Instructor-led Training

Introduction to Quick Fields

Date: June 6, 2023
Time: 10 a.m.-12 p.m. PT
Type: Virtual
Details:
Get documents into your repository efficiently with Laserfiche Quick Fields. Learn the foundations of designing capture processes while reducing manual data entry and automating document ingestion. In this lab, you will learn how to:

• Design capture processes using the Quick Fields interface
• Collect and store multiple documents using batch scanning
• Automate data entry, document naming, and filing

This class is taught in Laserfiche self-hosted but the material presented in this course is applicable to Laserfiche Cloud. For other course offerings, please check our Event page.

Repository Administration

Date: June 8, 2023
Time: 8 a.m.-10 a.m. PT
Type: Virtual
Details:
Get started managing your Laserfiche repository with this hands-on training! Learn how to create metadata, set repository security, and manage users while focusing on administration best practices. In this session, you will learn how to:

• Create templates, fields, and other forms of metadata
• Create and manage users and groups
• Set up scalable repository security

Getting Started with Laserfiche Workflow

Date: June 14, 2023
Time: 1 p.m.-2:30 p.m. PT
Type: Virtual
Details:
Missed it at Empower? Attend this virtual class to get the same Empower experience from the comfort of your office! Streamline your organization’s processes and reduce repetitive manual tasks with Laserfiche’s powerful automation tool, Workflow. This hands-on lab will take you step-by-step through creating your first workflow, giving you the tools you’ll need to start automating processes. In this lab, you will learn how to:

• Navigate the workflow designer interface
• Route and process documents for approval
• Automatically generate email notifications

Intermediate Forms Design

Date: June 22, 2023
Time: 10:30 a.m.-12 p.m. PT
Type: Virtual
Details:
Missed it at Empower? Attend this virtual class to get the same Empower experience from the comfort of your office! Enhance your forms and processes with this intermediate hands-on lab! Refine your knowledge and skills to create more user-friendly forms and optimize your Laserfiche Forms and Business Processes. In this lab, you will learn how to:

• Use variables to create dynamic processes
• Perform lookups to retrieve and display information to simplify user input
• Enhance processes using intermediate and advanced features

To get the most out of this training, users should have experience with Laserfiche Forms or Business Processes.

Laserfiche Records Management

Date: June 28, 2023
Time: 11 a.m.-12:30 p.m. PT
Type: Virtual
Details:
Laserfiche records management functionality enables you to ensure documents are handled properly and meet compliance standards. Implementing records management in Laserfiche involves planning your file system, configuring rules in your repository, and managing your records. Join us for this hands-on session where you will see Laserfiche records management in action. In this session, you will learn how to:

• Set up your records management file plan to streamline classification
• Define and configure records management rules
• Automate filing, approval processes, notifications, and more

This class is taught in Laserfiche self-hosted but the material presented in this course is applicable to Laserfiche Cloud. For other course offerings, please check our Event page.

Introduction to Laserfiche Directory Server

Date: July 6, 2023
Time: 8 a.m.-9:30 a.m. PT
Type: Virtual
Details:
Laserfiche Directory Server centralizes user and application licensing for your entire Laserfiche system. Whether Laserfiche Directory Server is new to your organization, or new to you, this hands-on class will get you started. In this session, you will learn how to:

• Dynamically assign users licenses with Active Directory groups
• Use single sign-on to give your users a more seamless experience
• Manage users and groups, with support for Active Directory and SAML identity providers
• Administer licensing and access to other Laserfiche applications

This class is taught in Laserfiche self-hosted. If your organization uses Laserfiche Cloud we encourage you to check our Events page for more relevant courses.

Intermediate Workflow Design

Date: July 11, 2023
Time: 11 a.m.-2 p.m. PT
Type: Virtual
Details:
Take your workflows to the next level! Explore advanced activities to implement, configure, and modify a Workflow solution. This course presents a hands-on approach to understanding Laserfiche Workflow possibilities. In this session, you will learn how to:

• Streamline your workflows using token editing and loops
• Tackle complex scenarios with error handling and flow control activities
• Best practices for building workflows efficiently

To get the most from this training, attendees should have previous experience with Workflow.

