Instructor-led Training

Small, hands-on sessions that are designed to help you maximize your organizations potential.

Empower Preview Lab: Introduction to Workflow

Date: March 18, 2025
Time: 9 a.m. PT
Type: Virtual

Take it before Empower with smaller class sizes! Automate repository actions with Workflow! Perfect for anyone new to Laserfiche and automation, this hands-on lab will showcase repository automation capabilities that can reduce repetitive manual tasks, streamline processes, and boost your efficiency. In this training, we’ll see an example of how workflow can be used to set standardized naming conventions on documents, handle document routing for approval and rejection decisions, and create new content in the repository; all automatically!

This course will teach you how to:

  • Configure automated repository actions like moving and renaming documents
  • Build conditional logic to automate decisions and direct process flows
  • Streamline processes while learning foundational workflow concepts that can be used to build automated solutions in your organization

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Empower Preview Lab: Introduction to Laserfiche Records Management

Date: March 19, 2025
Time: 10 a.m. PT
Type: Virtual

Join one of our most popular Empower labs before Empower in this special preview event! 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

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Empower Preview Lab: Intermediate Forms Design

Date: March 26, 2025
Time: 11 a.m. PT
Type: Virtual

Join one of our most popular Empower labs before Empower in this special preview event! Take your forms to the next level! Refine your knowledge of Laserfiche Forms and Business Processes with this hands-on lab, focusing on making forms user-friendly while ensuring your information is standardized. This course will take you through common use cases for more complex forms, task routing, and automation!

In this course, you’ll learn how to:

  • Route tasks appropriately using various gateways and intermediate activities
  • Configure lookups to pre-fill form fields using existing information
  • Leverage calculations to reduce tedious data entry
  • Enhance form functionality with out-of-the-box field rule options to show/hide, disable, and make fields required

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Automating Laserfiche Records Management

Date: March 27, 2025
Time: 9:30 a.m. PT
Type: Virtual

By popular request, we’ve created a brand-new lab to walk you through automating records management actions in Laserfiche! 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

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

Date: April 1, 2025
Time: 9:00 a.m. PT
Type: Virtual

Join our most popular Empower lab before Empower in this special preview event! 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.

This course will teach you 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

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Empower Preview Lab: Leveraging External Data in Laserfiche (Self-hosted)

Date: April 9, 2025
Time: 10:30 a.m. PT
Type: Virtual

Join for a brand new Empower lab before Empower in this special preview event! Ready to get started integrating? Laserfiche 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

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Laserfiche Aspire

Check out Laserfiche Aspire, our self-paced online training portal.

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