Automating 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.

Simplify your records management! Laserfiche's records management functionality can support your compliance goals and help you better manage your records by simplifying the retention and dispostion 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

This is an intermediate class! While we recommend having previous knowledge of automation with Workflow and Forms and Laserfiche records management before joining this course, we will provide a recap of base functionality in this session. To maximize class time for challenging concepts, this course will have Laserfiche components, such as forms and workflows, pre-configured and move quickly through basic concepts and interfaces, like configuring common activities in workflow. 

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.