Instructor-led Training

Introduction to Laserfiche Records Management

Date: September 10 2024
Time: 8 a.m. PT
Type: Virtual
Details:

Missed it at Empower?

Join our most popular Empower lab to learn how Laserfiche records management functionality can enable you to ensure documents are handled properly and meet compliance standards in your organization. Implementing records management in Laserfiche involves planning your file system, configuring rules in your repository, and managing your records by performing actions.

This course will teach you how to:

• Set up your records management folder structure
• Perform records management actions
• Define and configure records management schedules and instructions
• Get started with records management automation within your organization

Introduction to Workflow

Date: September 11 2024
Time: 9 a.m. PT
Type: Virtual
Details:

Missed it at Empower?

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!

This course will teach you how to:

• Automate 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

Advanced Laserfiche Forms and Business Processes

Date: September 17 2024
Time: 10 a.m. PT
Type: Virtual
Details:

Missed it at Empower?

Elevate your form and process design! This hands-on lab will show how to build sophisticated forms and processes to enhance user experience and process maintenance. Beginning with a complicated, suboptimal process as a starting point, we will see how implementing advanced functionalities can make the form and process much more streamlined, efficient, and resistant to errors.

This course will teach you how to:

• Leverage complex field rules and calculations to reduce form and process maintenance
• Utilize advanced process features such a gateways and events to handle exceptions elegantly
• Update existing processes to leverage best practices in designing forms solutions

Laserfiche 12 Preview: Designing Metadata Templates

Date: September 18 2024
Time: 10:30 a.m.-12 p.m. PT
Type: Virtual
Details:

Leverage metadata templates and fields to easily categorize documents, improve searchability, and empower automation! Get an early preview of new metadata updates in Laserfiche 12 while learning about existing metadata concepts to improve your repository right now. This training will help you learn about new features available in Laserfiche 12 to support designing metadata templates.

This training is applicable for any skill level; even if you’ve never created a metadata template before! This free hands-on training will walk you through:

• New features in Laserfiche 12 related to metadata templates
• Building user-friendly, intuitive metadata templates with the new metadata features in Laserfiche 12 like dynamically showing and hiding fields, adding static help text, and more!
• Choosing appropriate field types to categorize your data and simplify user experience

Laserfiche 12 Preview: Process Testing and Troubleshooting

Date: September 23 2024
Time: 4-5:30 p.m. PT
Type: Virtual
Details:

Ever had trouble testing your Forms processes?

Get an early preview of new updates for testing processes in Laserfiche 12 while learning about existing troubleshooting concepts that you can use for your processes right now. New features in Laserfiche 12 make it even easier to test your processes without needing to modify every task or wait for timers to complete. This training will help you learn about new features available in Laserfiche 12 to support testing and troubleshooting processes in Forms and systems using the Admin Hub.

This training is applicable to any skill level, but you’ll get the most out of the training if you’re already familiar with Forms processes.

This free hands-on training will walk you through:

• New features in Laserfiche 12 that support testing and troubleshooting processes and systems
• Testing processes with new Forms test rules and manual timer completion
• Leveraging the Admin Hub to review information about your Laserfiche system

User Management (Self-hosted)

Date: September 24 2024
Time: 10:30 a.m. PT
Type: Virtual
Details:

Missed it at Empower?

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.

This course will teach you how to:

• Work with Laserfiche Directory Server to manage a Laserfiche system
• Create users and groups within Laserfiche
• Leverage groups to simplify user management
• Administer user licensing and access to Laserfiche applications

Working with Workflow and Forms (Self-hosted)

Date: September 25 2024
Time: 8:30 a.m. PT
Type: Virtual
Details:

Missed it at Empower?

Ready to see it all in action? 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

Laserfiche 12 Preview: Designing Metadata Templates

Date: October 3 2024
Time: 8-9:30 a.m. PT
Type: Virtual
Details:

Leverage metadata templates and fields to easily categorize documents, improve searchability, and empower automation! Get an early preview of new metadata updates in Laserfiche 12 while learning about existing metadata concepts to improve your repository right now.

