By Kyle Knebel Consultant Corner – October 2026 Laserfiche’s latest version 12 has added something magical to templates when used in the Web Client. This enhancement is found in the Cloud and On-Premises systems. You can now run field formulas, just like the ones you know from Laserfiche Forms, within a template. Let’s take a look! Here are a couple of examples of where Field Formulas might be useful. In Invoice Processing, you may need to set an “Approval Level” based on the invoice amount. Workflow could then use that calculated field for document routing or other Workflow decisions. In Human Resources, you could calculate an “Eligibility” value based on a date field, such that Workflow or staff could review that value to determine if the document needed retention review. Configuring a field formula begins in the template editor in the Web Repository Administration console. Note: This is not available through the Windows Administration Console. Select Metadata, then click the Templates tab, then select the check box next to the template that contains the fields you will be using. With the Preview tab selected (the default), look to the right side for the Modify Template (pencil) icon. Pressing this icon will take you into the field designer mode. Scenario 1: For our first scenario, let’s take two fields: “Invoice Amount” (a Number field) “Approval Level” (a Text field) We’d like to have a result like the table below: Invoice Amount Approval Level <1,000 Supervisor Approval >=1,000 Manager Approval >=10,000 Executive Approval Once you have selected the Approval Level field, click on the “Advanced” tab on the right side of the editor screen. Here’s the field formula that should be in the Approval Level field. =IF([FIELD("Amount")]>=10000,"Executive Approval",IF([FIELD("Amount")]>=1000,"Manager Approval","Supervisor Approval")) Make sure your formula begins with an “=” sign. Then you can add the function, either by typing it or clicking on the “Insert function” button. The fields and logic will go inside the parentheses of the function. It’s best to use the “Insert field” button to add the source field to the formula. Then choose your “Update Strategy” for the field, deciding if it always updates when the source field changes, or only updates if the field is empty. Below are sample results one might see on the template. Note: The formula stays with the template/field combination. If you were to copy this field onto a different template, the field would not have the formula. It is template-specific. Scenario 2: For our last scenario, let’s take two fields: “Document Date” (a Date field) “Eligibility” (a Text field) We’d like to have a result like the table below: Document Date Eligibility Older than 7 years from today’s date Eligible Less than 7 years from today’s date Not Eligible Here’s the field formula that should be in the “Eligibility” field. =IF(YEAR(TODAY())-YEAR([FIELD("Date")])>=7,"Eligible","Not Eligible") Below are sample results one might see on the template. Because these calculations happen right in the template, your workflows don’t have to perform them. Instead, they can use the calculated values to make faster, better decisions and take action. We hope you enjoyed learning about Laserfiche’s secret potions to make fields more magical. Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok

By Kyle Knebel Consultant Corner – September 2026 Laserfiche’s latest version of Import Agent 12 has been updated with some unique and useful improvements. We think they deserve futher review. Let’s take a look! Key New Features & Enhancements: On-Demand Profile Scheduling: Manually run import profiles on demand to trigger immediate, ad-hoc document processing. Notice the “Manage import rate” check box! With this new profile configuration, if it is enabled, you’ll see a new button on the Import Agent Profile Manager toolbar. You’ll see a button called “Start new import”. Configurable Email Notifications: Receive automatic email alerts when imports fail (such as due to invalid user credentials). Import Throttling: This controls the rate of document imports to prevent workflow bottlenecks and performance strain on your system. Multi-Repository Cloud Support: Seamlessly connect and support multi-repository Laserfiche Cloud environments. Your Import Agent license will need to be Expanded Token Support: Laserfiche has added a new Windows file owner token for better tracking and metadata assignment during import. Expanded OCR Language Support: Additional languages including Vietnamese, Hebrew, Arabic, and Thai have been added. These new additions to Import Agent will give Laserfiche administrators some great new choices when processing documents into a Laserfiche repository. We hope you enjoyed this look at the new features of Import Agent 12! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok

