Laserfiche Workflow Made Easy!
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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.
Laserfiche Workflow Made Easy!
- 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
- 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