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Whatā€™s New in Laserfiche 9.2 
2 October 2014 
Justin Pava 
Technical Product Manager
Laserfiche 9.2 
ā€£ Forms 
ā€£ Mobile (now included with Forms!) 
ā€£ Laserfiche Directory Server 
ā€£ Social BPM Preview
Laserfiche Forms 9.2
Inbox and Task List 
ā€£ View and complete pending tasks 
ā€£ Review submitted forms and completed 
tasks 
ā€£ Finish in-progress draft forms 
ā€£ Start new processes and submissions
Signature Field 
ā€£ Visual 
representation of a 
personā€™s signature 
ā€£ Type or draw 
ā€£ Default 
configuration for 
one-click application
Thank You Page Enhancements
Save as Draft Enhancements 
ā€£ Display drafts directly in Inbox 
ā€£ Use variables to customize the subject 
and text of draft emails
Optimized for Small Browser Sizes 
ā€£ Responsive design for optimized viewing 
in tablet and mobile web browsers
Section Field Enhancements 
ā€£ Bulk set read-only 
ā€£ Conditionally make certain sections of the 
form read-only depending on stage 
ā€£ Section title/borders can be hidden
Logo Picker 
ā€£ Add logos directly through the Forms 
Theme Designer 
ā€£ Upload or drag an image file, provide a 
URL, or select from your gallery
Lookup Auto Suggest and Populate 
ā€£ Configure directly in Forms Designer 
ā€£ Auto-suggestion based on database 
lookup 
ā€£ Conditional auto-population rules 
ā€£ Automatically converts on 9.2 upgrade
Additional Items 
ā€£ Submission IP address variable 
ā€£ Editable and refreshable data sources 
ā€£ Improved participant user synchronization 
ā€£ Fully translated and localized in Arabic
Laserfiche Forms 9.2 
ā€£ New Features: 
ā€¢ Inbox and Task List 
ā€¢ Signature Field 
ā€¢ Responsive Design for small browsers (mobile) 
ā€£ Enhancements to Existing Features 
ā€¢ Thank You Page, Section Fields, Save as Draft 
Email, Data Sources, Lookup Rules
Laserfiche Mobile
Forms in Laserfiche Mobile 
ā€£ Laserfiche Mobile can now be used to 
submit forms and complete assigned tasks 
ā€£ Laserfiche Mobile now comes with 
Laserfiche Forms in addition to Web 
Access 
ā€£ iPhone, iPad, and Android
Forms in Laserfiche Mobile 
ā€£ Inbox and Task List 
ā€£ Submit forms 
ā€£ Attach photos from mobile 
devices 
ā€£ Favorite forms 
ā€£ Sign forms
Mobile Forms Inbox
View and Complete Your Tasks
Review Your Submissions and Tasks
Mobile Forms Submissions
Mobile Forms Submissions
Attach Photos from Mobile Devices
Sign Forms
Favorite Forms
Document Thumbnails
Upload Using Wi-Fi Only 
ā€£ If enabled, cellular data will not be used to 
upload documents 
ā€£ If disabled, Wi-Fi will be used preferentially
Laserfiche Mobile 9.2 
ā€£ Native Forms app 
ā€¢ Inbox and Task List, form submission, set 
favorites, attach photos, sign with finger 
ā€£ Document thumbnails 
ā€£ Option to upload using Wi-Fi only
Laserfiche Directory Server
Laserfiche Rio Web Administration Console
New Home Page
Organizations 
ā€£ Reserve users, licenses, and registered 
applications in sub-pools 
ā€£ Department-level license isolation and 
management
Organizations
Granular Security 
ā€£ Distributed license management and 
allocation privileges: 
ā€¢ Access, View licensing site 
ā€¢ Download application licenses 
ā€¢ Manage identity providers 
ā€¢ Manage organization-specific items
Laserfiche Directory Server 
ā€£ All-new web license manager for 
Laserfiche Rio 
ā€£ Organizations 
ā€£ Granular security
The Future of Laserfiche Directory Server 
ā€£ Centralized suite-wide user administration 
ā€£ Universal single sign-on provider
Preview of Laserfiche Social BPM
Collaboration Website 
ā€£ Same engine as Laserfiche Answers 
ā€£ Ask questions, start discussions, post 
announcements 
ā€£ Public and private groups 
ā€£ Subscribe to topics and posts 
ā€£ Embedded document preview viewer
Collaboration Website
Embedded Document Preview
Embedded Document Preview
FAQ Pane in Laserfiche Forms 
ā€£ Frequently asked questions in form 
submissions 
ā€£ Ask and answer common questions 
ā€£ In-line viewing of answered questions 
ā€£ Automatic cross-referencing with 
collaboration website thread
FAQ Pane in Laserfiche Forms
Laserfiche Social BPM Preview 
ā€£ Named user authentication through 
Laserfiche Directory Server 
ā€£ Internal collaboration website 
ā€£ FAQ pane in Forms submissions
The Future of Laserfiche Social BPM 
ā€£ External collaboration site 
(answers.laserfiche.com) 
ā€£ FAQ and comment streams for: 
ā€¢ Workflow Designer 
ā€¢ Forms Process Modeler 
ā€¢ Individual documents in Web Access 10
Summary
Laserfiche 9.2 
ā€£ Forms 
ā€£ Mobile 
ā€£ Laserfiche Directory Server 
ā€£ Social BPM Preview
Questions?
Empower 2015 Conference 
Early Bird Registration Ends 
November 21, 2014
Laserfiche Answers
Laserfiche Answers - Groups

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What's New in Laserfiche 9 2 Slides

  • 1. Whatā€™s New in Laserfiche 9.2 2 October 2014 Justin Pava Technical Product Manager
  • 2. Laserfiche 9.2 ā€£ Forms ā€£ Mobile (now included with Forms!) ā€£ Laserfiche Directory Server ā€£ Social BPM Preview
  • 4. Inbox and Task List ā€£ View and complete pending tasks ā€£ Review submitted forms and completed tasks ā€£ Finish in-progress draft forms ā€£ Start new processes and submissions
  • 5. Signature Field ā€£ Visual representation of a personā€™s signature ā€£ Type or draw ā€£ Default configuration for one-click application
  • 6. Thank You Page Enhancements
  • 7. Save as Draft Enhancements ā€£ Display drafts directly in Inbox ā€£ Use variables to customize the subject and text of draft emails
  • 8. Optimized for Small Browser Sizes ā€£ Responsive design for optimized viewing in tablet and mobile web browsers
  • 9. Section Field Enhancements ā€£ Bulk set read-only ā€£ Conditionally make certain sections of the form read-only depending on stage ā€£ Section title/borders can be hidden
  • 10. Logo Picker ā€£ Add logos directly through the Forms Theme Designer ā€£ Upload or drag an image file, provide a URL, or select from your gallery
  • 11. Lookup Auto Suggest and Populate ā€£ Configure directly in Forms Designer ā€£ Auto-suggestion based on database lookup ā€£ Conditional auto-population rules ā€£ Automatically converts on 9.2 upgrade
  • 12. Additional Items ā€£ Submission IP address variable ā€£ Editable and refreshable data sources ā€£ Improved participant user synchronization ā€£ Fully translated and localized in Arabic
  • 13. Laserfiche Forms 9.2 ā€£ New Features: ā€¢ Inbox and Task List ā€¢ Signature Field ā€¢ Responsive Design for small browsers (mobile) ā€£ Enhancements to Existing Features ā€¢ Thank You Page, Section Fields, Save as Draft Email, Data Sources, Lookup Rules
  • 15. Forms in Laserfiche Mobile ā€£ Laserfiche Mobile can now be used to submit forms and complete assigned tasks ā€£ Laserfiche Mobile now comes with Laserfiche Forms in addition to Web Access ā€£ iPhone, iPad, and Android
  • 16. Forms in Laserfiche Mobile ā€£ Inbox and Task List ā€£ Submit forms ā€£ Attach photos from mobile devices ā€£ Favorite forms ā€£ Sign forms
  • 18. View and Complete Your Tasks
  • 22. Attach Photos from Mobile Devices
  • 26. Upload Using Wi-Fi Only ā€£ If enabled, cellular data will not be used to upload documents ā€£ If disabled, Wi-Fi will be used preferentially
  • 27. Laserfiche Mobile 9.2 ā€£ Native Forms app ā€¢ Inbox and Task List, form submission, set favorites, attach photos, sign with finger ā€£ Document thumbnails ā€£ Option to upload using Wi-Fi only
  • 29. Laserfiche Rio Web Administration Console
  • 31. Organizations ā€£ Reserve users, licenses, and registered applications in sub-pools ā€£ Department-level license isolation and management
  • 33. Granular Security ā€£ Distributed license management and allocation privileges: ā€¢ Access, View licensing site ā€¢ Download application licenses ā€¢ Manage identity providers ā€¢ Manage organization-specific items
  • 34. Laserfiche Directory Server ā€£ All-new web license manager for Laserfiche Rio ā€£ Organizations ā€£ Granular security
  • 35. The Future of Laserfiche Directory Server ā€£ Centralized suite-wide user administration ā€£ Universal single sign-on provider
  • 36. Preview of Laserfiche Social BPM
  • 37. Collaboration Website ā€£ Same engine as Laserfiche Answers ā€£ Ask questions, start discussions, post announcements ā€£ Public and private groups ā€£ Subscribe to topics and posts ā€£ Embedded document preview viewer
  • 41. FAQ Pane in Laserfiche Forms ā€£ Frequently asked questions in form submissions ā€£ Ask and answer common questions ā€£ In-line viewing of answered questions ā€£ Automatic cross-referencing with collaboration website thread
  • 42. FAQ Pane in Laserfiche Forms
  • 43. Laserfiche Social BPM Preview ā€£ Named user authentication through Laserfiche Directory Server ā€£ Internal collaboration website ā€£ FAQ pane in Forms submissions
  • 44. The Future of Laserfiche Social BPM ā€£ External collaboration site (answers.laserfiche.com) ā€£ FAQ and comment streams for: ā€¢ Workflow Designer ā€¢ Forms Process Modeler ā€¢ Individual documents in Web Access 10
  • 46. Laserfiche 9.2 ā€£ Forms ā€£ Mobile ā€£ Laserfiche Directory Server ā€£ Social BPM Preview
  • 48. Empower 2015 Conference Early Bird Registration Ends November 21, 2014

Editor's Notes

  1. The next thing I want to discuss is our new Laserfiche Directory Server. This is an all-new Web-based User and License management application, replacing the current mmc-based license manager for Laserfiche Rio. It also serves as the starting point for further unified user management across the entire Laserfiche suite.Ā 
  2. Here is an example of the Web Administration Console for Laserfiche Rio. Here you can see registering and allocating your applications. The Laserfiche Directory Server provides a modern web interface to more easily manage your Laserfiche Rio installations.Ā