investment company Cohen Asset Management. In their line of work, time is their most valuable asset. Since implementing Laserfiche in 2007, Sarmiento said, “Time is always of the essence, and it’s really saving us a lot of it.”

Prior to discovering Laserfiche, Cohen Asset Management used a combination of onsite boxes and offsite storage.

“We had a lot of cabinets and tons of boxes,” Sarmiento said. “We had 20 boxes for Accounts Payable alone.”

By the time she was introduced to Allen Adjamian, the president and founder of Adjamian Affiliated Inc., Sarmiento said hunting down files was a physically intensive and time-consuming process.

“The hardest part was climbing up and getting the boxes down and searching through it. It would take at least ten minutes,” Sarmiento said.

For things in offsite storage, the minimum wait was at least 3-4 hours – not to mention the premium they paid for same-day delivery. Regular delivery took one to two days.

Now, things happen instantly. If an auditor needs something, instead of ordering the box and waiting for the physical file to be delivered, employees can instantly pull the file up in Laserfiche, drag it into an email and send it. Sarmiento said both clients and vendors have noticed the improved speed.

“People have commented, ‘Wow! That was really quick!’ and we say ‘Yeah, that’s because of our system.’ Things used to take a week or two, but now they can request things and have it one minute later,” Sarmiento said. “When our vendors call us, instead of writing down their message and getting back to them, we can give them real-time information by going through and searching in Laserfiche.”

Cohen Asset Management moved to a new office in 2007, shortly after implementing Laserfiche. They moved to a larger space, but not to accommodate boxes or cabinets. Laserfiche made it possible for employees to move their computers and office furniture and immediately begin working again.

“We didn’t have to bring our cabinets or order any new storage equipment,” Sarmiento said. “I organized everything from the design of the new space to our furniture and phones and Internet, and it was much easier for me to do all of that because I had everything in Laserfiche.”

In addition to saving money and time on storage and office supplies, Sarmiento said Laserfiche helps give their company a technological edge.

“You could definitely call us technologically advanced when it comes to other companies,” Sarmiento said. “We really embrace technology. In addition to things like dual monitors, desk scanners and smart phones, Laserfiche is our competitive edge.”

Allen Adjamian said he is thrilled with how Cohen Asset Management has embraced the benefits of Laserfiche.

“Cohen Asset Management is a forward-thinking company. We’re proud to offer solutions that directly benefit the company’s bottom line.”

To learn more about how to make your office 100% paperless, visit Adjamian.com.

About Adjamian Affiliated Inc.

Adjamian Affiliated Inc. was founded in 2004 by Allen Adjamian. Adjamian Affiliated Inc. is a technology consulting firm that has helped more than 500 California businesses achieve their vision. They offer solutions for information management, cloud business technology, and managed IT. The vision at Adjamian Affiliated Inc. is to remain the smartest tech consultants in the industry. Their mission is to raise the standard of efficiency and effectiveness on how American companies operate in their core business through leading quality solutions and legendary relationship management. Visit www.adjamian.com for more information.

The securities, corporate and real estate law firm is saving $3,000 a year on storage alone since switching to Laserfiche. Continue reading →]]> Oswald & Yap LLP Saves Big on Space, Storage, and Time with Laserfiche and Adjamian Affiliated Inc.

“It took me awhile, but Laserfiche now gives me the security I require in my practice. With Laserfiche, my documents are always available worldwide.  No such thing as a missing document.” – Calvin Yap, Partner

The securities, corporate and real estate law firm is saving $3,000 a year on storage alone since switching to Laserfiche.

Irvine, CA — November 10, 2011 – Law firm Oswald & Yap LLP had been using document management software for decades when they discovered that their system was no longer going to be supported by IBM. Partner Calvin Yap began to search fo ra suitable replacement for their document management software.  Yap read about Adjamian Affiliated, Inc., in a newspaper article and contacted him about setting up a demo of Laserfiche. The firm was impressed with what they saw, and in May 2008, they made the switch.

Yap said that since implementing Laserfiche, his firm has realized significant savings.

“We save on paper, storage and staff. One and a half people were doing filing, and we don’t need them anymore. We used to have one legal secretary for every two attorneys, but now it’s one for every three or four,” Yap said. “It used to be if something went missing, the whole office had to stop and look for the file. Now everyone can find every document we have ever taken in.”

