Workflow

Streamline processes & improve efficiency with powerful automation

Automation Toolbox

Build automated workflows with an intuitive & feature-rich designer interface

Standardize Processes & Policies

Enforce standardization of how documents are processed, organized, & stored

Improved Efficiency

Eliminate manual data entry & processing by automating repetitive tasks

Automation At Your Fingertips

The Laserfiche Workflow engine is an incredibly powerful automation toolbox that comes standard with all Laserfiche implementations. From automating approval processes, to creating automated filing rules – the possibilities are endless!

Hundreds of Automation Tools

Streamline processes with Workflow actions like Send Email, Move To, Look-Up Data, Apply Metadata, and hundreds more

Connect Other Applications

Utilize database look-up functionality to leverage data from 3rd party applications in your Workflow

Drag & Drop Interface

Intuitively drag & drop different Workflow actions onto your business process diagram

Flexible Rules

Schedule Workflows to run at certain dates/times or launch Workflows based on a set of rules & actions

Increase Productivity & Enforce Standardization

Manual data-entry & document processing costs a significant amount of time and drastically reduces productivity. With Laserfiche Workflow, you can save hours of time by automating simple repetitive tasks like naming, indexing, & filing documents. Not only does Laserfiche Workflow automate processes & – it enforces standardization to keep your repository organized & processes consistent.

Naming Conventions

Create naming rules to automatically name documents in a standard format to enforce consistency & efficient organization

Automated Emails

Automatically send email notifications based on business process actions, document routing rules, or pre-scheduled Workflow rules

Automatic Indexing

Leverage database look-up functionality to automatically populate index fields with data pulled from other applications

Eliminate Duplicates & Errors

Drastically reduce human error & duplicates but automating document naming, indexing, filing, and versioning rules

Standardized Filing Rules

Utilize filing rules to automatically create new folders, route documents to user work queues, file documents into new/existing folders, and more

Detailed Tracking & Auditing

Easily track every step a document takes from creation to archival & monitor every document and/or user action that takes place in the system

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833.813.2221

130 N Preston Rd. Ste. 100, Prosper, TX 75078

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