To use Laserfiche integration in AdvisorEngine CRM, Laserfiche must be configured at the firm level, set as your firm’s document provider, and each user must enable the integration at the user level.

Configuring the Laserfiche Connection

1. Navigate to Settings > Firm Profile > Firm Preferences.
2. Click EDIT to begin making changes.
3. Click SETUP on the Integrations > Laserfiche line.
4. Enter your Laserfiche URL, Firm Token, and Security Token for Laserfiche.
5. Click OK and SAVE to commit your changes.

Enabling Laserfiche as the Firm Document Provider

1. Navigate to Settings > Firm Profile > Firm Preferences if you are not still there.
2. Click EDIT to begin making changes.
3. Choose Laserfiche-CitiesDigital from the Document Management > Provider Selection drop-down.
4. Click SAVE when finished to commit the change.

This will activate the Laserfiche Single Sign On tile to appear on the AE CRM home screen. The integration will also appear under the Integration menu on the Site Navigation bar.

Enabling Laserfiche per User

Next, each User must link their Laserfiche login to their AE CRM account. Repeat the following steps for each CRM User.

1. Navigate to User > View Profile > User Preferences.
2. Click EDIT.
3. Click SETUP on the Document Management Setup line.
4. Use only the first three boxes: Enter your User Name, Password, and ProfileID.
• Optional: To limit document linking only to Client Records, select Require Record Classification(s). Only Records with a Classification of Client will be available for folder-linking.



5. Click OK.
6. Click SAVE in the upper right.