Laserfiche Basic User Training

Texas A&M AgriLife Administrative Services │ January 12, 2017

Laserfiche

Overview

• Laserfiche 9.2

• Searching

• Scanning & Importing

• Annotations

• Laserfiche Mobile

• Laserfiche Forms

• Business Processes

• Web Access & URL Linking

• Shortcuts

• Support

Laserfiche

Texas A&M AgriLifeDocument Management System

Laserfiche

Features in 9.2

• OCR in Web Access

• Web Access speeded up

• Full text search of metadata, annotation comments and text

• Text search enhancement – phrase and individual words

Laserfiche

Features in 9.2

• Windows 8.1 and MS Office 2013 support

• Web access sort on multiple columns

• Quick search option to limit search folder

• Office integration new file formats added

• Integration with Docusign®

• NOTE: Version 10.1 coming soon

Searching

Laserfiche

Search

• Hunt vs Search– File Name– Metadata field– Text– * Wildcards *– Quick Search

• Settings

Laserfiche

Search

• Field

Laserfiche

Search

• “Stacked Searches”

Laserfiche

Search

• Advanced Search

Scanning & Importing

Laserfiche

Scan Set-up

• Basic vs Standard• Twain vs Universal Capture• Scanner Selection

– WIA

• Scanner Options– Color, Page Size,

DPI, etc

Laserfiche

Scan Problems

• Scan may not display pages– If black background, remove OCR and scan

again• Scanner scans all pages but only 1 or 2

show up– Check to see you are not using WIA scanner

• Cannot scan into a folder– Check to be sure you have full rights to folder

Laserfiche

Importing Documents

• Laserfiche Snapshot

Laserfiche

Importing Documents cont.

• Drag & Drop• Convert PDFs to TIFFS

Laserfiche

Use of Templates and Fields

• Templates– Contain Fields with metadata– Some required

• Makes for ease of searching and processing

Annotations

Laserfiche

Annotations for documents

• Highlights• Strikethrough• Sticky notes• Stamps• Callout

Laserfiche Mobile

Laserfiche

Laserfiche Mobile

• iPhone/iPad Android App

Images from Laserfiche Empower 2013 Presentation

Laserfiche

Mobile Requirements

• Mobile devices must all be password protected (Passcode Lock).

• Mobile devices must be configured to auto-lock after a period of non-use.

• Tablet devices, if so equipped, should have a Cover Lock/Unlock.

• Laserfiche Mobile users should not export Laserfiche documents to any other app since other apps can retain the copy of the document, thus possibly compromising the content of that document. If Administrative Services so deems, this capability may be disabled at the server.

• VPN must be used in conjunction with Laserfiche Mobile.

Laserfiche

iPad

Laserfiche

iPad

Laserfiche Forms

Laserfiche

Forms

• E-forms to replace some Ag PDF Forms

• Click in the e-form link

• Log into https://edocs.tamu.edu/forms

• Select the form and perform the required actions – then Submit

• Administrative personnel will receive an e-mail, click on the link provided, and perform additional actions

Business Processes

Laserfiche

Business Processes

Tasks >

OR 

Web Access & URL Linking

Laserfiche

Laserfiche Web Access – edocs.tamu.edu

Laserfiche

Laserfiche Web Access – edocs.tamu.edu

Laserfiche

Web Access Settings

Laserfiche

URL Linking

• Entry URLs – web access

– Right click select Copy Link (9.2)

• E-mail link

– Click on link in e-mail– Login – Document is displayed (if user has access)

• Can Use to display as root folder for access

Shortcuts

Laserfiche

Shortcuts

• Shortcuts in Laserfiche – Keystroke combination for quick actions

• i.e. General Windows – Ctrl+C – Copy Ctrl+V paste

• Laserfiche – (See Handout)• F-5 Screen refresh

Support

Laserfiche

Support

• http://aglfdocs.tamu.edu• http://Laserfiche.tamu.edu• https://edocs.tamu.edu/

• Laserfiche HELP screens

Laserfiche Support

• Unit Administrators– 1st line of support

• First-Call Tech Support– http://first‐call.tamu.edu– 979.985.5737– 866.996.2056– First‐call@tamu.edu

• AgriLife Administrators –Alyce Hlavaty

979.862.6307alyce.hlavaty@ag.tamu.edu

Jamie Ausley– 979.458.8214– jlausley@ag.tamu.edu

• DMS Web Site– http://aglfdocs.tamu.edu

• Training Resources• Training Links• Software downloads• Hot Fixes/Updates

• TAMU Laserfiche Website– http://laserfiche.tamu.edu

• Training resources

Questions?