Metadata Administration: Beyond the Basics

Dive into metadata! Metadata templates and fields allow you to easily categorize documents, improve searchability, and empower automation. During this hands-on training, you’ll see how to power up existing templates using new metadata enhancements and learn how to use administrative features to do more with metadata. You’ll gain valuable insights for how to build user-friendly, intuitive metadata templates to categorize documents in Laserfiche while paving the way for future enhancements.

In this course, you’ll learn how to:

  • Enhance templates with new metadata features like checkbox and radio button fields, table view for multi-value field groups, options to dynamically show and hide fields and more!
  • Simplify metadata entry with field formulas to perform logic, date, and math calculations
  • Leverage constraints, field security, and dynamic fields to simplify end user interactions with templates
  • Identify when to use additional metadata tools, such as tags and links

Introduction to Repository Security

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
  • Leverage tools for troubleshooting security

Introduction to JavaScript in the Form Designer

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!

Info-Tech LIVE 2026

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.

Al in Document Management for Dummies, Laserfiche Special Edition

Nearly Half of Employees Hide Workplace AI Use, Pointing to a Need for Openness and Policy Clarity

  • 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.

Laserfiche Named a Leader in Nucleus Research Content Services and Collaboration Value Matrix 2025

Laserfiche is a Leader for the 10th consecutive year, ranks highest in usability.

LONG BEACH, CALIFORNIA, JULY 23, 2025 — Laserfiche — the leading SaaS provider of intelligent content management and business process automation — is a Leader in the Nucleus Research Technology Value Matrix for Content Services and Collaboration for the 10th year in a row. Among the vendors evaluated, Laserfiche ranks highest overall in usability. Download a copy of the report here.

“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.
Nucelus Research CSC Technology Value Matrix™ 2025.

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. 

Archdiocese of Perth

Laserfiche Transforms Digital Capabilities in Australia’s Archdiocese of Perth.

Laserfiche Transforms Digital Capabilities in Australia’s Archdiocese of Perth

SITUATION

• Proactively responding to Royal Commission recommendations, the Archdiocese needed modern methods to enhance and streamline information management.

RESULTS

• Used Laserfiche technology to digitize and preserve historical documents
• Safeguarded the Archdiocese’s rich history while seamlessly integrating contemporary records for future efficiency

Located in Western Australia, the Catholic Archdiocese of Perth is a nearly 200-year-old religious organization with strong roots in the community. It consists of 110 parishes, 26 agencies and organizations, and about 70 schools. The Archdiocese is based in Perth, the capital city of the State of Western Australia.  

As a large and historic religious community, the Archdiocese manages a vast flow of information across its many services. To improve its processes, proactively safeguard its community by following Royal Commission recommendations, and streamline operations, the Archdiocese partnered with Laserfiche to implement a secure and robust records management system.

Transforming to Digital

Odhran O’Brien serves as the Director of the Archives and Information Governance Office, whose mission it is to oversee, preserve and make accessible the archives and digital information throughout the Archdiocese. When O’Brien was appointed in 2016, he and his team of seven individuals discovered the organization was managing information, particularly digital information, in inconsistent methods, that do not follow industry best practice. “Previously, information was siloed, and people could not access information from other departments. We felt we needed a high-level strategy to change that and bring the organization into the future,” said O’Brien. As a result, they created an Information Governance Strategy, focused on managing the Archdiocese’s digital information in a consistent manner across all its many agencies, parishes and organizations. 

O’Brien and his team set to work right away finding the technology that could safely handle and store the information they planned to include within a records management system, some from nearly two centuries ago. Having worked with workplace technology provider Ricoh Australia for over a decade, the Archdiocese team partnered with the organization to find and implement the perfect solution. Laserfiche’s capabilities made it the obvious choice. “We’ve got records dating back to the 1840s. We’ve got sacramental information (information about people getting baptized and various sacraments within the church), but also all the business records of the organization, again, going back to the 1840s,” O’Brien shared.

The Archdiocese was able to easily and quickly use Laserfiche’s technology to digitize the abundant mix of historical documents and archive them within Laserfiche’s records management system. Additionally, they implemented a way for contemporary records to feed into the same system, enabling all documents to be organized and stored together in one, secure location.

