What’s New in Laserfiche 9.22 October 2014

Justin Pava

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Technical Product Manager

Laserfiche 9.2

‣ Forms‣ Mobile (now included with Forms!)‣ Laserfiche Directory Server‣ Social BPM Preview

Laserfiche Forms 9.2

Inbox and Task List

‣ View and complete pending tasks‣ Review submitted forms and completed

tasks‣ Finish in-progress draft forms‣ Start new processes and submissions

Signature Field

‣ Visual representation of a person’s signature

‣ Type or draw‣ Default

configuration for one-click application

Thank You Page Enhancements

Save as Draft Enhancements

‣ Display drafts directly in Inbox‣ Use variables to customize the subject

and text of draft emails

Optimized for Small Browser Sizes

‣ Responsive design for optimized viewing in tablet and mobile web browsers

Section Field Enhancements

‣ Bulk set read-only‣ Conditionally make certain sections of the

form read-only depending on stage‣ Section title/borders can be hidden

Logo Picker

‣ Add logos directly through the Forms Theme Designer

‣ Upload or drag an image file, provide a URL, or select from your gallery

Lookup Auto Suggest and Populate

‣ Configure directly in Forms Designer‣ Auto-suggestion based on database

lookup‣ Conditional auto-population rules‣ Automatically converts on 9.2 upgrade

Additional Items

‣ Submission IP address variable‣ Editable and refreshable data sources‣ Improved participant user synchronization‣ Fully translated and localized in Arabic

Laserfiche Forms 9.2

‣ New Features:• Inbox and Task List• Signature Field• Responsive Design for small browsers (mobile)

‣ Enhancements to Existing Features• Thank You Page, Section Fields, Save as Draft

Email, Data Sources, Lookup Rules

Laserfiche Mobile

Forms in Laserfiche Mobile

‣ Laserfiche Mobile can now be used to submit forms and complete assigned tasks

‣ Laserfiche Mobile now comes with Laserfiche Forms in addition to Web Access

‣ iPhone, iPad, and Android

Forms in Laserfiche Mobile

‣ Inbox and Task List‣ Submit forms‣ Attach photos from mobile

devices‣ Favorite forms‣ Sign forms

Mobile Forms Inbox

View and Complete Your Tasks

Review Your Submissions and Tasks

Mobile Forms Submissions

Mobile Forms Submissions

Attach Photos from Mobile Devices

Sign Forms

Favorite Forms

Document Thumbnails

Upload Using Wi-Fi Only

‣ If enabled, cellular data will not be used to upload documents

‣ If disabled, Wi-Fi will be used preferentially

Laserfiche Mobile 9.2

‣ Native Forms app• Inbox and Task List, form submission, set

favorites, attach photos, sign with finger

‣ Document thumbnails‣ Option to upload using Wi-Fi only

Laserfiche Directory Server

Laserfiche Rio Web Administration Console

New Home Page

Organizations

‣ Reserve users, licenses, and registered applications in sub-pools

‣ Department-level license isolation and management

Organizations

Granular Security

‣ Distributed license management and allocation privileges:• Access, View licensing site• Download application licenses• Manage identity providers• Manage organization-specific items

Laserfiche Directory Server

‣ All-new web license manager for Laserfiche Rio

‣ Organizations‣ Granular security

The Future of Laserfiche Directory Server

‣ Centralized suite-wide user administration‣ Universal single sign-on provider

Preview of Laserfiche Social BPM

Collaboration Website

‣ Same engine as Laserfiche Answers‣ Ask questions, start discussions, post

announcements‣ Public and private groups‣ Subscribe to topics and posts‣ Embedded document preview viewer

Collaboration Website

Embedded Document Preview

Embedded Document Preview

FAQ Pane in Laserfiche Forms

‣ Frequently asked questions in form submissions

‣ Ask and answer common questions‣ In-line viewing of answered questions‣ Automatic cross-referencing with

collaboration website thread

FAQ Pane in Laserfiche Forms

Laserfiche Social BPM Preview

‣ Named user authentication through Laserfiche Directory Server

‣ Internal collaboration website‣ FAQ pane in Forms submissions

The Future of Laserfiche Social BPM

‣ External collaboration site (answers.laserfiche.com)

‣ FAQ and comment streams for:• Workflow Designer• Forms Process Modeler• Individual documents in Web Access 10

Summary

Laserfiche 9.2

‣ Forms‣ Mobile‣ Laserfiche Directory Server‣ Social BPM Preview

Questions?

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