Laserfiche 8 User Quick Start Run Smarter Laserfiche
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Laserfiche 8 User Quick Start
Run Smarter Laserfiche
Welcome to Laserfiche
Laserfiche is a Windows application allowing you to store, organize, and accessyour organization' s information. You have complete control over what type of
information is stored, how long it is kept, and who can view the information. Laserfiche also allows you to create, modify, and delete content.
Laserfiche
Available Repositories
M LaserficheRe• osito
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162 Dacanent 2 Yes
163 Document 2 Yes
161 Document 1 Yes
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Laserfiche Concepts
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Repository: A repository is a place where your files are stored. It contains your documents, organized within folders, and additional information about those documents
and folders.
Folder:
Folders aid the organization of your documents. They can contain imageddocuments, electronic documents, shortcuts, and other folders.
Imaged Document:
When you create a document by scanning or importing pages into therepository, you create an imaged document.
Electronic Document:
An electronic document is a document that contains an electronic file, such as
a Word document or PDF. Electronic documents can contain searchable text
and metadata, and they open in their native applications through Laserfiche.
Document:
Laserfiche uses the term " document" to refer to an imaged document or an
electronic document.
Fields:
Fields contain additional information about the document that you can use for
reference or search and retrieval.
Template:
A collection of fields that can help categorize documents or folders.
Metadata:
Metadata is a general term used to refer to information associated with a
document. Metadata consists of field data, tags, version information, and
linked documents.
Volume:
Volumes reflect the way the Laserfiche Server organizes and manages files. When you create or import a document, you will specify the volume it will bestored in.
Briefcase:
A briefcase is a single file that contains exported Laserfiche documents and
folders. Documents will retain metadata, images, text, electronic files, and
annotations.
Indicates new features in Laserfiche 8.
Getting Started
To view information stored in Laserfiche, you will need to open a Laserfiche
repository. If a repository has already been created, it will be displayed on thisLaserfiche Start Page. If you do not see a repository, contact your administratorfor help creating or connecting to a repository.
If a repository has been previouslycreated, you will see it here.
Laserhiche°
Available Repositories
MvLaserficheRe ositor
OtherRepository
Cottons =.
OPEN + ATTACH 0 REFRESH
Double -click or select
and click Open to open
a repository.
For more information. see Getting Started in the Laserfiche Client help files.
Folder Browser
The Folder Browser is the main workspace where you can work with and find
your organization' s information. The primary visual aspects in the FolderBrowser are the toolbar and the panes.
Toolbar
Navigation Toolbar Quick Search Contents Pane
T 6 Electronic Documen-s - Laserflche
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1> :T rt. u_ galLocation: MylaserficheRepository \General Documentst6 Elech • ;- Go • Search:
Folder Pane —
Recycle Bin
Folders
Laserfiche RepositoriesMyLaserficheRepositoryGeneral Documents
I Laserfiche Product Brochures
2 Laserfiche Product News
3 Laserfiche Press Clippings
4 interesting Articles5 Wiliam Shakespeare
8 entries
Recycle Bin
OtherRepos6oryRecycle Bin
x Name Type Pages Index^d
Agenda Manager OutIOOk ... 1 Yes
g DocumentManagementOvervi... Electron... 46 Yes
Keyboard in CAD Electrons... Yes
nlaserfiche and Gl5 Application Yes
thjLaserliche Technical Track Microsof... 21 Yes
JJPerformanceReview Microsof... 2 Yes
JVAR Conference Description Microsof... 11 Yes
JJVAR training feedback form Microsof... 1 Yes
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s View multiple
repositories.
Search Pane
Search
Save IELoad
Search across
all fields.
Search
annotation
text.
Basic Search
Search terms
Search within
r Document Text
I Entry Flames
All Fields
Annotation Text
t Search Within Folder
Search
Double -click a document
icon to open the file.
Name
A letter from the Smithsonian
J Agenda Manager
Declaration of Independence
DocumentManagementOvervi..
