Document Management

Laserfiche provides a centralized repository for organizing documents with folders, metadata, and templates. You can edit documents directly from the repository, including version control and annotations, while advanced search combines full-text indexing and metadata filters for quick retrieval. Records management enforces retention and compliance policies. Navigation is streamlined through folder structures and shortcuts, and AI enhances efficiency by automating classification, extracting data, and suggesting actions.

Navigating the Repository

The Laserfiche repository has three main components: the repository itself, the repository administration page, and audit trail. Additional tools let you work with your repository contents, including the Laserfiche mobile app, capture tools such as Snapshot and Import Agent, and the public portal.

Repository Design Principles and Best Practices

Consider what your organizational needs are and to plan your repository accordingly. This will allow you to design a folder structure, metadata definitions, security, and other important repository elements best suited to you.

Working with Documents and Folders

In Laserfiche, you can open and view documents, organize entries into a logical folder structure, edit content, and check out documents for ongoing updates.

Sharing, Downloading, and Printing

Laserfiche provides multiple options to export content, including printing documents directly from the repository or downloading them in formats such as PDF or their original file type.

Searching

Quickly find the documents you need in Laserfiche by searching with whatever information you have.

Records Management

Records management features in Laserfiche allow you to process records and record folders according to a life cycle, through creation, retrieval, storage, and disposition.

Configuring Appearance and Functionality

Personalize Laserfiche by adjusting how documents and folders are viewed, created, and exported, choosing what appears in the Folder Browser and Document Viewer, and selecting which columns to display.

Laserfiche AI

Laserfiche AI features allow you to extract and process data quickly and easily, generate summaries and analysis, deliver insights into your content, and otherwise make better and more efficient use of the information in your Laserfiche system.