By Kyle Knebel Consultant Corner – July 2026 Moving, Renaming, Assigning Metadata using natural language prompts and Securing AI Agent activity. In Laserfiche Cloud, you can now ask Laserfiche AI to change metadata on entries, rename documents and folders, create folders and move documents in bulk, as well as other tasks using natural language instructions. This is especially useful for those one-time situations where building a workflow would not be as efficient or timely. And, Laserfiche Cloud AI Agent functionality is limited to the same Laserfiche Security that the user already has in the repository, since agent actions are undertaken with the currently logged in user’s credentials. And, when an action is performed by a directed agent, the operation will be audited as if performed by the user who prompted the directed agent. Laserfiche Administrators also can limit the specific functions to which AI Agents are allowed to undertake. Let’s take a look! Laserfiche AI Agent Functions: Limiting what it can do in the system. Administrators can enable or disable AI features in the repository settings, which can affect how AI Agents operate. This is done in the Repository Administration settings under the General tab. Go to Repository Administration > General > Show Advanced Scroll down to the AI Feature Controls section. With the “Enable agent mode for Smart Chat” check box selected, AI Agent capabilities are available to the use while in the Smart Chat window. To start using AI Smart Chat or Smart Agent in Laserfiche Cloud, users will click on the “stars” icon at the top right of the screen. Then, at the bottom of the Smart Chat window, the user will be able to switch between Ask mode and Agent mode. With the Ask/Agent toggle in the lower right of the chat window switched to “Agent” you can ask the AI agent to perform actions such as searching for documents or folders, moving documents, adding templates or tags, updating field values or creating shortcuts. If you previously asked questions about documents in the same chat, without clearing the chat history, you can reference those questions and answers in your prompt. For example, you might have posed a question in “Agent” mode, “Find all I-9 documents in the Human Resources folder”. Then, with the results lists (limited to 1000 entries) you might type in “Assign the template “Human Resources” to all the documents just listed”. Note: the AI Agent cannot assign values to just one field. However, if you have setup Smart Fields in the related template, the value may get populated automatically. We’ll have a future blog article covering Smart Fields and Smart Templates Configuration and Tips. If the user has rights to “Write Metadata” within the folder structures in which the documents are to be modified, the AI Agent will do this action. It does this action as the logged in user. In other words, if the user can do the action normally, then the AI Agent will also be able to do the action as instructed in the Smart Chat window. Auditing: When auditing changes to entries, the changes will show as having been made by that user, not AI. AI Agent in Smart Chat is easy and natural and is a great way to manage content in your Laserfiche Cloud repository. This concludes this month’s review of Laserfiche Cloud AI Agent. We hope you found it informative and useful! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok

By Kyle Knebel Consultant Corner – April 2026 In the Laserfiche Windows Client or Web Client and Cloud, you can configure Laserfiche Import Profiles to automate the naming, indexing and storage of documents in Laserfiche. When manually importing a document, import profiles can help speed up the process by quickly setting document properties like the template assigned, folder to be stored, and even document re-naming, if so desired. Import Profiles are supported in the Laserfiche Web Client and Windows Desktop client, as well as in Laserfiche Cloud. Let’s take a look! To set up an Import Profile, navigate to the Options>New Document>Import Profile configurator for your Laserfiche environment Optional: Use a pattern in your file names to create tokens for naming and filing settings. If you have used the “Import based on file name” option, the tokens are available in the Document name and Document location areas. Each profile will have some filing options to configure. The Document Name and Document Location should be set, but the Template is optional. An example of token use is shown below, where we do the following: Use three parts of a file name to rename the document when it is stored in the Laserfiche repository. In addition, we will use one of the tokens, the Name token, to generate the subfolder into which the renamed document will be stored. And finally, we are applying the “Accounting” template to the document. We can’t use the tokens to apply a field value, however. Upon manually importing a document through the Laserfiche client, the import dialog appears. At this point, we would select the Import Profile, which we have named “Qrtrly Reports”. Notice in the sequence of images below that upon