Emancipation Proclamation
Keyboard in CAD
Laserfiche and GI5
Laserfiche Technical Track
J NASA Shuttle LaunchJPerformanceReviewj The Gettysburg Address
I VAR Conference Description
JVAR training feedback form
Type
Document
Outlook Item
Document
Adobe Acrobat 7. 0 Document
Document
Electronic Document
Application
Microsoft Office PowerPoint 97 -2003 Presentation
Document
Microsoft Office Word 97 - 2003 Document
Document
Microsoft Office Word 97 - 2003 Document
Microsoft Office Excel 97 -2003 Worksheet
Pages Template Name
2 General
1 e -Mail
4 General ( 2)
46 Brochures
1 e- Mail
General ( 2)
General ( 2)
21 General ( 2)
1 Library Documents
2 General ( 2)
1 Press Artides
11 General ( 2)
1 General ( 2)
6 Electronic Documents - Laserfiche
File Edit View Tasks 1 Loots Records Windowu View Fields...
Migrate Entries...
Location: MyLaserFic Generate Searchable Text...
Folders J Snapshot.,.
Laserfiche Reposit Rotate...
MyLaserficheR Delete Electronic Files
j General Dc
1 Lase2 Lasej 3Lase
Set Default
E -mail Document...
J 4 lnte A. Check Out Document(s)... S Willk -
h_irl In D.: ircen'
J 6 ElectRecycle 6r
OtherReposito
Recycle Big View Laos..,
3, View Document Links...
View Document Versions...
8 entries ( 1 selected)
To e -mail a document, select it, click Tasks,
and select E - mail Document. Configure
e -mail properties and compose your e- mail
from the default e- mail application.
For more information on navigating and customizing the Folder Browser, see Learning AboutLaserfiche in the Laserfiche Client help files.
Searching
After storing your documents in Laserfiche, you can retrieve them by usingone of a variety of search types, or you can use the Quick Search in the FolderBrowser to perform searches quickly without opening the Search Pane.
Search the full
text of documents. —
Search by namefor a document,
folder, or shortcut.
T Search Results - Laserfiche
Quick Search —
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L8000* MyOeppsiay\Seach Reacts - Co Go 5emch: seodrable
Ream Cant
P Search TextSe0 m EMry NamesPokier, x
Laserfihe iiepostarcsMYRCWAtolTGeneral Conventso 1 Laserfiche Product Brodures
2 Laserfiche Product News
3 Laserfihe Pre. Clippings
4 IMases1 ng Artldes
5 WienShakespeare
E J CmaednsMirroesPoetryTrapNes
J The Tempest 1Search Plaids
Two Gentkmariaf Verona 1Search Annotation
Contact hits8100.
Search for
specific fields and
their values.
Search the text
inside sticky notes, callout text, and
text boxes.
Search Text
Search Entry Names
Search Fields
Search Annotations
Choose from a varietyof search types byclicking CustomizeSearch.
tv teot is searchable
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Bectranc Documents
Tag, Relabaa*h7
Usertwin rimeHas pagesAdvancedClose
Fond: 4B entrbs, 2373 80( o)
Name Ca* ^
J Sonnets 190
Two Gentlemen W Verona 162
J Romeo andhfet 144
Loves labours Lo£ 119
J As You Like It 118
A Mid9Srvers fight Dream 113
Much Ado About NatM9 86
Twelfth right 80
Othello 79
Yemus and Adonis 73
Context hits X
o et pg. 2 a tomb Of his self-love, to stop ^
O 82 pg. 4 so destroys t. No lave toward 1
O 83 79. 4 y that thou bea' zt love to any,
O M pg. 5 lodged then gentle 1066' Be, M
O e5 pg. 5 a another self, for love of me, 1
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Frequently Used Search Types
Basic Search
Search terms:
Search within:
IT' Document Text
E ntry Names
Pi All Fields
r Annotation Text
Modification Date
Find documents or folders modified between
these dates:
from 411/ 2008
to 14/ 1512008
Modification Date
Q
r Creation Date
User
Find documents and folders associated
with the following user:
IV Created By
Checked Out By
r Owned By
Advanced Search
Enter the phrase to search for:
LF: LOOKIN= "MyRepository \ "}
6LF: Modified>— "4/ 1/ 2008 ", t4odified <= "4/ 15/ 2006 "} &
t{ LF: Creator= "admin " })
r Include advanced search criteria in
query
Basic Search can perform
the same searches as the
Quick Search.
