Repository Security

This Certification is a comprehensive training program designed to equip you with essential skills and knowledge to manage and secure repository environments effectively. This certification includes key courses that lay a strong foundation in repository security principles and best practices, ensuring your users have appropriate permissions based on their roles. By completing this certification, you will be well-prepared to implement robust security measures and safeguard your organization’s data.

Records Management in Laserfiche

The Certification goes over managing records effectively in Laserfiche. You’ll learn about the records management lifecycle, key concepts, and terminology; create and manage records objects and metadata; design flexible repository structures; and use tools like Quick Access View, Audit Trail, and File Plan for tracking and reporting. You’ll also perform actions such as setting event dates, cutoffs, holds, and final dispositions, and automate records management tasks using Workflow.

Repository Administration

This Certification is designed for Laserfiche administrators who will manage user accounts and groups as well as build out the structure and metadata for a repository.

Certified Records Management

Validate your knowledge and skills on managing records lifecycles from start to finish. This Certification is relevant to anyone filing, retaining, transfering, and storing records with Laserfiche to support your organization’s compliance needs, including records managers and department managers responsible for ERM and users responsible for classifying records and implementing retention schedules.

Getting Started with Laserfiche

This series is a great starting place for users who are new to Laserfiche as it will get you comfortable with the basic functionality of the software.

Other Laserfiche online courses and series will build on the foundational knowledge gained in this series.