Electronic Forms
Eliminate paper forms, streamline approval processes, & capture valuable data
Smart & Dynamic Forms
Auto-populate fields with data from other applications & dynamically hide or display fields based on user selections
Streamlined Processes
Automatically route forms for approval, send notifications, set reminders, file to Laserfiche, and more
Detailed Tracking
Track Form submissions, manage task inbox, & run reports from one easy-to-use dashboard interface
Intuitive Form Designer & Process Modeler
Laserfiche Forms comes with an extremely easy-to-use Form Designer interface & intuitive Process Modeler interface – providing all of the tools needed for anyone to build a Forms Process. Whether you work in Technology or you’re a department end-user, you can build a streamlined web-form process with minimal training. And, with having such a flexible design interface, there is no limit to the number of different forms or types of forms you can create. From internal approval processes, to public facing form submissions, the possibilities are endless!
Drag-and-Drop Fields
Easily drag, drop, and arrange single-line text fields, multi-line text fields, drop down lists, check boxes, radio buttons, date fields, images, digital signature lines, file upload buttons, and more!
Form Personalization
Create reusable “Themes” to personalize Forms with custom backgrounds, colors, fonts, & logos – providing a professional look tailored to your organization’s branding standards
Form Organization
Organize form fields to provide an intuitive user experience with fixed or flexible tables, dynamic fields, section labels, page-breaks, navigation, embedded images, & custom HTML content
Simple Process Modeling
Intuitively design a process to automate how a form submission is dynamically routed for approval (multiple steps & paths), send automated emails, and automatically file to Laserfiche
Streamlined Data-Collection & Process Automation
Paper forms are tedious to fill out, subject to errors, inefficient to process, & difficult to track. While Word Documents, Excel Spreadsheets, fillable PDF’s, & other methods of digital forms can be useful alternatives to paper forms – there are still several inefficiencies to overcome: these forms are still static in nature, errors can still occur, routing/processing still requires manual effort & decision making, and information is still trapped within the form itself. Laserfiche Forms provides powerful features that solve all of these issues – streamlining the process from submission, to approval, and beyond.
Powerful Process Automation
- Routing Decisions allow the form to automatically routed through multiple steps and/or paths of approval
- Automated Emails can be sent to approvers or other recipients and customized/populated with form data
- Filing Rules automatically index, name, & file Form Submission and/or Form Attachments into Laserfiche
- Process Triggers can be used to automatically initiate other Form Processes or Workflows
Smart & Dynamic Data Collection
- Field Rules allow for certain fields/sections/pages to be hidden or displayed based on a user’s selections or data input
- Database Look-Up functionality reduces manual data entry & improves data accuracy by auto-populating fields with data pulled from other line-of-business applications and/or previous form submissions
- File Upload fields allow users to attach documents directly onto a form, which can then be routed for approval, attached to automated emails, and/or automatically indexed & filed into Laserfiche
Forms Inbox, Task Management, Reminders, & Reporting
One of the key features of Laserfiche Forms is the Forms Dashboard interface – which provides users with a single interface that allows them to view/edit/approve Forms that have been routed to them for approval, manage assigned tasks, track the status of Forms they have submitted/approved, & create custom reports of Form submission data or process analytics
Forms Inbox
View forms that have been routed to you for approval, track routing history, make comments, edit/add information, assign tasks to yourself or others, and more
Automated Reminders
Set reminders to be automatically sent to users if a Form has not been submitted or approved/rejected within a specified amount of time
Custom Reporting & Tracking
Create custom reports from data collected through Form submissions & view analytics to track ongoing processes or performance history of previously completed processes
Contact Us
833.813.2221
130 N Preston Rd. Ste. 100, Prosper, TX 75078
Monday-Friday: 8am-5pm