choosing the profile, the name changes and the template gets assigned, immediately! **Note that the file being imported should have the same pattern as we indicated in the configuration, otherwise the document will not be named properly and probably won’t file as expected. Below we can see the renamed document and the folder in which it was stored. You can see the template was applied, as well. In this next example, we’ll use the Laserfiche Web Client to import a Water District Pump Log file. Again, we’ll use the “Import based on file name” tokens to rename the document and generate a dynamic filing path. Notice the four custom tokens: “pump”, “mon”, “year_” and “DocType”. If you so desire, you can even set your Import Profile as the default, so that you don’t have to select it in the import dialog. The image below shows the log file that we want to import. Notice that the document name uses the custom field for the pump number, and then at the end, the standard Laserfiche date/time value is added after the word, uploaded. In addition, the folder path uses three other custom tokens to define the folder path under the \Test folder. Below, you can see the renamed document residing in the prescribed folder. This concludes this month’s review of how to configure Laserfiche Import Profiles to save time when manually importing documents to Laserfiche. We hope you found it informative and useful! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok

By Kyle Knebel Consultant Corner – March 2026 Image processing options that can clean up photos and color scans in Laserfiche Scanning In the Laserfiche Scanning Module, available in the Windows Client or Web Client and Cloud, you can configure Laserfiche to clean-up images from photographs and color document scans. If there is text on these images these techniques will help with text generation via the OCR process in Laserfiche Scanning, making it easy to search across images in Laserfiche. Let’s take a look! Launch Laserfiche Scanning from the client: Choose Standard  mode when launching the scanning module, since the image enhancements we need are only in this module and are not in the Basic mode. Whether using “Universal Capture” to get image files from a computer or if using a physical desktop scanner, the LF Scanning module has processes to enhance color images. The Color Smoothing image enhancement averages and evens out the background color of an image. It can only be applied to color images. Color smoothing will help optimize the image for processing. It reduces the number of colors used in an image, which creates a cleaner image with a smaller file size. Data recognition processes perform better on a solid background. Color Smoothing also optimizes the image for use with the Color Removal image enhancement. For example, getting this gradient background to become one smooth color needed a larger adjustment range percentage of 65% to get the image to look like one blended color. The Color Removal image enhancement converts images or portions of images to black and white format. Several processes, including OmniPage Zone OCR and Smooth, are designed to operate on black and white images, so you will get more accurate results if you use Color Removal before using data extraction processes, or before applying other image enhancements such as Invert. The color removal process will have no problems when you’ve applied an appropriate amount of color smoothing.   Putting these two image enhancements in the order of 1.  Color Smoothing and then 2.  Color Removal will provide optimal image quality for an OCR text generation process like OmniPage OCR . This two-step process can be applied to photos or other color scanned images that have text on them. With these quick cleanup processes, Laserfiche documents will be easily searchable in the repository once the text has been generated by the OmniPage OCR step. This concludes this month’s review of how to configure Laserfiche Scanning to enhance color images to be ready for OCR Text generation to make them searchable in Laserfiche.   We hope you found it informative and useful! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok

By Kyle Knebel Consultant Corner – February 2026 Search for emails and learn about customizing your Laserfiche email imports In both Laserfiche Cloud and Laserfiche On-Premise (Avante/RIO) systems, you can configure Laserfiche to grab the email properties from an imported email and automatically assign the information to template fields. This makes it very easy to search for emails by username, email domain (like yahoo.com ), and other email properties. Laserfiche even has a solution to automate email imports from your email server into a Laserfiche repository. Let’s take a look! For Laserfiche Cloud: Configuring default email import settings in the Web Client: If using Laserfiche Cloud, select your Username at the top-right corner and choose “Options” from the drop-down menu. On the left side panel, select “New Document” on the left, then use the “Email” template as the default for imported email.  