Learn how to secure your documents in Laserfiche! Within the repository, you have robust security options to ensure appropriate roles in your organization can access the content and actions they need while limiting access to those they do not. In this hands-on lab, you’ll familiarize yourself with the interfaces to set security while learning how to configure repository security to meet common use cases. Starting with foundational concepts, such as inheritance and scope, you’ll see how to apply best practices to create scalable and easy-to-maintain security for your organization.
In this course, you’ll learn how to:
Set security on repository folders to grant access to content and actions
Define administrative and end user actions available in the repository for your users
Designed for new users to get caught up on Laserfiche administration basics, this lab-style instructor-led training will provide the foundations necessary to successfully manage, administer, and troubleshoot your Laserfiche system. Topics covered include repository design, metadata administration, repository security and records management, along with repository and task automation.
All trainings will be taught in Laserfiche Cloud. While most information presented in this training will also be relevant for Laserfiche self-hosted, some class components may not be.
Unlock your automation potential with workflow! Refine your workflow knowledge with this hands-on lab, highlighting workflow design patterns to tackle common business needs like data processing and document routing. Go beyond the basics of Workflow by learning useful techniques for working with logic, manipulating tokens to fit your needs, and streamlining your processes to get the most out of your automation.
In this course, you’ll learn how to:
Find and work with multiple repository entries within a workflow
Manipulate data using token functions including working with multi-value tokens
Recreated and revitalized with new examples, this brand new lab will walk you through the basics of JavaScript in the form designer! JavaScript can be used to enhance the functionality of Laserfiche Forms and Business Processes, and it’s easier than you might think! In this hands-on introductory course, you’ll get started with using the LFForm object in the new form designer and building your own customized forms using JavaScript. Whether you’ve never coded before or you’re familiar with JavaScript in the classic designer, this course will help you enhance the user-friendliness and functionality of your forms with JavaScript.
In this course, you’ll learn how to:
Identify common uses for JavaScript within the form designer
Leverage resources to build custom JavaScript functionality using the LFForm object in the new form designer
Configure common JavaScript functionality like changing form and field settings dynamically; setting, copying, and modifying field values; validating input with custom constraints; creating clickable hyperlinks and buttons based on field values; and more!
Get started integrating with third-party APIs! In Laserfiche, web requests allow you to call to third-party APIs to retrieve and send information as part of an automated process. Many modern line of business applications, like Microsoft, Salesforce, and Esri, include RESTful APIs that you can leverage in Laserfiche to build automated integrations! With this hands-on course, you’ll get to make live API calls to a real third-party platform from Laserfiche. Join us to learn how to build your own integrations to RESTful APIs using web requests in Laserfiche.
In this course, you’ll learn how to:
Leverage various authentication methods for RESTful APIs and determine the best method to use for connecting through Laserfiche
Configure Web Service Connections and Web Request Rule activities to connect with a third-party API platform to send and retrieve information
Build automated integrations into your processes while considering best practices for user experience and the flow of information
Join over 4,000 IT professionals to explore how exponential technologies are transforming organizations. Mark your calendar for June 9 – 11, 2026, at The Bellagio, Las Vegas.
Nearly half of employees are entering company-related information into public AI tools to complete their tasks and hiding their AI use, out of fear of seeming lazy, risky, or non-compliant
1 in 10 employees describe AI adoption in their workplace as “the Wild West,” unregulated, unclear, and out of control
LONG BEACH, CALIFORNIA, August 13, 2025 — Laserfiche, the leading SaaS provider of intelligent content management and business process automation, today released new survey findings on AI adoption in the workplace, revealing that nearly half of Americans (49%) who use AI at work keep it to themselves, with 15% deliberately avoiding telling their manager.
As AI tools become more embedded in daily life, the survey reveals a workplace reality that is far less aligned. While many employees are eager to harness AI to boost productivity, inconsistent policies and cultural hesitation are fueling secrecy around AI adoption at work. Employees who are hiding their AI use worry it will be seen as lazy (16%), risky (15%), or out of step with company policy (16%).
A Mixed Workforce Mood
Employee sentiment around AI remains divided. While 21% are optimistic, and 22% say AI already helps them work faster or more efficiently, others are more cautious. Nineteen percent are skeptical, citing concerns about accuracy or misuse, and 13% are anxious or resistant, uneasy about the risks and consequences of incorporating AI into their workflows.
Younger generations are more optimistic about AI at work: 24% of Gen Z and 20% of Millennials say they see its potential but are still learning how to use it, compared to just 10% of Baby Boomers.