A Single Source of Truth

Since turning to Laserfiche, the Archdiocese has experienced numerous benefits, especially when it comes to having one designated home for all information across the organization. “The primary benefit has been the fact that we now have a single source of truth for our 200 employees in our major administration center,” said O’Brien. “We’re also using automation throughout our 110 parishes. So, all the inquiries they receive for religious services, education and charitable requests are automated, allowing them to serve the community much more efficiently than they ever have in the past.”

O’Brien highlighted the significant benefits Laserfiche has brought to the Archdiocese and the community it serves: “Digitizing our information has not only enhanced our administrative creativity but also greatly increased our efficiency. What used to take weeks to find can now be accessed in real time.

“For example, by using Laserfiche, our Safeguarding Office has noticed that their small team of four people, serving tens of thousands in our community, can streamline workflows and improve accessibility to information. This efficiency not only allows the team to provide accurate, up-to-date information to stakeholders, clients, and the community but also frees up hundreds of hours per year for important safeguarding support with the Perth Church community.”

Laserfiche has also streamlined how the Archdiocese handles a wide range of inquiries, from religious sacraments to school enrollments and charitable support. O’Brien noted, “Laserfiche enables us to quickly and accurately direct individuals to the services they need, whether it’s for homelessness support or financial relief.”

Laserfiche provides nationwide accessibility, enabling historians, scholars and family members across Australia to easily request and access ancestral heritage and stories. This improved access accelerates research, supports publications, and enriches family trees. O’Brien added that since implementing Laserfiche’s search functionality, his office and small team have successfully fulfilled hundreds of requests each year.

Still to Come

Looking forward, the Archdiocese plans to expand its successful use of Laserfiche to other areas within the organization. One major aspect will include automation. “We’re hoping that a number of our large parishes and charities’ service and information requests will be completely automated through Laserfiche. So, they’ll be able to use all the services they provide, whether it be community services or simply religious services. People will log on to a website, access Laserfiche Forms, and those processes will go through automatically,” said O’Brien.

The Archdiocese also has plans of broadening Laserfiche’s reach in general and to include mobile options, such as an app, within the next two years. O’Brien shared, “We certainly hope we’ll move to a cloud-based solution so it can be implemented more widely. Currently, Laserfiche is implemented across both the Archdiocese of Perth and one of our neighboring archdioceses. So, that’s roughly an area the size of Spain or France. We’re hoping that we’ll continue to be able to expand that out further.

”The Archdiocese is committed to staying at the forefront of technology, with Laserfiche integral to its future plans. “What excites me most about our ongoing Laserfiche project is its potential for the future,” O’Brien said. “Embracing AI ethically and further automation in an easy UI and UX for staff, volunteers and stakeholders will enable us to enhance our services and more effectively support the community we are dedicated to serving.”

Digital Transformation Takes the Stage at Maryland Theatre

SITUATION

• Legacy processes included physical files that made collaboration for each event challenging to all involved
• With over 300 events and performances each year, the Maryland Theatre needed to streamline information and processes related to its packed calendar, nonprofit operations, sales initiatives and maintenance needs

RESULTS

• Improved quality of documentation, enabling faster, more informed decisions and delivery of an overall higher quality client and patron experience
• Hired an additional staff member to support the growing performance and events schedule

The Maryland Theatre first opened its doors in 1915, as a Vaudeville house. In 1927, it became a movie palace that offered audiences multiple movies daily for over 40 years. Even after being partially destroyed by a fire in 1974 and a consequent renovation, the theatre remains a significant part of the area’s history. The anchor of the area’s Arts and Entertainment District, the Maryland Theatre is also listed on the National Register of Historic Places.  

While the staff of the century-old venue honors the past, they understand the importance of enabling audiences to enjoy the theatre for generations to come. That means ensuring the success of the business side of the theatre — digitizing and optimizing processes to improve efficiency, organization and collaboration across departments. The theatre now uses Laserfiche to support these efforts, collecting and managing information, and automating workflows so that staff can spend more time on creating a spectacular guest experience. 