The “Email” template comes pre-built in your LF Cloud repository. Here you can configure the mapping of email properties to fields. As you can see in the image below, the email properties are populated in the fields when an email is manually imported. For Laserfiche on-premise systems installed on your local server(s): To configure Email Import properties for on-premise servers, you’ll want to configure two items.  One is the email template and email-related fields. The second is the Outlook Import options. If you go to the Laserfiche Administration Console, a Laserfiche system administrator can edit your repository’s Metadata and add a new Template for tracking emails. I usually create one called “Email”, but you can name it something so that your users will understand its purpose by its name. In the example screenshot below, the “Outlook Emails” template was created. The fields are created and named to match the types of email properties available for automatic recognition. Once you’ve created the template, navigate to the Repository Options>Settings  section. Open the Outlook Import  properties.  Here, you can select the template to be applied along with the field mappings. You can even configure what Laserfiche will do with attachments on imported emails. Laserfiche Email Archiver (part of Laserfiche Import Agent) If you don’t want to manually import emails through the Client, you can use the Email Archive utility, which is part of the Laserfiche Import Agent software. Note : Import Agent may be an additional purchase in some cases. It can be configured to connect to your MS Office 365 email server or older MS Exchange email server (Custom) or Gmail accounts in order to import copies of emails to your repository. Below is a screenshot from the Profile Wizard in the Email Archiver showing the email Server type  choices. As long as you have the proper credentials to authenticate into the defined email server, the software will be able to import the emails you want.  You can even set filters or target a specific mailbox or email address from which to retrieve messages. Below is an image of the Email Archive Profile Wizard where the tempate and fields are being configured to use the Sent Time (included Date) as well as the Recipient’s email address. Searching for emails: Using the default Email import settings as mentioned above, I manually imported 6 emails at once via the Laserfiche Client. In the image below, you can see that Laserfiche applied the template and automatically obtained the properties of the email and inserted them into the fields. Note : When importing multiple emails at once (called a batch), you can check the “Apply these properties to all entries imported in this batch.” This will dynamically capture the unique values from each different email and apply them to the fields. Below is an example of some emails imported to a folder in the repository. Below is an example of a search for all emails where the Sender’s email domain ends in “@ laserfiche.com ”. Note: I’ve added an asterisk (*) before the email domain so that the search finds any senders from that domain. To search in the client, we recommend using the Advanced search, where we can then use the template to find emails. In the example image below, the search is configured to find any emails where the sender email address ends with “@ laserfiche.com ”. The search has returned one email message that matched. You can also use Laserfiche’s Advanced Search Syntax to exclude certain results. In the example image below, I’ve created a custom search syntax that excludes a sender email address that has “samantha” in any part of the address. To do this Advanced Search in the Windows Client, you’ll use the Customize Search drop-down, then: De-select all search options Select “Search Syntax” only Check the box for “Include search syntax in query”. This will enable edit mode in the syntax box. More information on performing advanced search syntax searches can be found here: https://doc.laserfiche.com/laserfiche/en-us/content/search-syntax.htm   Enter the advanced query in the box and test the search. It is helpful to build a search first using the other search options and copy the syntax that is generated (only available in the Windows Client).  Then disable the options except for Search Syntax. This usually leaves a syntax that you can then modify. Check the “Include search syntax in query” box, which enables edit mode. Modify the syntax as needed. Here are the results of a search that finds emails from a sender with “@cities” in the address, but the hyphen  tells the search engine to exclude values that have “samantha” in that same field. Without the exclusion, there would have been three emails listed instead of the two emails listed. This is but one of many variations to searching with search syntax. Note : I’ve used the asterisk, which acts as a “wildcard” in two places. See if you can figure out how Laserfiche uses them. This concludes this month’s review of how to search for emails and customize Laserfiche email imports. We hope you found it informative and useful! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok

