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Maximize your investment with expert training on Laserfiche, workflow automation, and document management systems. Customized to your workflows.
From end-user basics to advanced workflow design, we have training for every skill level.
Foundation training for daily users on document storage, retrieval, and basic workflows.
System configuration, security settings, and user management for Laserfiche administrators.
Design and implement automated workflows using Laserfiche Workflow Designer.
Training on custom-built solutions and integrations specific to your organization.
Choose the delivery method that works best for your team and schedule.
Our trainers come to your facility for hands-on instruction using your actual system.
Live virtual sessions via video conference with screen sharing and Q&A.
Combination of on-site kickoff with follow-up remote sessions for reinforcement.
From needs assessment to follow-up support, our process ensures effective learning.
Week 1
We evaluate your team's skill levels and training objectives.
Week 1-2
Training materials tailored to your workflows and use cases.
Before Training
Training environment configured with sample data as needed.
Scheduled
Interactive sessions with hands-on exercises and real scenarios.
End of Session
Assessment to confirm understanding and identify gaps.
Post-Training
Quick reference guides and documentation for your team.
30 Days
Q&A support as your team applies new skills.
Ongoing
Schedule additional sessions as your team grows or needs evolve.
Every role has unique needs. We tailor training to maximize value for your entire team—from daily users to system administrators.
Daily System Users
Staff who will use the system daily for document management, retrieval, and basic data entry tasks.
Skills You'll Learn
Expected Outcomes
Recommended Program
Laserfiche Basics
Process Builders
Department leads and specialists who need to create forms, build workflows, and automate processes.
Skills You'll Learn
Expected Outcomes
Recommended Program
Workflow Builder
System Managers
Technical staff responsible for system configuration, security, user management, and integrations.
Skills You'll Learn
Expected Outcomes
Recommended Program
Laserfiche Administration
Oversight & Reporting
Leaders who need visibility into team performance, compliance status, and operational metrics.
Skills You'll Learn
Expected Outcomes
Recommended Program
Custom Session
Not sure which training is right for your team?
Request a Training ConsultationTell us about your training needs and we'll create a customized program.
A training specialist reviews your team's needs
We tailor materials to your specific workflows
Hands-on training with real scenarios
Post-training support as your team applies new skills
No spam, ever.
Your data stays private.
We'll customize a training program for your team's specific needs
Find answers to frequently asked questions about our software training programs.
Our training coordinator will help design the right program.
Contact Training TeamFree • No obligation • 24hr response
Training is priced per session based on duration and complexity. We provide a detailed quote after the needs assessment. Most organizations find training pays for itself quickly through improved efficiency.
Yes, we customize all training to your specific workflows and use cases. Before the session, we review your system configuration and create examples relevant to your daily operations.
We offer on-site, remote, and hybrid training options. Remote sessions are conducted via video conference with screen sharing, and can be recorded for future reference.
We recommend groups of 6-12 for interactive training. Larger groups can be accommodated but may be split into multiple sessions for best results. On-site training can accommodate more attendees.
Yes, all training packages include 30 days of follow-up support. Your team can email or call with questions as they apply their new skills. Extended support is available.
We provide training on Laserfiche, Kofax capture software, and custom solutions we have built. For other platforms, contact us to discuss your needs.
Our training coordinator will help design the right program.
Contact Training TeamFree • No obligation • 24hr response
Trained users are productive users. Let us help maximize your software investment.
Or call us directly
(610) 398-9080