Laserfiche Certified Professional Program (CPP)

Get comprehensive, step-by-step training on setting up, using, and optimizing Laserfiche software.

CPP Gold

The Certified Professional Program provides e-learning courses and exams to certify customers and resellers on installing, configuring, and managing Laserfiche solutions.

CPP Gold Getting Started with Laserfiche 10 Capture Creating a Quick Fields Session Using Laserfiche Forms 10 Designing Laserfiche Forms 10 Building Laserfiche Workflows System Administration I System Administration II
Recommended for:
  • Users who are familiar with Laserfiche Forms, Quick Fields, and Workflow.
  • Users who are familiar with the Laserfiche Client and Administration Console.
  • Business users who diagram and automate existing businesses processes.
  • Users responsible for Laserfiche implementations.

Getting Started with Laserfiche 10
This Laserfiche 10 course has replaced the Laserfiche Specialist course.

This introductory course is designed for all users new to Laserfiche. The basic functionality of the Laserfiche desktop and web clients are introduced, preparing users to quickly locate and use documents.

You'll learn:

  • The basics of the Laserfiche product suite
  • Essentials of navigating both desktop and web clients
  • Tips and tricks for viewing, editing, importing and exporting documents
  • How to perform fast, accurate searches for documents
  • Where to find helpful resources

Capture
This Laserfiche 10 course has replaced the Capture I course.

This Laserfiche 10 course is intended for users who will be responsible for scanning content into Laserfiche using Basic and Standard Scanning. In addition, a brief introduction is given to the other available capture methods.

You'll learn:

  • How to use Basic Scanning to scan single documents.
  • How to use Standard Scanning to scan batches of documents
  • Tips and tricks like keyboard shortcuts and setting default options
  • How to best order image enhancements to optimize results
  • What additional capture methods are available to bring content into Laserfiche

Creating a Quick Fields Session
This Laserfiche 10 course has replaced the Capture II: Quick Fields and Capture Workflow courses.

This Laserfiche 10 course has been designed for Quick Fields users who will create and run Quick Fields sessions that automate document identification, processing, and storage. Learners will participate in configuring a new session focusing on commonly used Quick Fields functionalities.

Course Objectives:

  • Define Quick Fields and identify how it can help enhance document-centric processes
  • Build a Quick Fields session and apply best practices
  • Perform image enhancements on scanned documents
  • Configure extraction of information to auto-fill template metadata
  • Introduce document validations

Using Laserfiche Forms 10

This course is intended for users who need to participate in or manage tasks individually or as part of a team. This course will also introduce Team managers to the reporting tools available for analyzing team performance.

After completing this course, learners will be able to:

  • Use the Forms Tasks page, including starting a Forms process, organizing and managing task lists, as well as claiming and reassigning tasks
  • Work as a team, which includes completing team tasks, creating, managing and administering a team
  • Identify process bottlenecks and analyze trends by using Laserfiche Forms dashboards

Designing Laserfiche Forms 10

Replacing paper forms with e-forms doesn’t need to involve IT knowledge or custom coding. This course gets you started with easily creating Laserfiche Forms and business processes.

At the end of this course, learners will be able to:

  • Create and design web-based forms using the Forms Designer to capture information
  • Build business processes using the Process Diagram to define how information should be routed, managed, and interacted with
  • Utilize Forms reporting tools to analyze business processes and perform troubleshooting
  • Administer Forms security, manage users and teams, and configure data sources

Building Laserfiche Workflows
This Laserfiche 10 course has replaced the Business Process Management I and Capture Workflow courses.

This Laserfiche 10 course is meant both for users who are brand new to Laserfiche Workflow, and for those who are maintaining their organization’s existing Workflow environment.

The first part of our lessons will focus on defining what Laserfiche Workflow is and in identifying when it is the best tool for the job. Subsequent lessons will focus building, testing, and expanding on a basic workflow, as well troubleshooting and reporting.

The Laserfiche Workflow course that precedes this one, will cover advanced design techniques and integration, and will also provide a more in-depth look into the Workflow Designer.

After completing this course, learners will be able to:

  • Describe Laserfiche Workflow and business processes.
  • Gather information and diagram a flowchart based on your findings.
  • Navigate the Workflow Designer.
  • Identify components in three main parts of Workflow Designer: the canvas, the Toolbox, and the properties pane.
  • Build, test, and publish a basic workflow.
  • Automate and expand a workflow using more advanced activities.

System Administration I
This Laserfiche 10 course has replaced the Laserfiche Administrator I, Repository Architect, and Advanced Security courses.

