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Help! Melissa Henley Director of Marketing Communications.
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Transcript of Help! Melissa Henley Director of Marketing Communications.
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Help!Melissa Henley
Director of Marketing Communications
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What You’ll Learn Today
• What resources are available from Laserfiche
• What CPP certifications are right for you
• What you’ll get out of Empower 2015
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But First …What’s New?
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answers.laserfiche.com
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How Do I Get Started?
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Know What You Are Looking For
‣ What are you trying to do?‣ Where are you?‣ When do you need help?
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The Laserfiche Support Site
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Sign Up for the Support Site
‣ Laserfiche 8.3 and higher will automatically populate your serial number on the Support Site Registration page the first time you click “Laserfiche Support Site” from the Help drop-down menu
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Get Logged In!
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Support Site Resources
‣ Technical papers: Detailed information‣ Knowledge Base (KB) articles: Product
specifications, error handling‣ Videos: Demonstrations and tutorials‣ Laserfiche Answers: Ask questions, get
answers‣ Trainings: Advance your knowledge
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Product Help Files
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They’re Really Helpful!
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Find Them Here …
• F1• Buttons/icons/menus• Context buttons• KB 1012253
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https://support.laserfiche.com/KB/1012253
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The Laserfiche Solution Exchange
laserfiche.com/solutionexchange
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Learn From the Community
• Share solutions, tips and tricks
• What have others done?
• 160+ real results that you can learn from
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Quicker Better Safer
‣ Written to help both newer and long-time Laserfiche customers across industries get the most out of the software
‣ Covers how to use Laserfiche for common processes such as accounts payable, case management, contract management and much more
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Quicker Better Safer: Higher Education
‣ Ten institutions share how to streamline:• Contract management• Student loan processing• Financial aid processing• Records management• Admissions• And more!
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Quicker Better Safer: Accounts Payable
‣ Screenshots and diagrams alongside detailed, step-by-step instructions provide an in-depth look into how ten organizations streamlined the accounts payable process with Laserfiche
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Quicker Better Safer: HR
‣ Screenshots and diagrams alongside detailed, step-by-step instructions provide an in-depth look into how ten organizations streamlined human resources processes with Laserfiche
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Quicker Better Safer: Laserfiche Forms
‣ Learn how to set up and configure Laserfiche Forms for ten daily business processes, including: • Purchase orders • Travel requests • Employee hiring and onboarding • Employee evaluations • New customer onboarding
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Quicker Better Safer: Laserfiche Mobile
‣ Learn how to: • Implement Laserfiche Mobile
within your organization• View agendas on iPads • Participate in business
processes on the go• Configure Laserfiche Mobile
security • And more!
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What Would You Like to See Next?
‣ Records Management?‣ Best Practices?‣ Getting Started?
Email [email protected]
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The Certified Professional Program
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Why Get Certified?
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If I Can Do It …
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How Does it Work?
• Series of self-paced online training videos
• Comprehensive training manual
• Two opportunities to take the online exam
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What Certifications are There?
‣ Getting Started• ECM 101• Laserfiche Specialist
‣ Content & Process Management• Repository Architect• BPM• BPM II: Laserfiche Forms• Capture I• Capture II: Quick Fields
• Capture Workflow
‣ System Administration• Laserfiche Administrator I• Laserfiche Administrator II• Advanced Security • Records Management
Edition I• Troubleshooting• Laserfiche Integrator I
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What Certifications are Right for Me?
‣ Scanner/Operator:• Capture I & II• Laserfiche Specialist• Capture Workflow• BPM*
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What Certifications are Right for Me?
‣ Super User:• ECM 101• Laserfiche Specialist• Capture Workflow
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What Certifications are Right for Me?
‣ Records Manager:• Records Management I• Laserfiche Specialist
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Laserfiche Admins: Go for the Gold!
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Stay Tuned …
‣ All-new Laserfiche Integrator
‣ More classes updated for Laserfiche 9
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What’s new?
‣ Anaheim Convention Center Campus• Anaheim Marriott and Anaheim
Sheraton
‣ Tuesday classes‣ New class topics
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Networking Opportunities
‣ Welcome Reception‣ Texas User Group‣ “Birds of a Feather”
Lunches‣ Special Event‣ Run Smarter reception
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See You in Anaheim!
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Takeaways
• Know what help is available• Know how to look for things• Know who to ask• Learn more about products and features