Regional Training

Laserfiche Experts, Training and Efficiency—at a Location Near You

Whether you’re a new Laserfiche user or you’ve been using the software for years, you’ll benefit from in-depth, personalized instruction from experts who work with and support Laserfiche users and administrators every day.

We’ve designed our courses to provide you with practical, hands-on training on the features and functionality of your Laserfiche system. Whether you attend one session or all, the workshops present an excellent professional development opportunity that will provide you with tangible benefits.

  • Improve job performance: Learn how to complete daily tasks more efficiently with Laserfiche.
  • Maximize ROI: Discover how to take advantage the functionality Laserfiche offers.
  • Keep systems operational: Learn how to quickly troubleshoot and resolve problems.
  • Increase your value: Serve as the “go-to” person for colleagues’ Laserfiche-related questions.

Course Overview

All Regional Training events, with the exception of the User Workshop, are held from 9:00 AM to 4:00 PM daily. Registration and continental breakfast is available from 8:30 AM to 9:00 AM. Lunch is from 12:00 PM to 1:00 PM.

The price of each session is per day and includes continental breakfast, lunch and morning and afternoon refreshment breaks.

User Workshop (Free)

Designed for all users, this free, all-day workshop pulls together the most popular presentations and demonstrations from January’s International Conference, as well as case study success stories from local Laserfiche Users.

Using Laserfiche ($350)

Designed for beginning and intermediate users, this course teaches you:

  • How to file documents efficiently and intuitively.
  • How to work with digital documents.
  • How to find relevant information quickly.
  • How to take full advantage of the functionality of Laserfiche Snapshot and Laserfiche Scanning.

Basic agenda for User Training

8:30am - 9:00am

Welcome and Continental Breakfast

9:00am - 10:15am

Working with Documents and Folders

10:15am - 10:30am

Break

10:30am - 12:00pm

Finding Information

12:00pm - 1:00pm

Lunch

1:00pm - 2:15pm

Collaboration and Conversion

2:15pm - 2:30pm

Break

2:30pm - 3:45pm

Scanning in Laserfiche

3:45pm - 4:00pm

Wrap Up
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Administering Laserfiche ($450)

Designed for intermediate to advanced users and administrators, this course covers all of the topics tested in the Laserfiche Administrator 1 Certification Exam. Attending this course, completing the hands on exercises and studying the manual provided will help you get the most out of your Laserfiche system and will prepare you to become certified. In this course, you will learn how to:

  • Design and manage system metadata according to best practices.
  • Administer physical and logical Laserfiche Volumes.
  • Design and enforce an efficient security policy.
  • Design, implement and test backup and disaster recovery plans.
  • Use diagnostic tools to improve performance and troubleshoot the system.

Basic agenda for Administrator Training

8:30am - 9:00am

Welcome and Continental Breakfast

9:00am - 10:15am

Repository Architecture

10:15am - 10:30am

Break

10:30am - 12:00pm

Using the Administration Console

12:00pm - 1:00pm

Lunch

1:00pm - 2:15pm

Configuring Security

2:15pm - 2:30pm

Break

2:30pm - 3:45pm

Notes on Troubleshooting and Backup

3:45pm - 4:00pm

Wrap Up
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Implementing Laserfiche Quick Fields and Workflow 8 ($450)

In Quick Fields:

  • How to create a new, more intuitive user interface by moving panes and customizing toolbars.
  • How to maximize existing functionality by utilizing new enhancements to customize capture processes and scripts.
  • How to optimize Quick Fields to best solve capture problems with accuracy and efficiency.
  • How to migrate from Quick Fields 7.

Designed for intermediate to advanced users, this course teaches you:

In Workflow:

  • How to automate everyday tasks like approval processes.
  • How to build an actual workflow that routes documents and creates shortcuts.
  • How to take full advantage of advanced workflow functionality through branching logic, renaming documents and other features.

Basic agenda for Quick Fields/Workflow Combo Training:

8:30am - 9:00am

Welcome and Continental Breakfast

9:00am - 10:15am

Introduction to Laserfiche Quick Fields

10:15am - 10:30am

Break

10:30am - 12:00pm

Best Practices with Quick Fields

12:00pm - 1:00pm

Lunch

1:00pm - 2:15pm

Introduction to Workflow

2:15pm - 2:30pm

Break

2:30pm - 3:45pm

Best Practices with Workflow

3:45pm - 4:00pm

Wrap Up
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Implementing the Laserfiche Records Management Edition ($450)

Designed for intermediate to advanced users, this course teaches you:

  • How to best understand records management and RME fundamentals, as well as transparent records management, automation and other RME best practices.
  • How to translate the formal rules governing records retention from traditional schedules to a DoD-standard records management solution.
  • How to implement a records management solution according to the translated retention and disposition rules.
  • How to migrate to the Records Management Edition.
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