This series has been designed for new users looking for ways to capture content into Laserfiche. We will go over several ways to automate the extraction of metadata, the filing of content and overall reduction of manual effort.
Learning Outcomes:
By the end of this series, you will be able to:
- Identify the different methods and tools available to bring content into Laserfiche, and incorporate the most applicable Laserfiche Capture solutions to your work environment
- Distinguish between Import Agent and Email Archive, generate profiles for them, and incorporate them into your work processes
- Describe what Capture Profiles are and how they work, explain how Capture Profile Groups can be used for similar document types, and combine this capture method with other Laserfiche products to create complex solutions
- Compare the different ways to import documents to the repository and select the appropriate one for your task
- Explain what Smart Invoice Capture is, describe its benefits, identify how workflows and business processes can work in conjunction with it, and apply this knowledge to make your company more efficient
