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New to Laserfiche Avante 9

asked on January 7, 2016

Good Day,

We are new users to Laserfiche Av. 9. Any suggestions on where to start my training and what I should read up on and where to find it? Your help and direction would be appreciated. Some items we are looking to start is storing all incoming correspondence (mail, faxes) in laserfiche; as for Records Management, we have files that need to be exported into laser fiche.  Your help and guidance would be greatly appreciated

Mel.

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Replies

replied on January 8, 2016

Hello, Mel. 

I have just spent the past two years doing what you are about to do (learning LF, creating the repository, creating the processes staff would use, training the test pilots, revising, revising and re-revising until ready to start bringing in a few small departments.  We have been bringing in all the incoming mail for one year now, and are actively scanning in all our permanent Land files.  You are welcome to email me with any questions.  cprendergast@flagstaff.ab.ca

I found this site useful:  https://www.laserfiche.com/ecmblog/?category=tech

And this:  https://www.laserfiche.com/search?q=getting+started

There are also a lot of Best Practices articles and the white papers are very helpful.  There are even a lot of YouTube videos that were helpful to watch.

I found the CPP courses very helpful in getting a good idea of what I could do with the software, but not as helpful when it came time to actually doing the same things in my repository.  There are just too many variables between everyone's repositories and set-ups that must be completed.  I'm using Workflow for many things and Quick Fields for some.  I've explored the LF Forms and want to do more, but have not pushed out any actual processes to staff yet using that tool.  There is so much that could be done, the opportunities are infinite!

My best source for help was my VAR, who is an awesome trainer and our County allowed a generous budget for one-on-one training with him to get me started.

It will be an interesting year for you.  I have enjoyed it immensely, I hope you will too!

Connie Prendergast,

Records Manager for Flagstaff County, AB Canada

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replied on January 7, 2016

Hello Melvina and welcome to the Laserfiche user base!

Some good resources:

  • This very site! If you have questions related to configurations, or how to achieve a certain goal using the tools Laserfiche provides, Laserfiche Answers is a great resource.
  • Your Reseller: They are able to answer set-up questions and provide first-level technical support. If a matter gets beyond their capabilities to troubleshoot, they can open a support case with Laserfiche for further investigation.
  • Laserfiche Support Site: Here you can find the latest news regarding releases and hotfixes, as well as a Knowledge Base full of white papers and articles, such as the current Help Files which cover how-tos and common caveats.
  • Certified Professional Program (CPP) courses: There are various online video-based courses demonstrating how to use and administer Laserfiche systems and individual products, as well as more specialized courses related to troubleshooting, best practices, and even one dedicated to Records Management.

Hope these help, and that you find transitioning to electronic content management with Laserfiche to be very smooth indeed!

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