What’s New in Laserfiche

New one-click toggles give you more control over how Smart Chat generates responses, allowing you to include or exclude folder contents and Laserfiche product documentation as query sources. Smart Chat now also supports querying up to 1,000 entries at once – 10x the previous limit – so you can analyze more content in a single request. Plus, performance improvements further reduce pre-processing. time, allowing Smart Chat to deliver responses more quickly.
Together, these updates provide greater flexibility, expanded coverage across your content, and a faster overall experience when surfacing insights from the content within your repository.

Custom reports can now be generated and delivered automatically on a recurring schedule. Choose how often a report runs and have it sent via email or saved directly to your repository.
With the new scheduling capability, teams no longer need to manually export reports to stay informed. Insights from your business processes are captured and shared consistently, making it easier to monitor performance, track trends, and support data-driven decisions over time.

The Operational Dashboard is now available directly in the Reports tab, making it easier to find and access alongside your other process insights. Updated filtering removes the need to select a process version and introduces clearer, more flexible filters by project, process, team, and user.
State persistence has also been added, allowing you to return to the dashboard exactly as you left it or share configured views with others. Together, these updates make it simpler to monitor active work, identify bottlenecks, and keep teams aligned with less manual reconfiguration.

New task assignment enhancements make it easier to route work to the right people with more precision while keeping team structures simple and minimizing manual work. Role-based assignment allows you to create custom assignment roles within the same team and direct tasks to the right people based on these roles, eliminating the need to create and maintain multiple teams for different functions. Participant-based assignment improves continuity across multi-step workflows by automatically routing work based on participation in earlier steps, such as sending approval tasks back to the same person.

Trustee management is now faster and easier, especially for organizations with large numbers of users. Faster page load times, more advanced selection controls and filtering, and more visibility when performing bulk actions help administrators onboard and manage thousands of users with more confidence, fewer errors, and minimal frustration.

Smart Chat now streams responses as they’re generated, delivering information to the user in digestible, continuous updates. Previously, responses appeared only after they were fully complete, creating a pause before the user saw any output. With streaming, users can observe Smart Chat processing their request in real time, resulting in a more interactive and engaging chat experience.

Learn more about what you can do with Laserfiche AI.

Stay organized and compliant with intelligent tagging to classify your content using AI. Label documents based on status, sensitivity or document type to automatically apply informational and security tags to your files. Use natural language to define the conditions under which a tag should be applied to a document, and our AI tools will automatically apply that tag during import or on demand.

Smart Chat can now answer questions about the content within folders!

When choosing entries for your Smart Chat query, you can now select folders, and Smart Chat will take any documents or subfolders within those folders into account when generating its response. This makes it easier to surface answers with the right context, drawing from all relevant documents, even when they’re stored in different folders or nested within sub-folders. Folder queries are supported from both the folder browser and search results views.

Smart Chat responses are now easier to copy and share. A new copy icon in the chat interface lets you quickly copy key sections – like search syntax, snippets of code, and structured tables – or the entire response, directly to your clipboard with just one click. Learn more about what you can do with Laserfiche AI.

Let AI find the best template for your document. This enhancement to Smart Fields now allows you to leverage AI to automatically assign the most suitable template to a document before extracting and populating individual field values. This makes end-to-end document processing smoother than ever and enables more flexible, scalable, and streamlined process automation solutions.

Administrators can designate which templates they want auto-selection to be enabled for within Repository Administration settings.

Learn more about Smart Fields.

In the Repository Web Client, Smart Chat can now answer questions about your own documents and about Laserfiche product documentation – combining the capabilities of the previous “Documents” and “Educational Resources” versions into one.

In addition, Smart Chat is now available in more places across Laserfiche Cloud, including more pages within Process Automation.

Extract and analyze text in more than 60 new languages, including Chinese, Japanese, Korean, and many more.

Professional tier customers can now automate Smart Fields using Workflow, Import Agent, and more. Manage access and usage within Repository Administrator settings.

Business tier now includes 50 conditional starting events in Workflow (doubling the previous limit of 25), delivering additional value to customers at no additional cost.

Connect Laserfiche Cloud directly with external data sources for smoother, faster, more efficient integration across your systems with Direct Database Connections. This new feature gives users the ability to access data that resides outside of Laserfiche and use it throughout the Laserfiche platform in forms, workflows, and business processes. Interact with external databases in real-time using custom SQL queries, ensuring users always have access to the most up-to-date information, without the need for manual data transfers or duplication.

We’ve redesigned the single sign-on and automatic account provisioning configuration experience in Laserfiche Cloud account administration to make it more intuitive: consolidating settings, streamlining setup steps, and adding clearer guidance. This makes it easier to synchronize with external identity providers through either SCIM synchronization or just-in-time account provisioning.