Introduction to Laserfiche Records Management

Training is conducted through a web-hosted lab environment. Each attendee will be given access to their own virtualized environment to follow along in the software. It is highly recommended that attendees have two screens so they can view both their virtualized environment and the instructor's screen at the same time. Login credentials and instructions will be communicated via email to each attendee prior to the training. 

Training is conducted through the platform Strigo. Test your audio, visuals, and connection at the test page here.

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

The materials presented in this course are applicable to both Laserfiche self-hosted and Laserfiche Cloud.

Click here to access the class the day of.

Registration Deadline

*If you would like to pay by check reach out to: events@laserfiche.com before registering to receive an invoice for pre-payment.

Cancellation Policy

In the event you cannot attend a training class, please contact us at events@laserfiche.com at least three business days prior to the class start date. Note Laserfiche is not open on weekends.

Cancelling at least three business days before class start: If you cancel your class registration at least three business days prior to the start of the class you may receive a full refund or credit for another class of equal or lesser value at a later date.

Cancelling less than three business days before class start: Unfortunately, no refunds, exchanges, or credits will be allowed if you cancel your class registration less than three business days before the start of class.

Cancellation by Laserfiche: Laserfiche reserves the right to cancel a training class for any reason. If Laserfiche cancels a training class, you will receive full credit for another class of equal or lesser value at a later date.

Comments or Questions?

If you have any questions or concerns, please reach out to us.