Tech Tip: Signing and Attaching Files to Forms in Laserfiche Mobile 9.2

2 min read
  • Information Technology
  • Document & Records Management

By: Misty Blair
Technical Writer

Laserfiche Mobile is an Android and iOS app that enables you to capture, upload, and securely access and work with documents inside your repository, all while on the go. You can browse for documents in a folder structure; search the entire repository; create, copy, move, rename, download, and delete documents; modify document fields; submit forms; view and start business processes; capture geographic coordinates of an image; email entry links; and upload new documents.

The latest release of Laserfiche Mobile 9.2 lets you attach files to, sign, and submit forms as a step in a Laserfiche Forms business process all from your mobile device!

For example, Justin needs to submit an expense report for a recent business trip. Pictures of all his receipts are in his phone’s picture gallery. He logs into Laserfiche Mobile, and since he’s saved the Expense Report form as a favorite, he taps Favorite Forms to find it quickly.

Once found, he taps the form to fill it out.

He adds each expense, taps Upload, navigates his picture gallery, and finds the corresponding receipt for that expense. Once uploaded, he can tap the file’s name to view it and make sure it’s the correct receipt.

Note: Justin can also take a photo from within the app and upload it as an attachment. It does not have to be an existing photo.

His company requires him to sign the form once all the receipts are uploaded. Justin taps Sign, changes the signature color to blue, and uses his finger to sign his name.

Once finished, he taps Submit. From here, Justin taps Email and emails himself a PDF copy of this expense report for his records.

For more information see the Laserfiche Mobile 9.2 help files for your specific device.

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