Streamlined Routing & Automated Filing

Now that we’ve talked about how easy Laserfiche Forms are to build, how simple they are to fill out, and how they ensure accurate data collection – you’re probably thinking “I’m sold, take my money!”….But wait! There’s more! (I’ve always wanted to say that).The true power of Laserfiche Forms is actually what happens after the “Submit” button is pressed.

With paper forms – a piece of paper has to travel from desk to desk, someone has to figure out who to send it to next, it probably gets sent to the wrong person at some point, no one knows where it is in the process, and if it finally makes it to the end of the process without being lost or having coffee spilled on it…someone either tells you there’s a mistake and to start over or you’re another year older by the time it gets where it needs to be. And, to be honest, other types of digital forms (PDF, Word, Excel, etc.) aren’t much better. Sure, email is much more efficient than hand delivering a paper form (and you don’t have the risk of spilled coffee), but a lot of the same inefficiencies still apply – someone has to decide where it needs to go, it gets sent to the wrong person by mistake, there’s no tracking of its progress, and it can still get buried in someone’s inbox.

Laserfiche Forms eliminates the headaches of typical Form approval/review processes by automatically routing to the appropriate individuals. As we mentioned earlier, the Laserfiche Forms Process Designer allows for a form to automatically flow through a business process based on a pre-determined set of rules. Who the submitter is, actions taken by approvers, and even the information contained within the form itself – all influence how a form is routed, who it is routed to, who is notified, when tasks are due, and more.

Common Forms Process Automation Features Include:

• • • Dynamic Routing Decisions
    • Automated Email Confirmations & Status Updates To The Submitter
    • Automated Email Notifications To Reviewers, Approvers, Managers, Etc.
    • Time-Based Reminders
    • Dynamic Due Dates
    • Automated Routing Back To The Submitter For Updates/Clarification
    • Parallel Approval Paths
    • Triggers To Start Other Business Processes
    • And More!

Additionally, once a Form has made it’s way through each approval/review and has reached the end of the process – Form Filing Rules are used to automatically name, index, and file the form & any documents that were attached/uploaded to the form as well. From start to finish, Laserfiche Forms provides powerful automation to completely streamline the process every step of the way.

Learn More About Laserfiche Forms

As you can see, the possibilities are truly endless with Laserfiche Forms. At Modified Logic, we specialize in Form design & process automation. Our focus is to guide our clients through each step of their Digital Transformation Journey – and providing the ability to streamline Form processes is one of the most critical & impactful steps in every Laserfiche implementation.

If you would like to learn more about Laserfiche Forms or are looking to begin your Digital Transformation journey, please contact us at (833)813-2221 or email sales@modifiedlgic.com.

You can also visit our forms page Electronic Forms – Modified Logic and request a free demo with the link at the top of this page.

About Modified Logic

With over 20 years of experience, Modified Logic has a proven record of providing the highest level of support & exceptional services for Laserfiche clients across multiple different industries. From initial deployments and expansion initiatives, to providing responsive support & continuous maintenance – Modified Logic provides everything you need to ensure a successful Laserfiche implementation. Modified Logic also specializes in business process automation, custom integrations, and providing advanced Digital Transformation services through Robotic Process Automation (RPA), Business Intelligence & Analytics, and more!