Getting Started with Process Automation Tools (Laserfiche Cloud)

July 13 2022

online

Training will be conducted from 1 pm - 3 pm Pacific Time. See below for the full agenda.

Unlock the full potential of your automated processes by leveraging components in Process Automation. This hands-on session will provide an overview of available tools while showing how to configure these tools to enhance ease of use and functionality of your processes.

In this session, you will learn how to:

  • Streamline processes by defining logic with rules
  • Store and access information in Laserfiche Cloud using lookup tables
  • Connect tools to add functionality to existing processes

This course is intended for Laserfiche Cloud users. For self-hosted specific training opportunities, please see our Events page.

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.

Book Your Seat

Agenda for the Day

12:45 pm - 1:00 pm Welcome and Introductions
1:00 pm - 3:00 pm Training
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