New Features in Laserfiche Cloud 2021.1

The Laserfiche Cloud 2021.1 update, released on January 8, 2021, includes the following new features.

Watch an overview of the new features here:

Process Automation

Vendor Identification

With Smart Invoice Capture you can now retrieve vendor information from any invoice format. To use vendor identification, you'll need to first create a vendor lookup table. This table can be easily created by exporting an Excel or CSV file from your financial software, and importing it to Data Management in Process Automation. Then, using Workflow's Run Capture Profile activity, select the Enable vendor identification option to have workflow dynamically retrieve vendor data. In addition to retrieving standard invoice data, you can use this feature to retrieve custom values from the lookup table. This lets you automate GL coding and capture payment terms based on vendor.

Workflow and Rules

With the new Document Merge rule type, you can assign parameter names to fields in a fillable PDF form. Once a PDF has been configured with parameters, it can be accessed and filled by other processes. To automatically fill the PDF form, access the Document Merge rule in the Workflow Run Rule activity to populate the form data from tokens.

Business Processes

New features include:

Documents

Repository Search Bar Improvements

The repository search bar has been updated to make it easier to run and manage your saved searches, re-run recent searches, and apply custom search filters.

Laserfiche API Preview

The Laserfiche API Preview has been updated to support copying and deleting entries, working with additional document metadata, and searching your Laserfiche Cloud Repository.

Translated Help Files

Laserfiche Help Files have been translated in various high demand languages such as French and Spanish. Now, readers can use the Change language globe icon and select a language to translate the Help Files in real-time.

Additional information

Release Notes for Laserfiche Cloud 2021.1