Connecting Business Processes and Workflow (Cloud)

Date: July 25, 2023
Time: 10 a.m.-11 a.m. PT
Type: Virtual
Details:
Gain practical knowledge to start connecting processes throughout your Laserfiche Cloud system. Learn how to combine Business Processes and Workflows to create streamlined, automated solutions for common business needs. In this session, you will learn how to:

• Identify which Laserfiche tool to use in a given situation
• Use input and output parameters to pass information between Business Processes and Workflows
• Build interconnected solutions with best practices in mind

This class is taught in Laserfiche Cloud. If your organization uses Laserfiche self-hosted we encourage you to check our Events page for more relevant courses.

Repository Administration

Date: August 2, 2023
Time: 1 p.m.-3 p.m. PT
Type: Virtual
Details:
Get started managing your Laserfiche repository with this hands-on training! Learn how to create metadata, set repository security, and manage users while focusing on administration best practices. In this session, you will learn how to:

• Create templates, fields, and other forms of metadata
• Create and manage users and groups
• Set up scalable repository security

Advanced Workflow Design

Date: August 10, 2023
Time: 10 a.m.-11 a.m. PT
Type: Virtual
Details:
Build more sophisticated workflows to automate integrations and enhance efficiency. This hands-on session will focus on integrations, advanced activities, and process design. In this session, you will learn how to:

• Integrate with external applications using database queries and web service requests
• Modularize your workflows to enhance efficiency and process load

To get the most from this training, attendees should have previous experience with Workflow.

Building Your First Laserfiche Form

Date: August 15, 2023
Time: 11 a.m.-2 p.m. PT
Type: Virtual
Details:
Missed it at Empower? Attend this virtual class to get the same Empower experience from the comfort of your office! Ready to start creating forms? Learn the fundamentals of designing and building forms and their associated processes. In this lab, you will learn how to:

• Build electronic forms to capture information and launch processes
• Streamline your form using conditional rules and display settings
• Route forms for review and approval

This class is taught in Laserfiche Cloud but the material presented in this course is applicable to Laserfiche self-hosted. For other course offerings, please check our Event page.

Overview of Integration Tools

Date: August 30, 2023
Time: 10 a.m.-12 p.m. PT
Type: Virtual
Details:
Integrations help streamline, simplify, and automate your day-to-day business operations. Discover how to configure integration solutions to seamlessly connect other applications to Laserfiche. Get hands-on with pre-built, low code, and coded integration tools to learn all the options available for integrating your processes. In this session, you will learn how to:

• Connect third-party applications to your Laserfiche system with pre-built, low-code, and coded integration tools
• Build custom integrations using tools like the Laserfiche API, web requests, and Laserfiche Connector
• Enhance the user experience by configuring your Laserfiche Web Client to support custom integrations

Working with the Laserfiche Repository

Date: September 6, 2023
Time: 1 p.m.-2:30 p.m. PT
Type: Virtual
Details:
Missed it at Empower? Attend this virtual class to get the same Empower experience from the comfort of your office! New to Laserfiche or just looking to use your repository to its full potential? No matter if you are using Laserfiche Cloud or self-hosted, this class will take your knowledge of the repository to the next level. In this lab, you will learn how to:

• Navigate the Laserfiche repository and configure the user interface to fit your needs
• Find content with robust searching tools
• Apply metadata and annotations
• Leverage collaboration and sharing features

This class is taught in Laserfiche Cloud but the material presented in this course is applicable to Laserfiche self-hosted. For other course offerings, please check our Event page.

Advanced Forms Design

Date: September 7, 2023
Time: 10:30 a.m.-12 p.m. PT
Type: Virtual
Details:
Build more sophisticated forms and processes to enhance user experience and process flow. This hands-on session focuses on In this session, you will learn how to:

• Use advanced field rule techniques to group conditions for displaying information on a form
• Leverage regular expression to standardize form field inputs
• Build processes using advanced features such as timers, signals, and process variables

To get the most out of this training, users should have experience with Laserfiche Forms or Business Processes.

