Instructor-led Training

Metadata Administration in Laserfiche 12

Date: December 17, 2024
Time: 9:00 a.m. PT
Type: Virtual

Do more with metadata! Metadata templates and fields allow you to easily categorize documents, improve searchability, and empower automation. During this hands-on training, you’ll see how to power up existing templates using new metadata enhancements in Laserfiche 12. Even if you haven’t upgraded to Laserfiche 12 yet, you’ll get valuable insights for how to administer metadata, choose field types to support your document needs, and pave the way for future enhancements.

In this session, you will learn how to:

• Build user-friendly, intuitive metadata templates to categorize documents in Laserfiche
• Enhance templates with new metadata features like checkbox and radio button fields, table view for multi-value field groups, options to dynamically show and hide fields and more!
• Choose appropriate field types to categorize your data and simplify user experience

Integrations with Web Requests (Laserfiche Cloud)

Date: January 14, 2025
Time: 8:30 a.m. – 11:00 a.m PT
Type: Virtual

Get started with integrations! Web requests allow you to call to third-party APIs to retrieve and send information. Many modern line of business applications, like Microsoft, Salesforce, and ServiceNow, 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 get started building your own integrations using web requests in Workflow.

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
• Build automated integrations with third-party applications while considering best practices

Introduction to Laserfiche Forms

Date: January 22, 2025
Time: 9:30 a.m. PT
Type: Virtual

Create your first electronic form in this hands-on lab! Perfect for anyone new to Laserfiche and automation, this session will show how Laserfiche can increase efficiency and streamline work with electronic forms and automated processes.

Through a registration RSVP process, this course will teach you how to:

• Build an easy-to-use electronic form to standardize information
• Route form information to the correct reviewer
• Automate tedious tasks like sending emails and saving attachments

Working with the Laserfiche API

Date: January 23, 2025
Time: 8:30 a.m. PT
Type: Virtual

Ready to start integrating? Learn how to leverage the Laserfiche API to build integrations to the repository. In this hands-on course, you’ll see how to leverage Laserfiche’s RESTful API to create, retrieve, update, and delete repository content.

In this course, you’ll learn how to:

• Identify use cases for integrations with the Laserfiche API, including examples of common integrations with line-of-business applications
• Connect and authenticate to the Laserfiche API to secure integrations to the repository
• Configure common API calls to search and retrieve entries, move entries, update metadata and more!

Intermediate Workflow Design (Self-hosted)

Date: January 29, 2025
Time: 10 a.m. PT
Type: Virtual

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. Through an application processing scenario, this course will teach you how to:

• Work with multiple entries within a workflow
• Manipulate data using token functions
• Troubleshoot workflows to get them back on track
• Leverage additional tools in Laserfiche Cloud to enhance your workflow functionality

Introduction to JavaScript in the Form Designer

Date: February 4, 2025
Time: 11 a.m. PT
Type: Virtual

Don’t miss our most popular class! 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 build your own customized forms using JavaScript. Even if you’ve never coded before, 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 copying code from one field to another, matching and validating field inputs, creating clickable hyperlinks based on form field values and more!

Introduction to Laserfiche Capture Tools

Date: February 5, 2025
Time: 10 a.m. PT
Type: Virtual

Looking to simplify your document import process? This overview of Laserfiche capture options will help you identify the best tools to use for your unique document ingestion scenario while getting hands-on with the capture tools available.

This course will teach you how to:

• Leverage various Laserfiche document import tools
• Develop capture strategies that enhance the end user experience by automatically extracting information, performing image enhancements, and more
• Recommend capture tools and strategies for your documents

Laserfiche Virtual Training – Introduction to Automation Bootcamp

Date: February 11-13, 2025
Time: 10:00 a.m. CST
Type: Virtual

Designed for new users to get caught up on automating processes in Laserfiche, this lab-style instructor-led training will provide the foundations necessary to successfully build an automated solution in Laserfiche. Topics covered include building electronic forms, designing process diagram flows, creating automated workflow processes, and combining Laserfiche tools to build automated solutions. New to working with documents in Laserfiche? In this hands-on lab, you’ll follow along with our expert instructors to learn how to use the Laserfiche repository to efficiently find and use documents in Laserfiche. Follow the day in a life of an average user as they add new documents to Laserfiche, fulfill requests to locate files, and configure their options to get the most out of their Laserfiche system. Perfect for anyone brand new to the Laserfiche repository or looking to refresh their skills!

In this course, you’ll learn how to:

• Get started with building your first Laserfiche Form! Learn to design visually appealing electronic forms that streamline information capture and review. This hands-on session moves from introductory to intermediate concepts to give you a thorough understanding of Laserfiche Forms.
• Streamline your organization’s processes and reduce repetitive manual tasks with Laserfiche’s powerful automation tool, Workflow. This hands-on lab will take you step-by-step through creating your first workflow and introduce you to intermediate topics to give you the tools to start automating your own processes
• Ready to see it all in action? Learn how to connect and utilize Laserfiche Forms and Workflow 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 leverage them successfully in your solutions. Building on existing Forms and Workflow knowledge, we will move from introductory how-to configurations for connecting processes to intermediate concepts such as best practices.

Introduction to the Repository

Date: February 19, 2025
Time: 9:30 a.m. PT
Type: Virtual

New to working with documents in Laserfiche? In this hands-on lab, you’ll follow along with our expert instructors to learn how to use the Laserfiche repository to efficiently find and use documents in Laserfiche. Follow the day in a life of an average user as they add new documents to Laserfiche, fulfill requests to locate files, and configure their options to get the most out of their Laserfiche system. Perfect for anyone brand new to the Laserfiche repository or looking to refresh their skills!

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

Metadata Administration in Laserfiche 12

Date: March 5, 2025
Time: 10 a.m. PT
Type: Virtual

Do more with metadata! Metadata templates and fields allow you to easily categorize documents, improve searchability, and empower automation. During this hands-on training, you’ll see how to power up existing templates using new metadata enhancements in Laserfiche 12. Even if you haven’t upgraded to Laserfiche 12 yet, you’ll get valuable insights for how to administer metadata, choose field types to support your document needs, and pave the way for future enhancements.

In this session, you will learn how to:

• Build user-friendly, intuitive metadata templates to categorize documents in Laserfiche
• Enhance templates with new metadata features like checkbox and radio button fields, table view for multi-value field groups, options to dynamically show and hide fields and more!
• Choose appropriate field types to categorize your data and simplify user experience

Empower Preview Lab: Introduction to Repository Security

Date: March 11, 2025
Time: 8:30 a.m. PT
Type: Virtual

Take it before Empower with smaller class sizes! 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.

This course will teach you 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

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

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

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

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

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

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