Getting Started with Process Automation
Welcome to process automation – a set of components that let you automate business tasks. These tasks include moving documents, extracting and inputting data, setting deadlines, and more.
About the ProcessAutomationUser
Each Laserfiche Cloud account with Process Automation includes the ProcessAutomationUser user account. This user is intended for use with Process Automation, and does not support direct login. By default, this user has full feature rights and privileges so that automated processes can do what is asked of them. If your account utilizes security tags, those tags must be added to the ProcessAutomationUser in order for it to act upon those entries that have a tag applied. See the Granting Security Tags to Users documentation for more information.
The components to process automation include:
- Workflows: Build processes to extract data, route documents, and more.
- Business Processes: Build processes to route forms, retrieve data, and more.
- Starting Events: Define how and when processes start.
- Rules: Design reusable modules to run across processes.
- Surveys: Create forms to collect data for analysis.
- Files: Upload attachments for processes to reference.
- Settings: Manage business options for processes.
- External Data Sources: Connect to a database on a remote server.
- External Connection Profiles: Connect to third-party applications.
- Capture Profiles: Capture document information automatically using profiles.
You can learn how to change your site and account settings by going to Editing Account Settings.
