Laserfiche Workshops

Shared Service Virtual Training Workshops

Date: June 1-5, 2020

Location: Online

Promotion Code: Buy three course and get one course free. Code to use on the checkout page is RTB3G12020.

Attend the Seventh Annual Texas A&M Laserfiche Shared Service Virtual Training Workshops. Laserfiche trainers will provide you with comprehensive and practical hands-on training sessions to help you get the most out of your Laserfiche system. In order to register for the training sessions, please go to the Laserfiche registration site. You will need to use a Laserfiche support account to register. If you don't currently have a support account, please follow the instruction at the bottom of this email to obtain one.

Monday, June 1

Day 1 - $450

Title: Content Management: Essentials

Click along with Laserfiche trainers in this introduction to working with documents in Laserfiche. This session covers everyday tasks like repository navigation and search, as well as document import and scanning using Web Access.

In this session, you will learn how to:

  • Navigate the Laserfiche repository and configure the user interface to fit your needs
  • Annotate, edit, and share documents
  • Use basic and advanced searching tools
  • Add content to Laserfiche by importing and scanning documents

Tuesday, June 2

Day 2 - $450

Title: Content Management: Administration

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
  • Set up repository security while considering best practices and scalability
  • Create and manage users and groups

Wednesday, June 3

Day 3 - $450

Title: Process Automation: Forms

With Laserfiche, you can design visually-appealing electronic forms that streamline information capture and review. This hands-on session teaches you how to turn your paper forms into electronic forms and create new processes from scratch.

In this session, you will learn how to:

  • Create dynamic, user-friendly electronic forms
  • Automatically route submitted information to appropriate reviewers
  • Gain insight into your processes with built-in reporting and monitoring tools

Thursday, June 4

Day 3 - $450

Title: Process Automation: Workflow

Streamline your business processes and reduce repetitive manual tasks with Laserfiche's powerful automation tool, Workflow. This click-along session is designed to give you a strong foundation for building your own automated solutions using Workflow's pre-built activities and intuitive visual interface.

In this session, you will learn how to:

  • Design workflows using Laserfiche's drag-and-drop interface
  • Start workflows based on a schedule, a condition, or user action
  • Configure the most common no-code Workflow activities for creating and routing documents, updating metadata, sending automatic notifications, and more

Friday, June 5

Day 5 - $450

Title: Laserfiche Solution Design

Utilize the powerful process automation tools in Laserfiche to design solutions for common business needs. Learn to connect different Laserfiche modules as you hone your skills with Laserfiche Forms and Workflow. It is recommended that you attend Process Automation: Forms and Process Automation: Workflow or have previous knowledge of Laserfiche Forms and Workflow before attending this class.

In this session, you will learn how to:

  • Translate a process into a Laserfiche solution while considering best practices
  • Streamline processes by connecting Laserfiche Forms and Workflow
  • Design robust processes and troubleshoot configuration errors 

 

To obtain a support account, please follow the instructions below.

  1. Visit https://support.laserfiche.com/reg/register_form.aspx
  2. Create an account by completing the required entry fields.
    1. For the Product Serial Number, enter the code – VNSM-RSTN-CAII-RLRL.
  3. Click Submit.
  4. Laserfiche logs the user into the newly created account and redirects to the "Welcome" page.
  5. Browse to https://www.laserfiche.com/events/training?usecache=no to register for training.

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.

For more information: 979.845.8300 or laserfiche@tamu.edu

Subscribe to the Texas A&M Laserfiche Listserv: