Laserfiche Solution Marketplace Submission Guide

Welcome and thank you for your interest in contributing to the Laserfiche Solution Marketplace! Laserfiche has one of the most passionate and creative communities in the world, and we cannot wait for you to contribute and be a part of this community.

This guide is a reference for submitting a solution to the marketplace. We recommend you have it open in a separate tab for reference while submitting the Laserfiche Solution Marketplace Submission form. Reach out to marketplace@laserfiche.com at any time for assistance with the process.

Overview of the Submission Process

Prepare solution template files for upload

Tip: If you need help with any parts of this process, please reach out to marketplace@laserfiche.com for assistance, even prior to completing a submission.

1. Identify all the components that you want to include in your solution. For large processes, we suggest you look for natural breaks where you can split the process into multiple solution templates. Smaller templates are easier to work with.
2. Confirm your solution is on a supported system for the marketplace:
   • The Marketplace supports all editions of Laserfiche Cloud.
   • The Marketplace supports self-hosted versions 10.4 and higher. Only submissions for 10.4 or higher will be accepted.
3. Export all sections of your solution:

   Important: Ensure no confidential or personally identifiable information is included. [Company Name] or [Laserfiche User] are good placeholder replacements.  See the US Department of Labor definition of Personal Identifiable Information.

   • Business processes: Download the processes in your solution template as .xml files. Learn how to download business processes in the documentation for self-hosted and cloud.
   • Workflows: Download the workflows in your solution template as .wfi files. Learn how to download workflows in the documentation for self-hosted and cloud.
   • Folder structure: Download the folder structure your solution template uses as a repository briefcase .lfb file. Learn how to download Laserfiche briefcases in the documentation for self-hosted and cloud.

     The best briefcase files only include the file structure needed for supporting your template’s business process. We recommend doing one of the following:

     • If the structure is simple, re-build it without any extraneous entries.
     • If the structure is too complex for re-building to be feasible, download and then re-upload it and then remove any extraneous entries.
4. Ensure all workflows, briefcases, and business processes are included, and have correct names for any reference or linked processes.

Note: To submit a process compatible with both Laserfiche Cloud and self-hosted installations, please refer to the Submitting for Both Cloud and Self-Hosted section of this document.

Create basic documentation on how to use your solution template

• Follow our sample format here or provide your own. Learn more.
• Submit documentation as a Microsoft Word document or PDF file.

Create listing page information

Prepare information to market your solution including:

• A short, simple description of your solution template for use in search results and at the top of your listing page. This should explain what value your process provides in 1-2 sentences and under 140 characters.
• A longer, in-depth description of your solution template intended to explain to interested users what your solution does. We recommend including a process overview, the value in time or money savings this process saved your organization, relevant details about the process such as which organizational roles are included in the template, and any integrations included as part of the process.
• Sample screenshots of your forms and workflows. You do not need to include the entire process diagram; instead, showcase the primary value of your process.
• A logo for your organization. Laserfiche will use this to give credit to your organization for your submission.
• A short organizational bio of 300 characters or less that provides information about your organization.
• Optional: You can upload case studies or other documents that explain the value of your solution template.

Mandatory Security Requirements

Regional Design

The Solution Marketplace is designed for and developed for the United States of America market, and all industry tagging and other information is pursuant to that design. Check any solutions against your country's applicable laws and regulations.

Protecting Company Information

Before submitting a solution, please ensure you have not included any personal identifiable information (PII), company protected information, or other sensitive information. Such information may include, but is not limited to, the following:

• Individuals’ names and contact information
• Names of employee teams
• Company logo or other images
• Databases
• Repository folders that are named with internal information

See full definition in the link here: US Department of Labor definition of Personal Identifiable Information. The definition of PII may differ depending on your region, country, or state.

Secure Scripts

Any scripts included in your solution need to be screened to confirm they contain no malicious code or dangerous scripts. Here is a reference on free security screening tools:

https://owasp.org/www-community/Free_for_Open_Source_Application_Security_Tools

One of the recommended options is to upload your scripts to GitHub and take advantage of their extensive free code scanning tools.

Licensing Requirements

If you have used any 3^rd party or open-source code libraries or scripts, you must include licensing information so that any user of the template is aware of any licenses relevant to using the template. Please include license information in your documentation file and denote where open-source code or scripts are used with comments within your code.

Creating Documentation

Documenting how your solution works and how each component needs to be configured is extremely important. Laserfiche is a powerful tool, and processes can be created that include dozens of moving parts and different elements that work together. A solution without documentation is frustrating to use at best and completely unusable at worst.

We’ve included a best practice example of documentation that includes the following parts:

• Overview: An overview of what your solution does and how it works
• Requirements: A list of requirements for your solution
• Components: An overview of each form, business process, configuration, and workflow involved. Often it's helpful to list each component as a separate row in a table with columns for name, type, and description.
• Folder Structure: Explanations of the folder structure and paths used. Additionally, any locations where a user may want to update to their own existing folder path if a workflow does not automatically create a folder
• Metadata: An overview of any metadata templates included
• Import: Instructions on how to import files and in what order
• Instructions: Any instructions needed to set up and begin using the solution, including specific instructions for setting up external integrations

Reach out to Laserfiche at marketplace@laserfiche.com at any time for assistance.

