Why join the group?
Your organization has already taken significant steps investing in your success with bringing Laserfiche online, BUT the possibilities are virtually endless. UBEO wants to ensure that your organization is maximizing the benefits of this amazing platform and there is no one better than you to understand how to improve your team's workflow.
In these sessions, you will:
- Learn the latest new features of Laserfiche
- Share best practices with other UBEO customers
- Understand new ways to deploy workflow solutions to benefit your team
- Ensure you are getting the most out of your organization's investment
View the Agenda!
The goal of this group is to provide vital training in multiple sessions with a very limited time commitment. Over the course of several months, this working group will cover keys elements of Laserfiche: everything from the basics functionality to security, automation and more! See the details of each session!
Laserfiche Fundamentals
Navigating the Interface. In this session, we will cover navigating the user interface including:
- Basic Operation
- Advanced Searching
- Windows & Web Client
- Sharing Documents and Data
Laserfiche Fundamentals Part 2
In this session, we continue educating on the basics of the platform. Topics include:
- Tasks and Participants
- LaserFiche Snapshot
- LaserFiche Connector
- M365 Integration
- User Q&A
Aspire Training Program
In this session, we will provide an overview of our amazing Aspire Training Program. In this hour, we will:
- Provide a tour of our training classes
- Discuss the benefits of becoming Gold certified
- Outline the request process for UBEO Training Credits (a $900 value)
Capture with Quickfields and Automation
Next we will unlock the power of Quickfields and Automation. In this session, we will:
- Review the Quickfield Modules
- Learn about building a scan profile
- Explore Advanced Scan Profiles
All about Workflow
On this day, we ill focus exclusively on leveraging the power of workflows to deliver maximum value and elevate your user experience. We will cover:
- Querying a Database
- Monitoring a Laserfiche folder
- Building Approval workflows
Business Processing
This session is dedicated exclusively to the power of Forms inside the Laserfiche platform. Forms have far reaching applications in every facet of your operations and provide many benefits to reducing friction in your operations.
Cloud Platform, licensing, and Migration path
This session is dedicated to the Cloud, to Migration Paths and to user licensing. We will:
- Review the benefits of Cloud
- Review licensing and how Avante and ROI compare
- Outline the process of migrating to the Cloud
APIs and Integrations
In this last session, we will review APIs and Integration and how best to connect Laserfiche with other tools in your tech stack. This is a service provided by UBEO to help your team extract even more value out of your investment in the Laserfiche platform.
Register for the Series Now