CDI Blog

  • Kyle Knebel

Consultant’s Corner: Managing Records + Workflow 10.4 = Automate Record Management Functions


This month’s Consultant’s Corner article focuses on managing records with Laserfiche’s Workflow 10.4. We connected with Kyle Knebel, Software Trainer, here at CDI, to give us a quick overview on the new activity made available to automated records management functions.


Kyle, what is new in Laserfiche regarding Records Management and Workflow in version 10.4?


With the release of version 10.4, Laserfiche has made it possible to apply Records Management properties to folders and documents, without having to use formal Records Series or Records Folders. For many clients this can possibly do away with the need for “Transparent Records Management.” In addition, Laserfiche Workflow now has a new activity with seven records management actions designed to automate records management functions, minimizing the Records Manager’s workload.


With the new changes in Laserfiche 10.4 giving Workflow the ability to manage records, what can it do?


The new Set Records Management Properties activity is in the Workflow toolbox within the “Laserfiche Actions” group. Simply drag the action to the designer canvas and configure the action properties.


















Below are examples of the seven available records management actions in the activity:


1. Set filing date












2. Set Event date



















3. Cutoff









4. Set Retention Schedule














5. Add Hold











6. Remove Hold