Introduction to Laserfiche Forms and Business Processes

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

User Management (Laserfiche Cloud)

Create and manage users in Laserfiche with this hands-on lab!

Perfect for anyone getting started with administering their Laserfiche Cloud system, this course provides an overview of foundational user management concepts while highlighting best practices. Get familiar with the interfaces for managing users and groups while learning about common use cases and best practices to apply for your organization. This course will teach you how to:

Create users and groups within Laserfiche

Leverage groups to simplify user management

Administer user licensing and access to Laserfiche applications

Configure account-wide default settings

Working with Workflow and Laserfiche Forms (Self-hosted)

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.

Working with Workflow and Business Processes (Laserfiche Cloud)

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

Using JavaScript and CSS in the Form Designer

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

Introduction to the Repository

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

Introducing Laserfiche AI Agents, Collections and More

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.

Read the full Agents press release

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. 

User interface for toggling between Ask mode and Agent mode when interacting with Laserfiche AI Agents.

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

See the full list of supported actions in the product documentation. 

Built-in controls for secure Agent actions

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. 

Learn more about what you can do with Laserfiche AI. 


Collections 

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.

Learn more about Collections. 


New Forms Mobile App

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. 


Other updates: 

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. 

From Paper to Process How Cal Baptist University Scaled Automation

Laserfiche Recognized as a Leader in 2026 Gartner® Magic Quadrant™ for Document Management

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:

  • “Laserfiche transformed the way we worked, it provided the possibility to unify our Financial Services into one site and one set of work standards. Support has been great when I have had issues I could not solve on my own.” — Senior Finance Manager in Manufacturing [read full review]
  • “Laserfiche is an incredibly robust Forms solution that allows us to provide innovative automated processes and to improve existing legacy business processes. We have been thrilled with this product.” IT Manager in Healthcare and Biotech [read full review]

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 Named a Leader in the 2026 Gartner® Magic Quadrant™ for Document Management