One of the most immediate cost savings was on storage. Thanks to Laserfiche, the firm was able to cancel the facility that was charging them $3,000 a year to store their paper files. They’re also planning on converting what used to be onsite storage into rentable office space to sublet. And most importantly, employees know that they can access any of their documents at any time from their desks.

“Having Laserfiche gives me a sense of security. With Laserfiche, your documents are always there. Someone can’t put a folder on their desk and then it vanishes,” Yap said.

Attorney Arrin Langdon said despite his apprehension about switching to a new type of software, he’s impressed by Laserfiche and would definitely recommend it to other lawyers.

“It’s definitely better than the document management system we had prior to Laserfiche,” Langdon said. “We were just so nervous about a new system. But if I had to advise somebody else, I’d say go through the growing pains.”

In addition, office manager Elite Keung said she truly appreciates how much easier Laserfiche had made her life when she was able to print all of the invoices in one batch – a huge time saver for her. As an office manager, she has many different responsibilities, and Laserfiche enables her to keep everything organized.

“Laserfiche saves me a lot of time and space. I used to have six drawers full of paper in our office. Now I can find HR documents, applications, and whatever else right away,” Keung said. “It’s very good for me to have it organized. Everything is at my fingertips.”

The biggest perk for Langdon is the ability to email files. He said Laserfiche saves him countless hours of searching for and re-filing documents.

Working with Allen Adjamian and his company has been an overall positive experience for Yap.

“Adjamian really does try to do the best they  can for their clients. And their prices are fair,” Yap said.

Allen Adjamian, the president and founder of Adjamian Affiliated Inc., said he anticipates a positive ongoing business relationship with Oswald & Yap.

“The legal industry is changing fast and Oswald & Yap is staying ahead of competitors with its vision towards the future. Their law firm is a great example of how firms can utilize top-of-the-line business software to enhance every aspect of their work flow,” Adjamian said. “We’re very happy we’ve been able to help them through the transition to new document management system, and look forward to providing outstanding support to them as time goes on.”

To learn more about how to make your office 100% paperless, visit Adjamian.com.

About Adjamian Affiliated Inc.

Adjamian Affiliated Inc. was founded in 2004 by Allen Adjamian. Adjamian Affiliated Inc. is a technology consulting firm that has helped more than 500 California businesses achieve their vision. They offer solutions for information management, cloud business technology, and managed IT. The vision at Adjamian Affiliated Inc. is to remain the smartest tech consultants in the industry. Their mission is to raise the standard of efficiency and effectiveness on how American companies operate in their core business through leading quality solutions and legendary relationship management. Visit www.adjamian.com for more information.

The term "fuzzy search" means that it yields results that are similar to the searched term. In a normal Laserfiche search, it only finds documents that exactly match the terms or parameters you searched for. With fuzzy search, it will pull up documents that match your parameters AND ones that are similar to it. Continue reading →]]> Using Fuzzy Search in Laserfiche

Here’s a scenario: your boss asks for the payment information for the Smith account. In  a perfect world, you use Laserfiche to search for “Smith payment information” and it immediately pulls up the document you need. But in the real world, that information might not be neatly filed with all the correct information and spelling. Maybe “Smith” is actually “Smithe,” or someone filed that information under “payment type” instead of “payment information.” That’s where fuzzy search comes in. It’s a way to find documents that you don’t know exactly how to locate.

The term “fuzzy search” means that it yields results that are similar to the searched term. In a normal Laserfiche search, it only finds documents that exactly match the terms or parameters you searched for. With fuzzy search, it will pull up documents that match your parameters AND ones that are similar to it. In more technical terms, a fuzzy search finds results that approximately match the string pattern entered.

Fuzzy search is a new feature that was introduced in Laserfiche 8. Fuzzy searches are useful for when you aren’t exactly sure how a phrase is worded or spelled. Let’s say you’re looking for a client’s account payment type. Fuzzy search can help find relevant documents and narrow down results much faster than a standard search.

To perform a fuzzy search, start in your normal Laserfiche search pane.

Click “Customize Search” and look for “Text” in the drop-down menu.

Once you click on “Text”, a green check mark will appear next to it.

Click outside the drop-down menu to go back to the Search pane.

Now the Text search box will appear beneath the Basic Search options. Click the box next to “Fuzzy Search” (highlighted in red above), type in the phrase you’re looking for, and hit “Search.” If you type “Smith account payment type,” Laserfiche will return documents that contain that exact phrase, as well as similar phrases and words.

