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Laserfiche Basic User Training Texas A&M AgriLife Administrative Services │ January 12, 2017
Laserfiche Basic User Training
Texas A&M AgriLife Administrative Services │ January 12, 2017
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Overview
• Laserfiche 9.2
• Searching
• Scanning & Importing
• Annotations
• Laserfiche Mobile
• Laserfiche Forms
• Business Processes
• Web Access & URL Linking
• Shortcuts
• Support
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Texas A&M AgriLifeDocument Management System
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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
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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
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Search
• Hunt vs Search– File Name– Metadata field– Text– * Wildcards *– Quick Search
• Settings
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Search
• Field
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Search
• “Stacked Searches”
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Search
• Advanced Search
Scanning & Importing
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Scan Set-up
• Basic vs Standard• Twain vs Universal Capture• Scanner Selection
– WIA
• Scanner Options– Color, Page Size,
DPI, etc
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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
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Importing Documents
• Laserfiche Snapshot
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Importing Documents cont.
• Drag & Drop• Convert PDFs to TIFFS
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Use of Templates and Fields
• Templates– Contain Fields with metadata– Some required
• Makes for ease of searching and processing
Annotations
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Annotations for documents
• Highlights• Strikethrough• Sticky notes• Stamps• Callout
Laserfiche Mobile
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Laserfiche Mobile
• iPhone/iPad Android App
Images from Laserfiche Empower 2013 Presentation
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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.
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iPad
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iPad
Laserfiche Forms
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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
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Business Processes
Tasks >
OR
Web Access & URL Linking
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Laserfiche Web Access – edocs.tamu.edu
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Laserfiche Web Access – edocs.tamu.edu
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Web Access Settings
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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
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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
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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‐[email protected]
• AgriLife Administrators –Alyce Hlavaty
Jamie Ausley– 979.458.8214– [email protected]
• 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?
