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.
At Beachwalk Resort, unit owners and guests come first. After opening in 2015, the four-star condo hotel in Hallandale Beach, Florida, quickly became a coveted destination, with a reputation for casual elegance and world-class service. Beachwalk Resort’s commitment to providing the best possible customer experience recently led its staff to assess key business processes. Today, the resort is using Laserfiche to automate and streamline key parts of its operations, easing compliance with the Payment Card Industry Data Security Standard (PCI) and enabling the organization to take a digital-first approach with owner relations and guest communications.
Transforming Contract Management
Beachwalk Resort is a 33-story property that operates like a luxury hotel, with many condo owners opting into a rental program to earn a percentage of sales when units are rented as hotel rooms.
“Hospitality is our business,” said Gery Amaya, director of front office and owner relations accounting at Beachwalk Resort. “We are constantly looking at ways to provide the best possible service to our owners and guests.”
The resort’s focus on customer service recently led to the reassessment of how owner relations and guest communications were being managed. “We wanted to make sure that everything was organized and searchable,” said Amaya. “Streamlined, responsive service is so important in our industry. We had permits, email communications and other information that we needed to be able to retrieve quickly, which wasn’t easy when we were saving documents on different computers or shared drives.”
Hotel staff also must manage guest credit card information, which adds another layer of complexity to communications.
“We do not send credit card or banking information through email in accordance with PCI guidelines,” Amaya said. “The guidelines allow you to send that information through fax if you have a secure server, but that’s not ideal when not everyone uses that form of communication, or you’re worried about a document being left in a fax machine somewhere.”
The resort recently rolled out a new way of doing rental distribution, requiring owners who wanted to participate in the rental program to sign a new contract. Beachwalk Resort seized the opportunity to use Laserfiche to automate the contract management process.
“We had to cancel the old contracts and execute a new rental management agreement (RMA) with the owners,” Amaya said. The RMA and all relevant information is now sent to the owner with a unique link, which allows the owner to complete the contract and upload any personal information — including banking and tax information — without having to send it through email or fax.
Once the owner submits the RMA, an automated workflow routes it to the relevant Beachwalk Resort employees for review and approval. Documents are also automatically routed to a standardize file structure, eliminating the manual filing that employees once had to do.
Reimagining this these contracts as a completely digital, automated process has reclaimed time for employees to focus on customer service rather than chasing paperwork. Additionally, compliance with PCI guidelines is no longer a burden on employees, since they are not charged with transmitting credit card or banking information.
The entire process is also more convenient for owners. “Some unit owners like to run a separate vacation home business, so it makes it a lot easier for them as well,” Amaya said. “Owners can pull up their contracts easily, and remotely as needed. Many of our unit owners are from South America, and they either don’t or prefer not to speak in English. We can easily translate forms and send different versions. It’s introduced a new level of convenience for everyone involved.”
“Digital transformation in the hospitality industry is incredibly human-focused,” said Nareg Halajian, president of Dynamic Document Services, the Laserfiche Solution Provider that implemented Laserfiche at Beachwalk Resort. “Beachwalk Resort demonstrates a deep understanding of customer needs by leveraging Laserfiche technology to empower employees to spend more time on what matters: creating an extraordinary experience for their owners and guests.”
Enhancing Experiences Across the Resort
Since the success of the RMA initiative, Beachwalk Resort has uncovered new efficiencies by automating forms-based processes throughout the organization. Using this forward-thinking, digital and automated approach, the resort is able to provide efficient, responsive and customer-centric service.
From the moment guests arrive, resort staff aims to create a memorable experience. Owners have specific rights — such as beach services or parking services — and ownership also comes with six authorized users. “If a staff member doesn’t know a guest for whatever reason — maybe the owner doesn’t come here often, or the staff member doesn’t know their family or friends — we used to have to go and find out who is on the authorized user list, which could take longer than we’d like,” Amaya said. “At the concierge, we can now go into Laserfiche as the guest is standing there, look up the contract and see that they are on the list. It’s not an inconvenience to them, and we are able to provide that elevated service that they expect when they arrive at a four-star resort.”
Beachwalk Resort has also significantly simplified its credit card dispute and chargeback process, minimizing the headache involved for all parties. “Credit card disputes are tricky and not fun for anyone,” Amaya said. “There can be a lot of money involved. We have about 10 days to answer any disputes on credit cards. All the information we need in order to respond to the dispute is stored in Laserfiche. It used to take a day or two to find and compile the information, and now it only takes about 10 to 15 minutes per case.”
Owners and guests have noticed improvements in response times to inquiries. According to Amaya, the resort has received positive feedback from owners on how quickly they’re able to receive information back from staff.
“Laserfiche provided a solution that enables us to monitor everything. We know the information is automatically sent to where it needs to go; we know it’s not sitting in an inbox or a fax machine.” —Gery Amaya, Drector of Front Office and Owner Relations Accounting at Beachwalk Resort
Building on Success
Amaya and the Beachwalk Resort team are now looking to automate and streamline additional processes to further the resort’s digital transformation. On the horizon is accounts payable. “The prospect of automating AP processes is exciting,” said Amaya. “All the content is already stored in Laserfiche, so we can’t wait to reinvent what we are doing with accounts payable.”
Using Laserfiche records management and business process automation, Beachwalk Resort is building the future of hospitality — a future with less tedious, manual tasks and more time to focus on customer relations and building better relationships.
“Almost every department is now using Laserfiche,” Amaya said. “It’s helped streamline our processes and communication. It’s really exceeded our expectations.”
