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
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
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.
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.
How Agents turn instructions into action
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.
Some of the operations currently supported by Agents include:
See the full list of supported actions in the product documentation.
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.
Available now on iOS, with Android coming soon.
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.
Laserfiche named a Leader for the second consecutive time based on its Completeness of Vision and Ability to Execute.
LONG BEACH, CALIFORNIA, MAY 5, 2026 — Laserfiche — the leading SaaS provider of intelligent content management — has been positioned as a Leader in the 2026 Magic Quadrant for Document Management. Laserfiche believes this recognition underscores the company’s commitment to empowering organizations to transform complex, operational business processes through AI-powered content management.
“It’s incredible to see Laserfiche recognized during the same week as our annual Empower conference, where we announced our latest agentic AI capabilities,” said Thomas Phelps, senior vice president of corporate strategy and chief information officer at Laserfiche. “We believe being positioned as a Leader — and receiving the highest overall rating among 16 vendors in Gartner Peer Insights, with a 4.7 out of 5.0 based on over 1,300 reviews as of April 30, 2026 — reflects our relentless focus on product innovation and delivering value to our customers.”
As the document management market continues to evolve and expand, the ability to bridge the gap between static content and actionable enterprise intelligence has become a defining competitive advantage. In the report, Gartner noted, “A key challenge for organizations is harnessing the potential of unstructured data (content) using AI, while simultaneously mitigating risks through robust control and governance.”
Governance-first AI Innovation
Laserfiche continues to accelerate its product capabilities to meet the demands of modern IT environments, focusing on features that turn structured and unstructured content into an enterprise asset. These features prioritize the rigorous information governance, security and compliance standards required by the world’s most demanding industries, including government, financial services and manufacturing.
The platform now features advanced AI-enabled data extraction via Smart Fields, the Smart Chat AI assistant, improved metadata experiences, and enhanced data lookups, all designed to optimize content, making it structured, accessible and ready for AI consumption.
The company’s roadmap includes the expansion of Laserfiche AI Agents functionality including the ability to embed agentic tasks directly into workflows, and the ability to run Agents in the background, monitoring the system for the specified conditions and then completing tasks ambiently. Laserfiche will also introduce additional security advancements in Q3 of 2026. These updates will further solidify Laserfiche’s ability to support highly regulated industries with secure, governed AI deployment.
“Laserfiche has served as the backbone of our finance operations for years, delivering the stability and granular governance we require for our critical documentation,” said Desiree Champaco, VP of information technology and supply chain at Diamond of California. “As Diamond optimizes how we work with suppliers, production partners and customers, Laserfiche’s AI capabilities will play a larger role in how we capture, deliver and leverage accurate, reliable data.”
“As a Top Digital City, Scottsdale is dedicated to using world-class technology to provide our residents with a responsive, modern experience,” said Bianca Lochner, chief information officer for the City of Scottsdale. “Laserfiche has been a collaborative partner in our digital evolution, providing a secure framework to transform complex data into better citizen services. This innovation helps us to continue to scale operations and deliver on our mission of excellence for our community.”
Empowering Modern Enterprises with High-Impact, User-Centric Solutions
Gartner® Peer Insights™ captures customer experience with Gartner-verified ratings and reviews. As of May 5, 2026, Laserfiche reviews include the following:
For More Information
Gartner Disclaimer
Gartner, Magic Quadrant for Document Management, Tim Nelms, Jed Cawthorne, Marko Sillanpaa, Rachel O’Farrell, Stephen Emmott, 30 April 2026
Gartner, Voice of the Customer for Document Management, Peer Contributors, 2025, 25 June 2025
This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Laserfiche. Gartner, Magic Quadrant and Peer Insights are trademarks of Gartner, Inc. and/or its affiliates. Gartner Peer Insights content consists of the opinions of individual end users based on their own experiences, and should not be construed as statements of fact, nor do they represent the views of Gartner or its affiliates. Gartner does not endorse any vendor, product or service depicted in this content nor makes any warranties, expressed or implied, with respect to this content, about its accuracy or completeness, including any warranties of merchantability or fitness for a particular purpose.
About Laserfiche
Laserfiche is a leading enterprise platform for document management and content-centric workflow automation. Through scalable workflows, forms, no-code templates and AI-enabled capture, the Laserfiche® platform accelerates how business gets done.
