Empower Preview: Working with Workflow and Laserfiche Forms (Self-hosted)

Experience our most popular class at Empower before the conference! 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.

In this course, you’ll learn 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

Empower Preview: Introduction to the Repository

Experience it before Empower! 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

2026 NACo Annual Conference & Exposition

ARMA InfoCon 2026

The flagship event for global leaders in information governance provides opportunities to learn, network, and make an impact in the industry.

Empower Preview: Introduction to Laserfiche Forms and Business Processes

Experience it before Empower! 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.

In this course, you’ll learn 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

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!