Workflow automation can route documents and tasks through configured approvals, conditions, notifications, exceptions, and audit history. Reynolds documents the current process, roles, controls, integrations, environments, testing, governance, and baseline measures before implementation. Product edition, compatibility, administration model, schedule, and any performance or ROI comparison are confirmed for the approved scope.
Configure document routing, approvals, exceptions, and audit trails in a visual workflow. Reynolds validates each process and integration against your requirements before launch.
Visual, conditional, integrated
Approved Cooperative Purchasing Contracts
PA State Contract
Manual document routing slows approvals, creates errors, and makes audits painful.
Documents sit in inboxes for days waiting for the next approver. Critical requests bottleneck at vacation coverage gaps.
Approval requests lost in email chains. No visibility into who approved what, when, or with what comments.
'Where is my document?' becomes the most common question. Staff spend hours tracking down request status.
Audit trails incomplete or missing. Cannot prove who approved, when, or under what authority.
Visual design, configurable routing, and requirements-based integration planning.
Use a visual designer to configure approved routing, approval, exception, and notification steps. Administration roles and any required development depend on scope.
Route documents using approved criteria such as amount, department, or document type, with configured exception paths.
Assess ERP, email, e-signature, database, and API connection points, then configure approved workflow triggers.
Electronic forms auto-populate, validate, attach documents, and trigger workflows—all without re-keying data.
Configure approved pre-fill fields from validated employee, customer, vendor, or other data sources.
Show or hide fields based on approved answers and test each branch for usability and accessibility.
Configure required fields and validation rules that can block submission until specified checks pass.
Allow selected supporting-document uploads after validating file types, size, access, retention, and security requirements.
Map approved form fields to compatible systems with validation, exception handling, permissions, and update timing defined in the design.
Configure submission triggers for approved routing, approval, notification, and exception steps.
Deployed across government, healthcare, education, and commercial organizations
Configure application intake, drawing uploads, approved fee formulas, review routing, exceptions, and status steps
Map new-hire paperwork, I-9 review, benefits enrollment, IT provisioning, approvals, and exceptions
Course registration, add/drop, graduation applications with prerequisite validation
W-9 collection, credit applications, contract signatures—all documents in one workflow
Auto-populate contract terms, capture renewal preferences, route for approval
Immediate supervisor notification, investigation workflow, OSHA documentation
Configurable workflow patterns adapted to your approved process, roles, exceptions, and integrations.
RTK, Permits, Approvals
Ready to automate your government workflows? Our team brings 55+ years of automation experience.
See Government DemoSee how a representative approval process can be mapped into explicit rules, notifications, and traceable actions. Timing depends on approver behavior and your configured process.
Email sent to approver
Waits for manager attention
When available, reviews request
Email forwarded for approval
Checks budget and policy
Sent back via email
Digital form captures request
Rules route to right approver
Manager approves from phone
Configured escalation if no response
Finance reviews simultaneously
Configured event recorded
A structured methodology with a project-specific schedule confirmed after discovery.
We analyze your current approval processes, identify bottlenecks, and map existing document flows to understand automation opportunities.
Design automated workflows using Laserfiche's visual designer. Configure routing rules, approval chains, notifications, and escalations.
Connect workflows to your existing systems (ERP, email, e-signature). Thorough testing with real documents and edge cases.
Train users on workflow participation and administrators on monitoring. Go-live with hypercare support.
Answers to the most common questions about workflow automation.
A typical workflow takes 2-4 weeks from design to deployment. Simple approval chains can be configured in days, while complex multi-department processes may take 6-8 weeks. We start with your highest-impact workflows for quick wins.
Laserfiche's visual designer allows business users to build and modify workflows without coding. IT typically handles initial setup, integrations, and governance, but day-to-day workflow design can be done by trained business analysts or departmental power users.
Laserfiche Workflow handles exceptions elegantly with conditional routing. 'If amount > $10,000, route to VP' or 'If department = Legal, add compliance review.' You can build as many conditions as needed, and workflows can route to manual review for true exceptions.
Yes. Laserfiche integrates with major ERP systems (SAP, Oracle, Epicor), email (Outlook/Exchange, Gmail), e-signature (DocuSign, Adobe Sign), and hundreds of other applications via API. We've connected to virtually every business system over our 55+ years.
We track time-to-approval, number of touchpoints, error rates, and audit compliance before and after automation. Most clients see 50-80% reduction in processing time. We provide dashboards showing workflow performance and bottleneck identification.
Speak with a workflow specialist who understands your processes—not a sales rep.
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Automation Analysis
Assess robotic process automation (RPA) for repetitive tasks in compatible applications, including selected legacy interfaces where stability, security, and vendor terms are validated.
Workflow automation guides and Laserfiche implementation best practices.
How to implement Laserfiche as a phased records project — scoping record types and retention, back-file digitization, folder and metadata design, security and records configuration, phased rollout, change management, and the pitfalls that derail go-live.
A complete plan for migrating a paper-based records operation to Laserfiche without disrupting daily work — assessment, taxonomy and metadata design, back-file versus day-forward scanning, quality control, security and retention, phased rollout, change management, and the mistakes to avoid.
Speak with a workflow automation specialist about routing approvals and notifications without manual follow-up.
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