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CDI Blog

Snapshot printing mastery, options detailed!


By Kyle Knebel


January 2022 Consultant’s Corner:


Laserfiche Snapshot is a tool that creates images and text from electronic files. The tool saves you the step of printing out a document and then scanning it into the repository. For example, you can print images and text from a Web page, Word Document, Excel spreadsheet, text editor, etc. This is a great tool to archive a version of a document, web page, or report. Since this was a document captured when it was printed, it will remain a “point-in-time” copy of that document. Also, it will be viewable in Laserfiche without opening an external application!


Any file opened with a Windows application with printing capabilities can use Laserfiche Snapshot. In addition, Snapshot can save files to your repository for on-premise installs or to a Laserfiche Cloud repository.


Snapshot has many options, including color printing, print profiles, shared printing to a network computer, bates numbering, choice of file formats and quality, embedded annotations, watermarks, and page size/orientation options.


Let’s get into some details, shall we?



Basics:

Once installed on a computer, it is recommended that the user run the “Snapshot configuration (Current User)” application under the Laserfiche folder on the Windows start menu before first use. These settings will be remembered for the current Windows user logged into the machine from then on.


Note: If other Windows users access this same machine and they want to print using Snapshot, they will need to run this step, as well, but only once for each account.


Laserfiche Snapshot

Note: We will address a Shared Printer configuration a bit later.


Snapshot can be used to print to a repository either on your network, over the Internet

via SSL, or to Laserfiche Cloud. How great is that?!



Step 1: Setup your server, repository, and login credentials

A.) Upon first running the Configuration utility, you’ll be asked to enter the repository Server name.


  • For on-premises installations, the name of the server or network IP Address can be used. You can obtain this from your Laserfiche Administrator if not sure. Just type it in the box since it may not be in the drop-down list.

  • For a connection over the web/Internet via SSL, you’ll need the Fully Qualified Domain Name (FQDN) address, otherwise known as the URL to the server. It should match the URL for the Web Client (and the SSL certificate usually); make sure to check the SSL box.

  • For Cloud environments, you’ll need your Account ID (9 digit number).


B.) Then, enter your login credentials.


Laserfiche Snapshot


Step 2: Configure Snapshot General, Template, Tags, Document Handling, Text, and Advanced settings

Laserfiche Snapshot

A.) General settings include an option to prompt for document naming, folder path, template, tags, and document handling or to use the pre-set values you might enter here on these tabs.


  • Document Properties like the name can be left with the default of "%(PrintJobName)," which does exactly what you think it does. It uses the naming that the print job gives to the document. You can also add additional tokens to the name. An example is shown in the image below.


Laserfiche Snapshot

  • Set your default folder path in the repository where you want the document to be stored.

  • Set the Volume, as well; typically, this is “DEFAULT.”


B.) The Template tab


Laserfiche Snapshot

  • Set a preferred template if you want always to use a template when using Snapshot

  • Check the box to allow the Laserfiche default template. (Note: The default template will come from the user’s settings that they have set in the General node of the New Document Options dialog box found under Tools.)


C.) Apply Tags if desired


Laserfiche Snapshot

  • Check any tag that you would like to apply to new documents.


D.) The Document Handling tab


Laserfiche Snapshot

  • This tab allows you to configure how Laserfiche deals with a document found with the same name already in the specified folder path.


E.) The Text tab