Laserfiche Workshops

Laserfiche No Charge December Trainings

As a service to the Texas A&M Laserfiche Community of Practice, Texas A&M IT is holding training sessions at no charge on December 7 and 9, 2016. These sessions will be presented via WebEx by professional Laserfiche trainers. These sessions are intended for users who have some familiarity with the features of Laserfiche and want to enhance their proficiency by learning advanced end user search and document management techniques, incorporating basic electronic forms into their business processes, and leveraging records management as part of records retention compliance. Details are below.

End User Training
Wednesday, December 7  |  9:00 a.m. – 12:00 noon CT  |  WebEx or GSC-2605

  • Search queries/custom queries, optimizing search settings, setting up and using fuzzy search
  • Documents: importing PDFs, electronic vs LF docs, advanced document processes
  • Snapshot, scanning, metadata 
  • Working with Mac users
  • Differences between Web Access and thick client
  • Options and shortcuts 

Forms 101
Wednesday, December 7  |  1:30 p.m. – 4:30 p.m. CT  |  WebEx or GSC-2605

  • Example forms and using them to simplify everyday business processes, including:
    • Account Request Form
    • Non-BAM Invoice Submission
    • Immigration Request
  • Creating a basic form, including: fields, radio buttons, variables, automated emails, approval process, access rights, branding
  • Discuss business processes that can translate into a form

Records Management 
Friday, December 9  |  1:30 - 4:30 p.m. CT  |  
WebEx or GSC-2605 

  • What is records management?
  • Texas A&M’s common folder structure
  • Ways to use the common folder structure
  • Demo of Texas A&M-specific features

Community Connect

Join the Laserfiche community. Network with colleagues and share tips, tricks and best practices.

Discovery Sessions

Learn how to take your department from the old days of paper files to the new world of streamlined, digital document management.

  • We are working on new Discovery Sessions. Check back soon to view our new schedule.