Process Automation Videos

Process automation is a set of components that let you automate business tasks. These videos guide you through the process automation suite and cover business processes, workflows, rules, capture, and more.

Solution Marketplace

Overview of Project Security

Creating a Starting Event

Condition Starting Events in Process Automation

Overview of Surveys

Overview of Entities

Getting Started with Data Sources

Overview of Capture Profiles

Smart Invoice Capture

Overview of Remote Agents

Ellucian Banner Integration through Ethos

Custom Scripting in Process Automation

How Business Processes, Workflows, and Bots Work Together

Business Processes

Overview of Business Processes

Setting Deadlines in Business Processes

Reporting in Business Processes

Organizing and Searching Tasks

Using the Business Process Condition Editor

How Forms and Processes are Related

Getting a Shareable Link for a Form

Email Notifications in Business Processes

Solution Templates

Using Business Processes with Workflow

Using Gateways in Business Processes

Reassigning Tasks

Saving Forms to a Repository

Using Variables in Processes

Publishing a Process

Getting a Shareable Link for a Form

Checking the Status of a Process

Troubleshooting a Process Instance

Teams in Laserfiche

Designing Forms

The Laserfiche Form Designer

Configuring a Form's Style

How to Create a Multi-Page Form

Adding a Signature Field to a Form

Using Variables to Create a Form

Using a Database Lookup Rule to Fill Out a Form

Showing and Hiding Form Fields

Using CSS to Format Forms

Workflow

Overview of the Workflow in Laserfiche Cloud

Starting a Business Process from a Workflow

Interpreting an Instance Report in Process Automation

Using the Token Editor in Workflow on Laserfiche Cloud

Setting Up and Viewing Notifications in Workflow on Laserfiche Cloud

Configuring a Work Schedule in Process Automation

Creating a Starting Rule in Laserfiche Cloud

Creating a Workflow that Creates Shortcuts in Laserfiche Cloud

Creating a Workflow that Renames Documents in Laserfiche Cloud

Enforcing Deadlines with Worfklow in Laserfiche Cloud

Creating a Workflow that Synchronizes Metadata in Laserfiche Cloud

Creating a Workflow that Links Related Documents in Laserfiche Cloud

Bots

Overview of Bots

Using the Read CSV File Activity in Laserfiche Bots

Setting Priority for Bots

Bot Capabilities

Rules

Overview of Rules

Overview of Decision Tables

Getting Started with Formulas

Versioning for Rules