Search by modificationor creation date.
Search for entries created, checked
out, or owned by a specific user.
View or edit Advanced
Search syntax.
For more information about searching, see Searching for Documents in the Laserfiche Client help files, or search support. laserfiche. com.
Document Viewer
The Document Viewer allows you to view your document' s images, text,
thumbnails, and field data. With sufficient privileges and security rights, you
can make changes to a document, apply annotations, set field data, modify thetext associated with each page, manage the pages in the document, and print.
Image Pane
The document
image.
Text Pane
Add or modifysearchable text. —
T Declaration of Independence • Laserflehe
1 111-. 1) 1( 1 001111 ", 1 I \ 11I I' I \ I DI\( I.
011 Kr.
Metadata Pane
Add additional
information to organize —
your documents.
led o x
THE DECLARATION OF INDEPENDENCE
Here is the complete text of the Declaration of Indepencbeen retained.
Adopted by Congress on July4. 1776)
MetadataFrtWf laps Laic ¥ e, 01 sTemplate: 106neralCekgery
Date11! Author
DJ
n. n6nals A x
2
100,04601404) Petepe: 2560 a 3300, 300 a 3000PI Page I of 4
To zoom to a specific region of a document,
hold CTRL while drawing a rectangle aroundthe area to zoom, then release the mouse.
THE DECLARATION OF INDEPENDENCE
Thumbnail Pane
View pages at a
smaller scale for
easier navigation.
Document Viewer Toolbar
The Document Viewer toolbar allows you to perform basic operations, suchas adding image and text annotations, zooming in and out of the image, anddetermining what type of information is displayed.
Save
Panning ToolScroll and dragyour image.
Image
Add Stamp
Zoom Tool
Add Highlights Previous /Next Page
Add Sticky Note
Text -J r-- Metadata
Add Redactions
I10` I
Thumbnail
A
view /hide each pane)
Edit Text
Edit the OCRed
text of your image.
Generate Text
Create searchable text.
T PYZoom In / Out
Rotate Image
Rotate the image
90° ( Clockwise).
For more information about the Document Viewer and Toolbar, see Visual Elements ( User Interface' in the Laserfiche Client help files.
Importing
Any file can be imported into a Laserfiche repository. For example, youcan import previously scanned images, PDFs, Word documents, and otherelectronic files. When importing files, you can set basic document propertiessuch as the name of the document, the folder where it will be stored, and fielddata. You can also send documents from Microsoft Office, Microsoft Outlook, and Windows Explorer directly to a Laserfiche repository.
Assign field and
tag information.
Click Fite, Import
to import a file.
Eie I Eck Mew Tasks Iook accord
New
J Properties... Ak •Enter.
Name your
document.
Import to Laserfiche
Name: •
General Fields Ta. s
IPut... 4 IExpott
Pmt Eolder Contents...
Recent Documents
New growler Wndow Ctrl+ SFif' t +e
Attach Repository...
Detach Repository
Loa Out
Loa out of N RepoAtades... close window
Exzt
Choose where to
store your document.
varied Search
Decide if you want
text generated from
the document.
Folder:
MyLaserfkheRepostoryt
Volume:
DEFAULT
10
Generate searchable text
Cancel
Browse...
help
Microsoft Office Integration
Office 2003
Due umentl • 1. 5icrasalt Ward
IIa. Ifat Quell Feemet Idols Tatle
4dre
SafeSave aa... Save as Web Page... Fee 5earti...
Permission -..- Yetotat... We4Page Prevece
Page teeSF... Prat Pewfew
Cerl• S
CPIeP
5. 4T°
Office 2007 Outlook
1 Lew
jOat.
