Forms Videos

These videos explore how to create, configure, and use forms, tasks, and business processes. Additional videos cover Forms server configuration and troubleshooting.

Overview of Laserfiche Forms

Creating Forms

Showing and Hiding Form Fields

Configuring a Form's Style

Using a Database to Fill out a Form

Adding a Data Source to Laserfiche Forms

Adding a Signature to a Form

Using Variables to Create Forms

Getting a Shareable Link for a Form

Creating Processes

How Forms and Processes are Related

Solution Templates

Using Variables in a Forms Process

Defining Routing Conditions in Laserfiche Forms

Saving Forms to a Repository

Creating User Task Links

Publishing a Forms Process

Using Forms with Workflow

Process Access Rights in Laserfiche Forms

Process Promotion

Tasks and Teams

Organizing and Searching Forms Tasks

Reassigning Tasks in Laserfiche Forms

Checking the Status of a Forms Process

Teams in Laserfiche Forms

Creating Team Roles in Laserfiche Forms

Assigning Tasks to Roles in Laserfiche Forms

Filling Out a Form in the Laserfiche App

Working with the Inbox in the Laserfiche App

Creating User Task Links

Email Notifications in Laserfiche Forms

Reporting and Troubleshooting

Reporting in Laserfiche Forms

Operational Reports in Laserfiche Forms

Checking the Status of a Forms Process

Troubleshooting a Forms Process Instance

Ensure Browsers Don't Remember Forms Passwords

Troubleshooting a DNS Error

Security and Server Configuration

Product-Level Security in Laserfiche Forms

Standard Forms DMZ Configuration: Two Forms Servers, One SQL Server

Forms DMZ Configuration: Two Forms Servers with Two STS Instances

Configuring One Forms Server in the DMZ

Forms DMZ Configuration for High Security Systems