Tech Tip: Using Advanced Search to Locate Missing Documents

Many companies have specific required documents that must be saved in a certain repository, such as employment contracts for every employee or manifests for a shipment. Locating missing documents of a specific type can be a time-consuming challenge when users have to double-check folders and verify that the correct documents are on file.

Get a Sneak Preview of What’s New in Laserfiche 9

Laserfiche 9 will launch on January 7, 2013, at the Empower 2013 Conference. This exciting product release introduces new business process management tools across the Laserfiche product line, offering greater insight into and reporting on every step of a process.

Tech Tip: Annotation Pane Columns

In the desktop Laserfiche Client, the Annotation Pane in the Document Viewer enables users to view and manage annotations that have been applied to a document. Users can jump to a specific annotation, sort them in a particular order and delete them all from one list.

Tech Tip: Linking to Entries in Web Access

With the release of the latest version of Laserfiche Web Access 9.0.1, the users can now right-click a specific entry and select Copy Link to have the URL automatically saved on to the clipboard.

How to Design an Effective Laserfiche Document Template

A field stores information about a particular Laserfiche entry (document or folder). It is possible to apply fields to specific entries by using templates, which are collections of related fields. An entry can only have one template assigned to it, but each template can contain multiple fields.

Tech Tip: VERS Classification Levels

Laserfiche provides a comprehensive security solution that is robust and can be customized to fit every customer’s needs. VERS Classification Levels supplement the existing Laserfiche security structure with a simple way of ensuring that documents stay secure, even when moved between folders.

Tech Tip: Advanced Search Using ParentName and ChildName

Laserfiche provides many search options to allow users to quickly locate the documents they want. Advanced searches gives users even more power when trying to locate documents by providing additional advanced search types and allowing users to combine searches in a variety of ways. Two advanced searches that give more flexibility in locating documents are the ParentName and ChildName searches.

Tech Tip: Field Constraints in Laserfiche Forms

A variety of errors can happen when a user fills out a form: users can misspell words and enter dates, currency and other information in the wrong format. When these errors happen, they can make processing a form submission more difficult or even impossible. Using the field types available in the Laserfiche Form Designer and regular expressions helps prevent these … Read More

Tech Tip: Laserfiche Workflow’s Date Token Calculator Activity

Tokens are placeholders that Laserfiche Workflow replaces with current and relevant information each time a workflow runs. By harnessing the power of tokens, users can make robust and dynamic workflows that can handle even the most complex business processes.