Solution Marketplace

The Solution Marketplace provides a variety of pre-built solutions which let you quickly and easily automate your organization's processes. The marketplace houses over 120 templates that cover a broad range of topics, such as onboarding, invoicing, grant management, building maintenance, IT support, and more. Since more solutions are added to the marketplace all the time, often from members of the Laserfiche community, new templates cover timely topics such as return to work procedures and HEERF Student Aid. Additionally, there are solutions that cover design patterns and CSS and JavaScript examples that you can use when creating your own processes.

These templates are out-of-the-box solutions that contain business processes, Laserfiche briefcases, workflows and more. You can import templates directly into your own Laserfiche environment. Once imported, click through the built-out templates to configure them with your organization's specific details.

Locating Solution Templates

You can find solutions at marketplace.laserfiche.com. Since this is a public site, you can easily browse templates at any time. You can also access solution templates from the Design tab in Laserfiche Business Processes.

  • Use the search bar at the top of the page to search for templates by keyword.
  • Browse the popular solution templates section, and click Show More to see more templates.

After you perform an initial search or click Show More, you'll be taken to a page with even more search options.

  • Use the search bar at the top of the page to search for templates by keyword.
  • Use the left menu to filter templates based on platform, category, and industry.
  • Use the sort drop-down menu to sort templates by complexity, name, and how new they are to the solution template marketplace.

Once you find a template, click the Learn More button to read a description and see screenshots of the template in action.

Submitting a Solution Template

Many of the solution templates come from the Laserfiche community. If you'd like to submit a template to share with the community, click the Submit a Solution button in the top right. Learn more about the submission process.

Using a Solution Template

Learning about the Template

  1. After you've chosen a template, click the Learn More button.
  2. Review the template's description and screenshots.

Importing a Template

  1. After you've chosen a template, click the Get It Now button.
    • For Laserfiche Cloud, click Import Template and sign into your Laserfiche Cloud account. You will be redirected to the template in the Laserfiche business process designer. Learn more. Note that you must have the Process Administrator or Process Designer security role to import the template.
    • For self-hosted Laserfiche installations, process designers can import the template from within Laserfiche Forms business processes by clicking the Design tab and then Solution Templates. If you're not a process designer, click Send a Request to email your process designer instructions about implementing the template.
  2. Templates are imported differently depending on how many components are included in the template, if the template is for Laserfiche cloud or self-hosted installations, and whether the template was published in 2022 and later.

    3. Newer Cloud Templates (2022 and later)

    1. Import the components included in the template (e.g., briefcases, workflows, rules, capture profiles, etc.) into their respective applications.
    2. Use the upload wizard to map values in the template to values used in your organization. Learn more.

    Older and Self-Hosted Installation Templates

    • Some templates may have workflows, other items, and/or briefcases with sample folder trees and metadata associated with them. Click Download files to download these files. Note that these extra files aren't included with every template.
      • Drag and drop the briefcase into your repository. This will create the folder structure and metadata fields for the business process associated with the template. Learn more.
      • Import any downloaded workflows (.wfi files) into the Workflow designer. Learn more.
    • Complex processes may have documentation associated with them. Click the Download documentation button to read more about how to use and configure the template.
    • Click Import Process. Then rename the process if desired, and begin configuring it in the process designer. Learn more.

Configuring a Template

After you've imported a template, click through each imported item to customize it for your organization.

  • Business Processes: To configure an imported business process template, in the process designer, open each activity in the process and configure it with information specific to your organization. Additionally, open the forms associated with the process from the left menu and edit them to meet your needs. Use the test button in the process designer to try out the process and see how it works. Learn more.
  • Briefcases: To configure an imported briefcase (folder trees for your repository), navigate to where the folders were saved. For older templates, folder trees are imported into the Business Process Library folder on the root level of your repository. Rename, move, add, or delete folders as needed. Remember to update any business process or workflows that interact with the folders to ensure they're using the right path. Learn more.
  • Workflows: To configure an imported workflow, open the workflow designer and click through each activity to configure it with information specific to your organization. Learn more.
  • Other Items: To configure rules, capture profiles, process automation files and data, repository objects, navigate to the respective applications in Laserfiche and configure the items there.