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Collaborating with Outside Parties Using Laserfiche

Writer's picture: Claude SchottClaude Schott

Updated: Jan 19, 2021


Thanks to the fast-paced digital world we all live in and accelerated by COVID and WFH, agencies of all stripes need to be able to share information quickly and efficiently, beyond their traditional borders. It is no longer a recommendation, but a requirement to work with constituents, council members, and vendors outside of your tech enterprise.


If your team is in the middle of an important project for the council, council members are going to want to stay in the loop as it progresses. If you need a comment, or they have a question, or if there is a component that needs sign-off before you can continue, that needs to happen quickly to avoid delay. This collaboration and communication is the lynchpin of quality service and is the stuff from which reputations are built.


However, for far too many agencies, much of this is easier said than done. Collaborating on a project feels like an uphill battle when your council members are using a cloud-based storage solution like Box and your vendors are using an alternative such as Google Drive. Hence, what should be an effortless process of sending a link to material, now is hindered by trying to figure out how to make files available on one platform, then another, and back again⸺all the while trying to complete the project on time.


The good news is that a solution like Laserfiche makes this back and forth much easier. Laserfiche can be used as a communication and collaboration solution so you can focus less on the platform and more on what the platform can do for you.


Share Securely


Perhaps the biggest benefit Laserfiche brings to this scenario is that you can share information with those outside your enterprise in the most secure manner possible. Even those clients who themselves are not M-Files users can still access the system and participate in co-authoring.


Many agencies enjoy making files available via the thin client so that collaborators can get what they need in real-time. Workflows can be built to send emails to gently remind those who owe input or comments.


Besides, using metadata, rights can be assigned based on roles to ensure the right content is shared with the right user. This is a great way to make sure that sensitive, client-specific information never falls into the wrong hands.


The Ease of Automation


Using Laserfiche you are not stuck emailing attachments that could become version issues or duplication problems. Essentially, a link is sent to the master version of the document to the collaborator and Laserfiche takes care of the rest.


One of the biggest strengths of Laserfiche is that workflow is included with each full user, so you can track tasks. And Laserfiche also captures ALL changes to the version history of a document and creates a full audit trail of the information in question — thus dramatically improving accountability across the board.


In the end, sharing information and documents with clients and customers has never been easier. Do you need multiple people to be able to edit the same file at the same time, all without running the risk of creating two conflicting versions or duplicate files? You absolutely can. Using Laserfiche collaboration and co-authoring has never been easier.

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