Instructor-led Training | Laserfiche

Introduction to the Repository

Date: August 12, 2025
Time: 1:00 p.m. PT
Type: Virtual

Missed it at Empower? New to working with documents in Laserfiche? In this hands-on lab, follow along with our expert instructors to learn how to use the Laserfiche repository. Follow the day in a life of an average user as you add new documents to Laserfiche, efficiently locate files, and configure options to get the most out of your Laserfiche system. Perfect for anyone brand new to the Laserfiche repository or looking to refresh their skills! Plus, you’ll see brand-new usability features in Laserfiche 12 that can enhance your day-to-day repository activities!

In this course, you’ll learn how to:

Navigate the repository, import and work with documents
Apply metadata to streamline searching and reporting
Leverage robust search features to find documents quickly
Configure the repository interface to meet your needs

Personalizing WebLink and Public Portal

Date: August 14, 2025
Time: 1:00 p.m. PT
Type: Virtual

Missed it at Empower?

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 to efficiently find documents using search forms and links

Introduction to Laserfiche Records Management

Date: August 26, 2025
Time: 8:30 a.m. PT
Type: Virtual

Ready to try out Laserfiche records management? Learn how Laserfiche’s records management functionality can support your compliance goals and help you properly manage your records. This hands-on session will take you through the configurations and interfaces necessary to manage your records retention rules, perform records management actions within the repository, and create your records management file plan.

In this course you’ll learn how to:

Set up your records management folder structure to simplify day-to-day records management tasks
Perform records management actions such as cutoff and disposition
Define and configure records management schedules and instructions

Working with Laserfiche Capture Tools

Date: September 3, 2025
Time: 10:00 a.m. PT
Type: Virtual

Get hands-on with Laserfiche’s capture tools! See the variety of Laserfiche capture options available to you and try them out to help identify the best tools to use for your unique document ingestion scenario. Ranging from tools like simple, user-focused import and scanning to high-volume options with built-in extraction capabilities, this course will get you acquainted with using the various tools for capturing content in Laserfiche.

In this course you’ll learn how to:

Leverage various user-drive and automated Laserfiche document import tools
Familiarize yourself with capture tools to use for documents within your organization
Develop capture strategies that enhance the end user experience

Automating Laserfiche Records Management

Date: September 4, 2025
Time: 1:00 p.m. PT
Type: Virtual

Simplify your records management! Laserfiche’s records management functionality can support your compliance goals and help you better manage your records by simplifying the retention and disposition of records. But automation can help streamline records management processes even further and reduce tedious day-to-day actions in the repository! See how to leverage workflow and forms-based processes to enhance and automate records management.

In this course you’ll learn how to:

Configure records management properties in Laserfiche to meet an organization’s needs, including planning an appropriate folder structure to support automation
Automate records management actions such as filing records, setting record properties, and performing cutoff to simplify actions
Explore form-based processes to handle records management tasks and approvals

Inroduction to Laserfiche Forms and Business Processes

Date: September 11, 2025
Time: 9:00 a.m. PT
Type: Virtual

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.

In this course you’ll learn 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

Working with Solution Templates (Self-hosted)

Date: September 17, 2025
Time: 11:00 a.m. PT
Type: Virtual

Get started with automation! See how to deploy new Laserfiche processes quickly with this hands-on lab where you’ll implement a Laserfiche solution for a common business need using a pre-built solution template. In this interactive course, you’ll get to import, modify, and test a solution from start to finish! This course is perfect for anyone getting started with automation in Laserfiche or looking to learn more about how easy it is to automate a solution.

In this course you’ll learn how to:

Import a solution template and connect process elements within a Laserfiche system
Tailor a solution template to fit your organization’s needs and goals
Test the new process to ensure elements are functioning as expected with new modifications

Introduction to Workflow

Date: September 23, 2025
Time: 9:00 a.m. PT
Type: Virtual

Automate repository actions with Workflow! Perfect for anyone new to Laserfiche and automation, this hands-on lab will showcase repository automation capabilities that can reduce repetitive manual tasks, streamline processes, and boost your efficiency. In this training, we’ll see an example of how workflow can be used to set standardized naming conventions on documents, handle document routing for approval and rejection decisions, and create new content in the repository; all automatically!

In this course you’ll learn how to:

onfigure automated repository actions like moving and renaming documents
Build conditional logic to automate decisions and direct process flows
Streamline processes while learning foundational workflow concepts that can be used to build automated solutions in your organization

Intermediate Forms Design

Date: September 24, 2025
Time: 10:30 a.m. PT
Type: Virtual

Take your forms to the next level! Refine your knowledge of Laserfiche Forms and Business Processes with this hands-on lab, focusing on making forms user-friendly while ensuring your information is standardized. This course will take you through common use cases for more complex forms, task routing, and automation!

In this course, you’ll learn how to:

Route tasks appropriately using various gateways and intermediate activities
Configure lookups to pre-fill form fields using existing information
Leverage calculations to reduce tedious data entry
Enhance form functionality with out-of-the-box field rule options to show/hide, disable, and make fields required

More Resources

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Laserfiche LinkedIn Group

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Laserfiche Aspire

Check out Laserfiche Aspire, our self-paced online training portal.

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