Shaping Tomorrow’s Enterprise: The Power of Intelligent Workflow Automation

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.

Advanced Laserfiche Forms and Business Processes

Missed it at Empower? Elevate your form and process design!

This hands-on lab will show how to build sophisticated forms and processes to enhance user experience and process maintenance. Beginning with a complicated, suboptimal process as a starting point, we will see how implementing advanced functionalities can make both a form and process more streamlined, efficient, and resistant to errors. This course will teach you how to:

Leverage complex field rules and calculations to reduce form and process maintenance

Configure advanced process features such a gateways and events to handle exceptions elegantly

Update existing processes to leverage best practices and new features when designing solutions

Advanced Workflow Design – Working with Data

Missed it at Empower? Streamline data processing with Workflow!

In this hands-on lab, we’ll explore complex workflow solutions for working with batches of data. Focusing on efficiency, you’ll see how to configure Workflow to retrieve and manipulate data, whether you’re working with sets of data from a database or manipulating data to be sent as part of an integration. In this course, you’ll learn how to:

Effectively query and batch data sets

Efficiently iterate through information while considering when to invoke child workflows

Manipulate tokens to construct data to be sent to other sources, such as Laserfiche Forms, tables, or third-party applications

Advanced Workflow Design – Document Processing

Missed it at Empower? Enhance your workflows for document processing and import!

In this hands-on lab, we’ll explore complex workflow solutions for bulk document import and re-processing repository documents. Focusing on efficiency and performance, you’ll see how to configure Workflow to streamline working with documents, whether you’re processing new incoming documents or existing documents in the repository. In this course, you’ll learn how to:

Leverage Invoke Workflow activities to modularize workflows

Elegantly handle document exceptions within a process using built-in features

Improve workflow efficiency and performance while considering requirements for speed of processing and accuracy

Intermediate Workflow Design

Missed it at Empower? 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. This course will teach you 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

Automating Laserfiche Records Management

Simplify your records management!

Laserfiche’s records management functionality can support your compliance goals and help you better manage your records by simplifying the retention and disposition of records. But automation can help streamline records management processes even further and reduce tedious day-to-day actions in the repository! See how to leverage workflow and forms-based processes to enhance and automate records management. In this course you’ll learn how to:

Configure records management properties in Laserfiche to meet an organization’s needs, including planning an appropriate folder structure to support automation

Automate records management actions such as filing records, setting record properties, and performing cutoff to simplify actions

Explore form-based processes to handle records management tasks and approvals

Introduction to Laserfiche Records Management

Missed it at Empower? Ready to try out Laserfiche records management?

Learn how Laserfiche’s records management functionality can support your compliance goals and help you properly manage your records. This hands-on session will take you through the configurations and interfaces necessary to manage your records retention rules, perform records management actions within the repository, and create your records management file plan. This course will teach you how to:

Set up your records management folder structure to simplify day-to-day records management tasks

Perform records management actions such as cutoff and disposition

Define and configure records management schedules and instructions

GDS CIO Insight Summit

This summit brings together IT leaders looking to redefine what’s possible. From scaling AI, simplifying infrastructure to unlocking data-driven decisions and leading with empathy, you’ll explore how to drive meaningful change across people, platforms, and performance – while keeping your organization resilient, agile, and ready for what’s next.

CIO Insight Summit North America

This summit brings together IT leaders looking to redefine what’s possible. From scaling AI, simplifying infrastructure to unlocking data-driven decisions and leading with empathy, you’ll explore how to drive meaningful change across people, platforms, and performance – while keeping your organization resilient, agile, and ready for what’s next.