Laserfiche Forms and Business Process Automation

Laserfiche Forms is a powerful tool to convert paper forms to electronic forms. It allows you to design and deploy custom forms, automate business processes, and streamline data capture and management.

With Laserfiche Forms, organizations can create a variety of forms, from simple contact forms to complex multi-page forms with conditional fields, calculations, and validations. The forms can be customized with branding, logos, and images to match the organization’s visual identity.

Once a form is created, Laserfiche Forms enables users to automate workflows based on the information captured in the form. The system can route forms to the appropriate individuals or departments for review, approval, or processing, and notify users of any updates or changes. This helps to streamline processes, improve collaboration, and reduce errors and delays.

Laserfiche Forms integrates with other Laserfiche products, such as Laserfiche Workflow and Laserfiche Records Management, as well as with third-party systems like Salesforce, DocuSign, and Microsoft Dynamics. This allows organizations to leverage the power of their existing systems while also improving their overall data management capabilities.

You May Already Have Laserfiche Forms:

If you have Laserfiche Avante, RIO, Cloud Business, or Cloud Professional editions, you already can change paper-form processes into electronic ones.

Laserfiche Forms is available in two editions

Essentials and Pro. The main differences between the two editions are in terms of functionality and features.

Laserfiche Forms Essentials

Laserfiche Forms Essentials is the basic edition of the product. Which comes free with the editions mentioned above. It is designed for small to medium-sized businesses. It provides a set of essential features that enable users to create and deploy forms quickly and easily. Some of the key features of Laserfiche Forms Essentials include:

  • Basic form creation and customization tools
  • Conditional logic to show or hide fields based on user responses
  • Basic workflow automation to route forms to the appropriate people for review and approval

Laserfiche Forms Pro

Laserfiche Forms Pro is the more advanced edition of the product, designed for more complex workflows and business process need. It provides a more comprehensive set of features to enable users to create powerful forms and automate complex workflows. Some of the key features of Laserfiche Forms Pro include:

  • Advanced form creation and customization tools, including the ability to create multi-page forms with complex calculations and validations.
  • Ability to access data from spreadsheets and databases.
  • Advanced workflow automation, including the ability to create parallel workflows and integrate with external systems like Salesforce and Microsoft Dynamics
  • And advanced reporting and analytics to track form submissions and workflow performance.

Overall, while both editions of Laserfiche Forms provide powerful tools for creating electronic forms and automating workflows, Laserfiche Forms Pro provides more advanced features for larger organizations with more complex workflows and regulatory requirements.

With this tool, you can:

Here are some top uses for Laserfiche Forms:

  • Employee Onboarding: Create electronic forms for new employees to complete as part of the onboarding process.
  • Expense Reimbursement: Use electronic forms for employees to request reimbursement for expenses.
  • Travel Requests: Use electronic forms for employees to request approval for business travel.
  • Time Off Requests: Use electronic forms for employees to request time off, such as vacation or sick days.
  • Incident Reports: Use electronic forms for employees to report incidents or accidents in the workplace.
  • Purchase Requisitions: Use electronic forms for employees to request approval for purchases.
  • Job Applications: Use electronic forms for job applicants to submit their application materials.
  • Customer Feedback: Use electronic forms for customers to provide feedback or request assistance.
  • IT Help Desk Requests: Use electronic forms for employees to request assistance from the IT help desk.
  • Conference Room Reservations: Use electronic forms for employees to reserve conference rooms for meetings.
  • Change Requests: Use electronic forms for employees to request changes to processes or procedures.
  • Performance Evaluations: Use electronic forms for managers to complete performance evaluations for their employees.
  • Incident Response Plans: Use electronic forms for teams to complete incident response plans in case of emergencies.
  • Training Requests: Use electronic forms for employees to request training or development opportunities.
  • Volunteer Applications: Use electronic forms for individuals to apply to volunteer for events or programs
  • Facility Maintenance Requests: Use electronic forms for employees to request facility maintenance or repairs.
  • Job Description Updates: Use electronic forms for managers to request updates to job descriptions.
  • Work Order Requests: Use electronic forms for employees to request work orders for maintenance or repairs.
  • Survey and Polls: Use electronic forms to conduct surveys or polls to gather feedback or opinions.
  • Invoice Approval: Use electronic forms for managers to approve invoices for payment.
  • PTO requests: Use electronic forms to request vacation time and get your manager’s approval
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Laserfiche Forms is a powerful tool to convert paper forms to electronic forms. It allows you to design and deploy custom forms, automate business processes, and streamline data capture and management.

