Search Results

Have you noticed irrelevant results when searching in Laserfiche? While we are discussing the subject of searching this month, the Cities Digital Support Team shows you how to adjust settings to boost search functionality for the Laserfiche Client and WebLink. By default, installations of Laserfiche WebLink and Windows Clients, include the Fuzzy Search Option enabled. Fuzzy search applies to full-text searches and is used to find all the words or phrases that are similar to the word or phrase you typed. This feature allows the Laserfiche Search Engine to find words even if they have been misspelled or OCR’ed incorrectly. The degree of accuracy in fuzzy search is determined by either the number of characters or the percentage of the word. While this feature may prove beneficial for some users or circumstances, it can have drawbacks too. For example, the search needs significantly more time, especially when searching in large repositories and increasing the percentage of the fuzzy search can lead to many irrelevant results. Knowing that this option setting has the potential to cause an even higher rate of inaccuracy and slowness in results returned, due to the fact that the user is traversing the repository from a Web-Based Session, which means, a combination of Bandwidth, to/from the Laserfiche Server, coupled with the Fuzzy Search option calling a percentage of a word, potentially leads to a lengthy time for results return or even a potential for a Web timeout session to occur, which will return no results. Given WebLink is a highly used tool, the Fuzzy Search option, becomes a great point of concern for Laserfiche Administrators as disgruntled employees and customers, who find the process inefficient, due to the setting, might decide not to use the Weblink search option altogether. By disabling this setting, you will be able to search for the keyword(s), in a full string, and the search results will query only what is asked, in the Search String and nothing more. How to remedy this Fuzzy Search Setting? Two Ways: Laserfiche Windows Client: Open the Laserfiche Client and connect to your Repository Click on Tools-> Options Click on Search the Options Dialog Box Locate Fuzzy Search at the top of the Setting Box Uncheck the Use Fuzzy Search Option Click OK Try Searching again and you should an improvement in the accuracy of the named documents returned and speed by which you received your results WebLink Log onto the Server that houses your WebLink Module Open the Laserfiche WebLink Designer Click on the Search Options Page At the top of the Page, select your Virtual Directory, you wish to change the settings on (There could be multiple to click through and set) Uncheck the Use Fuzzy Search. Repeat this step for any other Virtual Directories you might have. Once you close the Designer, it will save your settings for all Directories you chose to update Test out the change in your WebLink Products. Hopefully, this helps you and your customer have a more accurate return for your searches and also improves the search performance speed.

Welcome to the new Cities Digital Consultant's Corner! This section of the Cities Digital monthly update, in a question and answer type format, addresses frequently asked questions, interesting solution-oriented topics, use cases, and solution applications that are beneficial to our users. As part of the Cities Digital’s Team of Consultants, Rob McCluskey, Systems Architect, has worked with many customers through various stages of solution implementation. Currently, a hot topic with many customers is the idea of form automation in a mobile environment. Several questions come to mind when considering mobile forms processes. What is the most commonly automated business processes by Cities Digital customers using mobile forms processes? Rob explained, “There really is isn’t a specific ‘most common’ processes, but generally speaking, every organization needs some sort of internal review process. These internal reviews can be for processing applications or submissions from outside the organization, or to process internal HR requests. He outlines a couple of examples of a simple and more complex process. Example of a simple automation process Form submission Submission reviewed Submission stored in the repository Submitter emailed about review decision Example of a complex automation process Form submission Submission reviewed Submission stored in the repository Submitter emailed about review decision Routing for multiple different departmental reviews Use Workflow to perform more advanced data management and storage actions Rob shares, "another interesting way to leverage Forms is to quickly and cleanly implement static, data-driven web pages for manipulating and looking up information in various databases. This technique can be used to give end users secure, consistent access to relevant data