Centralized repository for digital and scanned documents using folders, metadata, templates, version control, annotations and granular access rights.
Manage records and record folders through their life cycle with file plans, retention rules, holds, cutoff, transfer, accession, disposition and vital-record review.
No-code Workflow automation using configurable activities, starting events, routing logic, metadata updates, notifications, integrations and instance monitoring.
Forms and Business Processes capture information, create user tasks, support approvals, store content and connect submissions to automated processes.
Capture Profiles process incoming scanned and electronic documents with classification, metadata extraction and repository storage for downstream automation.
Process Automation connects documents, data, systems and people through Workflows, Business Processes, Forms, rules, integrations and analytics.
Centralized repository storage organized with folders, templates, fields, tags, shortcuts and governed entry access rights.
Create and manage document versions while preserving revision history in the repository.
Use annotations such as highlights, sticky notes, stamps and redactions while preserving managed document content.
Search full-text indexed content together with template fields, tags and other repository metadata.
Use folders, shortcuts, recent items, starred entries and personal collections to organize repository access without duplicating source content.
Apply entry access rights, field and template access controls, privileges and trustee-based security to repository content.
Apply repository templates to documents and folders to standardize business metadata.
Define fields for searchable business values, including text, numbers, dates, lists and dynamic field values.
Use Smart Fields, AI-Assisted Template Selection and AI-Assisted Tag Classification to classify content and populate metadata consistently.
Organize record series, record folders and records within a file plan and apply records management controls throughout the record life cycle.
Define retention schedules, cycle definitions, cutoff instructions and event-based retention rules.
Track disposition eligibility and perform authorized cutoff, transfer, accession and destruction actions from records management views and reports.
Use Audit Trail to review repository, security, records and administrative activity according to configured audit policies.
Use holds, retention rules, vital-record review, access controls and audit evidence to support governed records handling.
Locate responsive records, deliver content through secure access methods and track access where supported.
Design, test and publish workflows with configurable activities, conditions and reusable automation logic.
Configure starting events and rules based on repository changes, schedules and other supported process events.
Monitor workflow instances, execution status, errors and performance to troubleshoot automation.
Build forms that capture structured information using fields, file uploads, calculations, validation and layouts.
Use Business Processes to route submissions through user tasks, gateways, approvals, service tasks and process logic.
Save form submissions and uploaded files to the repository with folders, templates and metadata.
Improve data quality with required fields, validation, calculations, dynamic fields and controlled choices.
Assign user tasks for review, approval, correction and other human decisions in a Business Process.
Connect Forms and Business Processes with Workflow, repository actions, variables and external integrations.
Use Capture Profiles to automatically process incoming scanned and electronic documents through classification, extraction and storage rules.
Generate searchable text and populate repository metadata from document content using capture and extraction capabilities.
Bring scanned and electronic documents into defined Capture Profiles for automated processing and repository filing.
Use Smart Fields for AI-assisted field extraction, template selection and tag classification from document content.
File processed documents to the appropriate repository location and trigger downstream Workflow or Business Process automation.
Provide review steps where business rules or extraction results require human verification before final filing.
Capture case intake data and supporting documents through Forms and Business Processes.
Maintain case content in a centralized repository using folders, templates, fields, tags and governed access rights.
Automate case routing, user tasks, approvals, notifications, escalations and repository actions.
Apply granular entry access rights, template and field security, and user/group privileges to sensitive case content.
Find case content using repository search, full-text search, metadata criteria, tags and process variables.
On completion, file final content, apply records management rules and preserve the process and audit history.
Build Workflows and Business Processes with visual designers, configurable activities, user tasks and reusable process logic.
Combine user tasks and approvals with automated repository actions, metadata updates, notifications and system integrations.
Use process monitoring and analytics to observe execution, identify exceptions and improve process performance.
Send task notifications, reminders and event-driven messages when process conditions require attention.
Exchange information among the repository, Forms, Workflows and external applications using variables, web requests, connection profiles and APIs.
Keep automation aligned with repository security, records rules, Audit Trail and governed content practices.
Use repository search across names, locations, templates, fields, tags, dates and other entry properties.
Use full-text search across indexed text generated from scanned and electronic documents.
Combine template fields, dynamic metadata and other search criteria to refine retrieval.
Use the Laserfiche Repository API and current SDK capabilities to work with documents, metadata, access rights, annotations, records and repository services.
Connect processes to external applications through supported integrations, web requests and connection profiles.
Use REST APIs, web requests, connection profiles and developer tools to exchange data with ERP, CRM, HR, finance and other systems.
Configure and maintain repositories, repository settings, storage, users, groups, licensing and service connectivity.
Configure privileges, entry access rights, template and field access controls, authentication and trustee security.
Design and maintain templates, fields, dynamic fields, tags and metadata definitions.
Manage published Workflows, Business Processes, Forms, starting events, connection profiles and automation settings.
Configure Audit Trail reporting and review repository, process, administrative and security-sensitive events.
Track environment configuration, service health, repository storage, backup/recovery and support readiness.
Protect content with privileges, entry access rights, field/template security and account-level controls.
Use repository version control to preserve document revision history and controlled change.
Use Audit Trail to review repository events, process activity, administrative actions and security-sensitive changes.
Use Laserfiche security controls appropriate to the deployed environment, including authentication, access control and session protections.
Apply redactions to protect sensitive information while maintaining governed repository content and access.
Combine records management, access control, Audit Trail, retention and process governance to support organizational compliance programs.