Instructor-led Training

Personalizing WebLink and Public Portal

Tuesday, August 4 from 10:30am–12pm

Strigo

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 for end users to efficiently find documents using search forms and links

Introduction to Reporting with Audit Trail

Wednesday, August 12 from 10am–12pm

Strigo

Get started tracking and auditing in Laserfiche! Many organizations require particular actions taken in Laserfiche to be tracked for auditing purposes and Laserfiche’s Audit Trail tool lets you easily report on these actions. In this hands-on lab, you’ll see how to: Understand the purpose of auditing within Laserfiche Configure which events and actions are tracked in your Laserfiche system Set up and share reports so administrators can review what actions have been taken on particular entries

Using JavaScript and CSS in the Form Designer

Monday, August 17 from 10:30am–1pm

Strigo

The new LFForm object let’s you expand what’s possible in your processes!  This hands-on look at coding in Laserfiche Forms and Business Processes will introduce you to the new LFForm object to help standardize JavaScript and customizations in your forms. You’ll see how to implement common use cases such as changing colors and styles, copying information between fields, and validating field input. This course will teach you how to:  Identify when to use CSS or JavaScript within a form Customize the look and feel of your form using CSS Modify form function and behavior with JavaScript and the LFForm object

Working with the Laserfiche API

Wednesday, August 26 from 9am–12:30pm

Strigo

Learn how to leverage the Laserfiche API to build integrations to the repository. In this hands-on course, you’ll see how to leverage Laserfiche’s RESTful API to create, retrieve, update, and delete repository content. In this session, you’ll learn how to:  Identify use cases for integrations with the Laserfiche API, including examples of common integrations with line-of-business applications   Connect and authenticate to the Laserfiche API to secure integrations to the repository  Configure common API calls to search and retrieve entries, move entries, update metadata and more! 

Working with Workflow and Business Processes (Laserfiche Cloud)

Tuesday, September 1 from 9:30am–12pm

Strigo

Leverage your Business Process 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 Business Processes and Workflows using input and output parameters Pass information efficiently between tools to create a seamless user experience

Working with Workflow and Laserfiche Forms (Self-hosted)

Wednesday, September 2 from 9:30am–12pm

Strigo

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.

User Management (Laserfiche Cloud)

Tuesday, September 22 from 10:30am–12pm

Strigo

Create and manage users in Laserfiche with this hands-on lab!  Perfect for anyone getting started with administering their Laserfiche Cloud system, this course provides an overview of foundational user management concepts while highlighting best practices. Get familiar with the interfaces for managing users and groups while learning about common use cases and best practices to apply for your organization. This course will teach you how to: Create users and groups within Laserfiche Leverage groups to simplify user management Administer user licensing and access to Laserfiche applications Configure account-wide default settings

User Management (Self-hosted)

Wednesday, September 23 from 10:30am–12pm

Strigo

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. Get familiar with the interfaces for managing users and groups while learning about common use cases and best practices to apply for your organization. This course will teach you how to: Work with Laserfiche Directory Server to manage a Laserfiche system Create users and groups while administering user licensing and access to Laserfiche applications Leverage groups to simplify user management

Introduction to Laserfiche Forms and Business Processes

Tuesday, September 29 from 8:30am–12pm

Strigo

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. This course will teach you 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