Laserfiche pioneered the paperless office with enterprise content management. Today, Laserfiche’s cloud-first development approach incorporates innovations in machine learning and AI to enable organizations globally to transform into digital businesses. Customers in every industry — including government, education, financial services, healthcare and manufacturing — use Laserfiche to boost productivity, scale their business and deliver digital-first customer experiences.
Laserfiche employees are committed to the company’s vision of empowering customers and inspiring people to reimagine how technology can transform lives.
Laserfiche’s most anticipated event of the year, Empower®, is here. For Laserfiche power users, it’s the primary source for community and professional growth. But you don’t have to wait for an annual stage to elevate your expertise.
Beyond the conference, we provide year-round, instructor-led virtual sessions designed to address your most pressing questions in real time. For those looking for high-level solutions, we are also hosting an exclusive, hands-on Gold Certification workshop at Laserfiche HQ this July.
From repository best practices and automated workflows, the training you need is ready when you are. Because Laserfiche is built for scale, and your skills should be, too.
If you prefer focused learning over large lecture halls, our Instructor-Led Training is the solution. These are hands-on, virtual workshops capped at 15 attendees to ensure direct, real-time access to Laserfiche specialists.
Train on Your Schedule: We release sessions quarterly, providing flexible access to professional development without the need for travel.
Invest in Productivity: For a minimal investment, you can trade hours of troubleshooting and manual work for minutes of execution. It’s a high-impact investment in your organization’s efficiency and your professional growth.
Go Beyond the Foundations: While Empower covers the highlights, our virtual sessions dive deep. From “Day 1” basics to advanced masterclasses, we cover the niche topics that turn customers into authorities.
Ready to become a certified expert? Join us for an exclusive Gold Certification prep session at our Long Beach headquarters. This intensive, three-day bootcamp is created to bridge the gap between “customer” and “authority,” providing the hands-on experience needed to dominate the Gold Certification assessment.
Practical Knowledge to Drive Change
This isn’t just a study session—it’s an immersive workshop designed for immediate organizational impact. You’ll work alongside Laserfiche experts to gain the practical skills required to scale your business. Whether managing self-hosted systems or migrating to the cloud, you’ll walk away with a comprehensive command of foundational principles and complex automation.
Day 1: Getting Started with Laserfiche and Capture Methods
Learn the fundamentals of repository navigation, document management, and strategic data intake.
Day 2: Repository Administration and Process Automation
Master the tools needed to architect secure repositories and automate business processes.
Day 3: Workflow and Exam Preparation
Design automated workflows and review common exam questions.
We’ve structured this session to maximize your budget. Your $900 registration covers the $800 assessment fee, effectively providing three days of face-to-face instruction for a marginal $100 investment.
Seating is limited to ensure an intimate learning environment. Secure your spot at HQ today.
| Instructor-Led Training | Gold Certification | |
|---|---|---|
| The Goal | Master a specific skill now. | Lead your team as a credentialed expert. |
| The Experience | Virtual, intimate groups. | 3-Day Intensive at Laserfiche HQ. |
| Availability | Year-Round | July 28–30 |
| Investment | $100 – $400 | $900 (Includes exam fee) |
Laserfiche mastery is more than a technical skill set; it is the catalyst for organizational scale. By elevating your proficiency, you shift from troubleshooting workflows to achieving measurable results. Whether you are automating complex processes or eliminating manual data entry, Laserfiche training and certifications cement your status as a strategic leader.
“Certification is the bridge between ‘making it work’ and ‘making it scale.’ We empower you to build systems that don’t just solve today’s problems but future-proof your entire organization.”
Nicole Moulton, Technical Training Manager
Growth shouldn’t have an off-season. While Empower remains the premier event to gain insights and foster connection, true expertise is built in the deliberate, hands-on moments of learning that happen year-round.
Whether you choose our flexible virtual sessions or the intensive Gold Certification workshop at our Long Beach headquarters this July, you are doing more than just “taking a course.” You are gaining the high-level proficiency required to drive efficiency and scale your impact.
Become the authority your organization needs and supercharge your future with Laserfiche training.
Behind every city service is a series of everyday processes, from approving invoices to reviewing forms and managing records accurately and securely.
