posted on October 15, 2019
Do you need help getting started with records management in Laserfiche? Are you struggling with the creation of a retention schedule for your organization?
To help address these questions and more, Laserfiche just released the Getting Started with Records Management Guide. Topics covered in this eBook include:
- Advice for identifying a records and performing a records inventory.
- Step-by-step instructions on how to create a records retention schedule.
- An overview of the Laserfiche records management folder structure and capabilities.
- Instructions on how to perform various disposition actions on records.
We've also created two worksheets that help with the creation of a records inventory and a retention schedule. Those worksheets are included as part of the guide.