The Solution Templates feature pre-built processes and forms tailored for a range of business needs. You can use these as templates for your own processes.
|Product||Minimum Required Security|
One of the following security roles is necessary to create new processes:
To work with the contents of a Laserfiche repository, a user account needs a variety of Laserfiche privileges and access rights. Some processes in the library involve tasks that carry out repository actions. The permissions that these tasks require are as follows.
Note: Import Process creates a new Forms business process with pre-configured activities and forms. For many areas that require your specific organization's information, the process template fills in initial default values. You must review and modify these initial settings before running the process.
Process templates will include one or more of the following potential areas of configuration.
Note: Please view the annotations on downloaded process diagrams for information on process-specific details that may require additional configuration.
The details page for each process template will include supplemental files for download required for the process to run. Each process will include a Laserfiche briefcase file that includes template definitions that you can import into your Laserfiche repository. These supplemental files require additional configuration.
Laserfiche briefcase files are used outside of business processes.
If you have questions, suggestions, or feedback, please post on the Laserfiche Answers Solution Templates group (https://answers.laserfiche.com/groups/36/Business-Process-Library).