Laserfiche October 2024 Regional Training
Tuesday, Oct 8th
Day 1
Title: Working with the Laserfiche Repository – 10:00 am – 12:00 pm - $150.00/seat
Description:
New to working with documents in Laserfiche? In this hands-on lab, you'll follow along with our expert instructors to learn how to use the Laserfiche repository to efficiently find and use documents in Laserfiche. This course will teach you how to:
- Navigate the repository and import and open documents
- Work with and apply metadata to entries
- Perform searches to easily locate content within the repository
- Configure the repository interface to meet your needs
This is a beginner class! The target audience does not have any knowledge of the topic being presented. This course will be slower paced to allow attendees time to familiarize themselves with the interfaces. Attendees will configure most elements from scratch and repeat tasks to further cement the knowledge.
Title: Repository Administration – 1:00 – 3:00 pm - $150.00/seat
Description:
Get started managing your Laserfiche repository with this hands-on training! Learn how to create metadata, set repository security, and manage users while focusing on administration best practices. In this session, you will learn how to:
- Create templates, fields, and other forms of metadata
- Create and manage users and groups
- Set up scalable repository security
This is a beginner class! The target audience does not have any knowledge of the topic being presented. This course will be slower paced to allow attendees time to familiarize themselves with the interfaces. Attendees will configure most elements from scratch and repeat tasks to further cement the knowledge.
Wednesday, October 9th
Day 2
Title: Getting Started with Laserfiche Forms – 10:00 am – 3:00 pm - $250.00/seat
Create your first electronic form in this hands-on lab! Perfect for anyone new to Laserfiche and automation, this session will show how Laserfiche can increase efficiency and streamline work with electronic forms and automated processes. This course will teach you how to:
- Build an easy-to-use electronic form to standardize information
- Route form information to the correct reviewer
- Automate tedious tasks like sending emails and saving attachments.
This is a beginner class! The target audience does not have any knowledge of the topic being presented. This course will be slower paced to allow attendees time to familiarize themselves with the interfaces. Attendees will configure most elements from scratch and repeat tasks to further cement the knowledge.
Thursday, October 10th
Day 3
Title: Intermediate Laserfiche Forms – 10:00 am – 12:00 pm - $150.00/seat
Description:
Take your forms to the next level! Refine your knowledge of Laserfiche Forms with this hands-on lab, focusing on making forms user-friendly while ensuring your information is standardized. This course will teach you how to:
- Configure lookups to pre-fill form fields using a database
- Leverage calculations to reduce tedious data entry
- Enhance form functionality with out-of-the-box field rule options
- Troubleshoot processes to get them back on track
This is an intermediate class! Attendees are expected to have some knowledge of the topic, be familiar with the interface or are willing to learn quickly. To maximize class time for challenging concepts, this course may have simple components pre-configured or move quickly through basic concepts and interfaces. If you're new to Laserfiche, but familiar with other software and willing to learn quickly, this course may be suitable for you.
Title: Getting Started with Laserfiche Workflow - 1:00 – 3:00 pm - $150.00/seat
Description:
Streamline your organization’s processes and reduce repetitive manual tasks with Laserfiche’s powerful automation tool, Workflow. This hands-on lab will take you step-by-step through creating your first workflow, giving you the tools you’ll need to start automating processes. In this lab, you will learn how to:
- Navigate the workflow designer interface
- Utilize common activities such as Move Entry, Assign Field Values, Conditional Decisions, and more
- Route and process documents for approval
- Automatically generate email notifications
This is a beginner class! The target audience does not have any knowledge of the topic being presented. This course will be slower paced to allow attendees time to familiarize themselves with the interfaces. Attendees will configure most elements from scratch and repeat tasks to further cement the knowledge.
Friday, October 11th
Day 4
Title: Working with Forms and Workflow - 10:00 am – 12:00 pm - $150.00/seat
Description:
Ready to see it all in action? Leverage your Laserfiche Forms and Workflow knowledge to expand your process automation capabilities and reimagine your organization’s processes. Gain practical knowledge to help you identify which features to use and how to successfully connect them in your solutions. This course will teach you how to:
- Identify processes to streamline by connecting Laserfiche tools
- Connect Laserfiche Forms and Workflow using activities like Workflow Service Tasks and Retrieve Business Process Variables
- Pass information efficiently between tools to create a seamless user experience
This is an intermediate class! Attendees are expected to have some knowledge of the topic, be familiar with the interface or are willing to learn quickly. To maximize class time for challenging concepts, this course may have simple components pre-configured or move quickly through basic concepts and interfaces. If you're new to Laserfiche, but familiar with other software and willing to learn quickly, this course may be suitable for you.
Title: Laserfiche Records Management – 1:00 – 3:00 pm - $150.00/seat
Description:
Laserfiche records management functionality enables you to ensure documents are handled properly and meet compliance standards. Implementing records management in Laserfiche involves planning your file system, configuring rules in your repository, and managing your records by performing actions. This course will teach you how to:
- Set up your records management folder structure
- Perform records management actions
- Define and configure records management schedules and instructions
- Get started with records management automation within your organization
This is a beginner class! The target audience does not have any knowledge of the topic being presented. This course will be slower paced to allow attendees time to familiarize themselves with the interfaces. Attendees will configure most elements from scratch and repeat tasks to further cement the knowledge.