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
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
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
Laserfiche self-hosted includes a host of integration tools that you can leverage to connect external third-party systems to your automated Laserfiche solutions. Learn how to use web requests and database connections to tap into data in another system to streamline and simplify your Laserfiche automated processes. In this session, you’ll learn how to:
Create database connections in Workflow and Forms to retrieve and update information in third-party systems
Configure HTTP Web Request and Read JSON activities to connect with a third-party API platform
Build automated integrations with third-party applications while considering best practices
Laserfiche Cloud includes a host of integration tools that you can leverage to connect external third-party systems to your automated Laserfiche solutions. Learn how to use web requests, direct database connections, and lookup tables to tap into data in another system and streamline your automation. In this session, you’ll learn how to:
Create lookup tables to store data within Laserfiche Cloud
Configure Web Service Connections and Web Request Rule activities to connect with a third-party API platform
Connect databases directly to your Forms and Workflows to streamline automated processes
Get ready to take the Laserfiche Gold Certification Assessment!
Prepare to validate your knowledge and skills on the fundamentals of Laserfiche.
Laserfiche named a Leader for the second consecutive time based on its Completeness of Vision and Ability to Execute.
LONG BEACH, CALIFORNIA, MAY 5, 2026 — Laserfiche — the leading SaaS provider of intelligent content management — has been positioned as a Leader in the 2026 Magic Quadrant for Document Management. Laserfiche believes this recognition underscores the company’s commitment to empowering organizations to transform complex, operational business processes through AI-powered content management.
“It’s incredible to see Laserfiche recognized during the same week as our annual Empower conference, where we announced our latest agentic AI capabilities,” said Thomas Phelps, senior vice president of corporate strategy and chief information officer at Laserfiche. “We believe being positioned as a Leader — and receiving the highest overall rating among 16 vendors in Gartner Peer Insights, with a 4.7 out of 5.0 based on over 1,300 reviews as of April 30, 2026 — reflects our relentless focus on product innovation and delivering value to our customers.”
As the document management market continues to evolve and expand, the ability to bridge the gap between static content and actionable enterprise intelligence has become a defining competitive advantage. In the report, Gartner noted, “A key challenge for organizations is harnessing the potential of unstructured data (content) using AI, while simultaneously mitigating risks through robust control and governance.”
Governance-first AI Innovation
Laserfiche continues to accelerate its product capabilities to meet the demands of modern IT environments, focusing on features that turn structured and unstructured content into an enterprise asset. These features prioritize the rigorous information governance, security and compliance standards required by the world’s most demanding industries, including government, financial services and manufacturing.
The platform now features advanced AI-enabled data extraction via Smart Fields, the Smart Chat AI assistant, improved metadata experiences, and enhanced data lookups, all designed to optimize content, making it structured, accessible and ready for AI consumption.
The company’s roadmap includes the expansion of Laserfiche AI Agents functionality including the ability to embed agentic tasks directly into workflows, and the ability to run Agents in the background, monitoring the system for the specified conditions and then completing tasks ambiently. Laserfiche will also introduce additional security advancements in Q3 of 2026. These updates will further solidify Laserfiche’s ability to support highly regulated industries with secure, governed AI deployment.
“Laserfiche has served as the backbone of our finance operations for years, delivering the stability and granular governance we require for our critical documentation,” said Desiree Champaco, VP of information technology and supply chain at Diamond of California. “As Diamond optimizes how we work with suppliers, production partners and customers, Laserfiche’s AI capabilities will play a larger role in how we capture, deliver and leverage accurate, reliable data.”
“As a Top Digital City, Scottsdale is dedicated to using world-class technology to provide our residents with a responsive, modern experience,” said Bianca Lochner, chief information officer for the City of Scottsdale. “Laserfiche has been a collaborative partner in our digital evolution, providing a secure framework to transform complex data into better citizen services. This innovation helps us to continue to scale operations and deliver on our mission of excellence for our community.”
Empowering Modern Enterprises with High-Impact, User-Centric Solutions
Gartner® Peer Insights™ captures customer experience with Gartner-verified ratings and reviews. As of May 5, 2026, Laserfiche reviews include the following:
For More Information
Gartner Disclaimer
Gartner, Magic Quadrant for Document Management, Tim Nelms, Jed Cawthorne, Marko Sillanpaa, Rachel O’Farrell, Stephen Emmott, 30 April 2026
Gartner, Voice of the Customer for Document Management, Peer Contributors, 2025, 25 June 2025
This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Laserfiche. Gartner, Magic Quadrant and Peer Insights are trademarks of Gartner, Inc. and/or its affiliates. Gartner Peer Insights content consists of the opinions of individual end users based on their own experiences, and should not be construed as statements of fact, nor do they represent the views of Gartner or its affiliates. Gartner does not endorse any vendor, product or service depicted in this content nor makes any warranties, expressed or implied, with respect to this content, about its accuracy or completeness, including any warranties of merchantability or fitness for a particular purpose.