Another option is to search for two words or phrases that you know are both in the document you’re searching for. Let’s say you want to search for documents that contain “Smith Account” and also “Payment Type”. Click the circle next to “AND” instead of “PHRASE.”

Now, when you click “Search,” it will only return documents that contain both phrases.

If you select “OR”, you will get results that have either the first phrase or the second one (such as “Smith account payment type” OR “Smith account payment method”).

“NOT” means you can search for a word or phrase and eliminate results that you know won’t be relevant. For instance, if you’re looking for payment types other than checks, you could search “‘Smith account payment type’ NOT “check”.

With the fuzzy search in Laserfiche, it’s easy to find the exactly document you’re looking for in a fraction of the time. Fuzzy search circumvents the issue of misspellings in documents. In this example, doing a fuzzy search for “cloud” pulled up a document where it was accidentally spelled “cloujd”:

If a standard search isn’t yielding the results you want, try fuzzy searches. It’s just one more way Laserfiche can enhance your business practices and reduce the amount of time you spend hunting for the document you need.

The Mediterranean gourmet food manufacturer wanted to increase their workflow and eliminate the amount of paper in their office. Employees were losing time hunting for files and then refilling them. Now, their productivity has been boosted and their office is paperless, thanks to Adjamian Affiliated and Laserfiche. Continue reading →]]> Sadaf Foods Goes Green, Becomes Faster and More Efficient with Laserfiche and Adjamian Affiliated Inc.

The Mediterranean gourmet food manufacturer wanted to increase their workflow and eliminate the amount of paper in their office. Employees were losing time hunting for files and then refilling them. Now, their productivity has been boosted and their office is paperless, thanks to Adjamian Affiliated and Laserfiche.

Los Angeles, CA — October 18, 2011 – Sadaf Foods is famous for their legendary grapeseed oil and other Mediterranean foods, herbs, spices and oils. But their workflow wasn’t keeping up with their business. Rebecca Banayan, who does Accounts payable for Sadaf Foods, said their 80+ employees were wasting too much looking for misplaced physical files.

“People were looking for stuff all the time,” Banayan said. “They were constantly filing and putting things away.”

The company had been looking to switch to a paperless office solution for a while.

“The time was right,” Banayan said.

They looked at a number of record management software options, but ultimately decided to have Adjamian Affiliated Inc. provide them with a Laserfiche solution.

“We looked at a few software options, but Laserfiche looked easy to use, it flowed so well,” Banayan said. “And I just liked the way Allen [Adjamian] conducted business.”

Sadaf Foods implemented Laserfiche about a year ago, and Banayan said they’ve been very pleased with it.

“The more technology we have, the happier I am!” Banayan said.

After initially implementing Laserfiche, Banayan said their workflow is much faster and more efficient as a result. Their employees like how easy it is to instantly retrieve documents right from their desks.

Saving space is another perk: Banayan said they had “maxed out” on filing cabinets before implementing Laserfiche, but now they were slowly getting rid of them and had more space for people to move around. She said they ultimately would like to convert some of the rooms that used to be dedicated to filing into workspace for new employees or other productive space.

Overall, Banayan rated Adjamian Affiliated a 10 out of 10 for convenience. Allen Adjamian, the president and founder of Adjamian Affiliated, said he is excited about the ongoing client relationship with Sadaf Foods.

“We always strive to make our clients as efficient as possible, so it’s great to see them streamlining so much of their workflow,” Adjamian said. “My mother is thrilled – she loves their foods!”

To learn more about how to make your office 100% paperless, contact us.

About Adjamian Affiliated Inc.

Adjamian Affiliated Inc. was founded in 2004 by Allen Adjamian. Adjamian Affiliated Inc. is a technology consulting firm that has helped more than 500 California businesses achieve their vision. They offer solutions for information management, cloud business technology, and managed IT. The vision at Adjamian Affiliated Inc. is to remain the smartest tech consultants in the industry. Their mission is to raise the standard of efficiency and effectiveness on how American companies operate in their core business through leading quality solutions and legendary relationship management. Visit www.adjamian.com for more information.

