Automate the repetitive. Magnify the important.
Streamline processes and improve efficiency with powerful automation — from simple filing rules to complex multi-step business processes.
Automation Toolbox
Build automated workflows with an intuitive, feature-rich designer interface.
Standardize Processes
Enforce standardization of how documents are processed, organized, and stored.
Improved Efficiency
Eliminate manual data entry and processing by automating repetitive tasks.
Hundreds of tools. Endless possibilities.
The Laserfiche Workflow engine comes standard with every implementation — from approval processes to automated filing rules, the possibilities are endless.
- ▸ Hundreds of actions: Send Email, Move To, Look-Up Data, Apply Metadata, and more
- ▸ Database look-ups leverage data from 3rd-party applications
- ▸ Drag-and-drop interface for designing business process diagrams
- ▸ Schedule workflows on dates/times or trigger from rule sets
Save hours. Eliminate errors. Enforce consistency.
Manual data entry and document processing reduce productivity. Workflow automates it — and enforces standards along the way.
Naming Conventions
Automatically name documents in a standard format to enforce consistency and organization.
Automated Emails
Send notifications based on process actions, routing rules, or pre-scheduled rules.
Automatic Indexing
Populate index fields with data pulled from other applications via database look-ups.
Eliminate Duplicates & Errors
Reduce human error by automating naming, indexing, filing, and versioning rules.
Standardized Filing
Create new folders, route to work queues, and file to existing folders automatically.
Detailed Tracking & Auditing
Monitor every step a document takes from creation to archival, plus every user action.