For the City of Acworth, Georgia, many of these routine tasks once took longer than they should. Staff across departments spent valuable time entering data, routing documents manually and searching for records stored across filing rooms, USB drives and multiple digital systems. It was difficult to locate records quickly or track approvals, which often had to be done in person, let alone maintain consistency across departments. These inefficiencies created unnecessary delays for both employees and the residents and businesses they serve.
City leaders saw an opportunity to simplify operations, create more efficient systems and modernize the way information was managed across departments. By implementing Laserfiche, the city began transforming paper-based workflows into automated digital processes.
Today, those improvements support faster services and more efficient operations for a community of more than 22,000 residents.
One of the city’s first priorities was improving financial operations. Previously, invoice submissions for vendors like Amazon required staff to manually enter information in the financial system that routes documents to the finance department for approval and payment. The process was time-consuming and prone to errors.
Using Laserfiche Forms and Smart Fields, the city developed an automated invoice submission process that intelligently extracts structured data directly from invoices. The system also cross-references invoice data with purchase orders stored in the city’s financial system. This allows staff to instantly verify invoice details and confirm that purchases match approved orders.
“We needed a way to automate the process and reduce errors,” said Mike Brooks, senior systems administrator for the City of Acworth. “Laserfiche pulls the data directly from the invoice and compares it with what was already approved in our system, saving the finance team five to 10 minutes per invoice.”
The finance department also digitized its check request process, which staff use to request payments that fall outside the city’s standard purchase order workflow. In the past, these requests were handled through paper forms and manual approvals. With Laserfiche, employees now submit requests through a digital form that automatically routes the request for review and approval while capturing the information in the city’s records system.
With automated workflows in place, the city:
By digitizing these financial processes, the City of Acworth reduced manual data entry, improved accuracy and enabled staff to process requests faster across departments.
“Once we started automating processes with Laserfiche, staff quickly began identifying new ways to streamline their work,” said Brooks. “It’s become a platform for improving how the city operates.”
Due to the high demand for new forms, the city has formed a “power users” group to empower team members to create their own forms that will work best for their department. With the help of the IT team to ensure uniform training, team members can help each other and grow their skills. This approach will significantly reduce the amount of IT involvement required throughout the process.
Beyond internal operations, Laserfiche helped the City of Acworth improve engagement with residents and visitors.
Digital tourism surveys that residents and visitors can complete online or through QR codes are posted throughout the community. These surveys collect information about where visitors come from, how they discovered Acworth and what activities bring them to the city.
City leaders now use this data to guide tourism and economic development initiatives. Survey insights revealed opportunities to expand tourism programming, ultimately leading the city to hire an additional staff member dedicated to supporting tourism initiatives.
Laserfiche has also helped boost participation in civic events. After the city launched a digital registration form for its annual State of the City address, responses increased from 84 the previous year to 144, which represents a 71% increase in engagement. Before adopting Laserfiche, headcounts were gathered manually through email and phone calls. This approach was very labor intensive and relied entirely on a single staff member to collect and consolidate the information.
“Before Laserfiche, collecting and analyzing citizen feedback would have taken much longer,” Brooks said. “Now we can gather information quickly and make better decisions based on the data.”
Automation also reduced manual work for the city clerk’s office. Clerks responsible for preparing meeting summaries used to spend about four hours after each meeting reviewing recordings and compiling notes. With Laserfiche’s AI-powered Document Summarization, that now takes just five to 10 minutes. This saves roughly a month of staff time over the course of a year.
Across the organization, additional automated workflows save thousands of hours in staff time and tens of thousands of dollars by eliminating paper handling, manual routing and redundant tasks. Departments including the police department, parks and recreation and IT use digital forms and workflows to streamline internal processes. City leadership, including the mayor and board of aldermen, benefit from improved access to records and information.
At the same time, Laserfiche provides a centralized repository for city records, making it easier to locate documents, maintain compliance and support auditing requirements.
“We can open a folder in the repository and immediately see everything that’s happened with a document,” said Brooks. “You have the timestamp, the workflow history and all the information in one place.”
“From the outset, the City of Acworth’s leadership recognized that modernizing their infrastructure wasn’t just about going paperless — it was about reclaiming thousands of hours for staff and creating a more responsive, data-driven experience for their residents,” said Zaheer Master, president at Accelerated Information Systems. “It is an honor to partner with the entire city team as they continue to find creative ways to use technology to better serve their community.”
