Are You Getting the Most Out of Your Laserfiche System?
If you're using Laserfiche for document management, you're already on the right track toward a more streamlined, organized, and efficient workplace. But here’s the real question: Are you truly unlocking its full potential?
Many organizations invest in Laserfiche for core document storage, only to underutilize some of the most powerful features it has to offer. If you're only using it as a digital filing cabinet, you're leaving time, money, and productivity on the table.
Let’s explore some often underutilized Laserfiche functionalities and automation features that can transform how your team works.
1. Workflow Automation: Your Digital Assistant
Laserfiche Workflow is a powerhouse, but many teams only scratch the surface. Automating repetitive tasks like:
- Routing invoices for approval
- Notifying staff of pending tasks
- Auto-filing documents based on metadata
- Triggering document creation from forms submissions
...can save countless hours. If you’re still manually dragging documents or sending emails for approvals, Workflow can do that work for you—flawlessly and instantly.
2. Laserfiche Forms: Beyond Simple Data Capture
Laserfiche Forms isn’t just for basic submissions. It’s a dynamic process tool that can:
- Collect and route onboarding documents
- Gather and verify client or patient intake info
- Trigger conditional processes based on field values
- Replace PDFs and spreadsheets with interactive, auditable workflows
If you’re only using Forms to capture data and not tie it into process automation, you’re only seeing half the magic.
3. Records Management: Compliance Made Simple
Are you manually tracking retention periods and worrying about compliance? Laserfiche’s Records Management tools help enforce:
- Retention schedules
- Disposition rules
- Audit trails for compliance and legal defense
If you're still archiving manually or relying on external spreadsheets, it’s time to let Laserfiche do the heavy lifting.
4. Templates & Metadata: Fuel for Automation
Templates and metadata are the foundation of intelligent automation. Are you consistently applying metadata to your documents? If not, you’re missing out on:
- Smarter searches
- Automated filing
- Customized reporting
Set up entry templates and folder structures that make metadata mandatory—your future workflows will thank you.
5. Email Capture & Integration
Tired of digging through your inbox for critical documents? Use Laserfiche’s email archiving or integrations with Microsoft Outlook or Gmail to:
- Automatically store and classify attachments
- Trigger processes directly from received emails
- Keep correspondence tied to related documents
6. Web Client Customization & Dashboards
The Laserfiche web client isn’t just a viewer—it can be tailored with quick searches, custom widgets, and links to workflows or forms to create an intuitive, role-based dashboard for each department.
7. Reporting and Analytics with Laserfiche Business Process Library (BPL) or Integrations
Understanding where bottlenecks occur in your processes helps you refine and improve. Use built-in reporting or tools like Laserfiche Analytics or third-party dashboard integrations to track performance metrics on:
- Process completion times
- Form submission frequency
- Document volumes by category
Final Thought: Don't Leave Features on the Shelf
If you’ve had Laserfiche for more than a year, it's worth scheduling a system health check or optimization review. You might be sitting on capabilities that could dramatically reduce workload, enhance user experience, or support new business initiatives.
Laserfiche is built to scale and adapt. Whether you're a small office or a large enterprise, there's always a next level of efficiency to unlock.
Let’s Talk: Are you ready to maximize your Laserfiche investment?
If you're not sure where to start or want help identifying underused features, our team is here to help. Reach out for a complimentary system review—we’ll help you uncover hidden opportunities in your current setup.