Using CSS to Style Your Forms

Date: September 12, 2023
Time: 10:30 a.m.-12 p.m. PT
Type: Virtual
Details:
Ready to go outside the box? Learn how to modify the visual stylization of your Laserfiche forms using built-in tools and CSS customizations. In this session, you will learn:

• Styling forms using the Themes tab
• Basic CSS and adding CSS classes to fields
• How to decide which elements to target with your CSS
• Examples of CSS styling options

Applying Security in Laserfiche

Date: September 27, 2023
Time: 1 p.m.-2:30 p.m. PT
Type: Virtual
Details:
Missed it at Empower? Attend this virtual class to get the same Empower experience from the comfort of your office! Laserfiche offers several security options to help you take control of your repository. Join us for this hands-on lab where you’ll learn how to set repository security while diving into best practices and foundational concepts of security. In this lab, you will learn how to:

• Set security on folders for granular access control
• Apply Laserfiche security concepts and best practices to create scalable repository security
• Utilize administrative security features to define actions users can take within a repository

This class is taught in Laserfiche self-hosted but the material presented in this course is applicable to Laserfiche Cloud. For other course offerings, please check our Event page.

Getting Started with Laserfiche Workflow

Date: October 3, 2023
Time: 11:30 a.m.-1 p.m. PT
Type: Virtual
Details:
Missed it at Empower? Attend this virtual class to get the same Empower experience from the comfort of your office! Streamline your organization’s processes and reduce repetitive manual tasks with Laserfiche’s powerful automation tool, Workflow. This hands-on lab will take you step-by-step through creating your first workflow, giving you the tools you’ll need to start automating processes. In this lab, you will learn how to:

• Navigate the workflow designer interface
• Route and process documents for approval
• Automatically generate email notifications

Introduction to Quick Fields

Date: October 18, 2023
Time: 11 a.m.-1 p.m. PT
Type: Virtual
Details:
Get documents into your repository efficiently with Laserfiche Quick Fields. Learn the foundations of designing capture processes while reducing manual data entry and automating document ingestion. In this lab, you will learn how to:

• Design capture processes using the Quick Fields interface
• Collect and store multiple documents using batch scanning
• Automate data entry, document naming, and filing

This class is taught in Laserfiche self-hosted but the material presented in this course is applicable to Laserfiche Cloud. For other course offerings, please check our Event page.

Intermediate Forms Design

Date: October 24, 2023
Time: 1 p.m.-2:30 p.m. PT
Type: Virtual
Details:
Missed it at Empower? Attend this virtual class to get the same Empower experience from the comfort of your office! Enhance your forms and processes with this intermediate hands-on lab! Refine your knowledge and skills to create more user-friendly forms and optimize your Laserfiche Forms and Business Processes. In this lab, you will learn how to:

• Use variables to create dynamic processes
• Perform lookups to retrieve and display information to simplify user input
• Enhance processes using intermediate and advanced features

To get the most out of this training, users should have experience with Laserfiche Forms or Business Processes.

Connecting Business Processes and Workflow (Cloud)

Date: November 7, 2023
Time: 2 p.m.-3 p.m. PT
Type: Virtual
Details:
Gain practical knowledge to start connecting processes throughout your Laserfiche Cloud system. Learn how to combine Business Processes and Workflows to create streamlined, automated solutions for common business needs. In this session, you will learn how to:

• Identify which Laserfiche tool to use in a given situation
• Use input and output parameters to pass information between Business Processes and Workflows
• Build interconnected solutions with best practices in mind

This class is taught in Laserfiche Cloud. If your organization uses Laserfiche self-hosted we encourage you to check our Events page for more relevant courses.

Advanced Workflow Design

Date: November 8, 2023
Time: 2 p.m.-3 p.m. PT
Type: Virtual
Details:
Build more sophisticated workflows to automate integrations and enhance efficiency. This hands-on session will focus on integrations, advanced activities, and process design. In this session, you will learn how to:

• Integrate with external applications using database queries and web service requests
• Modularize your workflows to enhance efficiency and process load

To get the most from this training, attendees should have previous experience with Workflow.

