Laserfiche

Automatically capture and process structured and unstructured data from invoices, contracts, forms, and scanned documents

Perform keyword searches within audio and video content with transcription capabilities

Generate summaries of repository files containing text or transcribed audio

Automatically extract data from documents using natural language prompts

Build data capture forms faster and with less errors by using AI to validate regular expression code

Ask questions and get instant, tailored responses from help documentation and repository content using an intuitive chat interface

Automate approval tasks, document routing, reminders and more using a code-free business process designer

Create custom scripts that incorporate third-parties as part of automated solutions

Enable external-facing processes for customer engagement

Automate email alerts, document routing, approvals and more with a drag-and-drop interface

Reference and restore previous versions of process definitions

Centrally define repeatable decision logic, formulas, scripts and more that can be used across multiple processes

View, manage, and report on individual and team tasks, which can be sorted by priority and deadlines in a central task inbox

Automate business processes, approvals, and document routing with low-code process automation

Track successful and unsuccessful changes to access rights, global and user settings, passwords and more

Automatically set cutoff instructions, retention schedules, holds and more to reduce manual records-related actions

Track successful user actions, such as create/delete/edit actions performed on documents and metadata

Apply a legal hold to specified content, preserving all forms of relevant information and halt retention policies

Manage records through creation, active use and disposition, based on compliance and organizational requirements

Quickly locate and create a report on relevant records based on their retention and disposition schedules

Compliance certification detailing controls for Laserfiche Cloud related to security, availability and confidentiality principles

Ensure that no user can make any modifications to a record's content or perform any action that may shorten or bypass its retention schedule

Further customize how a form looks and feels beyond existing functionality by using CSS/Javascript

Set colors, font sizes, borders, logos and everything else to design the look of an electronic form

Dynamically show and hide certain form fields based on the values of other fields for more complex forms

Create dynamic electronic forms and surveys for data collection and process initiation

Create surveys for external customers or constituents

Use pre-built forms and process templates to reduce development time and jumpstart automation efforts

Complete electronic forms on the go or through kiosk mode via mobile app, even when offline

Publish external-facing forms for public users or external constituents to submit information

Create surveys and view results as responses are submitted via visualized charts

Connect Laserfiche with line-of-business applications using Boomi, such as Workday, Epic, Netsuite, ESRI, ServiceNow, and many more

Connect directly with external data sources for smoother, faster, more efficient integration across systems

Send documents from the Laserfiche repository via DocuSign to complete e-signatures

Use a set of RESTful web APIs to design custom integrations between Laserfiche and third-party enterprise apps

Native integration with Microsoft Teams, Outlook, Word, PowerPoint, Excel for seamless collaboration

Push and pull data between Laserfiche and Microsoft Dynamics 365 CRM to reduce data entry and optimize CRM process flows

Automatically archive and file emails using filing rules based on email properties

Provides common Repository management capabilities for Laserfiche Cloud users within SharePoint

Push and pull data between Laserfiche and Redtail to reduce data entry and optimize CRM process flows

Access local databases to populate form fields, metadata, process logic and more via lookups

Push and pull data between Laserfiche and Salesforce to reduce data entry and optimize CRM process flows

Collaborate on and edit Microsoft 365 content with other users at the same time

Integrate third-party apps and data with Laserfiche to create custom solutions via the SDK and supporting documentation

Configure single-sign on via Active Directory Federation Services to use existing AD credentials

Data volumes on servers storing customer data and attachments in Laserfiche Cloud are encrypted at rest using industry-standard AES-256 encryption

Place an administrator-defined watermark on content printed or exported by a user

Control access to documents and objects using individual, role, or group-based permissions

Create and assign user licenses upon initial user log in to eliminate the need to configure user accounts in advance

Enable multi-factor authentication to strengthen user security

Redact images and/or text associated with a document to hide sensitive data from unauthorized users

Role-based access controls for all features including Laserfiche AI

Configure SAML-based single sign-on with a variety of identity providers

Automate the user provisioning and deprovisioning process for SAML users

All data sent between Laserfiche customers and applications is encrypted in transit using Transport Layer Security (TLS) with Perfect Forward Secrecy (PFS)