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Laserfiche Workflow Laserfiche Workflow is powerful business process automation software that promotes continuous productivity with rule-based routing, email notifications, activity monitoring and built-in reporting.

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Page 1: Laserfiche Workflow - cms.generalcode.comcms.generalcode.com/wp-content/uploads/2018/01/... · expense management and records management. ... • Extract information from Forms processes

Laserfiche WorkflowLaserfiche Workflow is powerful business process automation software that promotes continuous productivity with rule-based routing, email notifications, activity monitoring and built-in reporting.

Page 2: Laserfiche Workflow - cms.generalcode.comcms.generalcode.com/wp-content/uploads/2018/01/... · expense management and records management. ... • Extract information from Forms processes

Trigger Document Routing When New Content Is Created

Save hours of staff time with rule-based workflows for simple tasks like renaming documents and emailing document changes.

• Ensure tasks are completed on time with automatic, recurring email notifications

• Automatically send notifications when a document is created, edited or deleted

• Keep your repository organized by automatically filing documents in the correct folder on import and renaming them to follow a standard naming convention

Automate and Transform Business Processes

Optimize resource-intensive, multi-department processes including vendor and contract management, invoice processing, electronic records management, travel and expense management and records management.

• Digitize and model complex processes like HR onboarding and accounts payable processing without writing code

• Initiate processes, review documents and make decisions from laptop, desktop or mobile devices

• Display pending documents and required actions at various stages within a business process, increasing visibility, removing bottlenecks and prompting timely responses from colleagues

• Integrate with a wide variety of enterprise applications to run repeatable processes, such as updating metadata based on information stored in an external database

View a document’s business process history and instructions for next steps.

Page 3: Laserfiche Workflow - cms.generalcode.comcms.generalcode.com/wp-content/uploads/2018/01/... · expense management and records management. ... • Extract information from Forms processes

Create workflows that outline and automate exactly how documents should be processed and routed.

Monitor, Report and Analyze Business Processes

Boost staff productivity and simplify process management with reports on every business process step.

• Identify and correct performance issues by monitoring and analyzing the average time it takes for the process or process stage to run, which steps took the longest and how long it took each participant to complete his tasks

• Track exactly where documents are and who is working on each document

• Present users with a full history of all business process steps related to a document

Quickly Diagram and Implement Workflows

Build a business process automation solution for every need with an easy-to-use workflow designer.

• Use 150+ drag-and-drop activities to easily build custom workflows without any programming skills

• Expedite implementation with a collection of process templates for common processes such as new hire onboarding, contract management and more

• Automatically import and retrieve information from PDF forms into Laserfiche and map them to Laserfiche fields

• Update and modify Microsoft Word documents with information collected during a business process workflow

• Extract information from Forms processes to make decisions in Workflow, and launch a Laserfiche Forms process directly from a workflow

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About Laserfiche

Laserfiche Enterprise Content Management transforms how organizations manage information, automate document-driven business processes and make timely, informed decisions. Using Laserfiche, organizations can innovate how documents and unstructured information are processed and analyzed to achieve business results. Laserfiche provides intuitive solutions for capture, electronic forms, workflow, case management, cloud, mobile and government-certified records management. Since 1987, Laserfiche has been the trusted choice of more than 36,000 organizations worldwide.

Your Next Step

Read White Papers and Case Studies laserfiche.com/products

Get a Demo laserfiche.com/demo

Contact Us (800) 985-8533

Run Smarter

© 2016 Laserfiche

Laserfiche is a division of Compulink Management Center, Inc. Laserfiche®, Run Smarter® and Compulink® are registered trademarks of Compulink Management Center, Inc. All other trademarks are properties of their respective companies. Due to continuing product development, product specifications and capabilities are subject to change without notice. Printed in the USA.

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