Instructor-led Training

Intermediate Laserfiche Forms Design (Self-hosted)

Date: May 7, 2024
Time: 10 a.m.-12:30 p.m. PT
Type: Virtual
Details:
Missed it at Empower? Take your forms to the next level! Refine your knowledge of Laserfiche Forms with this hands-on lab, focusing on making forms user-friendly while ensuring your information is standardized. This course will teach you:

• How to configure lookups to pre-fill form fields using a database
• Leverage calculations to reduce tedious data entry
• Enhance form functionality with out-of-the-box field rule options
• Troubleshoot processes to get them back on track

This is an intermediate class! Attendees are expected to have some knowledge of the topic, be familiar with the interface or are willing to learn quickly. To maximize class time for challenging concepts, this course may have simple components pre-configured or move quickly through basic concepts and interfaces. If you’re new to Laserfiche, but familiar with other software and willing to learn quickly, this course may be suitable for you. The materials presented in this course are applicable to only Laserfiche self-hosted.

Introduction to Laserfiche Records Management

Date: May 8, 2024
Time: 9 a.m.-11:30 a.m. PT
Type: Virtual
Details:
Missed it at Empower? Laserfiche records management functionality enables you to ensure documents are handled properly and meet compliance standards. Implementing records management in Laserfiche involves planning your file system, configuring rules in your repository, and managing your records by performing actions. This course will teach you how to:

• Set up your records management folder structure
• Perform records management actions
• Define and configure records management schedules and instructions
• Get started with records management automation within your organization

This is a beginner class! The target audience does not have any knowledge of the topic being presented. This course will be slower paced to allow attendees time to familiarize themselves with the interfaces.

Materials in this class are applicable to both Laserfiche Cloud and self-hosted.

Advanced Laserfiche Forms and Using JavaScript and CSS

Date: May 14 2024
Time: 8:30 a.m.-12 p.m. PT
Type: Virtual
Details:
Missed it at Empower? Learn advanced forms features with this combination of two of the most popular Empower labs: Advanced Laserfiche Forms and Business Processes and Using CSS and JavaScript in the Forms Designer. Elevate your form and process design! This hands-on lab will show how to build sophisticated forms and processes to enhance user experience and process maintenance. This course will teach you how to leverage complex field rules and calculations to reduce form and process maintenance and utilize advanced process features such a gateways and events to handle exceptions elegantly. Ready to go outside the box? Utilize new JavaScript and CSS tools within Laserfiche Forms and Business Processes to expand what’s possible with your processes. This hands-on look at coding with forms will introduce you to the new LFForm object to help standardize JavaScript customizations in your forms. We’ll cover common use cases such as changing colors and styles, copying information between fields, and validating field input. This course will teach you how to:

• Identify when to use CSS or JavaScript within a form
• Customize the look and feel of your form using CSS
• Modify form function and behavior with JavaScript and the LFForm object

This is an advanced class! The audience is expected to have existing knowledge of the topic and use the product or features frequently. To maximize class time for challenging concepts, this course will have components pre-configured and move quickly through basic concepts and interfaces. Attendees may be presented with several configuration choices and select between the most prudent in terms of maintenance, efficiency, or user friendliness. The materials presented in this course are applicable to both Laserfiche self-hosted and Laserfiche Cloud.

Advanced Workflow Design

Date: May 16 2024
Time: 9:30 a.m.-12 p.m. PT
Type: Virtual
Details:
Missed it at Empower? Enhance your workflow efficiency! Explore complex workflow solutions in this hands-on lab focusing on workflow best practices and maintenance. This course will teach you how to:

• Modularize workflows to reduce maintenance
• Elegantly handle exceptions within a process
• Improve workflow efficiency with batch processing of information

This is an advanced class! The audience is expected to have existing knowledge of the topic and use the product or features frequently. To maximize class time for challenging concepts, this course will have components pre-configured and move quickly through basic concepts and interfaces. Attendees may be presented with several configuration choices and select between the most prudent in terms of maintenance, efficiency, or user friendliness. The materials presented in this course are applicable to both Laserfiche self-hosted and Laserfiche Cloud.

