By Kyle Knebel
February 2024 Consultants Corner
You’ll love these home screen tips! This month, we’ll look at Laserfiche Cloud’s Home Screen Zones.
When you first log in to the Laserfiche cloud system, users will typically see their Home screen if they haven't already customized their default application under their account settings.
The screenshot below shows the main Home Page and all the Zones.
Navigate to other high-level content and process-focused views by clicking one of the Home Page tabs. These tabs provide widgets for more focused information management.
Task Statuses
On the main page, let’s look at some of the zones. View your pending and high-priority tasks at a glance. You can click on a task to open it. For example, clicking on the name of the blue highlighted task will open the form.
Starred and Recent Content
Documents or folders that you have marked with a star in your repository or documents that you viewed recently in your repository are listed here. You can click on a document or folder to open it.
Search the Repository
Run a basic or run saved search to find documents and folders in the repository. For example, when you enter a search term and press the green magnifying glass, a second tab will open in your browser and show you the search results within the repository.
Submit a Form
This zone is great for quickly finding and opening a Business Process form. Click on an available form to fill it out.
Help Center
The Help Center provides links to video tutorials, a link to the “Laserfiche Answers” chat forum, and the online help guide. Take advantage of these learning options to become more knowledgeable about using Cloud.
More Dashboards
This link opens two areas, allowing you to access the Operational Dashboard and Surveys review area.
Operational Dashboards allow you to check Business Processes and get a snapshot view of the status by User, Team, Instance, or Duration. Choose a Business Process and immediately see metrics related to the process.
Survey Dashboards allow you to view submissions, view results and view data gathered from those surveys.
This concludes this month’s review of the Laserfiche Cloud Home Screen zones. We hope you found it informative and useful!
CDI NEWSLETTER
Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more!