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.

Al in Document Management for Dummies, Laserfiche Special Edition

Healthcare 2026 Forecast: Executives on AI Survival, Financial Reckoning, and the End of Point Solutions

2026 Healthcare Executive Predictions: Why the AI “Pilot Era” Is Officially Over

Interoperability 2026: Are We FHIRed Up Yet?