Metadata Administration: Beyond the Basics

Dive into metadata! Metadata templates and fields allow you to easily categorize documents, improve searchability, and empower automation. During this hands-on training, you’ll see how to power up existing templates using new metadata enhancements and learn how to use administrative features to do more with metadata. You’ll gain valuable insights for how to build user-friendly, intuitive metadata templates to categorize documents in Laserfiche while paving the way for future enhancements.

In this course, you’ll learn how to:

  • Enhance templates with new metadata features like checkbox and radio button fields, table view for multi-value field groups, options to dynamically show and hide fields and more!
  • Simplify metadata entry with field formulas to perform logic, date, and math calculations
  • Leverage constraints, field security, and dynamic fields to simplify end user interactions with templates
  • Identify when to use additional metadata tools, such as tags and links

Introduction to Repository Security

Learn how to secure your documents in Laserfiche! Within the repository, you have robust security options to ensure appropriate roles in your organization can access the content and actions they need while limiting access to those they do not. In this hands-on lab, you’ll familiarize yourself with the interfaces to set security while learning how to configure repository security to meet common use cases. Starting with foundational concepts, such as inheritance and scope, you’ll see how to apply best practices to create scalable and easy-to-maintain security for your organization.

In this course, you’ll learn how to:

  • Set security on repository folders to grant access to content and actions
  • Define administrative and end user actions available in the repository for your users
  • Leverage tools for troubleshooting security

Laserfiche Virtual Training – New Laserfiche Administrator Bootcamp

Designed for new users to get caught up on Laserfiche administration basics, this lab-style instructor-led training will provide the foundations necessary to successfully manage, administer, and troubleshoot your Laserfiche system. Topics covered include repository design, metadata administration, repository security and records management, along with repository and task automation.

All trainings will be taught in Laserfiche Cloud. While most information presented in this training will also be relevant for Laserfiche self-hosted, some class components may not be.

Intermediate Workflow Design

Unlock your automation potential with workflow! Refine your workflow knowledge with this hands-on lab, highlighting workflow design patterns to tackle common business needs like data processing and document routing. Go beyond the basics of Workflow by learning useful techniques for working with logic, manipulating tokens to fit your needs, and streamlining your processes to get the most out of your automation.

In this course, you’ll learn how to:

  • Find and work with multiple repository entries within a workflow
  • Manipulate data using token functions including working with multi-value tokens
  • Troubleshoot workflows to get them back on track

Introduction to JavaScript in the Form Designer

Recreated and revitalized with new examples, this brand new lab will walk you through the basics of JavaScript in the form designer! JavaScript can be used to enhance the functionality of Laserfiche Forms and Business Processes, and it’s easier than you might think! In this hands-on introductory course, you’ll get started with using the LFForm object in the new form designer and building your own customized forms using JavaScript. Whether you’ve never coded before or you’re familiar with JavaScript in the classic designer, this course will help you enhance the user-friendliness and functionality of your forms with JavaScript.

In this course, you’ll learn how to:

  • Identify common uses for JavaScript within the form designer
  • Leverage resources to build custom JavaScript functionality using the LFForm object in the new form designer
  • Configure common JavaScript functionality like changing form and field settings dynamically; setting, copying, and modifying field values; validating input with custom constraints; creating clickable hyperlinks and buttons based on field values; and more!

Integrating with APIs using Web Requests

Get started integrating with third-party APIs! In Laserfiche, web requests allow you to call to third-party APIs to retrieve and send information as part of an automated process. Many modern line of business applications, like Microsoft, Salesforce, and Esri, include RESTful APIs that you can leverage in Laserfiche to build automated integrations! With this hands-on course, you’ll get to make live API calls to a real third-party platform from Laserfiche. Join us to learn how to build your own integrations to RESTful APIs using web requests in Laserfiche.
In this course, you’ll learn how to:

    • Leverage various authentication methods for RESTful APIs and determine the best method to use for connecting through Laserfiche
    • Configure Web Service Connections and Web Request Rule activities to connect with a third-party API platform to send and retrieve information
    • Build automated integrations into your processes while considering best practices for user experience and the flow of information

Info-Tech LIVE 2026

Join over 4,000 IT professionals to explore how exponential technologies are transforming organizations. Mark your calendar for June 9 – 11, 2026, at The Bellagio, Las Vegas.

Government Innovation Showcase California

California’s Digital Future: Smart, Inclusive, and Citizen-Centric!

The Public Sector Network’s Government Innovation California 2026 event is designed to showcase practical strategies and proven applications that help state and local agencies deliver measurable impact.

EDUCAUSE Annual Conference

The EDUCAUSE Annual Conference connects the best thinkers in higher education technology. The 2026 EDUCAUSE Annual Conference will be held in-person in Denver, CO September 29–October 2.

2026 Summer Government IT Congress

The Summer Government IT Congress is an intimate take on your traditional conference environment, allowing for 45-50 C-suite & Executive level leaders from state and local government organizations across the country to come together for an opportunity to collaborate, share best practices, network amongst each other and be introduced to potential solutions based on their current/future projects or interests.