Laserfiche Connector Videos

Laserfiche Connector provides a streamlined experience for integrating Laserfiche with line of business applications such as Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) systems. These videos explore how to configure and use Laserfiche Connector.

ClosedGetting Started with Laserfiche Connector

Learn how to build profiles that connect external applications to Laserfiche. Profiles define how information is captured and reused.

ClosedDefining Tokens in Laserfiche Connector

Learn how dynamic values are captured and reused during automation. Tokens enable flexible naming, filing, and metadata assignment.

ClosedAssigning Field Values to Search Results with Laserfiche Connector

Learn how to search for documents and automatically apply or update metadata using information from another application. This approach helps keep repository data accurate and consistent without manual entry.

ClosedGetting Information from Multiple Applications with Laserfiche Connector

Learn how to gather data from multiple applications during a single Connector action. Combining information sources enables more complete automation and reduces repetitive data entry.

ClosedImporting with Laserfiche Connector

Learn how to capture documents directly from external systems. Automation reduces manual steps and errors.

ClosedScanning with Laserfiche Connector

Discover how to scan documents directly into Laserfiche from another application. Scanned documents can be named, filed, and tagged automatically using captured application data.

ClosedSearching with Laserfiche Connector

Discover how to start repository searches from other applications.

ClosedTaking a Screenshot with Laserfiche Connector

Learn how to capture screenshots from applications or web pages and save them to the repository. Screenshot capture supports full pages or specific sections and applies metadata automatically.

ClosedLaunching an Application with Laserfiche Connector

This video explains how to use Laserfiche Connector’s Launch External Application action to open another program using information from a source application. It covers selecting the external application, defining command-line arguments with tokens, and enabling users to launch the program directly from the Laserfiche Connector button.

ClosedOpening a Web Page with Laserfiche Connector

This video explains how to use Laserfiche Connector’s Launch action to open a website using information gathered from another application. It shows how to configure the website URL, insert tokens to pass dynamic values, and enable users to open the site directly from the Laserfiche Connector button.

ClosedRunning a Workflow or Workflow Business Process with Laserfiche Connector

Learn how to start workflows based on actions in external applications.

ClosedWriting Data with Laserfiche Connector

Discover how to push information from Laserfiche into other systems.

ClosedEditing Tokens in Laserfiche Connector

Discover how to refine and extract specific values from captured application data. Token editing allows you to reuse only the information you need, such as a portion of a field or a single value from a list.

ClosedUsing the OCR Option

This video explains how to use OCR in Laserfiche Connector when text cannot be gathered directly from an application’s controls. It shows how to enable OCR, configure language and settings, create tokens from the analyzed text, and use those tokens in profiles to extract the specific information needed.

ClosedConfiguring the Laserfiche Connector Button

Learn how to customize how Connector buttons appear to users. Clear placement improves adoption and usability.