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<br />CAFR Standard Onboarding Package <br />The Standard Package includes the below services for one CAFR document. <br />Document Set-Up <br />Import and <br />Format Main <br />Document <br />Import document (must be in .docx format for document or .pptx format for <br />presentation or .xlsx format for tables/workbooks/spreadsheets) provided <br />by Customer. Set up document outline and break document into <br />appropriate outline sections. Review text and tables for formatting <br />accuracy (font style, font size, spacing, borders, shading). Set up default <br />header and footer. Import and place graphics. Set up the Table of <br />Contents to auto generate page numbers, edit text to reflect current <br />quarter and add hyperlinks to text. The remainder of the document content <br />will be as imported. <br />Linking Includes example linking to the main document, examples described below <br />for a CAFR document. <br /> <br />For CAFR: <br />example linking of Statements of Net Position, Revenues Expenses and <br />Changes in Net Position, and Cash Flows for one of the following: <br />Governmental Fund Financial Statements, Proprietary Fund Financial <br />Statements, or Fiduciary Fund Financial Statements. <br />Set-up Hours Workiva support team will spend up to 40 hours on the Document Set-Up. <br />If additional time is required, customer will be expected to move to the <br />subsequent onboarding package. <br />Services <br />Process <br />Improvement <br />Consultation <br />Workiva's solutions architect team will spend up to 4 hours with your <br />reporting team. This time will allow Workiva's team to evaluate and review <br />data source files and how they integrate with your final report(s) in Wdesk. <br />The Solutions Architect will provide recommendations in Wdesk reports to <br />increase reporting efficiency based upon automation of data feeds. <br />OpenGov - Statement of Work Page 5