A New Frontier — with New Risk
Only one in three employees (36%) say their workplace has clear policies and approved AI tools in place. Meanwhile, 1 in 10 describe their organization’s AI environment as “the Wild West,” an unregulated space where people do what they want.
That lack of structure has consequences. Nearly half of employees (46%) admit to pasting company information into public AI tools, such as ChatGPT or Google Gemini, sometimes without knowing if the content is sensitive or confidential. Many turn to these tools in an attempt to gain a competitive edge (24%) or because their company’s own tools are too limited or hard to use (23%).
Older employees are significantly more cautious about using unofficial AI tools at work: 69% of Baby Boomers and the Silent Generation, and 35% of Gen X, avoid these tools, compared to just 21% of Millennials and 17% of Gen Z.
The Path Forward: Build Culture Before Crisis
These findings highlight a growing AI governance gap. Usage is outpacing policy, and fear is replacing transparency. To solve this, organizations must do more than roll out AI tools. They need to foster a culture where employees feel informed, supported, and aligned on how and when to use them.
“When employees feel like AI is their ‘dirty little secret,’ that’s not a tech problem, it’s a leadership one,” said Karl Chan, CEO of Laserfiche. “Many employees are eager to embrace AI to work but often resort to unofficial tools when company-approved options are too limited or difficult to use. Innovative organizations can meet employee needs and unlock new potential by implementing guidelines, and adopting IT-vetted, intuitive AI tools that help employees reach productivity goals.”
Methodology
The survey was conducted by Veridata Insights and commissioned by Laserfiche. It included 1,000 U.S.-based individuals aged 18 and over, census-balanced by age and gender.
About Laserfiche Laserfiche is a leading enterprise platform that helps organizations digitally transform operations and manage their content with AI-powered solutions. Through scalable workflows, customizable forms, no-code templates and AI-enabled capabilities, the Laserfiche® document management platform accelerates how business gets done. Trusted by organizations of all sizes — from startups to Fortune 500 enterprises — Laserfiche empowers teams to boost productivity, foster collaboration, and deliver a superior customer experience at scale. Headquartered in Long Beach, California, Laserfiche operates globally, with offices across North America, Europe, and Asia.
“As a leader in this year’s Value Matrix, Laserfiche was rated highest in usability for its AI productivity tools, new administration hub, process automation and integration capabilities,” said Evelyn McMullen, research manager at Nucleus Research and author of the report.
CSC as a Strategic Advantage: AI-powered Information Management
Recently released Laserfiche AI-powered features are aimed at boosting productivity even further and enabling automation at scale. Smart Fields, an out-of-the-box intelligent capture tool, allows customers to extract data automatically using natural language instructions, no matter the source or format. Smart Chat provides an intuitive chat interface that enables users to quickly gain insights from their repository content.
“As AI matures at an accelerated pace, vendors in the CSC market have the unique advantage of managing both structured and unstructured data from across the entirety of an organization,” the report’s Market Overview states.
Laserfiche AI features alongside powerful workflow automation, information governance and records management tools create new opportunities for organizational efficiency. Customers across industries use Laserfiche to increase productivity, create competitive advantage and drive growth.
“Laserfiche gives us the forms and workflow processes as well as data integration that enable efficiency at scale,” said Airline Hydraulics Chief Technology Officer Todd Schnirel. “Our Laserfiche-powered process improvements have supported us in achieving a significant increase in net revenue while adding very little operating expense.”
“Being ranked a leader for 10 consecutive years is a testament to our product innovation,” said Thomas Phelps, senior vice president of corporate strategy and CIO at Laserfiche. “Our top ranking in usability reflects our core value of putting people first and our commitment to delivering intuitive solutions that empower users.”
To learn more about Laserfiche’s position in the Content Services and Collaboration market, download the report here.
About Laserfiche
Laserfiche is a leading enterprise platform that helps organizations digitally transform operations and manage their content with AI-powered solutions. Through scalable workflows, customizable forms, no-code templates and AI-enabled capabilities, the Laserfiche® document management platform accelerates how business gets done. Trusted by organizations of all sizes — from startups to Fortune 500 enterprises — Laserfiche empowers teams to boost productivity, foster collaboration, and deliver a superior customer experience at scale. Headquartered in Long Beach, California, Laserfiche operates globally, with offices across North America, Europe, and Asia.
• Company expansion led to a need to optimize paper-based accounts payable processes. • NWFM sought a means to manage invoices digitally and increase transparency between back office and field operations.