sources.” What is the primary consideration for making forms mobile? Rob describes it as, “responsiveness, or how the form will look when loaded in a desktop browser vs a mobile browser. To this end, Laserfiche Forms provides a setting to optimize for layout on mobile devices.” He also states a caveat, “users need to bear in mind that these optimizations work best on forms that employ a vertical design—that is, the form does not use custom CSS to position and align fields horizontally (which may be optimal or arguably more attractive for desktop browsers) but instead has fields laid out sequentially, from top to bottom. Although many clients enjoy customizing their forms using CSS and JavaScript, I’ve seen numerous examples of customized forms that end up negatively impacting mobile user experience.” What benefits do customers experience when utilizing process automation for their mobile device? "The two primary benefits of utilizing process automation on a mobile device," Rob says, "are increasing access for external users and providing a seamless platform for internal users in the field to submit forms and paperwork digitally." How do these benefits positively impact a business? He says the benefits positively impact businesses “by improving customer service and experience and saving employees time. If a customer has an easier time accessing and submitting a form or an employee can save time entering notes into the system after returning from the field, the organization will see an immediate positive impact on its bottom line.” With the release of 10.3, are there any new features that will improve the customers experience using mobile forms? "The new features on Forms 10.3 are of benefit to process designers and system administrators, not end users at this time," he says. How do the Cities Digital Consultants work with customers to start, implement, and maintain mobile forms processes? The Cities Digital Consultant Team is a great resource for customers. Rob states that, “if a client requires a smooth, effective mobile experience for a Forms process, the Consulting team will work with them to discuss best practices for configuring mobile forms similar to those previously mentioned and will include extra testing in the project plan to ensure that the mobile user interface is clean and working as designed.” What best practices are key to implementing and maintaining process automation? “Stakeholder buy-in and current process evaluation are always at the top of the list,” according to Rob. Next, he explains, “any user or group of users that will be assigned tasks as part of the automated process, needs to be included in the planning phase. This helps minimize the need for large changes between the time requirements are gathered and when the process goes live. I’ve had to almost completely overhaul processes where input from key stakeholders was not considered until well after beginning process configuration.” Lastly, “it’s very important to evaluate the current business process before attempting to automate it with Forms and/or Workflow. Since it is often the case that actions that made sense in the context of a manual, paper-driven process will not work well or even be able to be reasonably accommodated by an automated process. The planning phase of implementing process automation is the best time to explore the inefficiencies and snags associated with the current process in order to avoid introducing them in the automated process. As a colleague once said, ‘Automating a bad process is optimizing for failure’.” Is it difficult to make modifications to an automated process once it is in place? “The difficulty of modifying a process scales with its complexity,” he says. “That is, the fewer process steps and fewer forms, the easier it is to modify the process. Modifying processes in production is always fraught. Thankfully, processes can be copied in Forms, so the question boils down to how much time the client wants to spend on modifying a process.” What are notification options for a mobile workforce? There are several options for notifications according to Rob, “Out-of-the-box, Forms can send emails to process participants. However, in conjunction with Workflow (and assuming relevant web services are configured), notifications can be sent via SMS and other means. Some of these notification methods—like SMS—might be configurable with the ‘HTTP Form Post’ and/or the ‘HTTP Web Request’ Workflow activities. Others—like sending a tweet—might require custom scripting or Workflow activities. This all depends on the client’s requirements.” If you are considering automating a forms process for a mobile environment, hopefully, some questions have been answered. The Cities Digital Consulting Team is always ready to help you streamline your business processes, improve efficiency and innovate new solutions. Contact us for help with your next project.

