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 manual business processes with a code-free drag-and-drop designer to take an item from “initiated” to “complete.”
Eliminate paper forms, speed up manual approvals and automatically route completed form information into your CRM, ERP or legacy system.
Use data-based insights from your automated processes to remove bottlenecks and make informed business decisions.
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.
Unite the applications your teams rely on, such as Salesforce and DocuSign, with the automated processes of Laserfiche Cloud — including direct and custom integrations as well as last-mile integration tools powered by RPA technology.
Integrate directly with Salesforce, Dynamics 365, Microsoft 365, DocuSign, Ellucian and Redtail with tailored interactions that reduce development efforts.
Leverage custom integration tools for developers to create synergy with your existing infrastructure and software applications.
Use workflow bots that capture information from third-party websites, spreadsheets and other applications to integrate legacy and proprietary systems.
Let us show you how Laserfiche can help automate your business and transform the way you do work.