By Kyle Knebel Consultant Corner – January 2026 Customizing your Laserfiche Records Management Setup using a Microsoft Excel spreadsheet For Laserfiche On-Premise (not Laserfiche Cloud) systems that have Records Management (RM) edition, Laserfiche administrators can bulk import several different components of their Records Management configuration like Record Series, Cutoff Instructions, Retention Schedules, Events, Location, and Cycles. Laserfiche has long provided a “Record Series Setup Utility”. You can download the latest version 8.3 from this Laserfiche support site link, but it does require that you have an account with download access on the Laserfiche Support site. If you find any earlier versions of this utility, we don’t recommend using it, especially in Windows 10 or Windows 11 operating systems. The utility link is here: https://support.laserfiche.com/download/2514/record-series-setup-utility-8-3 This utility will connect with Version 8.2 repositories and later, including the latest Version 12. Note: You will also need MS Excel installed on the same machine where the Utility is installed. You can run this on a workstation or server, as long as it can connect to the Laserfiche repository. Documentation on how to set up the Excel file and use the Utility is found here on the Laserfiche Support Site. https://support.laserfiche.com/resources/2507/record-series-setup-utility-version-8-3 Let’s look at how this utility can be used, then we’ll print out a “File Plan” from the Laserfiche client (Windows or Web) that shows your RM structure. Using the Record Series Setup Utility Once the utility is installed, you’ll find a sample MS Excel file in its install directory, which is by default in the “\Program Files (x86)\Laserfiche\Record Series Setup 8” path. In this file there will be five worksheet samples. The worksheet names and the columns, except for “Name” and “Description”, are unique to each worksheet and should not be used amongst other worksheets. The utility can import any options you choose. If you need to import just a new Record Series, you can do that. If you need to import all properties and a complete record Series design into a brand-new system, you can do that, too. Example 1: Below is an example of a “Location” definition import with before and after snapshots. 1 - Before Import Using the sample Excel file and selecting just the Location check box on the Utility, press the Import button. (Note: make sure the Excel file is saved and closed before importing.) The Repository selection dialog will appear if you haven’t already configured a login. Once imported, a completion message will appear. 2 - After Import Notice that the utility only added locations and retained the already existing “Current file area” location. Example 2: Here’s another example of importing just Cutoff Instructions. You can modify values but follow the guidelines in the documentation. The first row of every worksheet needs to be defined, as found in the sample file and in the documentation. Do not rename the columns to anything other than found in the documentation, as the import will fail. 3 - Cutoff Instructions in Excel file Prior to import, there is only one Cutoff instruction listed in the repository image shown below. 4 - Before Import Below is the list of newly imported Cutoff Instructions in the repository. 5 - After Import A note about TRM compared to FRM: If you are using Laserfiche’s legacy Transparent Records Management model (TRM) with a Record Series structure, this utility has the option to import new Record Series. If one is not in place at all, the utility will build it for you, as long as the other associated options (Locations, Retention Schedules, etc.) are in the same Excel file or already exist in the repository. If you are going to use the Flexible Records Management model (no Record Series structure) the utility will still assist greatly, however it’s not necessary to import Record Series values from the spreadsheet. Example 3: Using the utility, you could go from having no Record Series structure in your repository to a custom Record Series structure that you designed in just minutes. File Plans: A printout or download of a “File Plan” will generate a list of the structure and rules that govern your records. You can export or print this information at any level of the records management file structure, whether it be at the Record Series level or just a Records folder. Performing the action on the root folder will give you information for the whole repository whereas doing so on a record series or record folder will give you information about the contents of that object and its children. It’s a record of how you have designed your Record Series and Records Folders so that you can reference it later. It is a point in time report of all records (selected) in their lifecycle within the repository. Below is an example of the Laserfiche 12 Windows client option to Print a File Plan at a selected level. It shows each item and its records properties. This concludes this month’s review of how to import a records retention schedule into your Laserfiche repository and generate a file plan report. We hope you found it informative and useful! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok

