Forms and Workflow III: Creating Automated Solutions (Online)

September 17 2020

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This Virtual Training will be conducted from 9am - 1pm in Central Standard Time.

Build a Laserfiche solution from start to finish in this hands-on training! Laserfiche trainers will present a common business scenario and assist as you design a streamlined process to increase efficiency and reduce manual work. It is highly recommended that attendees have previous experience with the Laserfiche repository, Forms, and Workflow as you will be building this solution on your own.

In this session, you will learn how to:

  • Translate a process into a Laserfiche solution while considering best practices
  • Configure common design patterns for information gathering, document routing, and reporting
  • Design robust processes and troubleshoot common configuration errors

This training will feature two components:

1. A WebEx will be provided for video conferencing so you can see the instructor’s screen and for audio.

2. Access to a separate training portal where each attendee will have their own virtualized environment to learn and click along.

During the training, dedicated Laserfiche instructors will be able to monitor each environment and can jump in to help as questions arise. All you need to do is ask your question via chat or simply raise your hand on the training portal.

For the ideal training experience, it is recommended that you have two monitors for this training. This will allow you to view the instructor's screen and your own virtual environment at the same time. Login credentials and instructions will be communicated to each attendee prior to the training session.

This Virtual Training will be conducted from 9am - 1pm in Central Standard Time.

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Agenda for the Day

8:30AM - 9:00AM Sign In and Breakfast
9:00AM - 12:00PM Training
12:00PM - 1:00PM Lunch
1:00PM - 4:00PM Training
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