Have you wasted time looking for a document in Laserfiche that you know exists, but can’t seem to find? Many users are familiar with general searching, using keywords and other more basic searches. The search capabilities offered in Laserfiche are extensive. Learning the capabilities of Laserfiche search is key to traditional searching, system maintenance, document processing, and more. The Laserfiche Windows and Web Client offers two types of repository searching, including a quick search and an advanced search. Let’s discuss these searches in a little more depth. Quick Search The quick search offers a built-in search bar, allowing easy searching form anywhere in the repository. Users can configure search criteria to search for information within a selected folder, document text, entry names and annotation text; with the ability to create customized searches for information that is searched on frequently. Laserfiche Finding documents in a hurry can be simple and efficient using the quick search feature. Note: the option for document text searching is available if documents are made fully text searchable. Tips for Quick Searches: Narrow down a search to a specific folder when possible to improve efficiency Use Keywords Only check the criteria used for searching Save successful searches Advanced Search The advanced search allows many more options making searching a versatile tool for users. Setting filters with broad criteria at first, then narrowing the criteria for searches will achieve the optimal search result. The flexibility of the advanced search is beneficial, allowing users to combine multiple search types in one search. Another consideration with advanced searching verifying if the criteria being searched is indexed or not. The Laserfiche repository can automatically index all new documents when they are created, ensuring that all documents containing text are searchable, and applies to all new documents, whether they are scanned or imported. It is enabled by default, but can be disabled to allow users to choose whether to index documents on a document-by-document basis. There are documents that may exist in the system that are not indexed by Laserfiche meaning they do not have any searchable text or the document has not been OCR'ed. To determine if documents are indexed simply look at the indexed column in the repository, to add the index column see the image below. Tips for Advanced Searches: Start broad and gradually narrow search criteria Combine search types Know the difference between indexed and non-indexed searches Adjust the options to optimize the search Consider using wildcards Wildcards Ever considered using wildcards to improve search results? Wildcards work best when there is unknown information such as a spelling of a word or name. The table below shows a few of the wildcard character options that can be used for searches. Cities Digital's Favorite Searches The team at Cities Digital have shared some of their favorite searches, hopefully, they can benefit your organization as well. These searches cover a variety of user levels from basic searches to advanced. Basic The front of the office personnel are essential in entering information in Laserfiche efficiently. "This search I use most often. It allows you to see all the files contained within folders/sub-folders. Sometimes when we are doing metadata entry on specific files it makes it easier to search this than open all sub-folders." Krystal Mortensen, Office Assistant Advanced Cities Digital Consultants are working with users on a daily basis creating testing environments, sample folder structures and more. "This is one of my favorite searches although it is using Search Syntax not the search user interface. {LF:Name="*", Type="F"}-{LF:ChildName="*", Type=DFS} This will return all empty folders in the repository so that they can be deleted. I use this search once a month. "- Ron Race, System Architect Similar to Ron's search Jessica's search also uses the Advanced Search Syntax. change it up by setting your organization specific folder path. "This is my Dev Docs Custom Quick Search. {LF:Name="*%(SearchTerm)*", Type="D"} & ({LF:LOOKIN="\Documentation"}) It lets us use the quick search box for only Dev Documentation by any part of the document name. It is so much faster than looking through every folder to find the document I want!"- Jessica Welsch, Director of Consulting The Cities Digital Support team works with users from all sorts of industries. Helping users increase their efficiency is a key way in which the support team benefits the customer. "One of the searches I found helpful, while working with a government customer was in the advanced searching options Search By Version (Can be very important when looking for classified or financial documents, that could pertain to a Public Disclosure Request) makes it easy to find the person, they are looking for. Along with the Version, using the Selected Folders Radio Button and selecting Folders to search specifically within. Using the And Option add more Within calls, greatly reduces the call made to the Repository and reduces time spent searching. You can select as few or as many folder variables as you want." - Jeff Curtis, Senior Support Engineer System Maintenance The Support Team also identifies ways for customers to improve processes, performance and system maintenance solutions. Searching has proven to be a beneficial tool for that as well. "I think one of the searches that is very helpful from a maintenance perspective is actually in the workflow designer. You can perform a lot of different searches from within that application to check on the status of your workflows and to see if there may be problems. In some cases (especially early on) workflows can get stuck in process. When that happens, it can be utilizing server resources constantly checking for updates that never happen. Within the designer, you can go to “view” and then “search to bring up the search menu: At this point, there are a lot of searches that you can perform for various things, but for this particular case, performing a search for active, completed or terminated workflows can give you a broad picture of what workflow is doing. If there are workflows that are active from several months or years ago, they are actively consuming resources as they try and complete which could cause the server to become less responsive. - Mike Richardson, Director of Support Other Laserfiche components offer searching features like Workflow users can search processes in Forms, Quick Fields and the Connector. Also new the Laserfiche 10.3 app is an Android, iOS, and Windows app that lets you capture, upload, and securely access and work with documents and forms in and outside your Laserfiche repository while on the go. The app’s search pane has been updated to be more intuitive and uniform across multiple platforms. Users can now search on specific field values, in addition to setting up and saving search criteria. iOS users can use the new Spotlight search to search for offline documents and forms by document name, task name, form name, and process name. The team at Cities Digital is happy to help with any questions you may have for optimizing your Laserfiche searches. Contact us at support@citiesdigital.com.