Publish •
Oocumenl - M ftrOSOR Word
Send a copy or the... lent. oNO people
2 ' J Send a camOl the document in an e. mmlmenage. an attachment.
Nernet Fati<rnel ... nice to fax thedocumentn
lverRrneArdure the <wont document ro tatemme.
w) taueFUnedmre AdamNess re I. more help.
wore Opt, pns X Ean'. v. d
prrqules
1 nt.•.IC• eneServer Overview end Con...
a CA—IC-lent-Server Overview end Con...
aTA... talent -server ° y... and Con...
c: 1... 1Uert-snyer Over new and con...
Fiat
Web Folders
tad, i Respent
ti MN Ragtime On Revete).••
0 mete RenOOd( as Aaedmen5...
bung Redgert...
f [ xthang. Folder...
Reoptent using . esn Modem...
r.? Per pientumglnternet FaxSerwce...
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tesertnht 1
Inbor - Microsoft Outlook
ERe i Edn yew go Iranuesy a
Open
Close All Items
bl Save _ s... Se dto tasenitneDicier
Qeta Pile Management...
Import and Export...
scone... Page 5etgpPrint Newen, Pont... Ctrl - P
Cached Exchange Mode •
was Offline
Eder
Send Microsoft Office and
Microsoft Outlook files directlyto a Laserfiche repository.
http:: itrentonA f/ Ceneralao20Docurnents /594o20William°:o205hakespeare IIICI El
Elle Eder View Ftrorites Tools delp I r0 Back • J - 4 I j_ ` Search rte_ Folders I ® • Address IJ http:// trentonjlf/ General% 20Documents /5 %20Wiliam %205hakespeare _ I ® GoFolders x JComedies
JHistories
Ji
2 ;J General Documents Ji J 1 Laserfiche Product Brochures
26 J 2 Laserfiche Product News
EC J 3 Laserfiche Press Clippings
ti J 9 Interesting Articles3 J 5 Wi5am Shakespeare J
26. J Comedies
C J Histories
E J Poetry
F' J Tragedies
3 ' 6 Electronic Documents v i1
J Poetry
J Tragedies
Access electronicdocuments in your
repository fromWindows Explorer
using Web Foldersmay require
administrator
configuration1.
Exporting
You can export images, text, briefcases, electronic documents, folder contentslists, and search results lists.
File
ki
Ddk Yew Tasks Took Records Window Help
Qpen
New
Rename...
Delete
Properties...
Import...
Ctrl +O
AIt +Enter
Export
Print...
Print Folder Contents...
Scan...
Recent Documents
New Browser Window Ctd +Shift+ B
Attach Repository.,.
Detach Repository
Log Out
Log Out of All 2epositories...
Close Window
Exit
Ctrl +P
When exporting images, you can choose to save
them in different file
formats, including PDF.
x NameGeneral Docun
ID17. SAMPI F7
SAMPLE1
Images... yText...
Briefcase...
Lot Contents...
Click Fite, Export and
select what you want
to export.
Export Images
Save in . j My Documenls
My MusicjMy PicturesISQL Server Management Rudevisual Stud. 2005My HewsDo ,.,,, amts
VDesktop
JMy Documents
19My Computer
ItejMy Network
File name.
Save as type: PDF ( colodgiayscaiel
Password protect images
exported as PDFs.
Page r engeQ PiQ Pages
Password.
Open exported Nets) Mmediately
Enter page numbers endlor page
ranges separated by commas. Example: 1, 3, 5- 12.
Save
L c ] Ioptiorn..
For more information about importing and exporting documents, see Creating Documents and ExportingFrom Laserfiche in the Laserfiche Client help files, or search support. laserfiche.com.
Annotations
A wide variety of annotations can be applied to your documents, some to eitheran image or text, and others only to an image. Text can be added to a documentin the Text Pane.