From financial operations to citizen engagement initiatives, Laserfiche helps teams rethink how work gets done and identify new efficiencies across city government. With a strong foundation for automation in place, the City of Acworth plans to continue expanding its use of digital workflows and data-driven processes. These efforts also provide departments with a consistent framework for managing information and approvals across the organization.
For Brooks, the biggest benefit is the consistency the platform brings to everyday work.
“Laserfiche is the Cadillac of the data world,” he said. “It takes the guesswork out of our day-to-day processes.”
At this year’s Innovations Conference, one theme was impossible to ignore, especially at Tuesday’s general session “AI in Action: A Conversation with League AI Fellows”: artificial intelligence is rapidly improving how the back office of community colleges impacts student outcomes.
From preparing students for an AI-enabled workforce to rethinking how institutions deliver support services, leaders are being asked to evolve on multiple fronts at once. Beneath the excitement, however, there was also trepidation about where to start or find impact.
Community colleges are being asked to improve retention, increase completion rates, expand access and deliver workforce-ready outcomes with constrained resources and increasingly complex student needs. The question is no longer whether AI has a role to play but how institutions can meaningfully leverage AI to improve the student experience.
Community colleges serve some of the most diverse and dynamic student populations in higher education. Many students balance work, family and financial pressures. Others are navigating college systems for the first time. Success, in this context, depends on more than academic performance. It depends on whether the institution can deliver timely, coordinated and personalized support.
At the conference, I heard about the promise of AI to identify at-risk students earlier, recommend interventions and even personalize learning pathways. These capabilities are powerful, but also surface a critical gap: Insight alone is not enough.
Many institutions struggle with fragmentation across departments and systems, making it difficult to act on even the best data. Student services, advising, financial aid and registrar functions often operate in silos. Information is scattered. Processes are manual and follow through is inconsistent. AI can help by highlighting where aide is needed.
At Innovations, several discussions pointed toward this emerging model: combining AI-driven analytics with process automation and enterprise content management (ECM), to create a connected, responsive student support ecosystem.
In practical terms, this means:
This is not just about efficiency but also consistency and accountability to ensure no student falls through the cracks simply because a process broke down or information was not visible to the right person at the right time.
Another key theme from the conference was the need for a more holistic understanding of the student journey. Student success is shaped by a combination of academic progress, financial stability, administrative processes and personal circumstances, yet most institutions still lack a unified view of this experience.
AI has the potential to connect these signals with governed access to well-managed, trustworthy information. This is where content management becomes foundational: AI is only as effective as the information environment beneath it. Without structured, governed, and accessible content, AI can amplify gaps rather than solve them.
For community colleges, this means investing in tools to:
When these elements are in place, institutions can move closer to a true 360-degree view of the student, one that allows staff to respond with context and precision.
We’ve seen that with customers already.
“Everyone is happy with our Laserfiche solution, especially our students. The transparency and collaboration that the system provides has been well received, and we look forward to expanding our use throughout the college.”
— Nishika Gupta, Managing Director of Records and Information Management at Bergen Community College
One of the more grounded conversations at Innovations was not about what AI can do, but how it should be used. In education, trust is everything. Students need to trust their data is handled responsibly, and faculty and staff need to trust that AI-supported processes are transparent and fair. Leaders need confidence that decisions can be explained and audited.
This mirrors what we are seeing across the public sector more broadly: AI adoption succeeds when it is built on strong governance, trusted data, and human oversight.
For community colleges, this is particularly important. The goal is not to replace human connection with automation, but to augment it and give staff the tools they need to focus on meaningful student engagement rather than administrative overhead.
“We’ve saved the college 20,000 hours, at a minimum, just by automating processes that used to be manual. That’s upwards of $750,000, probably approaching $1 million dollars by now, in hard cost savings.”
— Ron Spaide, Chief Information Officer at Bergen Community College
Community colleges have always played a critical role in expanding access to education and preparing students for the workforce. That mission has not changed. But the environment in which they operate has.
AI offers a powerful opportunity to rethink how institutions deliver on that mission. Not by adding more complexity, but by creating more connected, responsive, and student-centered operations.
The institutions that will lead in this next phase are not those that simply adopt AI tools; they are the ones that build the infrastructure to act on what AI reveals.
Because in the end, student success is not driven by insight alone. It’s driven by what institutions do with it.
To learn how to reimagine the community college’s student experience and power your processes, read more about Bergen Community College.