This Laserfiche 10 course is designed for system administrators who will use the Web Administration Console to design repositories and their corresponding security policies. This course will outline best practices for creating folder structure, templates, and users and groups. Security will be considered at each step.

After completing this course, learners will be able to:

  • List the key components of Laserfiche system architecture and how they work together
  • Create a new repository within an existing Laserfiche system
  • Design a repository using best practices
  • Create trustees (users and groups)
  • Create a template based on how users will find documents
  • Troubleshoot common user issues
  • Access Security whitepapers from the Support Site

System Administration II
This Laserfiche 10 course has replaced the Laserfiche Administrator II, Repository Architect, and Advanced Security courses.

This Laserfiche 10 course is designed for system administrators who intend to use more advanced features to secure, back up, and monitor Laserfiche repositories. This course focuses on optimizing a Laserfiche installation, rather than outlining specific procedures for implementation.

Course Objectives:

  • Manage and secure volumes of all sizes.
  • Optimize search engine settings.
  • Back up Laserfiche repositories and settings.
  • Monitor and improve performance of Laserfiche installations.
  • Identify important system and web-based security mechanisms.

Getting Started

Learn the basics of capturing, processing and storing information with Laserfiche.

Getting Started Getting Started with Laserfiche 10 ECM 101 La Gestión de Contenido Empresarial (ECM) 101
Recommended for:
  • New Laserfiche users.
  • Departments, offices or new hires coming on to an existing Laserfiche system.
  • Current Laserfiche users who would like an overview of new features and functionality available in Laserfiche

Getting Started with Laserfiche 10
This Laserfiche 10 course has replaced the Laserfiche Specialist course.

This introductory course is designed for all users new to Laserfiche. The basic functionality of the Laserfiche desktop and web clients are introduced, preparing users to quickly locate and use documents.

You'll learn:

  • The basics of the Laserfiche product suite
  • Essentials of navigating both desktop and web clients
  • Tips and tricks for viewing, editing, importing and exporting documents
  • How to perform fast, accurate searches for documents
  • Where to find helpful resources

ECM 101

New to Laserfiche? Get up to speed with an overview of the basics of ECM software and the main components of a Laserfiche system.

You’ll learn how to:

  • Identify best practices in document capture, business process management and records management.
  • Use document versioning, search and retrieval, and scanning.
  • Automate common business processes including resume review, hiring, and new employee onboarding.
  • Consider using mobile content management, transparent records management and high-volume capture.

La Gestión de Contenido Empresarial (ECM) 101

¿Qué es la Gestión de Contenido Empresarial (ECM) y cómo puede impactar a su negocio? Este curso de Laserfiche 9 cubre los conceptos básicos de lo que es el software ECM, sus distintos componentes y - más importante - cómo puede ayudar a una organización implementar nuestra filosofía Run Smarter®.

Objetivos

  • Obtener una visión general de la Gestión de Contenido Empresarial en acción
  • Familiarizarse con los conceptos y la funcionalidad de ECM
  • Aprender cómo el software ECM puede mejorar sus procesos de negocios

Content and Process Management

Learn how to automate business processes from the point of capture using Laserfiche Forms, Laserfiche Quick Fields, and Laserfiche Workflow.

Content and Process Management Capture Creating a Quick Fields Session Using Laserfiche Forms 10 Designing Laserfiche Forms 10 Building Laserfiche Workflows
Recommended for:
  • Users familiar with the Laserfiche Client and Administration Console.
  • Business users who would like to diagram and automate existing businesses processes.
  • Users responsible for Laserfiche implementations.

Capture
This Laserfiche 10 course has replaced the Capture I course.

This Laserfiche 10 course is intended for users who will be responsible for scanning content into Laserfiche using Basic and Standard Scanning. In addition, a brief introduction is given to the other available capture methods.

You'll learn:

  • How to use Basic Scanning to scan single documents.
  • How to use Standard Scanning to scan batches of documents
  • Tips and tricks like keyboard shortcuts and setting default options
  • How to best order image enhancements to optimize results
  • What additional capture methods are available to bring content into Laserfiche

Creating a Quick Fields Session
This Laserfiche 10 course has replaced the Capture II: Quick Fields and Capture Workflow courses.

This Laserfiche 10 course has been designed for Quick Fields users who will create and run Quick Fields sessions that automate document identification, processing, and storage. Learners will participate in configuring a new session focusing on commonly used Quick Fields functionalities.

