eBook: Working with Tasks in Laserfiche

This guide explains how to manage tasks within Laserfiche.It covers finding assigned tasks, starting new processes and filling out forms. You'll also learn how to organize tasks, collaborate with teams and utilize additional resources for further guidance.

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Topics Covered in the eBook

Master tasks within Laserfiche: Learn to access, manage, and complete tasks to boost efficiency.

Work smarter, not harder: Save time and streamline workflows with effective task management.

Laserfiche expert tips: Discover hidden features and improve your Laserfiche knowledge.

Find quick solutions: Access helpful resources for further learning and troubleshooting.

Work Smarter with Optimized Processes

Design No-Code Workflows

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.”

Quickly Route Data with Digitized and Automatable Forms

Eliminate paper forms, speed up manual approvals and automatically route completed form information into your CRM, ERP or legacy system.

Gain Actionable Business Intelligence

Use data-based insights from your automated processes to remove bottlenecks and make informed business decisions.

Learn how a Content Services Platform can transform your business

Content Management

Organize important information across the enterprise so the right people have access to the right content whether they’re in the office, working remotely or they’re a client or constituent accessing documents.

Process Automation

Automate vendor onboarding, accounts receivable, contract management and more with award-winning software that optimizes inefficient processes, enabling you to better allocate your resources.

Platform Services

With a combination of security and compliance features, frequent security updates and the ability to redact sensitive documents in a cloud-based repository, you can trust that your data is secure and confidential.

Unify the Systems Your Teams Use Every Day

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.

Automatically Sync Your Data with Direct Integrations

Integrate directly with Salesforce, Dynamics 365, Microsoft 365, DocuSign, Ellucian and Redtail with tailored interactions that reduce development efforts.

Create Custom Integrations that Fit Your Business

Leverage custom integration tools for developers to create synergy with your existing infrastructure and software applications.

Integrate Legacy Systems with RPA

Use workflow bots that capture information from third-party websites, spreadsheets and other applications to integrate legacy and proprietary systems.

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