Texas A&M Laserfiche third annual Shared Service Training Workshop
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1 Texas A&M Laserfiche third annual Shared Service Training Workshop June 16-19, 2015 TUESDAY, JUNE 16TH Administration Console/Audit Trail/LF Connector (9:00am 4:00pm, $300) Designed for IT Administrators, this course will help you get the most out of your Laserfiche system and operate more efficiently. It covers the topics tested in the Laserfiche Administrative I Certification course. In this course, you will learn how to: Understand the overall Laserfiche system architecture. Design and manage metadata according to best practices. Design and enforce an efficient security policy. Monitor and report on actions within Laserfiche. Easily integrate with third party systems. Continental Breakfast 9:00 AM 10:15 AM Administration Console 10:30 AM 12:00 PM Administration Console 1:00 PM 2:15 PM Audit Trail 2:30 PM 3:45 PM LF Connector
2 WEDNESDAY, JUNE 17TH Using Laserfiche (9:00am 4:00pm, $250) Designed for beginning and intermediate users, this course will help you get the most out of your Laserfiche system and operate more efficiently. It covers the topics tested in the Laserfiche Specialist and Capture I Certification courses. In this course, you will learn how to: File documents efficiently and intuitively. Work with digital documents and participate in business processes. Find relevant information quickly. Capturing content with Laserfiche Scanning 9:00 AM 10:15 AM Working with Documents and Folders 10:30 AM 12:00 PM Finding Information 1:00 PM 2:15 PM Collaboration and Conversion 2:30 PM 3:45 PM Scanning in Laserfiche
3 THURSDAY, JUNE 18TH Forms and Workflow Combo (9:00am 4:00pm, $300) Designed for intermediate to advanced users, this course will get you up and running with Laserfiche Forms and Laserfiche Workflow, from collecting information to putting it to use in your daily business processes. Workflow (9:00 AM Noon) How to automate everyday tasks like approval processes. How to build an actual workflow that routes documents and creates shortcuts. How to take full advantage of advanced workflow functionality through branching logic, renaming documents and other features. Forms (1:00 PM 4:00 PM) Understand exactly what you can do with Laserfiche Forms. Design forms to gather good information. Configure form approval and routing. Get the most out of Laserfiche Forms. 9:00 AM 10:15 AM Introduction to Laserfiche Workflow 10:30 AM 12:00 PM Best Practices with Laserfiche Workflow 1:00 PM 2:15 PM Designing Laserfiche Forms 2:30 PM 3:45 PM Working with Business Process Modeler
4 FRIDAY, JUNE 19TH Records Management (9:00am 2:30pm, $300) Designed for records managers, this course will cover the managing of records: beginning retention, final disposition, and dealing with exceptions. SPECIAL PRESENTERS Brooks Moore System Records Management Officer, Office of General Counsel Eric Gator University Records Manager, Texas A&M University Libraries Declaring records with record folders Managing a record s lifecycle in Laserfiche Keeping track of what work needs to be done Presenting content through the power of Transparent Records Management 9:00 AM 10:15 AM Records Management at Texas A&M with Brooks Moore, Eric Gator and Judith Lewis 1:00 PM 2:30 PM Transparent Records Management 2:30 PM 2:45 PM Wrap Up 10:30 AM 12:00 PM Managing Records in Laserfiche (continued on page 5)
5 (continued from page 4) FRIDAY, JUNE 19TH Quick Fields (9:00am 2:30pm, $300) Designed for intermediate to advanced users, this course will get you up and running with Laserfiche Quick Field to automate the capture, indexing, and filing of new documents. Building Quick Fields sessions: from beginning concepts to best practices. Automating the capture of information from scanned pages. Improving image quality for improved accuracy. Tips and tricks for getting the best results. 9:00 AM 10:15 AM Building your first Quick Fields Session 1:00 PM 2:30 PM Unleashing the Power of Pattern Matching 2:30 PM 2:45 PM Wrap Up 10:30 AM 12:00 PM Extracting Information from Document Text and Database Lookups
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