Records Management in Laserfiche

The Certification goes over managing records effectively in Laserfiche. You’ll learn about the records management lifecycle, key concepts, and terminology; create and manage records objects and metadata; design flexible repository structures; and use tools like Quick Access View, Audit Trail, and File Plan for tracking and reporting. You’ll also perform actions such as setting event dates, cutoffs, holds, and final dispositions, and automate records management tasks using Workflow.