SOLUTIONS · DOCUMENT MANAGEMENT

Capture, process, and retain, without the paper shuffle.

The foundations of Laserfiche ECM: document capture, intelligent batch processing, DoD 5015.2 records management, and dynamic web forms that eliminate paper at the source.

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Multi-channel capture Intelligent recognition DoD 5015.2 RM
Capture Batch Records Forms How it fits
01 Document Capture & Management

Say goodbye to the paper shuffle.

Bring every document into one configurable repository, then find it in a click with folders, search, and OCR.

  • Familiar folder structures for quick navigation and retrieval
  • Robust search by date, type, index fields, keywords, or phrases
  • Powerful OCR so you can search text on scanned images
  • Custom quick searches that save preferences for one-click lookups
  • Thumbnail previews and adjustable document viewer panes
Repository
Contents 0 items
Click a folder to open it

Try it, open folders & select files

Familiar look & feel

Intuitive folder structures that are easy to navigate and fully configurable to match how your organization works.

Multiple capture methods

Import via scan, drag-and-drop, virtual print, Microsoft Office integrations, web forms, and more.

Simplified processing

Auto-name and file documents on import to reduce manual processing and enforce consistency across the repository.

Intuitive annotations

Redaction, highlights, sticky notes, text boxes, and stamps, paper-like interaction without permanently changing the original.

Strict security

Active Directory groups, individual rights, folder-to-annotation controls, and full audit logs of user actions.

Versioning & tracking

Complete history of when a document was created, what changed, who changed it, and why.

Linking & classification

Workflow indexes from third-party data, creates folder paths, enforces naming, and links related files.

Sort by structure, logos, text & more

02 Streamlined batch processing

Eliminate manual data entry with intelligent recognition.

Accelerate high-volume capture. Reclaim time spent importing, processing, and indexing paperwork.

01
Recognize

Automatically sort, identify, and categorize incoming documents by structure, logos, text, and more.

02
Extract

Capture precise pieces of information from paper and electronic documents by teaching the system where to look.

03
Automate

Use captured data to automatically name, index, and file documents, without manual processing.

Intelligent document recognition & processing

Train the software to recognize documents by structure, logos, text, and more
Separate, classify, and sort batches with intelligent recognition
Extract data by teaching the software where to look on each form type
Leverage extracted data to name, index, and file without manual work

Take process automation one step further

Schedule processing sessions to run automatically without operator intervention

Notify users when new batches have been imported and processed

Kick off business processes and route documents for approval immediately

Improve efficiency and drive measurable cost savings at volume

03 Secure electronic records management

Protect records from creation to disposition.

DoD 5015.2-certified records management tools that give compliance teams peace of mind and clear audit trails.

Policy-driven from day one

Ensured compliance

DoD 5015.2-certified records management and VERS-certified electronic records for organizations that cannot compromise on standards.

Centralized record storage

One solution to manage retention schedules across the entire organization, one copy of each record, one source of truth.

Transparent management

Audit every aspect of the system, document creation and modification through specific user actions.

Streamlined records management from creation to destruction

Establish record series types and assign cutoff instructions and retention schedules
Automatically classify and apply disposition schedules to incoming records
Enforce RM policies across desktop, laptop, tablet, and mobile from a centralized repository
Search records by retention schedules or cut-off dates
View record timelines, modify properties, and perform cutoff or final disposition from one place
Auto-generate destruction eligibility reports and gather records into one location for review
04 Dynamic web forms

Streamline processes & eliminate paper from the start.

Replace paper and fillable PDFs with easy-to-design web forms for intranet, public websites, and email distribution, then route, review, and store every submission in your ECM.

Web form · mobile ready · filed on submit

Innovative & intuitive design

Create and publish e-forms with no coding. Drag-and-drop fields, templates, fonts, colors, and images.

Automate routing & review

Forms Process Modeler with intelligent decisions, email notifications, status tracking, and reports.

Efficient file uploads

Let users attach pictures and files to forms as another import path into the repository.

Accurate data collection

Every field lands in a database for detailed reporting, change forms anytime without programming help.

Build powerful web forms in minutes

Preconfigured templates, drag-and-drop fields, checkboxes, and radio buttons, update look and questions without developer help.

Learn about DocuNav Forms →
How it fits together

Capture in. Records out. Forms first.

These capabilities work best as a system, and they pair with Packages, Hosting, and full ECM implementation.

Questions?

Frequently asked questions

Capture covers how documents enter Laserfiche: scan, drag-and-drop, virtual print, Office, forms, and day-to-day filing. Batch processing adds high-volume intelligent recognition: classify stacks of documents, extract fields, and auto-name and file them with minimal manual work.
Laserfiche includes DoD 5015.2-certified records management capabilities (and VERS-certified electronic records options). We configure series, retention, cutoff, and disposition so your policies run in the repository, not in a separate spreadsheet.
Laserfiche Forms (and DocuNav’s Forms offering) are the modern way to capture data at the start of a process, then route, approve, and store into the repository. DocuNav Forms adds unlimited users, volume-based pricing, and full platform support. See the dedicated Forms page for packaging details.
Yes. Many organizations start with repository capture and search, then layer batch processing, retention, and forms as processes mature. Packages often accelerate that path for HR, finance, and municipal records with structure already designed.

Ready to capture less paper and control more records?

We’ll map capture, batch processing, retention, and forms to a clear plan, with timeline and investment.

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1-800-353-2320 (Option 2 – Sales) • sales@docunav.com