This guide and associated worksheet helps you design a metadata plan for your organization.
An overview of the different types of metadata available in Laserfiche.
Advice for applying metadata consistently.
Step-by-step instructions for creating a metadata plan.
Examples of how other organizations use metadata within their business processes.
Map out and automate tasks in your business processes with a code-free drag-and-drop designer to take an item from “initiated” to “complete.”
Speed up manual approvals and automatically route submitted form data into your CRM, ERP or legacy systems.
Easily build metadata templates to categorize documents, improve searchability and power your business processes.
Organize data enterprise-wide so the right people can access the right content, whether they’re in the office, working remotely or are a client accessing documents.
Better allocate resources by automating vendor onboarding, accounts receivable, contract management and more—no coding required.
Unlock valuable information with AI-capture tools that process high volumes of content, extract data and automatically organize files.
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