Are you a new Laserfiche Administrator? Start here to accelerate your organization's use of Laserfiche and increase your value of the system!
Whether you're just getting started with Laserfiche or inherited your system, this session will help you get caught up and ramped up to make the most of your Laserfiche system! In this Laserfiche crash course, you'll learn essential skills to administer and manage your Laserfiche system, increase the value of the system with automation, and familiarize yourself with resources to further your Laserfiche learning journey. We hope you'll join us for this informative session to help you get started and make the most of your system!
Standardize and simplify client data collection
Digitize various review and approval processes
Collect client signatures electronically
Route account opening information securely to custodians
Store all documents securely in Laserfiche>
Integrate Laserfiche with other applications to facilitate seamless data flow
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.
Don't just take our word for it. Check out our reviews on G2 to learn why Laserfiche is an industry leader.
Let us show you how Laserfiche can help automate your business and transform the way you do work.