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. 

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

Laserfiche Brings AI Agents to Enterprise Content Management

Laserfiche Introduces AI Agents: The Future of Intelligent Content Management

New agentic AI capabilities allow any user to automate intelligent, multi-step workflows using natural language.

LAS VEGAS, NEVADA, April 28, 2026 — Today at the Laserfiche Empower conference — the premier event for intelligent content management —Laserfiche announced the release of AI Agents. With simple, natural language prompts, these virtual assistants perform complex, multi-step tasks and work within the framework of Laserfiche’s robust security and compliance controls, transforming how you interact with your organization’s information.

Laserfiche AI Agents leverage advanced generative AI reasoning models to perform tasks that bridge the gap between building workflows and time-consuming manual effort. They can take actions based on document data and execute bulk changes from natural language user instructions. 

“The introduction of AI Agents to content management signals a shift in how we handle the information lifecycle,” said Karl Chan, CEO of Laserfiche. “We are moving beyond manual processes by offloading mundane work to Agents that operate within a governance framework. We are enabling organizations to modernize operations while keeping compliance at the forefront.”

To celebrate the launch of Laserfiche AI Agents at Empower, Agents are available exclusively for all conference attendees who use Laserfiche Cloud and their organizations. Agents will be generally available for users of Laserfiche Cloud on May 7, 2026.

Introducing Laserfiche AI Agents

Accessible through Smart Chat — an intuitive AI-powered chat interface in the Laserfiche repository — Agents inherit the specific permissions and access restrictions of the initiating user. This upholds Laserfiche’s rigorous security and governance standards, enabling teams and users of all technical levels to save time and scale output by safely automating their own solutions.

By combining AI-powered content analysis with intelligent Agents, organizations can identify conditions in their documents and take impactful actions across departments, including:

  • Legal: Surface inconsistencies in contracts — such as missing or conflicting metadata — and route them for legal review.
  • Human resources: Identify demographic information in personnel records and move those documents to folders with different security settings.
  • Accounts Payable: Identify overdue invoices and route them for follow-up and resolution.

Users across industries can use Agents to reduce the burden on IT resources and process designers. Some common industry use cases include:

  • Government: Accelerate public records requests by flagging documents that may require exemption or legal review and routing them to the appropriate teams.
  • Education: Identify documents containing PII and apply security tags to protect sensitive information.
  • Financial services: Support internal data handling policies by identifying compliance signals and routing exemptions for review.
  • Manufacturing: Flag quality-related issues in inspection reports and identify incidents for investigation and resolution.

Transform Records Management with AI Agents and Search

With their ability to intelligently filter content from across the repository and take context-aware actions, Laserfiche AI Agents will also reshape how users search for and organize information.

“In the future, the ‘where’ of document storage is not going to be as important as it used to be,” said Justin Pava, Laserfiche chief product evangelist. “With automatically-extracted metadata, AI-assisted search and the autonomous capabilities of Laserfiche AI Agents, you won’t have to spend time organizing data, you will be able to simply act on it.”

Upon launch, users will be able to direct Agents to perform one-time actions from within Smart Chat. Subsequent updates will expand Agents’ capabilities to include running repeated processes on-demand, embedding Agents in business processes, and enabling Agents to run in the background, monitoring the system for the specified conditions and then completing tasks ambiently while your team works on other high-priority projects.

For More Information

About Laserfiche 

Laserfiche is the 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. 

City of Acworth Drives Citywide Automation and Efficiency with Laserfiche

Modernizing City Operations to Better Serve Residents

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.

Building Automated Financial Workflows

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:

  • Processes more than 8,900 invoices digitally each year
  • Increased adoption of a standardized invoice process by 33%
  • Achieved a 27% increase in adoption of the automated check request workflow

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.

Turning Citizen Feedback into Actionable Insights

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.”

Saving Time Through Automation and AI

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.”

A Platform for Continuous Improvement

“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.”