Learning Paths

Use the learning paths below to familiarize yourself with Laserfiche, depending on your role and needs. You will not need to review each resource listed in its entirety. Rather, resources are provided as references to help you achieve each learning milestone. Many of the resources are hosted in Laserfiche Aspire which provides hundreds of free tutorial videos, eLearning courses, getting started guides, and more. Learn more about Laserfiche Aspire and how to create an account.

Repository Administrator

Setting up the Repository

Describe the best practices of creating a folder structure

Describe the best practices of creating a file naming convention

Resources for repository configuration

Security

Distinguish between the various security concepts in Laserfiche

Describe best practices for configuring security

Documentation resources for security

Metadata

Describe best practices for managing metadata

Describe best practices for field/template design

Documentation resources for metadata

Searching the repository

Describe search capabilities

Documentation resources for searching

Managing entries

Distinguish between the different types of documents/entries

Describe best practices for audit reporting

Distinguish between checked out and locked entries

Describe best practices for recycle bin management

Documentation resources for managing entries

Searching the repository

Create an import profile or saved search for the organization

Metadata

Create a field

Add fields to a template

Create a tag

Distinguish between security tags and informational tags

Tag a document or folder

Create a document relationship

Documentation resources for metadata

Managing entries

Set up auditing in the repository

Run an audit report

View all checked out, shared, and locked documents

Configure recycle bin settings

Documentation resources for managing entries

Security

Create a security group and assign users to it

Assign access rights to an entry

Assign privileges to a group

Assign access rights to a group

Distinguish between things saved for users or groups

Documentation resources for security

Basic User

Searching the repository

Perform searches via search bar

Add search filters to run an advanced search

Create a saved search

Documentation resources for searching

Opening and editing documents

Open an existing document in the document viewer or preview the document

Edit a Microsoft Office document

Edit metadata on an existing document or folder

Documentation resources for opening and editing documents

Navigating and organizing the repository

Navigate to the repository

Move or copy a document or folder

Star a document or open a document from the Starred Documents section

Open a document from the Recent Documents section

Documentation resources for navigating and organizing the repository

Working with forms and tasks

Submit a new form

Find submitted forms and view their history

Documentation resources for submitting forms

Using the Home screen

Navigate the Home screen

Explore the Documents tab, Tasks tab, and Submit Forms tab

Adding documents to the repository

Create a new document in the folder browser

Import a document

Import a document using an import profile

Documentation resources for importing documents

Metadata and Annotations

Add metadata to a new document

Annotate a document

Documentation resources for metadata and annotating

Customizing your view of the repository

Edit the column view

Filter documents in the folder browser

Save a column profile

Click the viewing options in the folder browser and change column display settings, search defaults, or toolbar options

Sharing documents

Share a document with someone else via email

Share a document via Direct Share

Documentation resources on sharing documents

Tasks

Perform an assigned task

Assign a task to themselves

Reassign a task to another team member

Find completed tasks

Find tasks assigned to a team

Account settings

Find Account Settings and change the default application

Citizen Developer – Business Process Designer

Forms and Processes

View the Forms designer

View the Business Process designer canvas

Create a basic form with fields

Create a basic process from scratch

Configure a user task

Add and configure a gateway

Modify the look and feel of the form

Publish the business process

Documentation resources for building a form and process

Solution Templates

Download a solution template

Documentation resources for the solution marketplace

The Process Automation Home Screen

View Business Processes

View Rules

View Custom Reports

View Integrations

View the Design tab in Business Processes

View the Monitor tab in Business Processes

View the Reports tab in Business Processes

Forms

Make the form dynamic with field rules

Business Processes

Configure a Save to Repository task

Configure an Email service task

Modify a solution template

Modify process details

Reporting and Monitoring

Create a custom report

Find suspended processes

Rules

Familiarize yourself with the Rules page

Create a decision table rule

Create a formula rule

Create a query rule

Add a rule to a business process or form

Lookup Tables

Create a lookup table

Field Validation

Add field validation

Citizen Developer – Workflow Designer

Designing workflows

View the workflow designer

Create a basic workflow that routes an entry

Add some type of flow control to the workflow

Publish a workflow

Other resources for designing workflows

Monitoring workflows

Search for a running workflow

Analyze the details of a workflow that ran

Starting events

Create a condition starting event for the workflow

Create a schedule starting event for the workflow

Documentation resources on starting events

Process Automation Home Screen

Explore Workflows

Explore Bots

Explore Starting Events

Explore Data Management

Explore Integrations

Explore Monitor tab in Workflows

Explore the Design tab in workflows

Tokens

Modify a token using the token dialog

Documentation resources on tokens

Workflow activities

Add multiple conditions to a workflow

Update field data using a workflow

Use workflow to populate a Word document

Add an email activity to workflow

Resources on workflow activities

Workflow activities

Add a rule to a workflow

Create a capture profile and add it to a workflow

Add an application connector to a workflow

Add a bot to a workflow

Launch a business process from a workflow

Launches a workflow from a business process

Team Manager

Reports

Explore the Performance report

Explore the Work in Progress report

Explore the Task Loads report

Explore the Forms reports

Explore the Workload report

Explore the Irregularity report

Explore the Operational Dashboard

Explore the Survey Dashboard

Custom reports

View a custom report

Download a custom report

Modify a custom report

Create a custom report

Teams

Explore Teams

Create a new team

Edit an existing team

Edit a team's tasks

Project security

Create a team project

Add users to the team project and specifies roles