Coming Soon: Easily Save Forms to the Laserfiche Repository

< 1 min read
  • Information Technology
  • Document & Records Management

In Laserfiche Forms 9.0, the Save to Laserfiche feature lets you save form submissions to the Laserfiche repository associated with the Forms server. This feature is excellent for archiving form submissions, but lacks the customization options many users need when sending documents to the repository as part of a larger business process. In Forms 9.0, appending field and process information to form submissions as metadata or sending forms to multiple repositories requires help from Workflow.

Laserfiche 9.1 will add several objects to the Process Modeler, including the new Save to Repository service task. This service task will let you send a form submission to the repository at a specific point in the process. It will also make it easier to get the information you need into the repository without using Workflow.

With the Save to Repository service task, you can:

  • Add templates and fields to forms and their attachments
  • Select the repository, volume, and path where the form will be saved
  • Rename the form
  • Append the approval history to the form

Using the Save to Repository service task instead of the Save to Laserfiche feature will make sending forms to the repository much easier and let you send the information you want to the repository without Workflow.

Watch a 2-Minute Demo

Discover how your organization can go paperless, manage digital content, automate day-to-day processes and more.

WATCH A DEMO

Take a Product Tour

Enable the teams closest to your business processes to evolve and transform how your organization gets things done.

PRODUCT TOUR

Related Blogs

How Banking Institutions Can Use Automation to Enhance the Customer Experience
Embrace The Game Changer: Transform Wealth Management Operations with AI-Driven Process Automations
Hyperautomation Is The Future, But It Starts With This First Step
Don’t Miss Your Connection: Secrets to Connecting Data with iPaaS
Congratulations to the Laserfiche Run Smarter® Award Winners