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Question

Question

laserfiche cloud notifications

asked on July 19, 2017

When you have Records that have hit their retention schedules, does the system alert you in some way? Or do you have to manually search for documents that need to be addressed via records searches and then manually take care of them?

 

Is there any type of alert via email or onscreen within the cloud system? We have a customer who wants to be able to set a future date to review contracts before they automatically renew.

 

Thanks!

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Replies

replied on July 20, 2017

Hi Brian,

 

You would do this using a scheduled workflow which emails as part of the workflow.

 

Hope this helps point you in the right direction!

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replied on July 20, 2017

Cloud does not have workflow.

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replied on July 20, 2017

Oh! Wow.... That's a pretty big limitation!

 

Currently cloud is only available in the USA, so it's not something I've seen.

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replied on July 20, 2017

Laserfiche said they would be looking to release a cloud version of workflow at some point this year but it has already been delayed several times.

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