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. This course will teach you 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
Learn how to 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. Get familiar with the interfaces for managing users and groups while learning about common use cases and best practices to apply for your organization. This course will teach you how to:
Work with Laserfiche Directory Server to manage a Laserfiche system
Create users and groups while administering user licensing and access to Laserfiche applications
Leverage groups to simplify user management
Create and manage users in Laserfiche with this hands-on lab!
Perfect for anyone getting started with administering their Laserfiche Cloud system, this course provides an overview of foundational user management concepts while highlighting best practices. Get familiar with the interfaces for managing users and groups while learning about common use cases and best practices to apply for your organization. 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
Configure account-wide default settings
Leverage your Laserfiche Forms 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 Laserfiche Forms and Workflow using activities like Workflow Service Tasks and Retrieve Business Process Variables
Pass information efficiently between tools to create a seamless user experience.
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
Learn how to leverage the Laserfiche API to build integrations to the repository. In this hands-on course, you’ll see how to leverage Laserfiche’s RESTful API to create, retrieve, update, and delete repository content. In this session, you’ll learn how to:
Identify use cases for integrations with the Laserfiche API, including examples of common integrations with line-of-business applications
Connect and authenticate to the Laserfiche API to secure integrations to the repository
Configure common API calls to search and retrieve entries, move entries, update metadata and more!
The new LFForm object let’s you expand what’s possible in your processes!
This hands-on look at coding in Laserfiche Forms and Business Processes will introduce you to the new LFForm object to help standardize JavaScript and customizations in your forms. You’ll see how to implement 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
Get started tracking and auditing in Laserfiche! Many organizations require particular actions taken in Laserfiche to be tracked for auditing purposes and Laserfiche’s Audit Trail tool lets you easily report on these actions. In this hands-on lab, you’ll see how to:
Understand the purpose of auditing within Laserfiche
Configure which events and actions are tracked in your Laserfiche system
Set up and share reports so administrators can review what actions have been taken on particular entries
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. In this hands-on lab, you will learn how to:
Customize the appearance of your online portal with the designer
Make published sites look and feel like your website
Simplify searches for end users to efficiently find documents using search forms and links
