Laserfiche Cloud Trial Account Guide

What is a Laserfiche Cloud Trial Account?

Laserfiche Cloud trial accounts allow Solution Providers to configure and demonstrate Laserfiche Cloud
capabilities to prospective customers.

What is the Trial Account timeframe?

The default timeframe is as follows:

Initial Trial Period 45 Days

Solution Provider Extension 30 Days
Total 75 Days

A Solution Provider can grant a prospect access to a trial account at any time within this 45-day
timeframe; however, it is recommended to give the prospect enough time to use the account.

How do Trial Accounts work?

Trial Accounts allow prospects to engage in the functionality of Laserfiche Cloud. Solution Providers will
first set up a trial account and configure the repository, forms, users and groups. Once the trial account
is ready to be accessed by the customer, the Solution Provider can invite the customer in.

If the customer wishes to subscribe to an annual subscription, the Solution Provider can initiate a final
transfer to the customer. Once the transfer is complete, the Solution Provider will no longer have access
to the account. The steps below describe the process for creating, configuring, and transferring a trial
account to a customer.
Activate the
Sign-in to Trial Account
Solution Invite into a
Provider User Configure Trial Prospect to Subscription
Account Account Trial Account Account

Create Trial Create Users Add a One-

Account and Groups time 30-day
Extension
(optional)

Step 1: Sign-in (see this Help Video)

1. Navigate to https://signin.laserfiche.com in a web browser
2. Type in your Solution Provider Account ID
3. Type in Username (not administrator email address)
4. Type in Password
5. Click Sign-in

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Step 2: Create a Trial Account
1. Navigate to the Customers Page
2. Use the Add button to create a new trial account

3. Insert the prospect’s information

Step 3: Configure the Trial Account

After entering the customer information and creating a demo account, a Solution Provider can configure
account settings, the repository, and forms needed to demonstrate the capabilities of Laserfiche Cloud
to a prospective customer. A non-admin user will need to be created in order to perform these
configurations.

Step 4: Create Users and Groups

Trial accounts can have up to five users total. You may also set an individual’s or group’s repository
permissions within the Repository Administration tab.

1. Navigate to the Customers Page

2. Select the Actions ( ) button next to the appropriate account
3. Click Manage
4. Navigate to the Users tab
5. Click Add

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Step 5: Invite Prospect to Trial Account
1. Navigate to the Customers Page
2. Select the Actions ( ) button next to the appropriate account
3. Click Invite customer to trial
4. In the Trial Account Invitation dialog box, select the customer
administrator email address (if there’s more than one, select one from
the dropdown list)

5. A trial invitation email is sent to the selected administrator account, where they will get a link to
set their password. PLEASE NOTE: the customer will only have 24 hours to activate their
account. You may reinitiate the invitation following the same steps above.

Step 6: Add a One-time 30-day Extension (optional)

Solution Providers can add a one-time 30-day extension to a trial account. Extending the trial adds 30
active days to the trial. If the trial is currently in the initial 45-day period, the extension adds 30 days to
the end of the initial 45 days for a total of 75 active days from the date of creation of the trial account.

If the trial is currently expired, the 30-day extension starts from the current date to still provide 75 days
of total active time for the prospect.

1. Navigate to the Customers Page

2. Select the Actions ( ) button next to the appropriate account
3. Click Extend Trial Period

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Step 7: Activate the Trial Account into a Subscription Account
Subscription account activation transfers full control of the account to the customer. Solution Providers
will no longer have administrator access to the account. You can begin the subscription account
activation process in one of two ways:

Option 1:

1. Navigate to the Customers Page

2. Select the Actions ( ) button next to the appropriate account
3. Click Initiate Account Activation
4. Finalize subscription plan details
5. Verify customer information
6. Confirm account transfer

Option 2:

1. Sign-in to the appropriate account

2. Click the Initiate Account Activation link below the title bar

3. Finalize subscription plan details

4. Verify customer information
5. Confirm account transfer

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What Happens After a Trial Account Expires?
A trial account expires after 45 days. Neither the Solution Provider nor the prospect can sign-in to
expired accounts.

Expired accounts remain in the system for 30 days and are automatically deleted at the end of that
timeframe. During this 30-day grace period, Solution Providers can grant a 30-day extension that
reactivates the account.

Additionally, Solution Providers can contact their Territory Manager to request reactivation for an
expired trial account that has used up the one-time 30-day extension and has expired less than 30 days
prior to the current date.

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