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Workshops & Webinars
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Thursday, October 13th | 1 PM - 2 PM CDT
Join CDI to watch your Records Management configuration come alive! Watch a step-by-step records series setup and turned into an automated records retention solution with reporting and notifications.
During this webinar, we will show:
How to set up a record series in Laserfiche.
How to import a record series from existing retention schedules.
Setting up reporting and notification processes using Workflow.
Automating record filing and retention using Workflow.