The Cities Digital Support team has recently worked with a customer who had an interesting experience with pictures taken from a mobile device being rotated when saved into Laserfiche. When a picture is taken in portrait mode (the orientation of the device is vertical), using an Android or iOS device, EXIF data is collected about that image. The EXIF data is information about the orientation of an image. The picture can then viewed in a windows viewer, where the images look correct. The Windows Viewer application takes into consideration the orientation of the picture (the EXIF data) and automatically corrects the viewer for display purposes. A picture taken in portrait mode on a mobile device and imported into Laserfiche on the other hand is rotated. Laserfiche does not take the (EXIF data) orientation of an image into consideration. A picture taken in landscape mode (the orientation of the device is horizontal), using a mobile device and imported into Laserfiche will behave as expected with no rotation. Currently Laserfiche does not have a way to stop portrait oriented pictures from automatically rotating upon import. The Cities Digital Support Team has a few solutions, if you are encountering this issue. 1. Manually rotate the picture after it has been imported into Laserfiche. 2. Utilize Quick Fields to process the pictures and rotate them through a session. 3. Take pictures from your mobile device that you are going to import into Laserfiche in Landscape mode.

Almost all organizations have an on-boarding process, whether for new employees, clients, customers or partners. The on-boarding process can be time-consuming with a multitude of documents to complete, for example, filling out new hire packets takes a person 30 minutes to an hour on average. Using Laserfiche Forms can cut that time down to as little as 5 mins to fill out the same information, making Forms one way many organizations are simplifying the on-boarding process. The following list will detail 5 ways using Laserfiche Forms can work for you, making your on-boarding process easier. 1. Reduce Paper Use – Keeping in line with the Laserfiche Digital Transformation Model, eliminating paper and digitizing content are the first steps to transformation. Converting a paper forms process into digital forms or starting from a digital form is a great way to start. Organizations experience benefits in cost savings from a reduction in paper use, and increased efficiency in form completion and accuracy in addition to the positive environmental impacts. ​ 2. Skip Scanning Documents – If forms are created digitally, the need for scanning in packets of on-boarding documentation becomes obsolete. The organization will also see cost savings here because employees can focus energy on other areas and not spend hours scanning page after page of information. This will also improve security, accountability, and compliance for many organizations as pages will not be missed scanning, less chance of a document being lost or misplaced. There are so many options allowing users to create many versatile digital forms. 3. Increased Security and Accountability – During the on-boarding process, employees and customers are often filling out sensitive and confidential information. The security of a physical document may be questionable, as they may only be stored in a locked file cabinet that could easily be compromised. When using Laserfiche Forms the documents are centralized in the Laserfiche Repository and made accessible to users based on access rights, increasing document security helps to maintain document confidentiality. Additionally, features such as redacting and security tags are often used and applied using automated options after the form has been completed. It also helps to track information such as who accessed a document, when it was verified, completed, or submitted keeping accountability in check. Also, since documents are all immediately stored in Laserfiche, loosing documents is not an issue. 4. Automate and even Integrate Processes - Use Laserfiche Forms and Laserfiche Workflow to automate routing forms, sending email notifications, getting approvals or requesting completion. Eliminate the need to physically deliver forms through an office. This process can begin upon completion of a form, there is no need to wait for a document to be delivered. In addition to routing documents via email and notifications, users can also automate processes for data entry. Information from a form can easily be copied from one form to another, or information can be retrieved from a database. It will save the person that is filling out the form time from having to populate the same information multiple times. Information from form creation can be pushed to a CRM using an integration. Cities Digital has several CRM integrations that work directly with Laserfiche. 5. Increase Data Analysis and Reporting – Management can easily create reports and run analysis on forms that were completed. For example, they may want to see how many new clients were brought on-board in a quarter, for a specific region they could simply run a report and the information could be generated for them. There are many ways this tool could be helpful and benefit an organization. It is also simpler than sorting through pages of paper and gather the data manually. Simplifying the on-boarding process can be beneficial for many organizations, save yourself time and resources. The benefits of using Laserfiche Forms can really impact each organization using any paper forms process in a positive way. If you are not using Laserfiche Forms and would like more information, to see a demo of the on-boarding process using Laserfiche Forms, or hear more about our CRM integrations. please contact the Cities Digital Sales Team.

Thank you to all who attended Empower 2018 both in-person and through live-stream. The event was a great success, with over 3,000 attendee's from around the globe this conference did not disappoint. The conference brought together VAR's and users from all professional backgrounds to network and gain new insights into product features, new trends in digital automation, customer success stories and the release of Laserfiche 10.3. The staff at Cities Digital has taken the time to highlight some of their favorite take-away's from Empower 2018. This is great, "Version 10 of WebLink contains all of the tools in one web interface so that you don’t have to work with 2 separate tools (the WebLink admin console and the designer)." - Mike Richarson, Director of Support Stay tuned for this new feature. "I am super excited about the new decision tables due to be released this year. Will make workflow and forms so much more user friendly." - Ron Race, System Architect "I gained a new appreciation for the Laserfiche Eco-system. Initially, I looked at Laserfiche as a program that helps customers reach their end goal. Now I see it as a total overhaul of their business to cut costs, raise efficiency, and be more responsive in today’s ever changing world of technology. We offer more than just Laserfiche, we help clients plan how best to utilize it, integrate with their existing software, train and support them every step of the way." - Zach Hanson, Account Manager "The DocuSign integration with Laserfiche, if you buy Cities Digital’s has workflow activities and you can even buy DocuSign directly from Cities Digital making the whole process really easy. I learned that you can send DocuSign documents directly from Laserfiche or with the Workflow engine. It’s amazing!" Patrick Welsch, President "The take-away I found truly fascinating was the capabilities of the Laserfiche Connector. I was truly intrigued by its functionality and usage in the integrator's space. Simple and straight-forward, but very powerful."- Jeff Curtis, Senior Software Support Engineer "Forms 10.3 includes amazing report building tools, taking the analytics possibilities way further than ever before! Managers will have better information at their fingertips to allow forms to further allow organizations to Run Smarter™!" Jessica Welsch, Director of Consulting "I really liked that they offered more specialized course tracks this year. Specifically, the Leadership track. All of them related to being a good leader, but continually referenced back to Laserfiche and utilizing the tools available to you!" Laura Froyum, Director of Sales and Operations "I love the fact that you can promote forms processes you’ve modified and tested, overwriting your existing process that’s in production." Sheila, McEwen, Presales Project Manager If you have questions about any of these topics or would like to learn more make sure and reach out to us. Also, if you attended Empower 2018 and have some insights to share or questions you would like answered and featured in an upcoming newsletter, please email them to marketing@citiesdigital.com. We would love to hear from you.

The Laserfiche Support site has been updated to a more user-friendly and inviting format. It is now easier than ever for users to navigate, locate information and find solutions. This new and improved layout creates a welcoming and user focused environment that facilitates product support and learning. The support site homepage consists of two components product support and learning resources. Laserfiche has recognized the need to centralize information for users to one location facilitating solution discovery. The support site consists of two main components product support and learning resources. The sections below outlines the types of information that is available through the Laserfiche Support Site. The Laserfiche Support component covers a wide variety of information, from answers to knowledge base articles to product downloads. There is a great deal of information available for users to search out. Product Downloads - Here users can find download files for each product. The products can be filtered by type and version. Laserfiche Answers - This is a forum where users can discuss troubleshooting Laserfiche issues, search out new solutions, network with other users to improve Laserfiche use, getting how to's and best practice ideas, so users get the most out of Laserfiche. Knowledge Base - Users can access white papers, web help and solution exchange to improve or better understand Laserfiche capabilities Product Roadmap - The product roadmap show the users what products are in the works in addition to anticipated release dates for these new products. Release Summary - Includes details of each product release. Supported Configurations - Details the requirements for products being released to you. The Laserfiche Learn component covers information such as video tutorials on products, webinars, solution guides and user help. Video Tutorials - The Laserfiche video tutorials are a great tool, especially if a user is looking for a quick refresher on how to do something or to view new available features. CPP Courses -Take various courses through Laserfiche to expand user knowledge. Solution Exchange - The solution exchange page allows users to read Laserfiche Customer stories and see examples of how each organization is using Laserfiche. Allowing users to learn from others experience solutions that work and efficiency. Regional Training - Laserfiche hosts user groups throughout the year for users to attend. The Laserfiche Support site is a great tool to equip users with the knowledge they need to maximize Laserfiche use and efficiency.