Highlight
Redaction
Strikethrough
Underline
Rectangle
Freehand
I> Text Box Attachment
Comedy of Errors • Laserfiche
Ha Ea Dew Tasks e1 otations Iook } Endmr tte
M4
7HE COMEDY OF ERRORS
Ose 000
Callout Text — I*w• ar
THE COMEDY OF ERRORS
RAMA TIS PERSONAE
SOLINUS Duke of Ephesus. (DUKE SOL
ANTIPHOLUS IOF EPHESUS I
I twin brothers. and sons to AEoeon and PANTIPHOLUS I
OF SYRACUSE
DROMIO OF EPHESUS
twin brothers, and attendants on the M
DROMIO OF SYRACUSE
BALTHAZAR a merchant
ANGELO a goldsmith.
First Merchant
friend to Antipholus of Syracuse.
oA
MYReposkory (62106) Image: 2560x3300, 3006 300011 Pa0elo 67
i> Line
To edit text, right -click in the
Text Pane and select Edit Text.
You can also click the Edit Text
button on the toolbar.
c Edit Textbutton
l - Image
Text
THE COMEDY OF ERRORS
SOLINUS Duke of Ephesus. (DUKE
AEGEON a merchant of Syracuse.
I am adding text.
Metadata
Metadata is information associated with a document and consists of fields, tags,
links, and versions. Metadata helps you organize and find documents and folders.
Select a tag to add toyour document.
Select a template.
Add or remove fields
without associatingthem with a template.
Link to or delete a link
to another document in
the repository.
Create, import, delete,
and view versions of a
document.
Fields Tags Links: 1 Versions: 2
TagqDescrotbn Comments
tit My Tag
Fields Tags Licks Versions
Template: I GeneralCategory
DaleI; IAuggn
LanguageEngiah
J
Add/ Remore Fields_
0—K- 1 r Can—cen I Help 1
Tags Lfl . l Stetsons: 2
Verson DateRmne Cream Pa
Other Document 2 3( 28/ 2008 11: 53: 09 AM ADMW tDocument
Zi
1 3/ 28/ 2008 11: 53: 09 AM ADMIN j
I o 1 Cancel I Help I
For more information about annotations and adding information to documents, see Viewing andWorking with Documents and Assigning Information to a Document in the Laserfiche Client helpfiles, or search support. laserfiche.com.
14
Moving Pages
Pages can be rearranged within a document or selected to create a newdocument.
r Alls Well That Ends Well • Laserfiche
F1e Edit Yew T4sks Anotatims
Open Page
Cut
Copy
New Document
Rotate Image(s)
Send Page( s) in E- mail...
Delete
3 4
To create a new document
from an existing page, right -click the thumbnail
and select New Document.
Rearrange pages
by dragging thethumbnail to the
new location.
Scanning: Basic Mode
One way to bring documents into a repository is by using Laserfiche Scanning. You can scan images, perform image processing, and create standard documentsfrom processed images. Basic mode provides a fast and simple interface
requiring minimal configuration.
Jr,* mil. 1
Click the Scan button
on the Folder Browser
toolbar.
Choose the desired
scanning mode.
MyLaserficheRepository - Laserfiche Scanning
Foe Edt View ttaip
vy J Done
Laserfiche Scanning Mode
Choose a layout for scanning images:
Beso mode
This mode provides a quick and easy way to scan aLaserfiche document. This option 8 recommended for
beginning to iitermerate users with task scanning needs.
oStandard mode
This made provides maximum flaxbity when scanningLaserfiche documents. R afows users full control over howimages are processed ito Laserfiche documents.
Don't ask me again
I o 1
L;;31 R95can New Dannxnt le; Oco Smeripsnewmn
Search Diectory: CAProgram FieskLaserfiche\ Ctent 8 Fie Type: °. tif
Cancel Help
16' r- C)
Transportation in the
Philippines
LO
Per
Thr
al
For Help, press F1
Dncunent Properties
Document name:
TranSpartaticn in the Phfippines
I Fields I Taps ti" gs
Category
Transportation
Date
04( 03/ 2008
Subject
Ptdppines
Jeff Gain
Mae Options:
Sloe
6 New DocumentRescan Page t of 4 Image: 2560 x 3300, 300 0 300 DPI
Scanned image —
16
The properties associated
with the scanned document.