RESULTS
• Achieved hundreds of thousands of dollars in savings • Increased accuracy in invoice processing • Over 300% increase in invoice capacity • Increased investor confidence in the company
NWFM is a locally owned, full-service farm investment and property management company based in Yakima, Washington. Established in 2018, the company had initially processed all its vendor invoices manually. However, as NWFM expanded, the amount of paper invoices increased proportionally with its growing operations and client base.
“Originally, we manually processed about 250 invoices a month,” recalled Tim Hull, administrative manager at NWFM. “As a few hundred acres of new land came under our management, I could see a paperwork tsunami coming.”
Recognizing an opportunity to optimize paper-based accounts payable processes and improve back office and field operations, NWFM searched for a digital capture and workflow solution. Due to its reputation as a robust cloud content services platform, Laserfiche was chosen, and NWFM worked with solution provider FreeDoc of Lynnwood, Washington, to design a dedicated, customized accounts payable workflow.
Since implementing Laserfiche to keep up with a rapid growth trajectory, NWFM has achieved substantial cost and operational savings, as well as gained the ability to leverage data and metrics built into Laserfiche to improve transparency and accuracy throughout its operations.
Cultivating a Digital Invoice Processing System
Managing hundreds of acres of farmland across Central Washington, NWFM recognizes the value of automation and technology in its operations for the sake of efficiency and accuracy. Assessing its original invoice processing system, the company identified significant challenges:
Area managers working on-site would typically make purchases with local vendors, but the process of tracking purchases and matching them with the correct invoice in a timely manner was prone to bottlenecks
Employees had to manually manage documents that could be easily misplaced during the process
“As we took on more farmland to manage, I wasn’t sure how I was going to handle such a big influx of invoices every month,” said Hull. “Laserfiche helped us to create a solution to connect our employees located almost 100 miles away to our central office and resolve many of our major challenges.”
The digital accounts payable system at NWFM routes all electronically imported invoices into a dedicated folder within the company’s Laserfiche repository. Each invoice can be reviewed for accuracy before sending it for final approval and payment processing. Throughout the process, the administrative team can make changes to expense category codes and make notes to the bookkeeper.
NWFM’s Laserfiche system is integrated with FastField purchase order software, which allows area managers to upload pictures of invoices directly to Laserfiche from remote locations. The integration extracts vendor names, ranch names, individual blocks, numerical codes and other relevant information needed for processing and approvals; facilitating the management of clear, categorized information while processing invoices.
This has significantly increased the efficiency of invoice review and finalization. NWFM has gone from processing 250 invoices a month to more than 1,000, with the potential to scale up as the company continues to grow.
“Laserfiche has really proven to be the backbone of many of our processes,” said Hull. “Its cloud-hosted infrastructure and the ability to search for specific words within documents has helped us to form a solid connection between our central office and the ranches we manage — we are able to understand each other more clearly in terms of orders and financial documents.”
In addition to the need to establish a revamped AP system, the NWFM team wanted to give investors located out-of-state the ability to review invoices and financial documents digitally. Rather than continue with the legacy process of storing invoices in filing cabinets, NWFM now has a standardized digital repository and has been able to increase its financial transparency when working with investors, giving them access to invoices in real-time. Built with email import functionality, purchase order integrations and granular access rights, the new AP management system has supported NWFM’s efforts to modernize its operations and position the company for growth.
A Fruitful Digital Transformation
Hull explains that NWFM initially tracked cost savings from the AP automation initiative for the first several months after implementation.
“We happily stopped counting savings after it exceeded $1,000 per month,” he said. “The savings was used to hire a chemical inventory specialist who now tracks inventory movement and returns unused stock. This allowed us to already return $72,000 in unused chemicals this year alone.”
NWFM’s new AP system also enables employees to process invoices while checking the price of products against bid sheets. In addition to the time savings from managing invoices, this process has additionally saved NWFM thousands of additional dollars by enabling the company to catch vendor billing errors, identifying $14,000 in billing errors per year. Leveraging data extracted from its invoice repository, the company is now making more accurate and productive purchasing decisions, and identifying savings opportunities.
Following the success of its AP system, NWFM has plans to establish satellite offices to further localize invoice processing in a more distributed strategy. This puts invoice processing closer to the ranch managers who make the purchases and generate the purchase orders. As the company continues to expand, Laserfiche has proven its effectiveness as a scalable solution.
“Organizing invoice and purchase order information by project or by ranch and block for review would have taken me weeks,” stated Hull. “Now I have it all at my fingertips.”