Laserfiche 10.3 has been released, this new update boasts many new features and solution enhancements that will improve the user experience and efficiency. Many organizations may be considering the update to Laserfiche 10.3. The Cities Digital support team has some recommendations on preparing for optimal success with the next update. It is important to remember that each organization's update is unique. There are some key pieces of information that will be gathered prior to any update. The following points will detail some of the information that the support team will be addressing. ​​Is the server OS 64 bit? This is a update requirement for Laserfiche 10.3, The server requires that the OS is 64 bit. Have any customization's been implemented for the current Laserfiche system? If the organizations current Laserfiche system is utilizing Laserfiche Forms or Workflow and has customization's to the system CSS/Javascript? Cities Digital support staff recommends that those processes are documented prior to the update. Are there integrations or scripting in place that Cities Digital may not know about? Occasionally, an organization has the SDK and may have a written a custom integration or scripts in house. Will any servers be migrated? If so, how much data is there? Migrating data can take a very long time and therefore is the prime consideration for the timeline of events. Will SQL be moved? If so, do we have the service account set up the same way security wise as it was on the older SQL server? This can be a major hold up if the person working with SQL is not available during the update event. These are just some of the initial questions that the Cities Digital Support team will go through. The support team will request completion of an upgrade request form (see sample) to initiate a software migration or version upgrade. Once the update request has been received by the support team expect a call to go through all of the necessary information, For planning purposes this call usually takes approximately 30 minutes. The update installation is a FREE service that is included with the customer's Software Assurance Plan from Cities Digital. Contact the Cities Digital Support team to get started with the update to 10.3.

Are you using Laserfiche in your office and wondering if you are using it to the fullest potential? It is said that time is money, most people would agree that both time and money are valuable and should be managed efficiently and effectively. This blog post will address 8 ways to optimize use in Laserfiche, allowing users to save time and maximize resources. 1. A couple clicks will allow users to Drag and Drop Between Browser Windows – dragging and dropping entries between windows is easy. Simply open two browser windows and drag a document or folder to the desired location. All it takes is a couple of clicks and done, entry relocated. 2. Is there a search you use all the time? Would sharing searches with other users be helpful? Now Administrators can set up Saved Searches and share these searches with other users in the organization. The administrator can now create a column profiles, import profiles, saved searches and quick searches and share them with a specific group or the everyone group directly from the web client. The settings do not override a user’s individual settings, but rather add more options for users to be able to quickly retrieve information from the repository. 3. Did you know you can auto-populate information in templates Utilizing Tokens? Tokens are place holders for values that will be determined later. Tokens are useful for setting default values such as document paths, document names and field information. Using tokens ensures documents are automatically named, and filed properly in addition to improving consistency within in the repository are also added benefits. 4. Print a Document to Laserfiche Using Snapshot – Print electronic documents as Tiff Images into Laserfiche. Many organizations have requirements that require users to save documents in Laserfiche as Tiff images. The tiff image is an image format that will not change over time allow the document to always be accessible. Unlike Adobe PDF, Word or Excel documents for example these electronic documents can change over time. Instead of printing and scanning documents users can simply Snapshot a document into the Laserfiche repository. The user will select the Snapshot Printer and print the electronic document directly into Laserfiche. If the document is in it’s final version and will not need to be edited the is the perfect solution. 5. Do you have processes you can automate? Create a Workflow - Evaluate your business processes, do emails need to get automatically sent when a document is received? Does template information need to be updated from a document? Can a supervisor be notified when a document is ready from review? There are many questions like this that may call for a review of current business processes and if they can be improved using workflow. Cities Digital has a full team of consultants ready to help you get your system working the way you want. Email the team at Consulting@citiesdigital.com 6. Searching through content lists can be a long process. Have you ever been searching through a folder or a large list of search results trying to find a document that you know is there? Well, now there is a way, Folder Browser Filtering - using filters to narrow the search when looking for a document within the folder browser pane or search results. The filters include options such as templates, creation date ranges, and the ability to specify what the document name contains. This feature will allow users to find entries more quickly and efficiently. 7. Simultaneous Co-Authoring Word Documents – Users are now able to edit Word documents from directly within Laserfiche without opening Word in its native application. They can also co-author documents with multiple people and the changes will be integrated and saved altogether, making editing a more seamless process. 8. The most recent versions of Laserfiche contain enhancements to the Document Viewer and the Preview Pane. The next/previous page and next/previous document buttons have been added to the toolbar in the document viewer for easier navigation between documents and pages. Users can also customize the toolbar with any buttons that they would like to add, it is no longer limited to annotations. The tabs in the display window can also be rearranged in an order that makes sense for each user. For example, a user that processes documents may want to see the processes tab first. Lastly, within document searches can now be performed from the Preview tab of the folder browsers detail pane. If users are searching through a lengthy document this feature can prove valuable.

