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Training - Laserfiche Webinars presented by United Micro Data, Inc.
Monthly Webinars are offered to help you stay up-to-date with Laserfiche. Please select a webinar below to register.
Training Webinars
Using Laserfiche |
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| Are you new to Laserfi che? Do you want to be more effi cient in your daily usage of the software? Using Laserfi che will cover all the basics of the latest version and some nifty tricks to make your daily experience with Laserfi che more effi cient and enjoyable. | |
| Thu, Oct 14, 2010 11:00 AM - 12:00 AM MDT | Register |
| Thu, Feb 10, 2011 11:00 AM - 12:00 AM MST | Register |
Manage Your Metadata |
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| Laserfi che off ers many types of metadata that you can use to organize and work with your documents. This session will provide an overview of the types of metadata available in your repository, give you examples of how you can adapt and use metadata in a variety of ways to fi t your needs, and teach you best practices for both administering and using metadata. | |
| Thu, Nov 11, 2010 11:00 AM - 12:00 AM MST | Register |
| Thu, Mar 10, 2011 11:00 AM - 12:00 AM MST | Register |
Capture This |
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| Laserfi che off ers a variety of capture tools that can be utilized in conjuction with each other to create customized capture solutions. Capture This! provides overviews of the Laserfi che capture tools, including the new Laserfi che PhotoDocs, and shows examples of interesting capture solutions that have been applied in a variety of environments and industries. | |
| Thu, Dec 9, 2010 11:00 AM - 12:00 AM MST | Register |
| Thu, Apr 14, 2011 11:00 AM - 12:00 AM MDT | Register |
Searching in Laserfiche |
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| Find just what you're looking for in either Web Access or the full Laserfi che Client. Learn how to search by name, date, time, annotations, templates, fi elds, OCRed text, and many other means. | |
| Thu, Sep 9, 2010 11:00 AM - 12:00 AM MDT | Register |
| Thu, Jan 13, 2011 11:00 AM - 12:00 AM MDT | Register |
| Thu, May 12, 2011 11:00 AM - 12:00 AM MST | Register |
Product Webinars
Introduction to Affinity |
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| Affinity brings the power of Laserfiche document management to the applications you use most. Document searches can be reduced to a single click of a button. New documents can be added to your Laserfiche repository without manually entering template field values, file names, or folder locations. Affinity truly makes Laserfiche feel like part of your business software. | |
| Tue, Oct 12, 2010 11:00 AM - 11:30 AM MDT | Register |
| Tue, Feb 8, 2011 11:00 AM - 11:30 AM MST | Register |
Introduction to Laserfiche Web Products |
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| Web Access is a full-fledged, online Laserfiche client
application that offers distinct advantages in terms of
portability, platform, and user interface. This course
will include a walk-through of the software, highlights
of the new features in version 8.1, and tips and tricks
for effective product use. WebLink / Public Portal is a Web browser-based thin client that provides read-only access to documents and functions as a secure portal for access to public information. This course will include a walk-through of the software and highlights of the new features in version 8. |
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| Tue, Nov 9, 2010 11:00 AM - 11:30 AM MST | Register |
| Tue, Mar 8, 2011 11:00 AM - 11:30 AM MDT | Register |
Introduction to Quick Fields |
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| Laserfiche Quick Fields is an automated data capture solution that simplifi esthe organization and management of documents and improves the effi ciency of data entry. This course will cover what Quick Fields is and what it can do for your organization. | |
| Tue, Dec 14, 2010 11:00 AM - 11:30 AM MST | Register |
| Tue, Apr 12, 2011 11:00 AM - 11:30 AM MDT | Register |
Introduction to Workflow |
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| Laserfiche Workflow enables organizations to automate standard, collaborative business processes, such as approvals or routing based on conditions. It transforms your static Laserfiche repository into a dynamic content management solution that ensures your business processes are performed consistently and efficiently. | |
| Tue, Sep 14, 2010 11:00 AM - 11:30 AM MDT | Register |
| Tue, Jan 11, 2011 11:00 AM - 11:30 AM MDT | Register |
| Tue, May 10, 2011 11:00 AM - 11:30 AM MDT | Register |
Training - Recorded Laserfiche Webinars
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
Client/Server
- Laserfiche 8 Guided Help - Client Quick Start
This video guides you through the process of getting started with the Laserfiche 8 Client.
- Laserfiche 8 Guided Help - Scanning Quick Start
This video guides you through the process of getting started with Laserfiche 8 Scanning.
- Laserfiche 8 Guided Help - Snapshot Quick Start
This video guides you through the process of getting started with Laserfiche 8 Snapshot.
- 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 - Tips and Tricks, Part 1
This video is Part One in a two-part series that demonstrates various tips and tricks to help you work more efficiently in the Laserfiche Client.
- Laserfiche 8 Guided Help - Tips and Tricks, Part 2
This video is Part Two in a two-part series that demonstrates various tips and tricks to help you work more efficiently in the Laserfiche Client.
- 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 8 Guided Help - Configuring SSL with Laserfiche
This video covers how to set up secure sockets layer (SSL) to work with your Laserfiche Avante and Rio systems.
Agenda Manager
- 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 PhotoDocs 8 Guided Help - Manual Correction
This video shows how to use PhotoDocs to manually correct a photo.
Quick Fields
- 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 - Auto-OMR Process
Quick Fields 8's Automatic Optical Mark Recognition process (Auto-OMR) reads complex OMR regions. For example, it can read a series of question bubbles on a form and determine which answer was marked for each. 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 - Fixed Annotation Process
Quick Fields 8's Fixed Annotation process adds a redaction, highlight, stamp, or sticky note to a fixed location on each scanned page. In this video, we will explore how to use this process.
- 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 (RME)
- 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 - User Interface
This video introduces users to the new Web Access user interface. It covers the different parts of the Folder Browser and Document Viewer.
- 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 - Importing, Exporting, and Printing
This video demonstrates how to import, export, and print documents in Web Access. It also covers how to configure default settings to make the process more efficient.
- 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 - Installation and Setup
This video guides you through the process of installing and setting up Workflow 8.
- 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 - Conditional Parallel Activity
The Conditional Parallel Activity performs one or more actions at the same time based on specified conditions. In this video, we will explore how to use and configure this activity.
- 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 - Starting Rules
This video introduces users to Workflow 8 starting rules. It covers how to create and assign them, as well as tips and tricks to use when working with them. After watching this video, consider reading Workflow 8: Best Practices for Creating Starting Rules. This Laserfiche white paper covers advanced topics related to starting rules.
- Laserfiche Workflow 8 Guided Help - Selecting Entries
You can select which Laserfiche entry a Workflow 8 activity will be performed on. In this video, we will explore how to utilize and configure this feature.
- Laserfiche Workflow 8 Guided Help - Publishing Workflows
A workflow definition must be published and assigned a starting rule before it becomes operational. This video explains the publishing process.
- 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.
- Laserfiche Workflow 8 Guided Help - Deadline Activity
The Deadline activity enables you to define and enforce an organizational deadline. In this video, we will explore how to use and configure this activity.
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