Beginner - Workflow 100

October 28 2021

online

Training will be conducted from 10 am - 12 pm and from 1 pm - 3 pm Central Daylight Time (CDT). See below for the full agenda.

Streamline your organization's processes and reduce repetitive manual tasks with Laserfiche's powerful automation tool, Workflow. This introductory lab-style 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 actions
  • Configure the most common no-code Workflow activities for creating and routing documents, updating metadata, sending automatic notifications, and more

Details on the Virtual Training experience:
Trainees will be given access to their own virtualized environment to click along in the software and learn. During the training, dedicated Laserfiche instructors will be able to monitor each environment and jump in to help as questions arise. All you need to do is ask your question via chat or raise your hand in the training environment.

For the ideal training experience, it is recommended that you have two monitors and a stable internet connection for this virtual 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.

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Agenda for the Day

9:45 am - 10:00 am Welcome and Introductions
10:00 am - 12:00 pm Training
12:00 pm - 1:00 pm Break
1:00 pm - 3:00 pm Training
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