By Kyle Knebel Consultant Corner – December 2025 This month we will look at some of the features and functionality in the Laserfiche API and the Boomi integration. Boomi is a low-code platform that allows quick connections between Laserfiche and line-of-business applications, either in the Cloud or On-Premise. The Laserfiche API Version 2 is the latest application programming interface that allows you to interact with Laserfiche services from low-code and custom-code environments. Let’s take a look! The Laserfiche Cloud Developer Console is where you build your applications. The latest API version 2 can be found there, as well as documentation. You can create three types of applications in the Cloud Developer console. They are Service apps, Web Apps, and Single-page apps. Documentation is found right on the Developer console page. For those who are developing on-premise, without a Cloud subscription, the Developer Documentation is found here: https://developer.laserfiche.com/docs/api/guide_overview-of-the-laserfiche-api/ API and SDK knowledge base and download links are linked directly in the menu, as shown above.   The following documentation page provides links to additional information, as seen in the image below. Swagger documentation is found here in the “Swagger Playground”, as well. If developing in Laserfiche Cloud, make sure to pick your regional endpoints, as shown below. The Swagger UI renders API documentation in a user-friendly, interactive web interface. This documentation provides a clear and comprehensive understanding of an API's endpoints, operations, parameters, and data models. You can see an example of this in the screenshot below. The Swagger pages allow you to test the endpoint results. Boomi   Boomi, an Integration Platform as a Service (iPaaS), enables seamless connectivity between applications, data sources, and processes. Laserfiche Cloud is a SaaS-based enterprise content management (ECM) and business process automation platform. Their integration, launched via a formal partnership in February 2023, allows organizations to bridge Laserfiche's content services with over 1,500 other apps (e.g., Salesforce, Workday, Smartsheet) through Boomi's low-code connectors. This supports automated workflows, data synchronization, and end-to-end process orchestration, reducing manual effort and accelerating digital transformation.   The core of the integration is the Laserfiche Connector for Boomi , built on Laserfiche's APIs. It facilitates bidirectional data flow, such as uploading documents from external apps to Laserfiche Cloud, updating metadata, or triggering Laserfiche workflows from Boomi processes. It's designed for both Laserfiche Cloud and self-hosted setups, with a focus on security, scalability, and ease of use. Key Benefits Simplified Connectivity: Quickly link Laserfiche Cloud to cloud/on-premises apps without custom coding. Automation Boost: Automate content routing, approvals, and analytics across systems. Cost Efficiency: Low total cost of ownership via Boomi's drag-and-drop interface. Scalability: Handles growing data volumes as your organization adopts more tools. Security: Supports OAuth-based authentication and role-based access. How the Integration Works The connector operates via RESTful APIs over HTTPS, supporting operations like: Document Management: Create, read, update, delete (CRUD) entries in Laserfiche repositories. Metadata Handling: Sync fields like tags, status, or custom attributes. Process Automation: Invoke Boomi processes from Laserfiche workflows or send web service requests the other way. Search & Retrieval: Query Laserfiche content and pull it into Boomi for transformation.   Supported Directions: Laserfiche to Boomi: Export documents/metadata to external systems. Boomi to Laserfiche: Import data into Laserfiche Cloud for storage/processing.   