eBook: Guide to Designing Your Laserfiche Repository

As your Laserfiche repository grows, it’s important to have a organization structure that supports how you store, retrieve and search for content.

Learn best practices for designing a repository so you can build a solid groundwork for the future.

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In This Guide:

Tools you can use to develop an effective initial plan for your repository’s structure and management.

Best practices for gathering and managing content metadata to enable more efficient workflows.

Advice on how to best apply security within your repository to prevent unauthorized content access.

Worksheets and resources to build a repository that helps meet your organization’s business needs.

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 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.

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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