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Laserfiche Workflow

Business Process Management

Laserfiche Workflow enables organizations to automate standard, collaborative business processes, such as approvals or routing based on conditions. It transforms your static Laserfiche repository into a dynamic content management solution that ensures your business processes are performed consistently and efficiently.

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Laserfiche Workflow enables organizations to design custom workflows that fit their needs. Workflows automatically perform specified actions at appropriate times, such as sending a document to a specific user, populating a field, adding a tag, or sending an e-mail.

Easy to Build and Extend

Building a workflow is as easy as selecting and configuring workflow activities: pre-built, configurable processes designed to accomplish a specific task. Laserfiche Workflow contains over 30 activities, including Route Entry to User, Assign Tags, Assign Template, and E-mail. Workflow also enables users to extend its functionality, allowing them to build workflows that interact with third-party software or databases or perform custom actions. Users can insert custom built VB.NET and C# scripts into one of Laserfiche Workflow’s scripting activities, or they can design their own activities.

Workflow Decision Making

Laserfiche Workflow is a highly flexible and powerful tool you can use to mirror your manual, paper collaborative processes in an automated, digital form. It contains branching activities that are designed to handle multiple scenarios and make decisions as to how a workflow should proceed. Decisions can be made based on a wide variety of criteria, including the value of a field, the number of documents in a folder, or the name of a document.

Basic Functionality

Designing and Implementing Workflows

  • Simple, intuitive, and customizable interface lets you drag and drop activities onto a workflow and configure how they should perform.
  • Trigger workflows when specified events take place in your Laserfiche repository.
  • Define exactly which events should trigger a workflow using flexible conditions.
  • Limit starting rules to specific events, users, repositories, folders, etc.
  • Route documents based on conditions you define or different actions to be taken before or after a deadline.
  • Perform two activities in parallel based on specified conditions.
  • Configure a workflow to wait to proceed before a specified condition becomes true.
  • Create custom tokens using regular expressions.
  • Create and run custom Workflow activities with VB.NET or C# scripts.

Workflow Operations

  • Import and export workflows from one location to another, including exporting as Windows Workflow Foundation definition to share workflows with other applications.
  • View detailed information about the performance of workflows, such as current status, errors or warnings, names of documents they interacted with, and when completed.
  • Manually terminate, pause, or resume workflows as they run.

User and Group Properties and Security

  • Assign users custom properties for Laserfiche Workflow routing and decision-making, such as working folders in the Laserfiche repository, e-mail addresses, and supervisors.
  • Administrators can specify what actions users can perform in the Workflow Designer, such as permission to view a published workflow, but not to edit or delete it.
  • Set Workflow security based on Laserfiche or Active Directory trustees.

Installation and Support

Components

  • Laserfiche Workflow Server: Executes workflow rules. Receives notification from the Workflow Subscriber when a change is made to a Laserfiche entry that satisfies a starting rule.
  • Laserfiche Workflow Subscriber: Acts as a link between the Workflow Server and the Laserfiche Server. Receives notification from a Laserfiche Server when a change is made to a Laserfiche entry and evaluates the event to determine if a starting rule is satisfied. If so, it notifies the Workflow Server.
  • Laserfiche Workflow Designer: Used to design and publish workflows and starting rules.

Environment

Operating System

  • Windows XP Professional (Service Pack 2), Windows 2003, Windows Vista, Windows 7, Windows 2008 Server. 32-bit and 64-bit versions supported for all Workflow 8 components.

DBMS

  • SQL Server 2005 (Service Pack 1 or higher), SQL Server Express 2005, SQL Server 2000 (Service Pack 3 or higher), SQL Server Desktop Engine (MSDE).

Required Windows Components

  • Windows Message Queuing component.
  • Microsoft .NET Framework 3.0.
  • Microsoft Management Console (MMC) 3.0.

Protocols

  • Built on Microsoft Windows Workflow Foundation.
This workflow routes a document differently based on field values. Between one and three people may receive each document. This workflow routes a document differently based on field values. Between one and three people may receive each document. Workflow is compromised of three components. Workflow is comprised of three components. The Workflow Designer's user interface can be customized however you like. The Workflow Designer's user interface can be customized however you like. Laserfiche Workflow contains over 30 pre-built activities that can be used in workflows. Laserfiche Workflow contains over 30 pre-built activities that can be used in workflows.  Use the script editor to write and debug VB.NET and C# scripts that can be run during a workflow. Use the script editor to write and debug VB.NET and C# scripts that can be run during a workflow.

Product Datasheets

Laserfiche 8 Shines in a Microsoft-Driven Organization
We've always built our products using Microsoft technologies to help Microsoft-driven organizations shine.

Workflow 8 Datasheet
Integrate your content with your business processes.

Related Resources

Laserfiche Workflow SDK 8.3 Released
Laserfiche is pleased to announce the release of the Workflow 8.3 Software Development Kit (SDK). The Laserfiche Workflow SDK (Toolkit) provides a powerful, object-oriented application programming interface (API) for Laserfiche Workflow 8.3. Using the SDK, users can create their own customized Workflow scripts, programs and activities, as well as integrate with third-party applications.

Laserfiche Workflow 8.3 Released
Laserfiche is pleased to announce the release of Workflow 8.3 English, Arabic, French, Portuguese (Brazilian) and Spanish. Workflow 8.3 is a major release that is compatible with the Laserfiche 8.0 Server and above. This release also includes performance enhancements as well as bug fixes since the release of Workflow 8.0.1.

Workflow 8.2 Beta Released
Laserfiche Workflow will include enhancements to the Workflow engine and existing activities, a revamped Workflow Administration Console with expanded monitoring tools, and numerous usability enhancements to the Workflow Designer. If you would like to participate in the Workflow 8.2 Beta, please send an e-mail to WFBeta@laserfiche.com.

RIA Case Study: Rehmann Financial
With 100 staff members (including 30 advisors) spread out across 13 offices in two states, managing information and ensuring compliance had become increasingly complex and expensive for Rehmann Financial. Once they purchased Laserfiche, staff integrated it with their CRM, Junxure, and began using Workflow to manage correspondence, checks and securities logs, which has made the firm more compliant – and more competitive. “We’ve grown by merging with small firms, and one of the things that sells us is that we have these great business processes in place,” says Operations Manager Amy Flourry. “We’ve seen other firms and we’re a step ahead of the game.”

GME: Durham County, NC
Over the past year and a half, one of the major strategic projects for Durham County’s IT Department has been upgrading and standardizing its ECM infrastructure. “In the past, ECM was viewed as a departmental application,” explains Systems Development Supervisor Steve Barden. “We came to realize, however, that this is an inefficient and resource-intensive approach.” Of the County’s 32 departments, four were already using Laserfiche, so the County decided to standardize on Laserfiche. Today, Durham County has a 605-user Rio system, along with Quick Fields and Laserfiche Records Management Edition. “In the long term we know that standardizing on Laserfiche is going to help the entire organization be more sustainable, more efficient and more available to our citizens,” Barden says.

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