Working with Workflow and Forms

Date: November 14, 2023
Time: 8 a.m.-9:30 a.m. PT
Type: Virtual
Details:
Missed it at Empower? Attend this virtual class to get the same Empower experience from the comfort of your office! Ready to see it all in action? Learn how to connect and utilize multiple tools within Laserfiche 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 leverage them successfully in your solutions. In this lab, you will learn how to:

• Translate a process into a Laserfiche solution while considering best practices
• Streamline processes by connecting different Laserfiche applications, including Laserfiche Workflow and Forms / Business Processes
• Create robust solutions while minimizing administrative intervention

Capture Workshop Lab

Date: November 16, 2023
Time: 1 p.m.-2:30 p.m. PT
Type: Virtual
Details:
Missed it at Empower? Attend this virtual class to get the same Empower experience from the comfort of your office! This interactive course illuminates the role capture plays in a complete Laserfiche solution. Through several scenarios, we will choose and configure a variety of Laserfiche capture tools to ingest documents into the repository. In this lab, you will learn how to:

• Review and understand document capture tools in Laserfiche including Quick Fields, Capture Profiles, and Import Agent
• Develop capture strategies to ingest content while focusing on enhancing end user experience
• Utilize configuration and end user interfaces for capture tools in Laserfiche

Laserfiche Records Management

Date: November 30, 2023
Time: 9:30 a.m.-11 a.m. PT
Type: Virtual
Details:
Laserfiche records management functionality enables you to ensure documents are handled properly and meet compliance standards. Implementing records management in Laserfiche involves planning your file system, configuring rules in your repository, and managing your records. Join us for this hands-on session where you will see Laserfiche records management in action. In this session, you will learn how to:

• Set up your records management file plan to streamline classification
• Define and configure records management rules
• Automate filing, approval processes, notifications, and more

This class is taught in Laserfiche self-hosted but the material presented in this course is applicable to Laserfiche Cloud. For other course offerings, please check our Event page.

Introduction to Laserfiche Directory Server

Date: December 5, 2023
Time: 1 p.m.-2:30 p.m. PT
Type: Virtual
Details:
Laserfiche Directory Server centralizes user and application licensing for your entire Laserfiche system. Whether Laserfiche Directory Server is new to your organization, or new to you, this hands-on class will get you started. In this session, you will learn how to:

• Dynamically assign users licenses with Active Directory groups
• Use single sign-on to give your users a more seamless experience
• Manage users and groups, with support for Active Directory and SAML identity providers
• Administer licensing and access to other Laserfiche applications

This class is taught in Laserfiche self-hosted. If your organization uses Laserfiche Cloud we encourage you to check our Events page for more relevant courses.

Using CSS to Style Your Forms

Date: December 7, 2023
Time: 9:30 a.m.-11 a.m. PT
Type: Virtual
Details:
Ready to go outside the box? Learn how to modify the visual stylization of your Laserfiche forms using built-in tools and CSS customizations. In this session, you will learn:

• Styling forms using the Themes tab
• Basic CSS and adding CSS classes to fields
• How to decide which elements to target with your CSS
• Examples of CSS styling options

Connecting Forms and Workflow (Self-hosted)

Date: December 13, 2023
Time: 1 p.m.-2 p.m. PT
Type: Virtual
Details:
Learn how to combine our powerful automation engines, Laserfiche Forms and Workflow, to create seamless, user-friendly processes for common business needs. In this session, you will learn how to:

• Identify which Laserfiche tool to use in a given situation
• Use Workflow Service Tasks and Business Process activities to pass information between Laserfiche Forms and Workflow
• Build interconnected solutions with best practices in mind

To get the most out of this session, users should have experience with Laserfiche Forms and Workflow. This class is taught in Laserfiche self-hosted. If your organization uses Laserfiche Cloud we encourage you to check our Events page for more relevant courses.