Laserfiche WebLink
and allow for different workflows to be used for different departments or meeting <br />types. <br />2, Email Notifications — send email notifications when an item has been approved, <br />rejected, needs furtherwork, orwhen a reviewer has an item to approve. The system <br />should also include an option to send reviewers and submltters reminders when they <br />have outstanding items to do, <br />3. Web Access —the program should be accessible via the web, so that users may submit, <br />review, and approve/deny items from the web. Web access should be compatible <br />with common browsers, such as Internet Explorer, Firefox, Chrome, and Safari. <br />4. File Upload Options — the program should allow users to upload different file types, <br />including Word documents, PDF, Excel, and image files. <br />S. Preparing & Editing Agenda Staff Reports — the program will allow users to prepare <br />reports outside of the program, using programs such as Microsoft Word, then allow <br />users to upload reports in Word or PDF file format. The program will also allow <br />reviewers to make edits to reports. If reports are submitted as Word documents, the <br />reviewer should have the ability to download the report, make changes, and upload <br />the edited document. <br />6. Reviewer Options — reviewers in the workflow should have the option to provide <br />comments and feedback to submitters as well make changes to reports or <br />attachments. Item History — the system should document the progress of an item as <br />it moves through the workflow, including when an item was submitted, reviewed, <br />rejected, approved, and any comments provided by reviewers. <br />7. Export to Single PDF Document —the program should export the agenda packet into a <br />single PDF document. <br />S. Agenda in Word Format — the program should allow the agenda for a meeting to be <br />exported to Word document. <br />9. Templates —the program should include the option to create a template for agendas, <br />The program should allow the City Clerk to easily modify existing templates or create <br />new templates as needed. The option to integrate templates for staff reports will be <br />considered favorably, <br />10. Agenda Reporting —the program should have the ability to generate reports of agenda <br />Items by Council meeting dates. For example, a future Council item report that <br />shows upcoming meeting dates and the items tentatively planned for those dates. <br />11, Export to Laserfiche — the program should be able to easily integrate with the <br />Laserfiche enterprise content management system. The proposer is responsible for <br />verifying Laserfiche licensing and functionality. <br />City of Santa Ana RFP 17-107 <br />Page 14 <br />