Laserfiche allows users to not only share and edit documents, but also to send those documents as e-mails. Today, we’ll go over how to send a document from Laserfiche to a client, coworker, or anyone else who can’t access it directly through Laserfiche. Continue reading →]]> Sending a Laserfiche File as an E-mail

Laserfiche allows users to not only share and edit documents, but also to send those documents as e-mails. Today, we’ll go over how to send a document from Laserfiche to a client, coworker, or anyone else who can’t access it directly through Laserfiche.

(Click any image to enlarge it.)

From your Laserfiche, select the folder your file is in.

Right-click on the document you want to send.

From the drop-down menu, select “Send Document in E-mail”.

From there, a window will pop up asking whether you’d like to send a copy of the document or a link to the document in Laserfiche. The default is to send a copy (as shown below). Only use the link option if the person you’re sending it to has access to the same Laserfiche repository as you.

You need to select which format you send the document in. The default is just to send a copy, but you can also choose to send  a PDF, TIFF group, JPG, or other image types.

With certain formats (including PDF), you can choose to make the document password-protected. This is considered a best practice for sensitive medical, legal and financial information. But be careful about using this feature: if you forget the password you entered, there’s no way to reset it.

Click “Create Email” to make a new email with the document you’re sending as an attachment.

There will be a pop-up window that says “Exporting to File”. You do not need to do anything at this point.

And voila! Your file is ready to send.

A new email will pop up with your file already attached. Now you can send it to anyone, even if they don’t have access to Laserfiche.

The tax consultants use both Laserfiche and cloud computing to accelerate their business and increase productivity. Continue reading →]]> Large LA Tax Firm Goes from Paper Files to Paperless Cloud Computing with Adjamian Affiliated Inc.

The tax consultants use both Laserfiche and cloud computing to accelerate their business and increase productivity.

Glendale, CA — October 11, 2011 – A large tax consulting firm has increased efficiency, decreased IT costs and improved client service by successfully implementing business technology. With the help of Adjamian Affiliated Inc., the tax preparation consultants have migrated to a paperless electronic filing system, utilize managed IT, and have all of their applications and data on the cloud.

“We’re more efficient now,” said their office manager. “Clients appreciate that they get their tax returns the same day they come in to us.”

Six years ago, the head of the company decided to switch to a paperless filing system, and chose Adjamian Affiliated to provide them with a Laserfiche software solution. A couple years later, they also contracted Adjamian Affiliated’s managed IT services. Now, instead of hunting down lost files or dealing with computer problems, the office has seamlessly integrated an electronic filing system and can get instant IT help.

“I would say people are 35% more productive. Work gets done a lot faster,” the office manager said.

Before Laserfiche, their office had an extensive paper-based system for assigning tasks. Faxes came in to the filing department, where a clerk would organize them into files and leave them on the front desk for employees to pick up when they arrived in the morning. Now, faxes go directly into Laserfiche, and that same clerk reviews the electronic file, looks at everyone’s task list, and drops it into the appropriate To-Do folder on their computer.

“In terms of serving our clients, Laserfiche has helped us tremendously,” an employee said. “Most of the time we can get things done within a 24-hour period. It’s helped us a lot.”

Last month, the tax firm made another investment in business technology when they switched from a traditional onsite server to cloud computing. All of their tax, accounting, calendaring, billing and related applications now run at peak performance, trouble free, every single day.  All of their employees will be able to access their software applications and work files from any Internet-enabled device anywhere in the world.

Allen Adjamian, the president and founder of Adjamian Affiliated, said he expects to see the company increase productivity and efficiency.

To learn more about how to make your office 100% paperless, or for information on managed IT or cloud computing, visit Adjamian.com.

About Adjamian Affiliated Inc.

Adjamian Affiliated Inc. was founded in 2004 by Allen Adjamian. Adjamian Affiliated Inc. is a technology consulting firm that has helped more than 500 California businesses achieve their vision. They offer solutions for information management, cloud business technology, and managed IT. The vision at Adjamian Affiliated Inc. is to remain the smartest tech consultants in the industry. Their mission is to raise the standard of efficiency and effectiveness on how American companies operate in their core business through leading quality solutions and legendary relationship management. Visit www.adjamian.com for more information.

DPR Construction is currently working on Palomar Medical Center West, the largest construction project in the state of California. The construction company uses Laserfiche to keep track of daily reports, contracts, bid documents, insurance information, and other key data for the 900+ people on the site. Continue reading →]]> California’s Largest Construction Project Flourishes with Laserfiche and Adjamian Affiliated Inc.

