Getting Started with Laserfiche

Here's your guide to getting started with Laserfiche, including tips & tricks to help you get the most out of the software!

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Topics Covered in the eBook

Getting Started with Laserfiche is your quick start tour of Laserfiche to get you familiar with the user interface

A high-level overview of Laserfiche's interface and platform capabilities, plus bonus tips to make the platform even more intuitive

Tips & tricks to customize the settings for your organization's needs

A glossary defining key Laserfiche terminology and a quick guide of the most popular features

Work Smarter with Optimized Processes

Design No-Code Workflows

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.”

Quickly Route Data with Powerful Forms

Speed up manual approvals and automatically route submitted form data into your CRM, ERP or legacy systems.

Improve Data Management

Easily build metadata templates to categorize documents, improve searchability and power your business processes.

How Laserfiche Can Transform Your Business

Content Management

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.

Process Automation

Better allocate resources by automating vendor onboarding, accounts receivable, contract management and more—no coding required.

Intelligent Data Capture

Unlock valuable information with AI-capture tools that process high volumes of content, extract data and automatically organize files.

Users Know Best: Laserfiche Is a Leader

Don't just take our word for it. Check out our reviews on G2 to learn why Laserfiche is an industry leader.

READ THE REVIEWS

Getting Started with Laserfiche

Topics Covered in the eBook