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Upcoming Trainings and Events

Further your knowledge, gain new skills, and find new tools to invest in.

Curious about the solutions we offer, need assistance on specific processes, need a refresher on software, or are interested in expanding your solution? Our webinars and trainings are the perfect opportunity to learn how to leverage your existing solution as well as gain knowledge of where to invest to make it work better for you. 

See our upcoming events and sign up, spots are extremely limited and on a first-come first-serve basis. 

PiF Technologies and Epicor ECM Education Series

Learn our core product inside and out with these in-depth trainings. This series is designed to be attended in succession, with each

Epicor ECM 201: Advanced Capture, Batch Importing, OCR, and more!

Thursday March 17 at 11 a.m.

This session continues to build off of the skills and tips shown in Epicor ECM 101. We will focus on all external capture sources such as Batch Importing from email, SMB hot folders, CSV/XML data files, installing and using the MS Office plugin, print import and advanced Smart OCR capture of unstructured documents.

Epicor ECM 301: Workflow Design and Advanced Workflows

Tuesday April 12 at 11 a.m.

Workflows can help make your system work even better for your team. Learn how to create new common workflows such as prompting users for data entry, full-page OCR, and formatting fields. Explore the advanced workflow module and ability to branch workflows based on conditional metadata for use cases such as changing permissions on the fly, approval routing based on a hierarchy.

Epicor ECM 401: Advanced Integration and Datalink

Tuesday June 14 at 11 a.m.

Learn how to use Datalink for external ODBC database lookups and list building of Epicor ECM objects. This is an advanced webinar where transact SQL will be used to build a lookup into a SQL Server database and create a dynamic drop-down list in Epicor ECM. The session will also explore some of the RPA tools and how they are used with Epicor ECM.

Epicor ECM 101: Capture, Index, and Retrieve

Thursday September 15 at 11 a.m.

This introductory session covers basic capture, indexing, and search. It’s ideal for new users as well as power users who use high-level functionality such as editing and outputting documents, basic search parameters, and the Capture tab in the Epicor browser for desktop scanning and file import. This session prepares users for the Epicor ECM 201: Capture webinar for more in-depth information on advanced capture methods.

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