9X
E:.-- 371ning: Standard Mode
mode offers all the features of Basic Mode, plus the ability toadvanced image enhancements, scan multiple documents, customize
e _-_ 3' ization and storage of documents, and configure default document
es to be applied to future documents.
Image enhancements and
processes assigned to the
scanned document.
The properties associated
with the scanned document.
YyLaserficheReyository - Laserfiche Scanning aBEd: View
Scat Scanning
Pelee Help
Count: r
Search Diatxy: C: lDocuments and SettegsllaserishelDesldop Fie Type: ', t
Scarrnp Emlorer
Configuration
Dda,1 gopedies
Image Processing
Revision
4X 0 12%
1
Scanned DocumentsMweserfeheRepositoryJl
FiryCoconut
C4
1 nnY••nnnu• : mule
of 1
Document Properties 9
Document name:
PH9pnes
reeds I TapsTemplate
category
More Options:
Move to New Folder
K zSSwsThumbnails
M;
For Help, press Fl
Scanned ' Thumbnail — Image enhancements —
images Pane and processes
nhencements
Bader PaddingBorder Removal
5.4 Colo, Smoothing
t1 CropDeskewiI Despeckle
Dy sanuc THeshoidng
r. Invert4 Line RemovalLJ Resize
0, RotateSmoothPiooes :es
S OmniPage OCRIi Page Removal
For more information on scanning, see Laserfiche Scanning in the Laserfiche Client help files.
18
Printer
Name:
Status: Idle
Type: Snapshot BO Driver 1000
Where: Snapshot8oPort
Comment:
Laserfiche Snapshot 8
Page range
0 el
Currant page
Q Pages:
Number of copies: 1
Type page numbers and/or page
ranges separated by commas countingfrom the start of the document or thesection. For example, type 1, 3, 5-
a pis], pls2, pls3 -p8s3
Print v+hat: Document
Print: All pages in range
Qptions...
Collate
Snapshot
Laserfiche Snapshot can generate images and text from an electronic file. This eliminates the need to print electronic files and scan them into Laserfiche.
Snapshot can process any electronic file that can be opened with a Windowsapplication with printing capabilities.
When printing from aWindows application,
select Laserfiche
Snapshot.
Properties
Fund Printer...
Print to f'Ie
Manual duplex
Laserfiche Snapshot
Configure basic properties
that will be used to create
an imaged document.
Document Properties I Tags 1 Document Handling 1 Advanced' Please specify the properties fa the recently printed documentThe folder path cannot be blank
Document name: ILasediche Snapshot
Folder:
Volume:
JJ1 < Use parent folders default volune>
Template- ICJCategory
Date
IiiAuthor
Add/Remore Fields...
OK Cancel I Help
For more information on Laserfiche Snapshot, see Laserfiche Snapshot in the Laserfiche Client help files.
DISCLAIMERCompulink Management Center, Inc. makes no representations or warrantieswith respect to the contents or use of this manual, and specifically disclaimsany express or implied warranties, merchantability or fitness for any particularpurpose. Furthermore, Compulink Management Center, Inc. reserves the right
to revise this publication and to make changes to its content, at any time, without
obligation to notify any person or entity of such revisions or changes.
TRADEMARKSCompulink Management Center, Inc. has attempted to supply trademarkinformation about company names, products, and services mentioned in thisbook. Trademarks indicated below were derived from various sources.
Laserfiche is a registered trademark of Compulink Management Center, Inc.
Microsoft, Windows, and Office are registered trademarks of Microsoft
Corporation.
Other product and company names mentioned herein may be the trademarks oftheir respective owners.
COPYRIGHT NOTICE
Copyright 1999 -2008 Compulink Management Center, Inc. All rights reserved.
No part of this publication may be reproduced, photocopied, stored on a retrievalsystem, or transmitted without the express prior written consent of the publisher.
Laserfiche
A division of Compulink Management Center, Inc.
3545 Long Beach Blvd. Long Beach, CA 90807 USA
Laserfiche User Ouick Start
Version 8. 0
April 2008Printed in the U. S. A.
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