Tech Tip: Email Version History with Laserfiche Workflow

2 min read
  • Information Technology
  • Process Automation

Laserfiche Workflow makes collaboration even easier with the option to send version information in emails. New in Laserfiche Workflow 9.1, the Retrieve Version History activity lets you get the version information for a document, including version number, version creator, creation date, comments, and more. When a document changes, Laserfiche Workflow can email version information to employees so they can see the latest changes from their inbox.

Example: The Research and Development team collaborates on version-controlled project proposals. Every time team members add to or edit proposals in the Client or Web Access, they leave a version comment that summarizes their changes.

A short workflow automatically runs when a new version of the document is created. The Retrieve Version History activity gets the version information from the last five versions and makes it available as tokens.

The tokens can be used to populate an email with the relevant version details.

This workflow sends the team the following email:

When team members receive this email, they can see at a glance whether the changes affect their role in the project. The team leader especially appreciates this email because the Version History section lets her see who made each recent change.

To learn more about Laserfiche Workflow 9.1, see the online help files and sign up to take the What’s New in Workflow class (BPM104) at Empower 2014!

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

Can Generative AI and Content Services Increase Productivity and Transform Processes? Here’s How We’re Thinking About It.
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

Book a Personalized Laserfiche Consultation Today

Privacy(Required)
Email Consent