What’s New in July: Smarter Context for Laserfiche AI, Forms Mobile App, and More

Our July updates make it easier to give AI the right context, complete forms on the go and manage repository information through expanded API capabilities. Discover what’s new in Laserfiche Cloud this month, including updates to Smart Chat and Laserfiche AI Agents, Android availability for the new Laserfiche Forms mobile app and new Repository API V2 enhancements.

Smart Chat and Laserfiche AI Agents work best when they have the right context: the documents, folders, search results or collections relevant to your question or requested action. With this release, we’re making that context easier to provide and easier to verify.

Previously, Smart Chat and AI Agents only used the repository entries that you explicitly selected. Now, when no entries are selected, they automatically use the content in your current repository view as context. This means you can ask questions or prompt actions based on what you’re already looking at, whether that’s a folder, search results, a personal collection or a default collection such as Recent Documents.

You still control the scope. To focus on a narrower set of content, simply select the specific documents, folders or collections you want to include. Explicit selections always take precedence, so Smart Chat and AI Agents will use only your selected sources and ignore everything else.

We’ve also added a new selected sources badge that shows what repository content is currently in scope. The badge may display selected folders, documents or personal collections, or, when nothing is selected, a count of the entries in your current view.

Together, these updates reduce setup time, clarify what content Smart Chat can reference and what AI Agents may act upon, and help users  confidently transition from finding the right content to putting it to work.

Tip: Collections let you group related documents from across the repository into a reusable source of AI context. Open a collection and Smart Chat or AI Agents can use its contents automatically. Watch the video above to learn more about using collections.

The new Laserfiche Forms mobile app is now available to both iOS and Android users.

With the new app, you can securely manage your tasks and complete digital forms from anywhere. View all the tasks assigned to you, update key details like due dates and priority, reassign tasks to another user or team or complete your tasks directly from the app.

You can also launch, complete and submit forms on the go, with a mobile-friendly experience that supports image attachments directly from your device.

Download the new app today by searching for Laserfiche Forms in the App Store or on Google Play.

This update gives repository administrators more ways to configure repositories and discover document information through the Laserfiche API. Administrators can now manage metadata fields, list values and templates, including template field layout, with safeguards for higher-risk changes. The update also adds document size and folder child-count details to support storage reporting.

See the full changelog for more details.