Laserfiche Agenda Manager Training

• 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.

Laserfiche Audit Training - Training Video

• 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.

Laserfiche Photo Docs - Training Videos

• 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.

Laserfiche Quick Fields 8 - Training Videos

• 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 - 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.  

Laserfiche Records Management

• 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.

Laserfiche Web Access - Training Videos

• 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.

Laserfiche Weblink - Training Video

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.

Laserfiche Workflow - Training Videos

• 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 Practice 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.