CAP application

With Laserfiche Forms, organizations can create a variety of forms, from simple contact forms to complex multi-page forms with conditional fields, calculations, and validations. The forms can be customized with branding, logos, and images to match the organization’s visual identity.

Once a form is created, Laserfiche Forms enables users to automate workflows based on the information captured in the form. The system can route forms to the appropriate individuals or departments for review, approval, or processing, and notify users of any updates or changes. This helps to streamline processes, improve collaboration, and reduce errors and delays.

Laserfiche Forms integrates with other Laserfiche products, such as Laserfiche Workflow and Laserfiche Records Management, as well as with third-party systems like Salesforce, DocuSign, and Microsoft Dynamics. This allows organizations to leverage the power of their existing systems while also improving their overall data management capabilities.

You May Already Have Laserfiche Forms:

If you have Laserfiche Avante, RIO, Cloud Business, or Cloud Professional editions, you already can change paper-form processes into electronic ones.

Laserfiche Forms is available in two editions

 Essentials and Pro. The main differences between the two editions are in terms of functionality and features.

Laserfiche Forms Essentials

Laserfiche forms automate Intake

Laserfiche Forms Essentials is the basic edition of the product. Which comes free with the editions mentioned above. It is designed for small to medium-sized businesses. It provides a set of essential features that enable users to create and deploy forms quickly and easily. Some of the key features of Laserfiche Forms Essentials include:

  • Basic form creation and customization tools
  • Conditional logic to show or hide fields based on user responses
  • Basic workflow automation to route forms to the appropriate people for review and approval

Laserfiche Forms Pro

Laserfiche Forms Pro is the more advanced edition of the product, designed for more complex workflows and business process need. It provides a more comprehensive set of features to enable users to create powerful forms and automate complex workflows. Some of the key features of Laserfiche Forms Pro include:

  • Advanced form creation and customization tools, including the ability to create multi-page forms with complex calculations and validations.
  • Ability to access data from spreadsheets and databases.
  • Advanced workflow automation, including the ability to create parallel workflows and integrate with external systems like Salesforce and Microsoft Dynamics
  • And advanced reporting and analytics to track form submissions and workflow performance.

Overall, while both editions of Laserfiche Forms provide powerful tools for creating electronic forms and automating workflows, Laserfiche Forms Pro provides more advanced features for larger organizations with more complex workflows and regulatory requirements.

With this tool, you can:

  • Save Time
  • Improve processes
  • Reduce cumbersome paper forms and processes.

Here are some top uses for Laserfiche Forms:

  • Employee Onboarding: Create electronic forms for new employees to complete as part of the onboarding process.
  • Expense Reimbursement: Use electronic forms for employees to request reimbursement for expenses.
  • Travel Requests: Use electronic forms for employees to request approval for business travel.
  • Time Off Requests: Use electronic forms for employees to request time off, such as vacation or sick days.
  • Incident Reports: Use electronic forms for employees to report incidents or accidents in the workplace.
  • Purchase Requisitions: Use electronic forms for employees to request approval for purchases.
  • Job Applications: Use electronic forms for job applicants to submit their application materials.
  • Customer Feedback: Use electronic forms for customers to provide feedback or request assistance.
  • IT Help Desk Requests: Use electronic forms for employees to request assistance from the IT help desk.
  • Conference Room Reservations: Use electronic forms for employees to reserve conference rooms for meetings.
  • Change Requests: Use electronic forms for employees to request changes to processes or procedures.
  • Performance Evaluations: Use electronic forms for managers to complete performance evaluations for their employees.
  • Incident Response Plans: Use electronic forms for teams to complete incident response plans in case of emergencies.
  • Training Requests: Use electronic forms for employees to request training or development opportunities.
  • Volunteer Applications: Use electronic forms for individuals to apply to volunteer for events or programs
  • Facility Maintenance Requests: Use electronic forms for employees to request facility maintenance or repairs.
  • Job Description Updates: Use electronic forms for managers to request updates to job descriptions.
  • Work Order Requests: Use electronic forms for employees to request work orders for maintenance or repairs.
  • Survey and Polls: Use electronic forms to conduct surveys or polls to gather feedback or opinions.
  • Invoice Approval: Use electronic forms for managers to approve invoices for payment.
  • PTO requests: Use electronic forms to request vacation time and get your manager’s approval