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Laserfiche Workflow

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Marco Sánchez
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75 views2 pages

Laserfiche Workflow

Uploaded by

Marco Sánchez
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Laserfiche Workflow Factsheet

Laserfiche Workflow is powerful business


Product Highlights
process automation software that classifies,
ƒƒ Create automated workflows
organizes, routes and archives documents. with an intuitive, graphical
design tool

ƒƒ Integrate with a wide variety


Improve Decision-Making with Real-Time Information of enterprise applications to
run repeatable processes
ƒƒ Launch dynamic business processes with one click from web,
ƒƒ Use more than 100 built-in
desktop or mobile clients
activities to simplify third-
ƒƒ Provide step-by-step instructions to users involved in the process party integration, offer easy
customization and enhance
ƒƒ Update participants involved in a business process activity while administrative control
the process is running
ƒƒ Alert and direct users
ƒƒ Display pending documents and actions required at various regarding their responsibilities
for completing business
stages within a business process, increasing visibility, removing process tasks
bottlenecks and prompting timely response
ƒƒ Report on customizable steps
ƒƒ Identify and correct performance issues by monitoring and in any workflow’s progress
analyzing the average time it takes for the process or part of the
process to run, which steps took the longest and how long it took ƒƒ Improve visibility into business
each participant to complete their tasks process efficiency with
instance details (including
charts and statistics) about
specific times a workflow ran

ƒƒ Troubleshoot, optimize and


report on system processes
with an included search and
reporting interface

ƒƒ Trigger document changes


from activity in line-of-business
applications like CRM, GIS, ERP
and others

ƒƒ Apply trusted digital


signatures to a document, as
well as delete and retrieve
information from them

ƒƒ Automatically import PDF


forms into Laserfiche, retrieve
information from PDF fields and
map them to Laserfiche fields
View a document’s business process history and instructions for next steps
Accelerate Organization-Wide
Document Review and Approval
ƒƒ Initiate processes, review
documents and make decisions
from a central inbox

ƒƒ Ensure tasks are completed on


time with automatic, recurring
notification emails

ƒƒ Track the approval status of each


document and who is working on it

ƒƒ Enable concurrent review and


approval for multiple users

ƒƒ Automatically send notifications


Initiate paperless expense
when a document is created,
reports, approve invoices and
edited or deleted conduct other routine activities
from smartphones and tablets

Quickly Diagram and Implement Workflows


ƒƒ Use 100+ drag-and-drop activities to easily build custom workflows

ƒƒ Save hours of staff time with rule-based workflows for simple tasks
like renaming documents and emailing document changes

ƒƒ Digitize and model entire processes like HR onboarding and


accounts payable processing without writing code

Your Next Steps


Contact Us
(800) 985-8533

Get a Demo
laserfiche.com/demo

© 2015 Laserfiche
Laserfiche is a division of Compulink Management
Center, Inc. Laserfiche ®, Run Smarter® and
Compulink® are registered trademarks of
Compulink Management Center, Inc. All other
trademarks are properties of their respective
companies. Due to continuing product development,
product specifications and capabilities are subject
to change without notice.

Create workflows that outline and automate exactly how documents should
be processed and routed

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