Tech Tip: Preview of Business Processes in Laserfiche Forms

2 min read
  • Information Technology
  • Process Automation

Virtually every activity, task and decision we make at our organizations is part of a business process. For example, when I submit a vacation request, I’m starting a process that continues to my boss, who can approve or reject my request.

In Laserfiche Forms, you can create an electronic version of form-based business processes like this one.

A Laserfiche Forms business process captures information via Web-based forms and automatically routes that information to the appropriate participants. In addition, Laserfiche Forms business processes can use that information to send e-mails, start workflows and update other applications.

Laserfiche Forms business processes:

  • Capture and work with information in Web-based forms.
  • Use public forms to extend participation to users beyond your organization.
  • Integrate with Workflow for processing outside of Laserfiche Forms.
  • Send e-mail notifications to participants.
  • Save submitted forms to your Laserfiche repository.

On the Manage page in Laserfiche Forms, you can create and administer business processes.

In the middle of the screen, you’ll see a list of all business processes your security roles allow you to see. You can search this list with the search tool in the upper-left corner and sort it using the Sort drop-down list. To create a new business process, click on the New Business Process button. Or, you can import a business process by clicking the Import button.

Once you’ve created a business process, you’ll need to create the forms that process will use and build the process in the Process Modeler.

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

New SME Market Research Reveals Manufacturing Leaders’ Priorities in the Next Investment of Digital Transformation
Five Things I Wish Everyone Knew Before Migrating to Cloud
Intelligent Automation in Healthcare: What Motivates Investments in the Next Generation of EHR Integrations
What Is Vendor Sprawl? And How You Can Solve It.
Top Use Cases for Intelligent Content Capture

Book a Personalized Laserfiche Consultation Today