Laserfiche has recorded the following webinars that you can view at any time. These videos are a great resource to train new employees or to give yourself a refresher on the different Laserfiche software.
Laserfiche 8 Guided Help - Administrator Quick Start This video serves as an interactive guide to the new features in the Laserfiche 8 Administration Console. Topics that will be covered include the ability to assign security and auditing directly to Windows accounts, new metadata features, the recycle bin, web folders, and more. This video is designed for Laserfiche administrators.
Laserfiche 8 Guided Help - Overview of Volumes - Part 1 Are you brand new to Laserfiche volumes? This streaming video, which is Part One in a two-part series, explains what volumes are and how they are best utilized. The video is designed for Laserfiche administrators looking to design an efficient and future-proof Laserfiche environment for their organization.
Laserfiche 8 Guided Help - Overview of Volumes - Part 2 New to Laserfiche volumes? This streaming video, which is Part Two in a two-part series, explains the different types of volumes, assigning volume size limits, creating new volumes, and more. The video is designed for Laserfiche administrators looking to design an efficient and future-proof Laserfiche environment for their organization. If you have no experience with volumes, consider watching Part 1 in this series first.
Laserfiche 8 Guided Help - Laserfiche Security in 2 Minutes Flat New to Laserfiche security? This video serves as an introduction to understanding the primary concepts, including the different types of security, how security is configured, and what happens when security types overlap. This video is designed for those with little to no understanding of Laserfiche security who are looking for a quick and accessible place to begin.
Laserfiche Agenda Manager 8 Guided Help - Quick Start This video, which serves as an introduction to Agenda Manager 8, explores the entire agenda creation process: from item submission through approval and finally agenda creation and distribution. It is intended for agenda item submitters, approvers, preparers, and observers.
Laserfiche Agenda Manager 8 Guided Help - Setup Process - Part 1 Before your organization can use Agenda Manager, an administrator should complete a brief setup process, which we will perform each step of during this video series. This video (Part 1) will explore the process of creating a meeting type and Part 2 will show how to create an agenda template.
Laserfiche Agenda Manager 8 Guided Help - Setup Process - Part 2 Before your organization can use Agenda Manager, an administrator should complete a brief setup process, which we will perform each step of during this video series. During Part 1, we explored the process of creating a meeting type. During this video (Part 2), we will explain how to create an agenda template.
Audit Trail
Laserfiche Audit Trail 8 Guided Help - Quick Start This video serves as an interactive introduction to Audit Trail 8. It summarizes the software's new architecture, performance improvements, web interface and more..
PhotoDocs
Laserfiche PhotoDocs 8 Guided Help - Introduction This video is an introduction to Laserfiche PhotoDocs, a new product included with Laserfiche Client 8.1. See a brief overview of the available options in PhotoDocs.
Laserfiche Quick Fields 8 Guided Help - New Features This streaming video explores the new features in Quick Fields 8. Topics covered include the new stages in a session, inline regular expressions, the ability to use Laserfiche search syntax with Laserfiche Capture Engine, and much more.
Laserfiche Quick Fields 8 Guided Help - Auto Annotation Process Quick Fields 8's Auto Annotation process automatically adds a redaction, highlight, strikethrough, or underline to a specified pattern of text in a document. In this video, we will explore how to use this process.
Laserfiche Quick Fields 8 Guided Help - Barcode Process The Barcode process in Quick Fields 8 extracts data from a scanned document's barcode and makes it available to your session. In this video, we will explore how to use this process.
Laserfiche Quick Fields 8 Guided Help - Creating a Session This video provides a detailed overview of creating a Quick Fields 8 session. Designed for new users, it covers everything from using a session creation wizard, to setting up your session's Identification and Page Processing stages, to testing your new session.
Laserfiche Quick Fields 8 Guided Help - Lookup Process The Lookup process in Quick Fields 8 retrieves information from a database and makes it available to your session. In this video, we will explore how to use this process.
Laserfiche Quick Fields 8 Guided Help - Optical Mark Recognition Process Quick Fields 8's process indicates whether or not a specific region of a scanned image has been marked. For example, OMR can check if a box on a form has been checked. In this video, we will explore how to use this process.
Laserfiche Quick Fields 8 Guided Help - Pattern Matching Process The Pattern Matching process in Quick Fields 8 extracts a pattern of text from various parts of a session and, if necessary, reformats it. The extracted text can be used to define the document's properties, such as its name or field values. In this video, we will explore how to use this process.
