Wild World Of Workflow
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Wild World Of Workflow

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Dynamically organize and automate how your documents are routed.

Dynamically organize and automate how your documents are routed.

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  • The heading should be in bold in 28pt font. The content should be in regular Arial in 24pt.
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  • Add to the starting rule for Workflow 1: Entry type equals document.

Wild World Of Workflow Presentation Transcript

  • 1. PO105
    • The Wild World of Workflow
    Jonathan Powers, Technical Writer, Laserfiche
  • 2. The Wild World of Workflow 8
    • Repeatable patterns of activity
    • 21 st Century version of the assembly line
    • Makes real the dream of Laserfiche as the perfect information management tool
    • Built on top of Microsoft’s Windows Workflow Foundation
  • 3. The Wild World of Workflow 8
    • Laserfiche as the hub of information
    • Dynamically automate how your documents get organized and routed
    • Build this automation using simple to configure, pre-built processes
    • Automate tasks outside the repository
  • 4. Sample Workflow
    • Interact with Laserfiche entries:
      • Assign a tag
      • Add sticky note
      • Rename
      • Move
  • 5. How It Works
  • 6. How It Works
  • 7. Demonstration
  • 8. Use Case
    • It's Jonathan's job to process sales orders
    • After an order is scanned into Laserfiche, Workflow 8:
      • Routes it to his folder
      • Tags the document Being Processed
      • E-mails him
      • Waits for him to process the order; once he does, the order is moved out of his folder
    • If he doesn't tag the document Processed by the deadline, Workflow 8:
      • Tags the document Not Processed in Time
      • E-mails his boss
      • Moves the order out of his folder
  • 9. Resources
    • The Wild World of WF8 (PO105)
    • WF8 Quick Start (LAB203)
    • WF8 Optimization and Best Practices (AA210)
    • Troubleshooting WF8 (AA204)
    • Office hours
    • support.laserfiche.com
      • White papers and videos
      • Forum
      • Code Library
  • 10. Questions?