Create your first electronic form and process in this hands-on lab!
Perfect for anyone new to Laserfiche and automation, this session will show how you can use Laserfiche to increase efficiency and streamline work with electronic forms and automated processes. With Laserfiche Forms and Business Processes you can reimagine and automate tedious, time-consuming processes to regain time for your organization. This course will teach you how to:
Build an easy-to-use electronic form to standardize information
Route form information to the correct reviewer
Automate tedious tasks like sending emails and saving attachments
Leverage your Laserfiche Forms and Workflow knowledge to expand your process automation capabilities and reimagine your organization’s processes. Gain practical knowledge to help you identify which features to use and how to successfully connect them in your solutions. This course will teach you how to:
Identify processes to streamline by connecting Laserfiche tools
Connect Laserfiche Forms and Workflow using activities like Workflow Service Tasks and Retrieve Business Process Variables
Pass information efficiently between tools to create a seamless user experience.
Leverage your Business Process and Workflow knowledge to expand your process automation capabilities and reimagine your organization’s processes. Gain practical knowledge to help you identify which features to use and how to successfully connect them in your solutions. This course will teach you how to:
Identify processes to streamline by connecting Laserfiche tools
Connect Business Processes and Workflows using input and output parameters
Pass information efficiently between tools to create a seamless user experience
The new LFForm object let’s you expand what’s possible in your processes!
This hands-on look at coding in Laserfiche Forms and Business Processes will introduce you to the new LFForm object to help standardize JavaScript and customizations in your forms. You’ll see how to implement common use cases such as changing colors and styles, copying information between fields, and validating field input. This course will teach you how to:
Identify when to use CSS or JavaScript within a form
Customize the look and feel of your form using CSS
Modify form function and behavior with JavaScript and the LFForm object
Get started tracking and auditing in Laserfiche! Many organizations require particular actions taken in Laserfiche to be tracked for auditing purposes and Laserfiche’s Audit Trail tool lets you easily report on these actions. In this hands-on lab, you’ll see how to:
Understand the purpose of auditing within Laserfiche
Configure which events and actions are tracked in your Laserfiche system
Set up and share reports so administrators can review what actions have been taken on particular entries
New to working with documents in Laserfiche? In this hands-on lab, follow along with our expert instructors to learn how to use the Laserfiche repository. Follow the day in a life of an average user as you add new documents to Laserfiche, efficiently locate files, and configure options to get the most out of your Laserfiche system.
Perfect for anyone brand new to the Laserfiche repository or looking to refresh their skills with the newest features! In this course, you’ll learn how to:
Navigate the repository, import and work with documents
Apply metadata to streamline searching and reporting
Leverage robust search features to find documents quickly
Configure the repository interface to meet your needs
Get hands-on with importing documents and data into your repository! Explore the variety of Laserfiche capture options available to ingest documents into the repository, classify document types, and retrieve valuable data from files.
You’ll learn to identify the optimal tools for your unique document ingestion and data extraction scenarios from simple, user-focused import and scanning to high-volume options. Plus, discover how Smart Fields can simply and elegantly extract data from your documents, eliminating manual data entry and enhancing accuracy. This course will teach you how to:
Leverage various user-driven and automated Laserfiche document import tools
Implement Smart Fields to intelligently extract and classify document data
Familiarize yourself with capture tools to use for documents within your organization
Laserfiche self-hosted includes a host of integration tools that you can leverage to connect external third-party systems to your automated Laserfiche solutions. Learn how to use web requests and database connections to tap into data in another system to streamline and simplify your Laserfiche automated processes. In this session, you’ll learn how to:
Create database connections in Workflow and Forms to retrieve and update information in third-party systems
Configure HTTP Web Request and Read JSON activities to connect with a third-party API platform
Build automated integrations with third-party applications while considering best practices
Laserfiche Cloud includes a host of integration tools that you can leverage to connect external third-party systems to your automated Laserfiche solutions. Learn how to use web requests, direct database connections, and lookup tables to tap into data in another system and streamline your automation. In this session, you’ll learn how to:
Create lookup tables to store data within Laserfiche Cloud
Configure Web Service Connections and Web Request Rule activities to connect with a third-party API platform
Connect databases directly to your Forms and Workflows to streamline automated processes
The latest Laserfiche release is headlined by Laserfiche AI Agents, your new virtual assistants that turn Smart Chat prompts into repository actions. Alongside this major AI milestone, we are introducing Collections for better personal organization, a brand-new Forms mobile app, updates to Import Agent and more.
Laserfiche AI Agents
Meet Laserfiche AI Agents: your intelligent virtual assistants for handling tedious work. You provide the instructions, and Agents take action on your behalf.
This initial release introduces directed agents, which allow users to use natural language prompts to delegate repository actions, such as organizing content and applying metadata.
To start using Agents, open Smart Chat, switch to Agent mode, and describe what you want the Agent to do. Agents understand your intent, break goals into steps, and make intelligent judgments when needed to turn your natural language requests into system actions.
What you can do with Agents
Some of the operations currently supported by Agents include:
Moving or copying documents
Creating folders or shortcuts
Adding or removing tags and templates
Renaming documents, folders, and shortcuts
Adding entries to your starred documents or personal Collections
Laserfiche AI Agents were designed with trust, security, and control in mind.
Agents act as extensions of the user interacting with them and operate within that user’s existing permissions. For transparency, every operation is recorded in audit logs and attributed to the user who prompted the Agent.
Before executing a request, the Agent provides a summary of the actions it plans to take, giving you the option to confirm or cancel, and allowing you to adjust your prompt if needed.
Collections give users a flexible way to organize related documents together for easy access, without impacting the repository structure for the rest of their team.
Repository folder structures are often designed around organizational security and governance needs, which may not always match how individual users need to access content in their day-to-day work. Similar to quick access views like Starred and Recent Documents, Collections function like personal virtual folders, allowing users to group documents they reference frequently without moving them in the folder tree.
Collections are specific to each user, not visible to others in the repository, and can be created, renamed, and updated as needed. Users maintain full control over which entries belong in each Collection.
Collections can also be referenced in interactions with Smart Chat and Agents, helping users provide Laserfiche AI with the right context more efficiently through a predefined set of documents.
Work with Laserfiche Forms from anywhere with the new Laserfiche Forms mobile app, redesigned from the ground up with a modern, mobile-first experience. View and update your tasks, find and fill out forms, start new Forms processes, attach images directly from your mobile device, and more.
New functionality in Import Agent: Improved support for ad-hoc batch and bulk operations with the ability to run profiles on demand. Additionally, stay on top of troubleshooting with new email digests that notify you of issues like expired passwords.
Quick Fields & Quick Fields Agent: Enjoy a refreshed user interface and expanded OCR language support, including Vietnamese, Hebrew, Arabic, and Thai.