Setup Guide Setting up the integration is straightforward in Boomi's “AtomSphere” platform. Here's a high-level process (detailed in Laserfiche's documentation here: https://doc.laserfiche.com/laserfiche/en-us/Content/Boomi-Connector.html ) Step One: Create a Connection in Boomi: In Boomi Designer, go to Create New > Connection > Laserfiche Connector. Select Platform: Laserfiche Cloud. Enter credentials: Base URL: Your Laserfiche Cloud instance (e.g., ` https://your-org.laserfiche.com` ). Authentication: Use Service Principal (recommended for Cloud). Create a Service Principal user in Laserfiche Admin with appropriate rights (e.g., Repository Admin). Generate a Service Principal Key and Base-64 Encoded Access Key in Laserfiche Developer Console. Service Principal Key and Access Key: Paste from Laserfiche. Test the connection (ignore 404 on base URL—it's normal). Step Two: Build Operations: Create a Connector Operation (e.g., Web Services Server for listening to Laserfiche requests). Choose actions like Listen (for incoming from Laserfiche) or API calls (e.g., `/EntryManagement` for docs). Map data fields between Laserfiche and target apps. Step Three:   Configure Laserfiche Side (if bidirectional): In Laserfiche Process Automation, add a Web Request rule to call Boomi's endpoint. Set up authentication (e.g., token from Boomi's User Management). Step Four: Test & Deploy: Use Boomi's testing tools to simulate flows. Deploy to production atoms for runtime execution.   For a quick start, check Boomi's "Getting Started with Laserfiche" Recipe in their Discover catalog, since it includes pre-built processes for common scenarios. Resources Official Laserfiche Connector Guide ( https://doc.laserfiche.com/laserfiche/en-us/Content/Boomi-Connector.htm ) Press Release: Laserfiche-Boomi Partnership ( https://www.laserfiche.com/resources/press-center/press/laserfiche-joins-the-boomi-technology-partner-program/ ) Boomi Marketplace: Search "Laserfiche" in Boomi's partner directory for templates. Community Recipes: Boomi's article on [Starting with Laserfiche]( https://community.boomi.com/s/article/Start-Connecting-with-Laserfiche ).   In the Boomi Marketplace, or in the Laserfiche Solution Exchange, you can obtain pre-built “Connectors” that will link Laserfiche with your business application of choice. There are almost 80 Connectors to choose from as of this writing.   Boomi Marketplace Example: Laserfiche Solution Marketplace Example: Use this link to view all available Laserfiche Solution Marketplace choices. https://marketplace.laserfiche.com/listing?tt=IPaaSConnector&to=mostPopular   Laserfiche provides developers with low-code solutions to connect business applications to your Laserfiche repository content, either on-premise or cloud based.   Try it today! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok

By Kyle Knebel Consultant Corner – November 2025 This month’s article will show you how to quickly and easily create a lookup table in Laserfiche Cloud for use with a Forms business process or a workflow. Starting with a spreadsheet or tabular data, like in a .CSV file, you can use this data throughout Laserfiche Cloud Process Automation. Let’s build! Understanding Lookup Tables A Lookup Table is ideal for data that doesn’t change frequently. Why? If the source data is a locally stored file, you will need to manually update the existing data, which will overwrite the previous data. Ensure you use a file with the same columns and data types, such as text and number (Integer). If the columns and data types differ, you risk breaking the lookup rules that previously worked. Step-by-Step Instructions Step 1: Log in as a User with Process Automation Privileges To enable Process Automation privileges, select the User under Account > Users and then choose the appropriate username under the “Users” tab. Step 2: Edit User Properties Click on the User account to edit their properties. Scroll down to the “Access Rights” section. Expand the “Process Automation” section and click the radio button to allow the user to be a “Process Administrator.” Press Save . Step 3: Navigate to Process Automation Overview In the top-right corner, use the App Picker to navigate to “Process Automation > Overview.” Step 4: Access Data Management In the “Tools” center column, click on “ Data Management .” Step 5: Create and Update Lookup Tables Here, you can create and update lookup tables. Step 6: Create a New Lookup Table Select New > Lookup tables . Give the new table a name (without spaces), then click the “Choose File” button to upload your spreadsheet or CSV file. Note : The first row of the spreadsheet should contain the column names. Step 7: Check Options Boxes Once the file has been chosen, check any options boxes: Enable for Dynamic Fields : This allows the lookup table to be used as a data source for Laserfiche templates and fields when configuring dynamic fields. Read-Only Access to Data : This option prevents modification of lookup table values. Preserve Whitespace : When not selected, Laserfiche will trim leading and trailing whitespace and normalize internal whitespace to a single space character. Step 8: Confirm Data Format Click Next to view the confirmation window. This allows you to verify that the uploaded data looks correct and is in the right data type format. Step 9: Create the Table When satisfied that the data looks correct, press “Create.” The table will then be displayed with its columns and data. The Update and Download buttons are available in the left corner. Note : If you lose the original data file, downloading the lookup table