DPR Construction is currently working on Palomar Medical Center West, the largest construction project in the state of California. The construction company uses Laserfiche to keep track of daily reports, contracts, bid documents, insurance information, and other key data for the 900+ people on the site.

Escondido, CA — October 4, 2011 – Palomar Medical Center West is slated to be one of the largest hospitals in the United States. Set to open in spring 2012, the hospital is going green in as many ways as possible, including using sustainable design principles and having a vegetable garden on the roof. DPR Construction, the company in charge of construction management, also keeps things green with the help of Laserfiche and Adjamian Affiliated Inc.

The company implemented Laserfiche about a year ago. Field Office Coordinator Sharon Salum said the transition to Laserfiche was seamless, thanks to its intuitive interface.

“It’s so simple. We use Adobe, we use Excel and other Microsoft Office software. Laserfiche fits right in with everything. You can do all the things you can do with Windows, so it wasn’t anything that was foreign to us,” Salum said.

Teresa Morrow, another field office coordinator, described Adjamian Affiliated’s training and implementation for Laserfiche as “excellent.” Salum agreed.

“They sat right with us and walked us through every step,” Salum said. “It was very hands-on. The person training us said he’d keep it simple, and it was.”

Though the hospital is slated to open in early 2012, both Morrow and Salum said paperwork on their end will continue for several months afterward. They plan to use Laserfiche to organize the final documents they’ll present and turn over to the owners of the hospital.

Before Laserfiche, DPR Construction used a shared drive to manage documents. However, with more than 500 gigabytes of data representing 2+ years of work, they needed a more robust system for document management. In the future, Morrow said that in the future she’d like to have Laserfiche from start to finish on projects.

“I’d definitely keep using it,” Morrow said. “I’d like to use it right from the beginning.”

Salum said one of Adjamian Affiliated’s top benefits was their robust support team.

“You can just send off an email, and boom. The support is very good,” Salum said. “You can email Adjamian support and get help in a very short amount of time.”

Allen Adjamian, the president and founder of Adjamian Affiliated Inc., said he looks forward to the successful completion of the environmentally-friendly hospital.

“What they’re doing at the Palomar Medical Center West site is truly amazing,” Adjamian said. “We’re thrilled that DPR Construction is able to utilize our products and services to move the project forward.”

To learn more about how to make your office 100% paperless, visit Adjamian.com.

About Adjamian Affiliated Inc.

Adjamian Affiliated Inc. was founded in 2004 by Allen Adjamian. Adjamian Affiliated Inc. is a technology consulting firm that has helped more than 500 California businesses achieve their vision. They offer solutions for information management, cloud business technology, and managed IT. The vision at Adjamian Affiliated Inc. is to remain the smartest tech consultants in the industry. Their mission is to raise the standard of efficiency and effectiveness on how American companies operate in their core business through leading quality solutions and legendary relationship management. Visit www.adjamian.com for more information.

The tax and financial services firm has maintained their entire filing system electronically with Laserfiche since 2002. Partner Mike Surden says they're saving "somewhere in the neighborhood of $20,000 a year." Continue reading →]]> Independence Tax Finds Freedom from Filing, Financial Costs with Adjamian Affiliated

“We’re saving somewhere in the neighborhood of $20,000 a year.” – Mike Surden, Partner

The tax and financial services firm has maintained their entire filing system electronically with Laserfiche since 2002.

Philadelphia, PA — September 27, 2011 – Philadelphia is known as the hometown of Benjamin Franklin and the location where the Founding Fathers signed our nation’s Declaration of Independence. Following in these footsteps of freedom is Independence Tax. The tax and financial services firm has been completely free of paper files, storage units and filing cabinets since implementing Laserfiche with Adjamian Affiliated in 2002.

“We were running out of space,” said Mike Surden, a partner at Independence Tax. “We didn’t want to have to rent space to store files, and we didn’t want to have to hire more employees to deal with the increased paperwork.”

Surden said a colleague recommended Adjamian Affiliated Inc. President and Founder Allen Adjamian came to their office to demonstrate Laserfiche. It was an instant hit. Now, almost a decade later, the firm saves about $20,000 per year thanks to Laserfiche. Surden says they save money on paper, storage, and employee costs.

“We save a lot of money on paper, and during tax season, it was a constant amount of paper that came in to keep the flow going,” Surden said. “And it’s not just the paper savings; it’s really a labor savings. We’ve basically been able to save half a body to a whole body here.”

The company has moved offices twice in the past nine years. With Laserfiche, Surden said all they had to do was “unplug the computers, pick them up, put them down, and plug them back in.” They didn’t have any filing cabinets or storage boxes to pack up or move. It was a quick and painless moving process.

A major “a-ha” moment about Laserfiche’s convenience came for Surden when a client from the West coast called him after hours. The client needed copies of his tax returns so he could apply for a mortgage in Seattle, where he’d just been relocated.

“I clicked on Laserfiche, went into his file, opened up an email, printed Laserfiche to a PDF attachment, and within 10 minutes, his tax returns were sent to him in Seattle where he was sitting,” Surden said. “It was pretty cool that I could do all that and didn’t even have to get up from my desk.”

Allen Adjamian said that Independence Tax is a sterling example of the long-term savings possible with Laserfiche.

“They’ve saved themselves significant time and money,” Adjamian said. “Independence Tax exemplifies how Laserfiche can streamline a business.”

To learn more about how to make your office 100% paperless, visit Adjamian.com.

About Adjamian Affiliated Inc.

Adjamian Affiliated Inc. was founded in 2004 by Allen Adjamian. Adjamian Affiliated Inc. is a technology consulting firm that has helped more than 500 California businesses achieve their vision. They offer solutions for information management, cloud business technology, and managed IT. The vision at Adjamian Affiliated Inc. is to remain the smartest tech consultants in the industry. Their mission is to raise the standard of efficiency and effectiveness on how American companies operate in their core business through leading quality solutions and legendary relationship management. Visit www.adjamian.com for more information.

Laserfiche's extensive Search function allows you to instantly access any document in your repository in a matter of seconds. Learning the basics of Search is easy, but mastering the advanced features can elevate your entire Laserfiche experience. Today, we're going to talk about how to refine your searches in Laserfiche. Continue reading →]]> Refining Your Search in Laserfiche

Laserfiche’s extensive Search function allows you to instantly access any document in your repository in a matter of seconds. Learning the basics of Search is easy, but mastering the advanced features can elevate your entire Laserfiche experience. Today, we’re going to talk about how to refine your searches in Laserfiche.

Imagine this: you’ve searched for all of the client files with the name “Smith.” Laserfiche pulls up several thousand documents. The one you want is in there, but where? There are several ways to refine your search to make sure you’re only pulling up the relevant files.

Here, we’ll demonstrate a few easy ways to refine a search: by folder, by page count, and by user.

We start by searching for every document that contains the word “cloud” in it.

Laserfiche found 23 documents with that word in it. Instead of going through each one to find the right document, we’ll refine the search based on what parameters we’re looking for.

If you click the arrow next to “Customize Search,” it brings up a list of options. “Basic” means it’s just running a basic search. But if you know some other parameters, such as how long the document is, who created it, or which folder it’s in, you can refine that search to only return the most relevant documents.

Within Folder

To select which folder you want, click the ellipsis -- the box with the three dots in it, highlighted in blue here.

Looking within a specific folder is a good start. We know the document we want is somewhere in the “Clients” folder, so we select “Within Folder” from the Customize Search drop-down menu. Then, we click the ellipsis to select which folder we want to search in.

From there, we select “Clients,” click “OK” and then click “Refine Search.” Now Laserfiche will only pull up documents that contain the word “cloud” AND are in the Clients folder.

Pages

Searching by the number of pages in the document is another easy way to narrow down the results. You don’t have to know the exact page count. If you know approximately how long the document is — one page, less than 10 pages, more than 100 pages — you can plug that into Laserfiche.

Here, we refined our search to just documents containing more than 10 pages. If you click the arrow next to “more than,” a drop-down menu lets you choose from several options, including “more than,” “exactly,” “less than” and “between.”

Users

Laserfiche also lets you search by Users.

If you know who the document was created by, owned by, or checked out by, you can refine your search to just that.

And don’t limit yourself to just one type of customized search! You can also search using multiple parameters by clicking each one in the “Customize” menu.

This search would refine by folder, user, AND pages.

By utilizing the “Customize Search” feature, you can enhance your Laserfiche experience and make it even more convenient and easy to use.