Process Automation: Workflow (Online)

November 12 2020

online

This Virtual Training will be conducted from 9am - 12pm in Pacific Standard Time.

Attendees may join the training 15 minutes early to check their connection. While attendees may ask questions throughout the training, an additional 30 minute question and answer session will be held after the training has ended.

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
  • Configure the most common no-code Workflow activities for creating and routing documents, updating metadata, sending automatic notifications, and more

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.

Formal instruction for this Virtual Training will be conducted from 9am - 12pm in Pacific Standard Time. See below for full agenda.

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Agenda for the Day

8:45 AM - 9:00 AM Log in and Welcome
9:00 AM - 12:00 PM Training
12:00 PM - 12:30 PM Q&A
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