Instructor-led Training

Intermediate Workflow

Date: July 8, 2025
Time: 1:00 p.m. PT
Type: Virtual

Missed it at Empower? Unlock your automation potential with workflow! Refine your workflow knowledge with this hands-on lab, highlighting workflow design patterns to tackle common business needs like data processing and document routing. Go beyond the basics of Workflow by learning useful techniques for working with logic, manipulating tokens to fit your needs, and streamlining your processes to get the most out of your automation.

In this course you’ll learn how to:

• Find and work with multiple repository entries within a workflow
• Manipulate data using token functions including working with multi-value tokens
• Troubleshoot workflows to get them back on track

Intro to JavaScript in the Form Designer

Date: July 15, 2025
Time: 10:00 a.m. PT
Type: Virtual

Don’t miss our most popular class! JavaScript can be used to enhance the functionality of Laserfiche Forms and Business Processes and it’s easier than you might think! In this hands-on introductory course, you’ll get started with using the LFForm object in the new form designer and build your own customized forms using JavaScript. Even if you’ve never coded before, this course will help you enhance the user-friendliness and functionality of your forms with JavaScript.

In this course, you’ll learn how to:

• Identify common uses for JavaScript within the form designer
• Leverage resources to build custom JavaScript functionality using the LFForm object in the new form designer
• Configure common JavaScript functionality like copying code from one field to another, matching and validating field inputs, creating clickable hyperlinks based on form field values and more!

Integrations with Web Requests (Self-hosted)

Date: July 16, 2025
Time: 1:00 p.m. PT
Type: Virtual

Get started with integrations! Web requests allow you to call to third-party APIs to retrieve and send information. Many modern line of business applications, like Microsoft and AdobeSign, include RESTful APIs that you can leverage in Laserfiche to build automated integrations! With this hands-on course, you’ll get to make live API calls to a real third-party platform from Laserfiche. Join us to get started building your own integrations using web requests in Workflow.

In this course, you’ll learn how to:

• Leverage various authentication methods for RESTful APIs and determine the best method to use for connecting through Laserfiche
• Configure HTTP Web Request, Read JSON, and Pattern Matching activities to connect with a third-party API platform
• Build automated integrations with third-party applications while considering best practices

Introduction to Repository Security

Date: July 22, 2025
Time: 10:00 a.m. PT
Type: Virtual

Missed it at Empower?

Learn how to secure your documents in Laserfiche! Within the repository, you have robust security options to ensure appropriate roles in your organization can access the content and actions they need while limiting access to those they do not. In this hands-on lab, you’ll familiarize yourself with the interfaces to set security while learning how to configure repository security to meet common use cases. Starting with foundational concepts, such as inheritance and scope, you’ll see how to apply best practices to create scalable and easy-to-maintain security for your organization.

In this course you’ll learn how to:

• Set security on repository folders to grant access to content and actions
• Define administrative and end user actions available in the repository for your users
• Leverage tools for troubleshooting security

Metadata Administration

Date: July 30, 2025
Time: 9:00 a.m. PT
Type: Virtual

Missed it at Empower?

Do more with metadata! Metadata templates and fields allow you to easily categorize documents, improve searchability, and empower automation. During this hands-on training, you’ll power up existing templates using new metadata enhancements in Laserfiche 12. Even if you haven’t upgraded to Laserfiche 12 yet, you’ll get valuable insights for how to administer metadata, choose field types to support your needs, and pave the way for future enhancements.

In this session, you will learn how to:

• Build user-friendly, intuitive metadata templates to categorize documents in Laserfiche
• Enhance templates with new metadata features like checkbox and radio button fields, table view for multi-value field groups, options to dynamically show and hide fields and more!
• Choose appropriate field types to categorize your data and simplify user experience

Laserfiche Virtual Training – New Laserfiche Administrator Bootcamp

Date: August 5-7, 2025
Time: 9:00 a.m. PT
Type: Virtual

Designed for new users to get caught up on Laserfiche administration basics, this lab-style instructor-led training will provide the foundations necessary to successfully manage, administer, and troubleshoot your Laserfiche system. Topics covered include repository design, metadata administration, repository security and records management, along with repository and task automation.

Sessions in this multi-day training include:

• Repository Security and Design
• Repository Automation and Document Ingestion with Workflow
• Automating Approval Processes with Forms and Workflow

Introduction to the Repository

Date: August 12, 2025
Time: 1:00 p.m. PT
Type: Virtual

Missed it at Empower? New to working with documents in Laserfiche? In this hands-on lab, follow along with our expert instructors to learn how to use the Laserfiche repository. Follow the day in a life of an average user as you add new documents to Laserfiche, efficiently locate files, and configure options to get the most out of your Laserfiche system. Perfect for anyone brand new to the Laserfiche repository or looking to refresh their skills! Plus, you’ll see brand-new usability features in Laserfiche 12 that can enhance your day-to-day repository activities!