User Management (Self-hosted)

Date: May 29 2024
Time: 10:30 a.m.-12 p.m. PT
Type: Virtual
Details:
Missed it at Empower? Create and manage users in Laserfiche with this hands-on lab! Perfect for anyone getting started with administering a Laserfiche system using Laserfiche Directory Server, this course provides an overview of foundational user management concepts while highlighting best practices. This course will teach you how to:

• Create users and groups within Laserfiche
• Leverage groups to simplify user management
• Administer user licensing and access to Laserfiche applications

This is a beginner class! The target audience does not have any knowledge of the topic being presented. This course will be slower paced to allow attendees time to familiarize themselves with the interfaces. Attendees will configure most elements from scratch and repeat tasks to further cement the knowledge. The materials presented in this course are applicable to only Laserfiche self-hosted.

Intermediate Workflow Design (Self-hosted)

Date: June 4 2024
Time: 8 a.m.-10:30 a.m. PT
Type: Virtual
Details:
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 integrations. This course will teach you how to:

• Work with multiple entries within a workflow
• Manipulate data using token functions
• Troubleshoot workflows to get them back on track

This is an intermediate class! Attendees are expected to have some knowledge of the topic, be familiar with the interface or are willing to learn quickly. To maximize class time for challenging concepts, this course may have simple components pre-configured or move quickly through basic concepts and interfaces. If you’re new to Laserfiche, but familiar with other software and willing to learn quickly, this course may be suitable for you. The materials presented in this course are applicable to only Laserfiche self-hosted.

Metadata Administration and Introduction to Repository Security

Date: June 5 2024
Time: 8:30 a.m.-12 p.m. PT
Type: Virtual
Details:
Missed it at Empower? Learn how to configure your repository with this combination of two of the most popular Empower labs: Metadata Administration and Introduction to Repository Security. Manage your document data with this hands-on lab! Learn how administrators can leverage metadata to streamline user searching, power automated processes, and simplify reporting. This course will teach how to:

• Leverage best practices to set up repository metadata
• Identify which metadata options to use in a repository
• Create metadata template, fields, and more
• Learn how to secure your documents and content using Laserfiche’s robust security options!

This is a beginner class! The target audience does not have any knowledge of the topic being presented. This course will be slower paced to allow attendees time to familiarize themselves with the interfaces. Attendees will configure most elements from scratch and repeat tasks to further cement the knowledge. The materials presented in this course are applicable to both Laserfiche self-hosted and Laserfiche Cloud.

Introduction to the Repository

Date: June 12 2024
Time: 9:30 a.m.-12 p.m. PT
Type: Virtual
Details:
New to working with documents in Laserfiche? In this hands-on lab, you’ll follow along with our expert instructors to learn how to use the Laserfiche repository to efficiently find and use documents in Laserfiche. This course will teach you how to navigate the repository, import and open documents, apply metadata, search for documents, and configure the repository interface to meet your needs.

This is a beginner class! The target audience does not have any knowledge of the topic being presented. This course will be slower paced to allow attendees time to familiarize themselves with the interfaces. Attendees will configure most elements from scratch and repeat tasks to further cement the knowledge. The materials presented in this course are applicable to both Laserfiche self-hosted and Laserfiche Cloud.

Working with Workflow and Business Processes (Laserfiche Cloud)

Date: June 27 2024
Time: 9 a.m.-12:30 p.m. PT
Type: Virtual
Details:
Missed it at Empower? Ready to see it all in action? Leverage your Business Process and Workflow knowledge to expand your process automation capabilities and reimagine your organization’s processes. Gain practical knowledge to help you identify which features to use and how to successfully connect them in your solutions. This course will teach you how to:

• Identify processes to streamline by connecting Laserfiche tools
• Connect Business Processes and Workflows using input and output parameters
• Pass information efficiently between tools to create a seamless user experience
• Get started with records management automation within your organization

This is an intermediate class! Attendees are expected to have some knowledge of the topic, be familiar with the interface or are willing to learn quickly. To maximize class time for challenging concepts, this course may have simple components pre-configured or move quickly through basic concepts and interfaces. If you’re new to Laserfiche, but familiar with other software and willing to learn quickly, this course may be suitable for you. The materials presented in this course are applicable to only Laserfiche Cloud.