At this year’s Innovations Conference in Indianapolis, we talked about AI’s impact on document and records management with one key use case stood out across conversations with higher education leaders. Institutions are no longer exploring artificial intelligence as an abstract idea but are actively applying it to core administrative processes that shape the student experience.
Transcript processing is emerging as one of the clearest opportunities to create both immediate and long-term impact.
For CIOs and senior academic and administrative leaders, transcript processing is not simply a back-office task. It reflects deeper institutional challenges that slow decisions, increase operational costs and limit the ability to use data effectively. When transcripts move from unstructured documents to governed, trusted data, they deliver far more than faster turnaround times. They help build a stronger digital foundation for institutional agility.
Transcript delays influence far more than admissions decisions. Slow evaluation leads to late course placements, delayed advising, inaccurate forecasting and a confusing start for students. When transcript review takes days or weeks, downstream academic and administrative processes stall.
Transcripts arrive in a wide range of formats and quality levels. Without modern data extraction and classification, these documents become ghost content, meaning information the institution stores but cannot easily find or use. When transcripts fall into this category, leaders lose visibility into essential academic data that informs planning and student support.
Many institutions rely on legacy repositories, shared drives and departmental workarounds. These disconnected systems make it difficult to create consistent workflows, manage risk or scale operations. Leaders are increasingly seeking clearer processes, fewer tools and stronger governance.
The challenge of ghost content is especially pronounced in higher education. Institutions hold large volumes of transcripts and other critical documents that are unstructured, poorly indexed or buried in isolated systems. These files contain important academic data, but without structure they cannot support reliable decision making.
Transcripts arrive as scanned images, emailed PDFs, or exports from student information systems. If the information inside them cannot be extracted or trusted, it results in slow processes, inconsistent decisions and compliance concerns.
AI-driven content management directly addresses this problem by transforming unstructured documents into usable data. It turns static files into active institutional knowledge, reduces uncertainty,and increases operational efficiency.
Institutions that are making the most progress with AI are not treating it as a small technology upgrade. They are building a modern foundation for content intelligence, and transcript processing is one of the best places to begin. It touches every part of the student lifecycle and supports high volume, high-stakes decisions.
Here is how Laserfiche is supporting higher education in this shift.
Smart Fields can extract key transcript data such as course names, grades, terms, GPA and credit hours. The information becomes searchable metadata instead of buried text. Institutions gain structured data that improves accuracy and supports academic and operational decision making.
Once transcript data is structured, it integrates seamlessly with workflows across enrollment, advising, academic records and IT. Records become easier to validate, secure and audit. Leaders gain confidence that sensitive academic information is managed consistently and in compliance with institutional policies and accreditation requirements.
AI-driven content management increases resilience during peak periods. Institutions can manage higher transcript volumes without adding staff or sacrificing accuracy. With staffing shortages and increasing service expectations, this scalability is becoming essential.
Fast and accurate transcript processing supports timely advising, clear communication, smoother onboarding and fewer delays for students. When information moves quickly and accurately, the student journey improves.
Transcript processing is not often highlighted in strategic planning documents, yet it is one of the clearest indicators of an institution’s digital maturity. When institutions modernize transcript processing with AI-driven content management, they unlock benefits across the entire organization.
Modern transcript workflows bring enrollment, academic records, IT and student services into closer alignment through consistent data and shared processes.
Processing times can decrease from weeks to hours, allowing staff to focus on higher value work rather than repetitive manual tasks.
Structured transcript data supports better analytics, forecasting and planning efforts.
Institutions can reduce redundant tools and move toward a more modern cloud-focused architecture.
A strong content foundation enables faster adaptation to enrollment changes, evolving compliance requirements and shifting student needs.
Institutions that view AI as a set of isolated tools will struggle to gain traction. Those that adopt AI-driven content management as an enterprise capability will build more adaptive and resilient organizations.
Transcript processing is only the beginning. Once institutions create a strong content and data foundation, they can apply the same approach to financial aid, academic records, HR, procurement and student services. Each of these areas contains large volumes of ghost content that hinder performance and create opportunities for improvement.
AI-driven content management is no longer a departmental project. It is a strategic capability that strengthens operational performance, data governance and the student experience. Laserfiche is helping higher education leaders transform the information they already have into knowledge that supports strong effective operations.
