User Management (Self-hosted)

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

User Management (Laserfiche Cloud)

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

Working with Workflow and Laserfiche Forms (Self-hosted)

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.

Working with Workflow and Business Processes (Laserfiche Cloud)

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 the Laserfiche API

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!

Using JavaScript and CSS in the Form Designer

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

Introduction to Reporting with Audit Trail

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

Personalizing WebLink and Public Portal

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 the Repository

New to working with documents in Laserfiche? In this hands-on lab, follow along with our expert instructors to learn how to use the Laserfiche repository. Follow the day in a life of an average user as you add new documents to Laserfiche, efficiently locate files, and configure options to get the most out of your Laserfiche system.

Perfect for anyone brand new to the Laserfiche repository or looking to refresh their skills with the newest features! In this course, you’ll learn how to:

Navigate the repository, import and work with documents

Apply metadata to streamline searching and reporting

Leverage robust search features to find documents quickly

Configure the repository interface to meet your needs

Intelligent Document Capture and Extraction

Get hands-on with importing documents and data into your repository! Explore the variety of Laserfiche capture options available to ingest documents into the repository, classify document types, and retrieve valuable data from files.

You’ll learn to identify the optimal tools for your unique document ingestion and data extraction scenarios from simple, user-focused import and scanning to high-volume options. Plus, discover how Smart Fields can simply and elegantly extract data from your documents, eliminating manual data entry and enhancing accuracy. This course will teach you how to:

Leverage various user-driven and automated Laserfiche document import tools

Implement Smart Fields to intelligently extract and classify document data

Familiarize yourself with capture tools to use for documents within your organization