This month, we’re introducing new features and product enhancements that help you complete forms faster, do more with Laserfiche AI Agents, and get more visibility into AI usage. Explore these updates and more from our latest Cloud release.
AI-Assisted Form Fill
Filling out a form often means uploading a document and then reentering information from that document into the form. AI-assisted form fill uses Laserfiche AI to automatically populate relevant fields with information from the uploaded document, making form completion faster and easier.
How to Set It Up: When building a form, designers can enable this feature with a single setting on a file upload field.
Just select the file upload field of your choice and check the box next to “Extract and fill fields with AI” to tell Laserfiche AI which documents to analyze. Only files uploaded to a field with this setting enabled will trigger AI population.
With this setting enabled, Laserfiche AI handles both data extraction and field matching, so designers don’t need to configure any other form fields or define and maintain additional extraction rules or field-mapping logic.
How It Works: When someone uploads a file to an enabled field, Laserfiche AI reads the document, identifies the relevant data, and determines on its own which form fields the information belongs in. It then populates those fields automatically.
AI-assisted form fill never clears a field or overwrites information the submitter has already entered. If Laserfiche AI cannot find or confidently identify the information a field requires, that field remains blank.
The person completing the form can review the populated information, make corrections if needed, and complete any remaining fields before submitting the form.
AI-assisted form fill consumes AI units. Learn more about how usage is measured here.
By letting uploaded documents do more of the work, organizations can create a smoother submission experience and collect structured form data and supporting documents in one connected Laserfiche process.
Do More with Directed Agents
Laserfiche AI Agents can now take on more document management work with less back-and-forth.
Automate Complex Tasks with Fewer Interruptions: Complete complex tasks more efficiently. Now, for multi-step tasks, Agents will present their full plan upfront, giving you the option to review and confirm the proposed actions in one go instead of confirming each step one by one.
Create and Delete Collections: Agents can now create new personal Collections or delete existing ones on your behalf. Ask your Laserfiche AI Agent to find related documents, create and name a Collection, and add the documents to your new Collection in a single operation.
More Visibility into AI Usage
Admins can now get a clearer picture of how their account is using Laserfiche AI. The Plan page now includes a breakdown of AI units consumed by each feature, making it easier to understand which features are driving usage.
By providing more granular visibility into Laserfiche AI usage, this update helps admins more easily monitor where AI units are being used, spot inefficiencies that may be inflating usage, and manage AI resources more effectively.
Updated Software Development Kit
A new version of the Laserfiche Software Development Kit (SDK) is now available, providing a more current and secure foundation for building custom applications that interact with Laserfiche. The latest version, SDK 12, is now distributed through NuGet, making it easier for developers to install and deploy the components they need. SDK 12 also delivers upgraded versions of the Repository Access library and other supporting integration libraries, along with modernized interfaces and enhanced security. Additionally, documentation is newly available in the Laserfiche Developer Center.
Organizations using earlier SDK versions to connect to Laserfiche Cloud should begin planning to migrate to this latest SDK version, or to the Laserfiche API, as connections through earlier SDK versions will be discontinued in the future.
Additional Updates
Configure Audit Data Retention: You can now configure and enforce how long audit data is retained in Audit Trail for your account. This update gives administrators the control they need to meet compliance requirements and manage data growth.
Web Request Allotment Visibility: You can now view the number of web requests per day available for your account on the Plan page in Account Administration. Accounts that need an increased allotment have the option to purchase additional capacity as an add-on.
