Laserfiche Workflow™ is a flexible, easy-to-use tool for automating, modeling and managing your business processes.

With its ability to integrate with a wide variety of enterprise applications, Workflow can be used to execute repeatable processes in a consistent manner across the organization, optimizing resource efficiency, cost and service delivery.

Highlights:

  • Simplify Complex Tasks.
  • Design Workflow Rules with Ease.
  • Minimize IT Support.

“I literally went to one Workflow session at the Conference, came back and started designing workflows. Within six months, we had 22 workflows. We did all the training in-house without a consultant, so we were able to implement our contract management system without any outside services or additional costs.”

Lance Dutcher, Systems Engineer
Corporate Commission of the Mille Lacs Band of Ojibwe Indians

Simple Workflow:
Requesting Vacation Time
  1. 1. Employee submits a request using the Laserfiche Client.
  2. 2. Manager is notified for initial review via an automatic e-mail notification.
  3. 3. Human Resources gets an automatic e-mail notification. The request is given final approval if the employee has vacation time available.
  4. 4. Employee is automatically notified if the request was approved or denied.
Design Workflow Rules with Ease

The Workflow Designer is an easy-to-use, graphical interface in which you build a workflow and define the conditions that must be met in order for a document to move from one step to the next. The Designer’s streamlined layout and intelligent design help you work quickly, while its intuitive “top-down” structure makes it easy to identify each step in the workflow. To minimize time spent troubleshooting build-related issues, the Designer automatically alerts you when a workflow is not configured correctly. Once you’re satisfied with a workflow, you can activate it with the click of a button.

  • A simple, intuitive and customizable interface lets you drag and drop activities onto a workflow and configure how they should perform.
  • Trigger workflows on a schedule or when specified events take place in your Laserfiche repository.
  • Define exactly which events, documents, and users will start a workflow using flexible conditions.
  • Route documents based on conditions you define or different actions to be taken before or after a deadline.
  • Perform two or more activities in parallel, based on specified conditions.
  • Configure a workflow to wait to proceed until a specified condition becomes true.
  • Extract data and customize its format with regular expressions.
  • Create and run custom Laserfiche Workflow activities with VB.NET or C# scripts.
  • Export workflows (with their starting rules and attachments) and import them into other Laserfiche Workflow 8.3 installations.
Sample Tasks

Workflows perform specified actions at appropriate times. For example, using Laserfiche Workflow, you can automatically:

  • Route a document to a specific user.
  • Populate a field.
  • Add a tag.
  • Send an e-mail.
  • Exchange information with other applications.
Realize a Rapid Return on Investment

“After digitizing and automating our credentialing process with Laserfiche, we decreased processing time by 18 days and reduced costs by $72 per file.”

Ryan Boe / Corporate Credentialing Manager / Molina Healthcare

Contact us to see a demo or request a quote today.

Want to read up more first? Download the brochure here or the Quicker, Better, Safer eBook - a collection of customer solutions to forms-based business process problems.