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

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