Laserfiche Quick Fields 8 Guided Help - Substitution Process Quick Fields 8's Substitution process performs a find-and-replace on a document's text or metadata, or inside a Quick Fields token. It can be used to correct OCR errors, change number formats, do simple word replacements, and more. In this video, we will explore how to use this process.
Laserfiche Quick Fields 8 Guided Help - Text Identification Process Quick Fields 8's Text Identification process searches a document's text for a specified pattern. If a match is found, the document is identified. In this video, we will explore how to use this process.
Records Management Edition
Laserfiche 8 Guided Help - An Introduction to RME - Part 1 of 4 This video is Part 1 in a four-part series on the records management (RM) tools included with Laserfiche Records Management Edition (RME). This video will provide a very brief overview of records management as a discipline, including important RM terms and concepts. Depending on your background, you may wish to skip ahead to another video in this series.
Laserfiche 8 Guided Help - An Introduction to RME - Part 2 of 4 This video is Part 2 in a four-part series on the records management (RM) tools included with Laserfiche Records Management Edition (RME). This video will provide an overview of translating a published retention schedule into terms Laserfiche RME can understand.
Laserfiche 8 Guided Help - An Introduction to RME - Part 3 of 4 This video is Part 3 in a four-part series on the records management (RM) tools included with Laserfiche Records Management Edition (RME). This video will provide an overview of applying a translated retention schedule to documents in your repository whose life-cycles you want to track.
Laserfiche 8 Guided Help - An Introduction to RME - Part 4 of 4 This video is Part 4 in a four-part series on the records management (RM) tools included with Laserfiche Records Management Edition (RME). This video will provide an overview of manually moving records through their life-cycle by performing records management actions.
Web Access
Laserfiche Web Access 8 Guided Help - New Features This streaming video explores the new features in Web Access 8. Topics covered include the redesigned user interface, Firefox compatibility, Quick Search bar, tabbed browsing of your repository, and much more.
Laserfiche Web Access 8 Guided Help - Configuring Kerberos This video describes how to configure Kerberos so you can use Windows Authentication to automatically log in to Web Access when Web Access and the Laserfiche Server are on different machines.
Laserfiche Web Access 8 Guided Help - Searching This video demonstrates how to use some of the different search types available in Web Access 8.1. It covers the Search Pane, quick search, advanced search syntax, and more.
Laserfiche Web Access 8 Guided Help - SharePoint Integration This streaming video shows off the recently released Laserfiche/Microsoft SharePoint integration. The video explores using SharePoint to browse, search, and send SharePoint documents to your Laserfiche repository.
WebLink
Laserfiche WebLink 8 Guided Help - Quick Start This video, which serves as an introduction to WebLink 8, explains how to set up, use, and customize the software. It is intended for new and prospective WebLink users.
Workflow
Laserfiche Workflow 8 Guided Help - Quick Start This video serves as an interactive introduction to Workflow 8. Learn the software's basic terminology, architecture, user interface, and much more. Also included is a quick start to building your first workflow. Whether you're brand new to the Laserfiche Workflow suite or a Workflow 7 pro, this is the video for you!
Laserfiche Workflow 8 Guided Help - Extending the Functionality of Workflow 8 This video provides a broad overview of the different ways you can extend Workflow 8's functionality. It is designed as a quick start for advanced users who are interested in writing custom Workflow 8 scripts and/or activities using C# or VB.NET.
Laserfiche Workflow 8 Guided Help - Routing Shortcuts vs. Entries If a document needs to be routed to multiple people and/or locations at the same time, it is best to configure Workflow 8 to create and route shortcuts to the document, not the actual document. This video provides step-by-step instructions to creating shortcuts, routing them, and having your workflow automatically delete them when they are no longer needed.
Laserfiche Workflow 8 Guided Help - Searching for Workflows This video explains how to search for information related to workflows that have already been performed or are currently being performed. It covers how to see what state a workflow is currently in, whether it ran into any errors, what Laserfiche entries the workflow has interacted with, and much more.
Laserfiche Workflow 8 Guided Help - Laserfiche Routing Activities In Workflow 8, the process of building a workflow is now easier than ever with the introduction of activities. In this video, we will explore an especially useful group of activities: Laserfiche Routing activities.
Laserfiche Workflow 8 Guided Help - Routing Decision Activity The Routing Decision activity routes a Laserfiche entry based on specified conditions. You can specify different routes for different situations, and you can define each situation using a different branch. In this video, we will explore when and how to use this activity.