Submitting for Both Laserfiche Cloud and Self-hosted Installations

If you would like to submit a solution that is compatible with both self-hosted and Laserfiche cloud, you will need access to both environments to test and confirm that your process works for both systems. Alternatively, you can request that Laserfiche assist with this testing, and we can review those requests on a case-by-case basis for approval.

If you would like to submit a solution template for both, select Laserfiche Cloud on page 2 of the submission form.

In the comments section on page 4, note that you would like to submit your process for both Laserfiche Cloud and self-hosted installations.

Then include any business processes or workflow files separately for Laserfiche Cloud and self-hosted installations and mark them clearly with “Cloud – “ or “Self-hosted –“ on import. Example:

Additionally, please include two sets of documentation, one for each system.

Form Submission Walkthrough

The following includes a step-by-step description of every field on the form submission, including additional instructions, examples, and tips for each field.

We suggest you open an existing solution listing for reference when submitting a form, for help in identifying where your submitted information will be shown. Here is a reference listing that you can use but any live template listing can be referenced.

Page 1

Introductory information. No field submissions.

Page 2

Solution Template Name

Names must be unique across the marketplace. You can submit a process that is similar to another existing template, but your template must include a unique value proposition or design as compared to existing templates. Absolutely zero tolerance will be shown for any copied templates submitted to marketplace.

See where the solution template name appears on the listing page.

Is this for Laserfiche Cloud or self-hosted installations?

For more information, see Submitting for Both Cloud and Self-Hosted.

This information is found here on the listing page.

Select all industries and categories that apply to your template

For industry, be sure to select “All Industries Below” if your process is usable for any industry. For example, Human Resources solutions can typically be used by any company. Solutions can be tagged with multiple industries.

Select the category that closest represents the solution template that you have created. Enter “Other” and write in the category if the most appropriate category is not included. You can select multiple categories including the “Other” field.

This information is found here on the listing page.

Page 3

Short Description

Provide a 1-2 sentence description of your solution, its value, and what makes it unique.

The short description is found here on the listing page.

Long Description

Provide an in-depth description of your solution template to explain to interested users what your solution does. We recommend including a process overview, the value in time or money savings this process saved your organization, relevant details about the process such as which organizational roles are included in the template, and any integrations included as part of the process. Plan to combine this information with related screenshots to provide a comprehensive view of your solution template.

The long description is found here on the listing page.

Primary Listing Image

We recommend using your organization’s logo as the primary listing image, unless another image would better represent the solution.

The most common alternative image would be a logo of a third-party company that your solution template has created an integration with.

Note: Laserfiche will contact any third-party included in your integration to confirm we have the appropriate license to use their logo and imagery on our marketplace site. This may add time to the approval of your submission.

Alternatively, you could use an icon or other small image that easily conveys the value of the solution. For example, an icon of a dog might be overlayed on a document icon for a pet license solution.

The primary listing image is found here on the listing page.

Listing Slideshow Images

This section provides the opportunity to include images that show the benefits of your solution templates. Common images include:

• Recommended: A cover image with your organization’s branding and the name of the solution, as well as a slide with simple bullet points highlighting the solution’s top benefits.
• Screenshots of the primary forms and workflows.
• A Microsoft PowerPoint or similar presentation to represent the benefits of the process internally or externally. Presentation decks can be exported from PowerPoint in the appropriate image size and formatted for the slideshow images.

The listing slideshow is found here on the listing page.

Page 4

Component Upload

Select which components are a part of your solution template. This list will differ between Laserfiche Cloud and self-hosted systems, so your view may not match the image above.

As you select components, additional upload fields may be added to allow upload of those components. Not all selections will result in an upload field being added, as certain components will simply notify the user of a requirement for their process.

A list of these components will be shown to the user in this section of the solution listing.

Documentation and Supplementary Files

Upload your documentation files here. For more information, see the Creating Documentation section of this guide.

Additionally, you can upload case studies, marketing material, or related information you would like to make available for download with your solution template.

The documentation will be shown to the user in this section of the template listing.

Page 5

Publisher and Submitter Names

• Publisher Name: The publisher name is generally your organization’s name. If your organization has not authorized you to submit solutions, or you do not want this solution template to be associated with your organization, you can provide your own name here.
• Submitter Name: Your name as the submitter of the solution template.
• Additionally, select whether or not you would like your name to be visible in addition to the publisher name.

Here is an example of someone who selected to show their name.

Here is an example of someone who selected to not show their name.

This information is found here on the listing page.

Publisher Information

• Publisher Logo: Upload a small square version of your company’s logo. If you do not provide a square image the image will be sized to fit within the square, with white space included as necessary to create a square.
• Publisher Bio: Enter a short 300 character or less bio on your submitting organization. This should give visitors to the Solution Marketplace an idea of the type of organization the solution comes from. You could include the scale of your organization or any accolades received that acknowledge you as a quality publisher.
• Email and Phone Number: Your email and phone number are only used to contact you about your listing submission. You will not be added to the Laserfiche newsletter or any other marketing list.

The publisher logo is found here on the listing page.

The publisher bio is found here on the listing page.

Save as Draft

At any point, use the Save as Draft button in the bottom left of the form. Select this option if you need to stop your progress and complete your form another time. After clicking the button, you will be prompted to enter your email, and you will automatically be emailed a secure link to continue your form progress later.

Submitting Your Form

After submitting your form, expect to receive an email from a Laserfiche Solution Marketplace Program Manager to help guide you through the rest of the submission process. Processing and reviewing can take 3-4 weeks but may take longer depending on the complexity of your solution template.