Digital Transformation at a Century-Old Institution

The theatre staff spent years looking for a solution that would help streamline day-to-day tasks and processes that are typically managed through a customer relationship management software (CRM). “Nothing ever seemed right,” said Audrey Vargason, operations manager at the Maryland Theatre. “Any system we looked at was either too costly, not customizable enough, not user friendly, or not cloud based.”

Laserfiche solution provider Doing Better Business introduced Laserfiche as a potential fit for the Maryland Theatre’s needs. “Ultimately, we chose Laserfiche over a big-box CRM for reasons such as security, customization, cloud-based accessibility, local customization support, and a user-friendly interface for a multi-generational workforce.”

Today, the theatre has implemented Laserfiche across multiple departments to:
  • Collect and centralize data such as leads and opportunity details
  • Archive and manage the information lifecycle for digital files, emails and other records
  • Collaborate on content across offices
  • Modernize the client and employee experience with e-signatures and online forms
  • Automate and manage tasks in a central location
  • Strengthen information governance with more visibility into the theatre’s content and more standardized, automated content management practices

“Laserfiche has had a positive impact on our time management, collaboration and accounts receivables, all things we believe are essential to providing quality entertainment,” Vargason said. “It also invokes our core value of collaboration.”

Streamlining Information and Processes for Better Documentation and Decision Making

In addition to hosting 300-plus events and welcoming over 100,000 people annually, the theatre operates as a stand-alone nonprofit, adding complexity to documentation and process requirements. The staff has found, however, that Laserfiche adds an extra layer of quality assurance.

“Laserfiche has elevated the quality of our documentation,” Vargason said. “The organization and detailed documentation of our events is noticed by our clients, and it elevates the overall professionalism of our organization. It instills confidence in clients, knowing that we are focusing on the details, and we will deliver well-executed events.”

The theatre has seen benefits from using Laserfiche on a day-to-day basis for:
  • Leads collection and management: Laserfiche is a powerful tool for capturing information about potential clients and opportunities, providing centralized document storage, improved collaboration between sales and marketing, and robust security features to help protect the theatre’s lead data.
  • Contracting: Using Laserfiche to manage and generate contracts, supported by an e-signature integration, streamlines the contracting process.
  • Records management and client/event information storage: Storing digital files related to clients and events, as well as having the ability to manage emails and other records in Laserfiche, provides a centralized and organized place to access the information staff members need to do their jobs, while supporting compliance and recordkeeping requirements.
  • Task management: With so many performances, films, talent competitions and other events to organize, and plenty of other moving parts to the business, the theater uses a customized Laserfiche form to centralize tasks and make sure they are moving forward.
  • Online contact forms: Using Laserfiche Forms on the theatre’s website, staff members have streamlined the process of collecting and managing inquiries, including for a recently launched internship application.

Laserfiche continues to grow with the organization. The theatre recently added a maintenance portal and hopes to introduce the board of directors to their own portal soon.

Additionally, integrations between Laserfiche, Microsoft 365 and Outlook streamline information flow even further, reclaiming time for staff members for value-added activities rather than making sure emails and other files are stored in the right places.

“Gone are the days of navigating paper files,” Vargason said. “We can quickly and efficiently view files, refer to contracts and past conversations, and make faster decisions when it comes to planning and executing our events.”

She added that the organization’s ROI extends beyond monetary metrics, with the theatre seeing improved productivity and reduction in errors — making the theater easier than ever to do business with. By digitally transforming the theatre’s paperwork, the team was even able to hire an additional staff member to support their growing performance and events schedule.

The theater continues to implement Laserfiche across more areas, with the board of directors, technical department and accounting department on the horizon. The ongoing digital transformation has increased efficiency, organization and collaboration at Maryland Theatre, so that staff can focus on the part of their work that can never be digitized: creating outstanding events and memories at a historic cultural venue.

“Laserfiche is better than a CRM; it’s a centralized hub where all staff can view, add and update information for our events and performances,” said Jessica Green, executive director at the theatre. “The program holds staff accountable and offers them a checklist at the same time — empowering them to complete the 200-plus tasks that are necessary for each event and performance.”