When it comes to document security it is imperative to know who has access to documents. A new report generating feature in the Laserfiche Web Client 10.2 helps to address those effective user access right questions. This tech tip will outline the new reports that are available, best uses cases and prerequisites for using this feature. There are four reports that can be generated by users and administrators. Metadata Report Entry Effective Access Rights Report User Effective Access Rights Report User Security Properties Report Reporting is a useful tool for tracking information about documents and contents in the Laserfiche Repository. The Metadata Report generates a report from selected entries and their child entries. For example, a user wants to know how many correspondence documents were scanned in the month of December, by a particular user. The criteria that is selected for the report would include the document type and creation date. All documents scanned in the month of December by would show up in the generated Metadata Report. The Entry Effective Access Rights Report is an import tool for users to determine what access rights specific users or groups have for a selected entry. A use case for this report may be that a new W-4 tax document was just scanned into Laserfiche for a new employee. The Effective Access Rights Report shows the effective access rights for specific users or groups viewing the selected W-4 document. Note not all users have access to this specific report due to the user permissions. However, this report can assist administrators in verifying that entries have the proper access rights assigned. A User Effective Access Rights Report allows a user to view a report of specific access rights for a user for all documents and folders in the repository. An example of this could be that documents such as invoices and receipts are selected. When generate a user effective access rights report is chosen it will generate a report specifically for the user's effective access rights. Note not all users have access to this specific report due to the user permissions. This report will assist administrators in making sure that proper effective access rights are assigned to a user. The User Security Properties Report generates a report on all the privileges, security tags, feature rights, groups and audit events for a specific user. An example where using this report would prove valuable would be when adding a new user to Laserfiche. Making sure that the new user has been set up with the proper permissions, tags and other access is important in ensuring a secure repository. These new reporting features are available in the Laserfiche Web Client 10.2. If you are interested in these features and want to make sure you are on the most updated version of Laserfiche version please contact the Cities Digital Support Team though the Cities Digital Client Portal.

Watch for the upcoming release of Laserfiche 10.3, this release will be available through the Cities Digital Support team soon. This new update boasts many new features and solution enhancements that will improve user experience and efficiency. Some of the new features for the Web Client and Windows Client are listed below. Simultaneous Co-authoring of Microsoft Office Documents – Simultaneously edit Microsoft Office documents in a repository with the Laserfiche Document Co-Authoring Host for Microsoft Office. This feature does require access to an Office Online Server, in addition to the Laserfiche Document Co-Authoring Host. Multi-Value Field Group Names – Configure group names for multi-value field groups, the group names will display in the web client group names. This feature is supported in Quick Fields 10.3, Quick Fields Scanning 10.3, and Laserfiche Scanning 10.3 Localized Template, Tag, and Field Names – Administrators can use the new Language Tab when viewing template, field and tag properties to configure translated display names for template names, field names, and tags. Redaction Reasons – Administrators will now be allowed to define a set of redaction reasons, then when a user applies a redaction one of the reasons may be selected from the list. The selected reason will then be available to all users viewing the document. Folder Browser Filtering Options – Additional filter options are available from the right-click options of the folder browser column headings. EML Email Format Support – EML email messages are now supported in the web client, allowing users to take full advantage of features previously only available for MSG email messages. Email Pane Preview – View both MSG and EML email messages in the folder browser preview pane. This is just some of what is coming. Stay tuned for the official release in early 2018..