Course Objectives:

  • Define Quick Fields and identify how it can help enhance document-centric processes
  • Build a Quick Fields session and apply best practices
  • Perform image enhancements on scanned documents
  • Configure extraction of information to auto-fill template metadata
  • Introduce document validations

Using Laserfiche Forms 10

This course is intended for users who need to participate in or manage tasks individually or as part of a team. This course will also introduce Team managers to the reporting tools available for analyzing team performance.

After completing this course, learners will be able to:

  • Use the Forms Tasks page, including starting a Forms process, organizing and managing task lists, as well as claiming and reassigning tasks
  • Work as a team, which includes completing team tasks, creating, managing and administering a team
  • Identify process bottlenecks and analyze trends by using Laserfiche Forms dashboards

Designing Laserfiche Forms 10

Replacing paper forms with e-forms doesn’t need to involve IT knowledge or custom coding. This course gets you started with easily creating Laserfiche Forms and business processes.

At the end of this course, learners will be able to:

  • Create and design web-based forms using the Forms Designer to capture information
  • Build business processes using the Process Diagram to define how information should be routed, managed, and interacted with
  • Utilize Forms reporting tools to analyze business processes and perform troubleshooting
  • Administer Forms security, manage users and teams, and configure data sources

Building Laserfiche Workflows
This Laserfiche 10 course has replaced the Business Process Management I and Capture Workflow courses.

This Laserfiche 10 course is meant both for users who are brand new to Laserfiche Workflow, and for those who are maintaining their organization’s existing Workflow environment.

The first part of our lessons will focus on defining what Laserfiche Workflow is and in identifying when it is the best tool for the job. Subsequent lessons will focus building, testing, and expanding on a basic workflow, as well troubleshooting and reporting.

The Laserfiche Workflow course that precedes this one, will cover advanced design techniques and integration, and will also provide a more in-depth look into the Workflow Designer.

After completing this course, learners will be able to:

  • Describe Laserfiche Workflow and business processes.
  • Gather information and diagram a flowchart based on your findings.
  • Navigate the Workflow Designer.
  • Identify components in three main parts of Workflow Designer: the canvas, the Toolbox, and the properties pane.
  • Build, test, and publish a basic workflow.
  • Automate and expand a workflow using more advanced activities.

System Administration

Learn how to configure, support, troubleshoot, and maintain your Laserfiche system.

System Administration System Administration I System Administration II Records Management Edition I
Recommended for:
  • Employees who are the primary administrators of their Laserfiche system.
  • Security and IT professionals.
  • Users with working knowledge of the Laserfiche system architecture.

System Administration I
This Laserfiche 10 course has replaced the Laserfiche Administrator I, Repository Architect, and Advanced Security courses.

This Laserfiche 10 course is designed for system administrators who will use the Web Administration Console to design repositories and their corresponding security policies. This course will outline best practices for creating folder structure, templates, and users and groups. Security will be considered at each step.

After completing this course, learners will be able to:

  • List the key components of Laserfiche system architecture and how they work together
  • Create a new repository within an existing Laserfiche system
  • Design a repository using best practices
  • Create trustees (users and groups)
  • Create a template based on how users will find documents
  • Troubleshoot common user issues
  • Access Security whitepapers from the Support Site

System Administration II
This Laserfiche 10 course has replaced the Laserfiche Administrator II, Repository Architect, and Advanced Security courses.

This Laserfiche 10 course is designed for system administrators who intend to use more advanced features to secure, back up, and monitor Laserfiche repositories. This course focuses on optimizing a Laserfiche installation, rather than outlining specific procedures for implementation.

Course Objectives:

  • Manage and secure volumes of all sizes.
  • Optimize search engine settings.
  • Back up Laserfiche repositories and settings.
  • Monitor and improve performance of Laserfiche installations.
  • Identify important system and web-based security mechanisms.

Records Management Edition I

Are you an experienced records manager? Learn how to use Laserfiche 9 to plan, implement and maintain your organization’s records management policies.

You’ll learn how to:

  • Translate record-keeping requirements into DoD 5105.2-based record series.
  • Design a file plan that simplifies classification and administration.
  • Make records management processes transparent to everyday users of the system.
  • Develop records notification and reports.
As a non-IT-department Laserfiche administrator, having this certification affords me extra credibility with my IT peers and makes them feel more comfortable with my skills.

Roz Collins, City of Charlottesville, VA



Certification was important to show the town that I'm full committed to our Laserfiche initiative. Now I'm better equipped to train and help them solve problems.

Wendi Hudson, Town of Brownsburg, IN