Laserfiche Certified Professional Program (CPP)

Qualify as a Laserfiche expert

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

Acquire advanced content management skills.

Maximize the value of your organization’s Laserfiche investment.

Tailor your Laserfiche training based on the products, processes and skill levels that are relevant to you.

Getting Started

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

Getting Started ECM 101 La Gestión de Contenido Empresarial (ECM) 101 Getting Started with Laserfiche
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 9.0

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 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

Getting Started with Laserfiche

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

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 Repository Architect Business Process Management Business Process Management II: Laserfiche Forms Capture Capture II: Quick Fields Capture Workflow
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.

Repository Architect

Are you responsible for setting up a new document repository or reorganizing one that’s gone off the rails? This course covers proven practices for planning, designing and maintaining a well-organized repository.

You’ll learn how to:

  • Design a Laserfiche respository with ease-of-use in mind.
  • Gather requirements to determine the goals and expectations of a Laserfiche implementation.
  • Manage project implementation in an agile manner.

Business Process Management

Taking an entire business process from paper to digital can be overwhelming. This course offers an introduction to using Laserfiche Workflow to turn paper-based tasks into automated processes.

You’ll learn how to:

  • Diagram the steps of existing business processes.
  • Use Laserfiche Workflow activities to turn current tasks into custom workflows.
  • Create best practices for triggering workflows and run them efficiently.
  • Use diagnostic tools to troubleshoot the Workflow system.

Business Process Management II: Laserfiche Forms

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 connecting them to powerful workflows.

You’ll learn how to:

  • Build dynamic Laserfiche Forms to replace paper forms.
  • Turn paper-based processes into triggered business processes that start when forms are submitted.
  • Connect Laserfiche Forms to a Laserfiche repository and Laserfiche Workflow.
  • Customize a form’s style and functionality.

Capture

This 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

Capture II: Quick Fields

This course delves into how to perform advanced document capture and image processing with Laserfiche Quick Fields from the basics through best practices and troubleshooting.

You’ll learn how to:

  • Use Quick Fields to process documents.
  • Automate data capture with add-ons.
  • Administer batch scanning sessions.

Capture Workflow

Triggering automation from the point of document capture enables processes that are more efficient and require less oversight. This course outlines how to combine the functionality of multiple Laserfiche products to streamline an entire business process starting at document capture and conversion.

You’ll learn how to:

  • Connect document capture with business process automation.
  • Rework and streamline existing processes from start to finish.
  • Improving efficiency, accessibility, and accountability throughout the document management process.

System Administration

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

System Administration Laserfiche Administrator I Administrador I para Laserfiche Laserfiche Administrator II Advanced Security Records Management Edition I Troubleshooting Laserfiche Integrator 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.

Laserfiche Administrator I

Are you responsible for the upkeep of your organization’s Laserfiche system? This course gives you all the fundamentals for setting up and managing an efficient, secure Laserfiche system.

You’ll learn how to:

  • Managing metadata.
  • Administer physical and logical Laserfiche volumes.
  • Design and enforce a system security policy.
  • Create an appropriate and comprehensive backup and disaster recovery plan.

Administrador I para Laserfiche

Esta certificación presenta los aspectos fundamentales de un sistema Laserfiche pertinentes a su administración. Se recomienda este curso para cualquier persona que trabaja con la configuración y soporte de Laserfiche o que quiere aprender a hacerlo.

  • La gestión de metadatos.
  • La administración de volúmenes Laserfiche físicos y lógicos.
  • El diseño y la ejecución de una política de seguridad del sistema.
  • La creación de un plan de copias de seguridad y recuperación de desastres adecuado y completo.

Laserfiche Administrator II

Make the most of your Laserfiche installation by learning the optimal design considerations, performance tuning and system troubleshooting.

You’ll learn how to:

  • Use advanced metadata design and functionality.
  • Identify performance tuning best practices.
  • Develop design and planning recommendations to meet unique requirements.
  • Implement advanced troubleshooting and system optimization techniques.

Advanced Security

Address your organization’s specific security needs with best practices for performing extensive configuration and maintenance of Laserfiche security settings.

You’ll learn how to:

  • Use proven tips and tricks for security permission setup.
  • Troubleshoot security configuration issues.
  • Address security considerations outside of the repository.
  • Handle specific security scenarios.

Records Management Edition I

Are you an experienced records manager? Learn how to use Laserfiche 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.

Troubleshooting

Learn the best pragmatic methodologies and tools to track down and correct problems within your Laserfiche system.

You’ll learn how to:

  • Apply formalized troubleshooting methodology.
  • Use Laserfiche and third-party tools that aid in identifying a problem.

Laserfiche Integrator I

Get a primer on using the Laserfiche SDK Toolkit to integrate with third-party applications, automate repetitive Laserfiche tasks or provide custom utilities.

You’ll learn how to:

  • Use the various libraries in the Laserfiche SDK.
  • Know when and how to deploy SDK libraries.
  • Perform custom operations on the Laserfiche Server using SDK libraries.
  • Solve standard integration scenarios involving Laserfiche.

CPP Gold

The CPP Gold certification rewards users who have passed core certifications within the CPP Program. The credential signals that a user has achieved a solid understanding of essential Laserfiche processes and the fundamentals of ECM.

Getting Started with Laserfiche

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 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

Capture II: Quick Fields

This course delves into how to perform advanced document capture and image processing with Laserfiche Quick Fields from the basics through best practices and troubleshooting.

You’ll learn how to:

  • Use Quick Fields to process documents.
  • Automate data capture with add-ons.
  • Administer batch scanning sessions.

Laserfiche Administrator I

Are you responsible for the upkeep of your organization’s Laserfiche system? This course gives you all the fundamentals for setting up and managing an efficient, secure Laserfiche system.

You’ll learn how to:

  • Managing metadata.
  • Administer physical and logical Laserfiche volumes.
  • Design and enforce a system security policy.
  • Create an appropriate and comprehensive backup and disaster recovery plan.

Laserfiche Administrator II

Make the most of your Laserfiche installation by learning the optimal design considerations, performance tuning and system troubleshooting.

You’ll learn how to:

  • Use advanced metadata design and functionality.
  • Identify performance tuning best practices.
  • Develop design and planning recommendations to meet unique requirements.
  • Implement advanced troubleshooting and system optimization techniques.

Repository Architect

Are you responsible for setting up a new document repository or reorganizing one that’s gone off the rails? This course covers proven practices for planning, designing and maintaining a well-organized repository.

You’ll learn how to:

  • Design a Laserfiche respository with ease-of-use in mind.
  • Gather requirements to determine the goals and expectations of a Laserfiche implementation.
  • Manage project implementation in an agile manner.

Business Process Management

Taking an entire business process from paper to digital can be overwhelming. This course offers an introduction to using Laserfiche Workflow to turn paper-based tasks into automated processes.

You’ll learn how to:

  • Diagram the steps of existing business processes.
  • Use Laserfiche Workflow activities to turn current tasks into custom workflows.
  • Create best practices for triggering workflows and run them efficiently.
  • Use diagnostic tools to troubleshoot the Workflow system.
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