data will result in a .ZIP compressed file containing a .CSV file. Utilizing Your Lookup Table With data in a lookup table, you can create queries against the information. A query can be run in a Workflow or used to display information in a Business Process form. If you have the table open, you’ll see the information panel on the right side of the screen. Clicking on the blue “Create a lookup table query” link will open a dialog box where you can begin building a custom Select, Insert, Update, or Delete query. For documentation on how to build a Query, use this link to the Laserfiche Cloud “Getting Started with Queries” help topic here . Benefits of Using Lookup Tables Laserfiche Cloud Lookup Tables are a great way to help automate processes like Workflows or Business Processes. They apply decision-making logic effectively. You can also use a lookup table to show lists of choices in a Template with Dynamic Fields. Try one today! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok

By Kyle Knebel Consultant Corner – October 2025 This month’s article will show you how to create a Survey in Laserfiche Cloud and provide some useful ideas for the types of surveys you can make.   Let’s build! Step 1: Log in as a user with Process Automation privileges.   Note : To enable Process Automation privileges, select the User under Account>Users  and then select the appropriate username under the “Users” tab. Step 2: Click on the User account to edit the properties, then scroll down to the “Access Rights” section.  Expand the “Process Automation” section and click the radio button to allow the user to be a “ Survey Form Developer. ” Press Save .     Step 3 : Back on the top-right corner, use the App Picker to navigate to “Process Automation> Overview ”.   Step 4 : On the “Tools” center column, click on “ Surveys. ” Step 5 : Here, you can manage and report on all surveys. You can also create new ones. Step 6 : Create a New Survey using design tools like you might be familiar with from building Business Processes give the new survey a name. Step 7 : You’ll then be in the “Design” window, where you can add all the fields needed to collect responses. The form can contain many types of fields, selectable from the Toolbox pane on the left side. Drag and drop field types onto the white “canvas” in the middle of the screen. You should give each field a name and other properties.   One of the best field types for surveys are multiple choice fields like Checkbox, Radio Button or Drop-down. These make it easy for the survey respondents to make a quick and easy choice for certain specific questions.   For open-ended questions use a “Multi Line” field and set the “Field Height” to the number of lines of text needed. Fields can have “Rules” like when to Show, Hide, Enable, Disable, Validate or set CSS Classes on other fields or on the Form itself. Fields can also be set to “Lookup” values from data sources, like Lookup tables that you have created in your Cloud system, or it can connect to “on-premise” SQL data. Step 8: Publish and Preview your Survey to see how it looks. Additional theming can be added to your form. Theming and HTML Styling (via CSS) can always be used to create a corporate or organizational look to your surveys. Step 9 : After applying the theming and CSS to your survey, Publish and Preview it one more time.   Tip:  What kind of surveys do you have in mind?  Some ideas include the proverbial “Suggestion Box” with open-ended questions. Or it could be a department specific questionnaire like New Employee Onboarding, Project completion feedback for end-users or for internal project teams, or New Client information asked of a potential client that might feed internal company processes. Another idea is to use a survey as a Registration form for an event.       Step 10 : Make it Public or Private.   Public surveys are submitted anonymously, whereas Private surveys track who submitted the form. Private surveys are for your own organization’s Cloud users only.   In the Manage tab you’ll see a list of surveys available. Check the selection checkbox for the survey you want to enable. On the “Details” pane on the right side, toggle the Status to “Enabled”, then choose the privacy setting desired.  Use the “Share” link to email the URL link or to copy it. Step 11 : Now that you have your submitted surveys, it’s now time to runs some Reports.   Choose a Survey from the list, then set the Date range. Then press “Apply” to see the resulting Report.   Note : Sometimes survey questions are not answered, and you can tell the reporting tool to skip those empty values when drawing charts and tables. Just check the “Exclude skipped values” box, if this is the case. Then you can view the Results graphically or download the report as a PDF . Laserfiche Cloud Surveys are an easy way to collect information like registration sign-ups without having to build out a full business process. Try one today! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok