Laserfiche Workflow allows organizations to digitize and streamline paper-based processes. It breaks processes down into sequential activities and provides over 70 prebuilt activities. Examples of activities include approving or denying requests, setting deadlines with notification emails, linking related documents, renaming documents, creating shortcuts to distribute documents, syncing metadata across folders and documents, and notifying users when new documents are created. Workflow automates common tasks to make processes more efficient and adaptable to changing needs.

1. Workflow Made Easy
Linda Ding
Education Program Strategist
Linda.Ding@laserfiche.com
Sarah Seene
Technical Writer
Sarah.Seene@laserfiche.com

2. What Will Be Covered Today
‣ Why Workflow
‣ Laserfiche Workflow
‣ Laserfiche Workflow Activities
‣ Q&A

3. Why Workflow

4. Workflow Management
Paper World of the Past
Disadvantages:
• Inefficient use of money and time
• Slow to change
• Hard to streamline

5. Workflow Management
Digital World of Today
Advantages:
• Fast and efficient processing
• Gets documents to people who need them when they need them
• Can quickly adapt to new processes

6. Laserfiche Workflow
‣ Breaks processes into activities
‣ More than 70 prebuilt activities

7. Laserfiche Workflow
‣ Breaks processes into activities
‣ More than 70 prebuilt activities

8. Visual Design Experience

9. Constructing Workflow
‣ People
‣ Process
‣ Technology

10. Scenario 1: Approval Task
“I’m being buried under all
these approval requests!
How can I keep up with
them?”

11. 1. Approval/Deny

12. Scenario 2: Tracking Deadlines
“Accounts Payable is due on
Tuesday… I need to get the
check to Accounting by
Friday… and Financing is still
awaiting sign off ...”

13. 1. Approve/Deny
2. Deadline with Notification Emails

14. Scenario 3: Referencing Information
“I need the PO to issue
payment, but I can’t find it!
Help!”

15. 1. Approve/Deny
2. Deadline with Notification Emails
3. Linking Relevant Documents

16. Scenario 4: Consistent Naming
“It’s so hard finding a
document: the AP department
uses Title Case, Financing
uses UPPER CASE, and IT
uses lower_case with
under_scores. There has to
be an easier way to locate
what I need without manually
looking through folders!”

17. 1. Approve/Deny
2. Deadline with Notification Emails
3. Linking Relevant Documents
4. Renaming a Document

18. Scenario 5: Consistent Content
“Admissions needs the
application, the Registrars
office needs it, as does
Financial Aid. So if the
document ever
changes, we’ll need to create
three new copies. Tell me
there’s a better way!”

19. 1. Approve/Deny
2. Deadline with Notification Emails
3. Linking Relevant Documents
4. Renaming a Document
5. Creating and Distributing Shortcuts

20. Scenario 6: Metadata Syncing
“We have hundreds of
documents in our folders. If
we update the properties of
the folders, we have to
manually update the
documents too. Help us find
a better way!”

21. 1. Approve/Deny
2. Deadline with Notification Emails
3. Linking Relevant Documents
4. Renaming a Document
5. Creating and Distributing Shortcuts
6. Syncing Metadata

22. Scenario 7: Tracking Tasks
“We have a manila folder
that holds all the insurance
forms needed to be
processed, and the staff just
takes care of whatever is in
that folder. What’s the best
way to simulate this process
in Laserfiche?”

23. 1. Approve/Deny
2. Deadline with Notification Emails
3. Linking Relevant Documents
4. Renaming a Document
5. Creating and Distributing Shortcuts
6. Syncing Metadata
7. Notify When Document Is Created

24. Q & A

25. Workflow Learning Resources
‣ Simple Workflow Video Series
‣ Certified Professional Program (CPP)
‣ Laserfiche Empower Conference 2014

26. Workflow Made Easy
Linda Ding
Education Program Strategist
Linda.Ding@laserfiche.com
Sarah Seene
Technical Writer
Sarah.Seene@laserfiche.com