About Laserfiche
Laserfiche is a leading enterprise platform for document management and content-centric workflow automation. Through scalable workflows, forms, no-code templates and AI-enabled capture, the Laserfiche® platform accelerates how business gets done.
Laserfiche pioneered the paperless office with enterprise content management. Today, Laserfiche’s cloud-first development approach incorporates innovations in machine learning and AI to enable organizations globally to transform into digital businesses. Customers in every industry — including government, education, financial services, healthcare and manufacturing — use Laserfiche to boost productivity, scale their business and deliver digital-first customer experiences.
Laserfiche employees are committed to the company’s vision of empowering customers and inspiring people to reimagine how technology can transform lives.
Laserfiche’s most anticipated event of the year, Empower®, is here. For Laserfiche power users, it’s the primary source for community and professional growth. But you don’t have to wait for an annual stage to elevate your expertise.
Beyond the conference, we provide year-round, instructor-led virtual sessions designed to address your most pressing questions in real time. For those looking for high-level solutions, we are also hosting an exclusive, hands-on Gold Certification workshop at Laserfiche HQ this July.
From repository best practices and automated workflows, the training you need is ready when you are. Because Laserfiche is built for scale, and your skills should be, too.
If you prefer focused learning over large lecture halls, our Instructor-Led Training is the solution. These are hands-on, virtual workshops capped at 15 attendees to ensure direct, real-time access to Laserfiche specialists.
Train on Your Schedule: We release sessions quarterly, providing flexible access to professional development without the need for travel.
Invest in Productivity: For a minimal investment, you can trade hours of troubleshooting and manual work for minutes of execution. It’s a high-impact investment in your organization’s efficiency and your professional growth.
Go Beyond the Foundations: While Empower covers the highlights, our virtual sessions dive deep. From “Day 1” basics to advanced masterclasses, we cover the niche topics that turn customers into authorities.
Ready to become a certified expert? Join us for an exclusive Gold Certification prep session at our Long Beach headquarters. This intensive, three-day bootcamp is created to bridge the gap between “customer” and “authority,” providing the hands-on experience needed to dominate the Gold Certification assessment.
Practical Knowledge to Drive Change
This isn’t just a study session—it’s an immersive workshop designed for immediate organizational impact. You’ll work alongside Laserfiche experts to gain the practical skills required to scale your business. Whether managing self-hosted systems or migrating to the cloud, you’ll walk away with a comprehensive command of foundational principles and complex automation.
Day 1: Getting Started with Laserfiche and Capture Methods
Learn the fundamentals of repository navigation, document management, and strategic data intake.
Day 2: Repository Administration and Process Automation
Master the tools needed to architect secure repositories and automate business processes.
Day 3: Workflow and Exam Preparation
Design automated workflows and review common exam questions.
We’ve structured this session to maximize your budget. Your $900 registration covers the $800 assessment fee, effectively providing three days of face-to-face instruction for a marginal $100 investment.
Seating is limited to ensure an intimate learning environment. Secure your spot at HQ today.
| Instructor-Led Training | Gold Certification | |
|---|---|---|
| The Goal | Master a specific skill now. | Lead your team as a credentialed expert. |
| The Experience | Virtual, intimate groups. | 3-Day Intensive at Laserfiche HQ. |
| Availability | Year-Round | July 28–30 |
| Investment | $100 – $400 | $900 (Includes exam fee) |
Laserfiche mastery is more than a technical skill set; it is the catalyst for organizational scale. By elevating your proficiency, you shift from troubleshooting workflows to achieving measurable results. Whether you are automating complex processes or eliminating manual data entry, Laserfiche training and certifications cement your status as a strategic leader.
“Certification is the bridge between ‘making it work’ and ‘making it scale.’ We empower you to build systems that don’t just solve today’s problems but future-proof your entire organization.”
Nicole Moulton, Technical Training Manager
Growth shouldn’t have an off-season. While Empower remains the premier event to gain insights and foster connection, true expertise is built in the deliberate, hands-on moments of learning that happen year-round.
Whether you choose our flexible virtual sessions or the intensive Gold Certification workshop at our Long Beach headquarters this July, you are doing more than just “taking a course.” You are gaining the high-level proficiency required to drive efficiency and scale your impact.
Become the authority your organization needs and supercharge your future with Laserfiche training.
