User Training Agenda
MCCi | Transform the way you work. 1
Rev. 1/25/2024
USER TRAINING
Agenda
Part One
Classification
Logical Folder Structure
Meaningful File Naming Convention
Metadata
Metadata
System vs. User Defined
Fields
Templates
Other Metadata
The Laserfiche Client (Application & Web Client)
Logging in
System architecture and navigation
Settings and Options
Importing
General Importing
Snapshot
Office integration
Scanning
Types of scanning
Configuration
Processing
Part Two
Sharing
General sharing & downloading
Emailing
Printing
Working with Content
Entry modification
Document viewer
MCCi | Transform the way you work. 2
Rev. 1/25/2024
Types of documents
Annotations and document edits
Metadata
Searching
Quick searching
Advanced searching
Search profiles
Recycle Bin
Why it’s important
How to restore
How to purge