This training is applicable for any skill level; even if you’ve never created a metadata template before! This free hands-on training will walk you through:

• New features in Laserfiche 12 related to metadata templates
• Building user-friendly, intuitive metadata templates with the new metadata features in Laserfiche 12 like dynamically showing and hiding fields, adding static help text, and more!
• Choosing appropriate field types to categorize your data and simplify user experience

Laserfiche 12 Preview: Process Testing and Troubleshooting

Date: October 15 2024
Time: 2-3 p.m. PT
Type: Virtual
Details:

Ever had trouble testing your Forms processes? Get an early preview of new updates for testing processes in Laserfiche 12 while learning about existing troubleshooting concepts that you can use for your processes right now. New features in Laserfiche 12 make it even easier to test your processes without needing to modify every task or wait for timers to complete. This training will help you learn about new features available in Laserfiche 12 to support testing and troubleshooting processes in Forms and systems using the Admin Hub. This training is applicable to any skill level, but you’ll get the most out of the training if you’re already familiar with Forms processes. This free hands-on training will walk you through:

• New features in Laserfiche 12 that support testing and troubleshooting processes and systems
• Testing processes with new Forms test rules and manual timer completion
• Leveraging the Admin Hub to review information about your Laserfiche system

Laserfiche 12 Preview: Designing Metadata Templates

Date: October 17 2024
Time: 9-10:30 a.m. PT
Type: Virtual
Details:

Leverage metadata templates and fields to easily categorize documents, improve searchability, and empower automation! Get an early preview of new metadata updates in Laserfiche 12 while learning about existing metadata concepts to improve your repository right now. This training will help you learn about new features available in Laserfiche 12 to support designing metadata templates.

This training is applicable for any skill level; even if you’ve never created a metadata template before! This free hands-on training will walk you through:

• New features in Laserfiche 12 related to metadata templates
• Building user-friendly, intuitive metadata templates with the new metadata features in Laserfiche 12 like dynamically showing and hiding fields, adding static help text, and more!
• Choosing appropriate field types to categorize your data and simplify user experience

Laserfiche 12 Preview: Designing Metadata Templates

Date: October 22 2024
Time: 8:30-10 a.m. PT
Type: Virtual
Details:

Leverage metadata templates and fields to easily categorize documents, improve searchability, and empower automation! Get an early preview of new metadata updates in Laserfiche 12 while learning about existing metadata concepts to improve your repository right now.

This training is applicable for any skill level; even if you’ve never created a metadata template before! This free hands-on training will walk you through:

• New features in Laserfiche 12 related to metadata templates
• TBuilding user-friendly, intuitive metadata templates with the new metadata features in Laserfiche 12 like dynamically showing and hiding fields, adding static help text, and more!
• Choosing appropriate field types to categorize your data and simplify user experience

Laserfiche 12 Preview: Process Testing and Troubleshooting

Date: October 24 2024
Time: 1-2:30 a.m. PT
Type: Virtual
Details:

Ever had trouble testing your Forms processes? Get an early preview of new updates for testing processes in Laserfiche 12 while learning about existing troubleshooting concepts that you can use for your processes right now. New features in Laserfiche 12 make it even easier to test your processes without needing to modify every task or wait for timers to complete. This training will help you learn about new features available in Laserfiche 12 to support testing and troubleshooting processes in Forms and systems using the Admin Hub. This training is applicable to any skill level, but you’ll get the most out of the training if you’re already familiar with Forms processes.

This free hands-on training will walk you through:

• New features in Laserfiche 12 that support testing and troubleshooting processes and systems
• Testing processes with new Forms test rules and manual timer completion
• Leveraging the Admin Hub to review information about your Laserfiche system

Laserfiche 12 Preview: Designing Metadata Templates

Date: October 29 2024
Time: 4-5:30 p.m. PT
Type: Virtual
Details:

Leverage metadata templates and fields to easily categorize documents, improve searchability, and empower automation! Get an early preview of new metadata updates in Laserfiche 12 while learning about existing metadata concepts to improve your repository right now.

This training is applicable for any skill level; even if you’ve never created a metadata template before! This free hands-on training will walk you through:

• New features in Laserfiche 12 related to metadata templates
• Building user-friendly, intuitive metadata templates with the new metadata features in Laserfiche 12 like dynamically showing and hiding fields, adding static help text, and more!
• Choosing appropriate field types to categorize your data and simplify user experience