Instructor-led Training

Introduction to the Repository

Date: November 13, 2024
Time: 10 a.m. PT
Type: Virtual

Missed it at Empower? 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

Advanced Workflow Design

Date: November 14, 2024
Time: 8:30 a.m. PT
Type: Virtual

Missed it at Empower? Enhance your workflow efficiency! Explore complex workflow solutions in this hands-on lab focusing on workflow best practices and maintenance. Focusing on an financial document ingestion process, this workflow uses advanced tricks to streamline processing and performance of an existing workflow solution. Even if you’re not automating a financial intake process, you’re sure to leave with new insights for how to enhance your workflows to better handle complex use cases!

In this course, you’ll learn how to:

• Leverage Invoke Workflow activities to modularize workflows and reduce solution maintenance
• Elegantly handle exceptions within a process using built-in features
• Improve workflow efficiency with batch processing of information

Records Request Automation Training

Date: November 19, 2024 – November 21, 2024
Time: 10:00 a.m. CST
Type: Virtual

Realize the full power of automation with Laserfiche during this new virtual event! Specifically created for government customers, these hands-on labs will dive into Laserfiche automation tools as you build a records request process. Whether you’re just getting started or have been automating processes for years, you’ll leave this training with new knowledge to expand your use of Laserfiche.

• The best part? You’ll leave with the records request process you built so you can start leveraging it in your organization!
• This training will cover Laserfiche Forms, Workflow, connecting Workflow and Forms, repository management, and best practices by automating a realistic public records request process.
• All trainings will be taught in the most recent version of Laserfiche self-hosted, but materials presented will be relevant to Laserfiche Cloud.

Laserfiche 12 Preview: Process Testing and Troubleshooting

Date: December 2, 2024
Time: 10 a.m. PT
Type: Virtual

Join this webinar: Curious about Laserfiche 12? Ever had trouble testing your Forms processes? Get an early preview of new updates for testing processes in Laserfiche 12 while learning about existing troubleshooting concepts that you can use for your processes right now. New features in Laserfiche 12 make it even easier to test your processes without needing to modify every task or wait for timers to complete.

In this course, you’ll learn how to:

• New features in Laserfiche 12 that support testing and troubleshooting processes and systems
• Testing processes with new Forms test rules and manual timer completion
• Leveraging the Admin Hub to review information about your Laserfiche system

Intermediate JavaScript Solutions in the Form Designer

Date: December 4, 2024
Time: 9:30 a.m. PT
Type: Virtual

Ready to do more with JavaScript? In the new form designer, JavaScript can be used to enhance the functionality and user-friendliness of Laserfiche Forms and Business Processes. With hands-on exercises, you’ll go beyond the basics and leverage the new LFForm object to build more sophisticated customized forms with the new form designer.

In this course, you’ll learn how to:

• Work with indexed and array fields such as radio buttons, checkboxes, tables, and collections
• Implement best practices for responsive JavaScript, such as working with promises via async functions
• Create common JavaScript solutions such as accessing and working with diverse form element properties, manipulating values, and calling functions based on HTML button clicks

Laserfiche 12 Preview: Designing Metadata Templates in the Repository

Date: December 5, 2024
Time: 10 a.m. PT
Type: Virtual

Join this webinar: Curious about Laserfiche 12? Leverage metadata templates and fields to easily categorize documents, improve searchability, and empower automation! Get an early preview of new metadata updates in Laserfiche 12 while learning about existing metadata concepts to improve your repository right now. This training will help you learn about new features available in Laserfiche 12 to support designing metadata templates. This training is applicable for any skill level; even if you’ve never created a metadata template before!

In this course, you’ll learn how to:

• New features in Laserfiche 12 related to metadata templates
• Building user-friendly, intuitive metadata templates with the new metadata features in Laserfiche 12 like dynamically showing and hiding fields, adding static help text, and more!
• Choosing appropriate field types to categorize your data and simplify user experience

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