Classes
Using Laserfiche 8.1
Designed for beginning and intermediate users, this course teaches you:
- How to index, file and retrieve documents most effectively.
- How to make the best use of the Laserfiche scanning interface and its image clean-up tools.
- How to design templates that best meet your organization’s needs.
- How to take full advantage of the functionality offered by Laserfiche Snapshot and Laserfiche Quick Fields.
Track 1: Monday @ 9:45am - 12:30pm | Tuesday @ 9:45am - 12:30pm
Optimizing Laserfiche 8.1
Designed for beginning and intermediate users, this course teaches you:
- How to design, name and organize your folder structure and index schema.
- How to design a repository that will maintain efficiency as it grows.
- How to reorganize a system that has outgrown its original design.
Track 1: Monday @ 2:00pm - 5:00pm | Tuesday @ 2:00pm - 5:00pm
Quick Fields 8
Designed for intermediate to advanced users, this course teaches you:
- How to create a new, more intuitive user interface by moving panes and customizing toolbars.
- How to maximize existing functionality by utilizing new enhancements to customize capture processes and scripts.
- How to optimize Quick Fields to best solve capture problems with accuracy and efficiency.
- How to migrate from Quick Fields 7.
Track 2: Monday @ 9:45am - 12:30pm | Tuesday @ 9:45am - 12:30pm
Workflow 8
Designed for intermediate to advanced users, this course teaches you:
- How to automate everyday tasks like approval processes.
- How to ensure consistency in naming conventions.
- How to build an actual workflow that routes documents and creates shortcuts.
- How to take full advantage of advanced workflow functionality through branching logic, renaming documents and other features.
Track 2: Monday @ 2:00pm - 5:00pm | Tuesday @ 2:00pm - 5:00pm
Administrating Laserfiche 8.1 (Track 3)
Designed for intermediate to advanced users, this course teaches you:
- How to efficiently design, install and maintain a Laserfiche system.
- How to make the best use of the tools accessible through the Administration Console.
- How to design and implement a comprehensive security policy that takes advantage of the security-related tools and features in the Laserfiche system.
- How to troubleshoot problems and quickly restore system functionality.
Track 3: Monday @ 9:45am - 12:30pm | Tuesday @ 9:45am - 12:30pm
Backup and Disaster Recovery (Track 3)
- How to design an encompassing backup plan.
- How to implement your backup plan.
- How to run a recovery plan in an hands on lab.
- How to test your recovery plan.
Track 3: Monday @ 2:00pm - 5:00pm | Tuesday @ 2:00pm - 5:00pm
Laserfiche and Sharepoint Integration
Microsoft Sharepoint has generated a lot of interest in organizations that run on Microsoft Windows, but there is uncertainty on how to best utilize it.
Fortunately, Laserfiche shines in a Microsoft environment, especially in conjunction with Sharepoint. In this class you will learn how the functionality Laserfiche does better than anyone else, from data capture to records management, can be sued through our Sharepoint integration to produce a world class collaboration and electronic content management system.
Track 4: Time TBA
Laserfiche Avante and Rio
Track 4: Time TBA
Requirements Analysis
The key to a successful implementation is clearly defined project scope and milestones and avoiding attempts to modify the scope during the implementation. The key to a successful implementation is clearly documenting project requirements and scope by performing a requirements analysis. Because deploying an integrated solution that meets an organization’s specific needs can be a competitive advantage, performing a requirements analysis should be the cornerstone of any reseller’s implementation strategy. Any reseller that aims to provide a total solution on time and within budget should plan on attending this session.
Track 4: Time TBA