In this course, you’ll learn how to:

• Navigate the repository, import and work with documents
• Apply metadata to streamline searching and reporting
• Leverage robust search features to find documents quickly
• Configure the repository interface to meet your needs

Personalizing WebLink and Public Portal

Date: August 14, 2025
Time: 1:00 p.m. PT
Type: Virtual

Missed it at Empower?

Set up Public Portal to meet your needs! Whether it’s making public records available to your citizens or providing access for customers who need to see their files, Laserfiche Public Portal is the tool you need for publishing content.

• Customize the appearance of your online portal with the designer
• Make published sites look and feel like your website
• Simplify searches to efficiently find documents using search forms and links

Introduction to Laserfiche Records Management

Date: August 26, 2025
Time: 8:30 a.m. PT
Type: Virtual

Ready to try out Laserfiche records management? Learn how Laserfiche’s records management functionality can support your compliance goals and help you properly manage your records. This hands-on session will take you through the configurations and interfaces necessary to manage your records retention rules, perform records management actions within the repository, and create your records management file plan.

In this course you’ll learn how to:

• Set up your records management folder structure to simplify day-to-day records management tasks
• Perform records management actions such as cutoff and disposition
• Define and configure records management schedules and instructions

Working with Laserfiche Capture Tools

Date: September 3, 2025
Time: 10:00 a.m. PT
Type: Virtual

Get hands-on with Laserfiche’s capture tools! See the variety of Laserfiche capture options available to you and try them out to help identify the best tools to use for your unique document ingestion scenario. Ranging from tools like simple, user-focused import and scanning to high-volume options with built-in extraction capabilities, this course will get you acquainted with using the various tools for capturing content in Laserfiche.

In this course you’ll learn how to:

• Leverage various user-drive and automated Laserfiche document import tools
• Familiarize yourself with capture tools to use for documents within your organization
• Develop capture strategies that enhance the end user experience

Automating Laserfiche Records Management

Date: September 4, 2025
Time: 1:00 p.m. PT
Type: Virtual

Simplify your records management! Laserfiche’s records management functionality can support your compliance goals and help you better manage your records by simplifying the retention and disposition of records. But automation can help streamline records management processes even further and reduce tedious day-to-day actions in the repository! See how to leverage workflow and forms-based processes to enhance and automate records management.

In this course you’ll learn how to:

• Configure records management properties in Laserfiche to meet an organization’s needs, including planning an appropriate folder structure to support automation
• Automate records management actions such as filing records, setting record properties, and performing cutoff to simplify actions
• Explore form-based processes to handle records management tasks and approvals

roduction to Laserfiche Forms and Business Processes

Date: September 11, 2025
Time: 9:00 a.m. PT
Type: Virtual

Create your first electronic form and process in this hands-on lab! Perfect for anyone new to Laserfiche and automation, this session will show how you can use Laserfiche to increase efficiency and streamline work with electronic forms and automated processes. With Laserfiche Forms and Business Processes you can reimagine and automate tedious, time-consuming processes to regain time for your organization.

In this course you’ll learn how to:

• Build an easy-to-use electronic form to standardize information
• Route form information to the correct reviewer
• Automate tedious tasks like sending emails and saving attachments

Working with Solution Templates (Self-hosted)

Date: September 17, 2025
Time: 11:00 a.m. PT
Type: Virtual

Get started with automation! See how to deploy new Laserfiche processes quickly with this hands-on lab where you’ll implement a Laserfiche solution for a common business need using a pre-built solution template. In this interactive course, you’ll get to import, modify, and test a solution from start to finish! This course is perfect for anyone getting started with automation in Laserfiche or looking to learn more about how easy it is to automate a solution.

In this course you’ll learn how to:

• Import a solution template and connect process elements within a Laserfiche system
• Tailor a solution template to fit your organization’s needs and goals
• Test the new process to ensure elements are functioning as expected with new modifications

Introduction to Workflow

Date: September 23, 2025
Time: 9:00 a.m. PT
Type: Virtual

Automate repository actions with Workflow! Perfect for anyone new to Laserfiche and automation, this hands-on lab will showcase repository automation capabilities that can reduce repetitive manual tasks, streamline processes, and boost your efficiency. In this training, we’ll see an example of how workflow can be used to set standardized naming conventions on documents, handle document routing for approval and rejection decisions, and create new content in the repository; all automatically!

In this course you’ll learn how to:

• onfigure automated repository actions like moving and renaming documents
• Build conditional logic to automate decisions and direct process flows
• Streamline processes while learning foundational workflow concepts that can be used to build automated solutions in your organization

Intermediate Forms Design

Date: September 24, 2025
Time: 10:30 a.m. PT
Type: Virtual

Take your forms to the next level! Refine your knowledge of Laserfiche Forms and Business Processes with this hands-on lab, focusing on making forms user-friendly while ensuring your information is standardized. This course will take you through common use cases for more complex forms, task routing, and automation!

In this course, you’ll learn how to:

• Route tasks appropriately using various gateways and intermediate activities
• Configure lookups to pre-fill form fields using existing information
• Leverage calculations to reduce tedious data entry
• Enhance form functionality with out-of-the-box field rule options to show/hide, disable, and make fields required