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By Kyle Knebel May 2024 Consultants Corner In the Laserfiche repository, Laserfiche supports the use of explicit or inherited folder rights. With a nested folder structure, where there are several folders within folders, security can be easily designed for maximum security. Laserfiche folder security is very flexible and has some default settings that make security effortless. And when you need to get more sophisticated, that is pretty easy, too! Let’s take a look! First, let’s get familiar with the Entry Access dialog box. You can get this to pop open by right-clicking on a folder and selecting “Access Rights…” In the Web client, you would use the “Show Security” choice. One of the first items to look for is the “Inheritance” switch. At the bottom left, the check box is defaulted to “Inherit rights from parent and include with specified rights”.  This tells Laserfiche to use the security from the folder above it. Any Groups or Users with access to the folder one level above this folder will also have access to this folder. With Inheritance, security flows down through the folder structure. Even if new sub-folders are created, the same security is automatically applied to them. In fact, if Inheritance is turned on for several nested folders, the security settings may even possibly be coming from the folder levels above! This feature makes it super easy to apply security to nested folders. As you can see in the example below, the security on the “Level 3” folder is actually inheriting from the “Access Please” folder level, which is three folders up the nested structure! Note: if you deselect the Inheritance check box on a folder, you have to re-assign User or Group access manually. This concludes this month’s review of nested folder security.  We hope you found this tip informative and useful! CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok

By Kyle Knebel April 2024 Consultants Corner In the Laserfiche Windows client and Web client, Laserfiche supports the use of Shortcuts and Starred entries.  This gives you quick access to folders or documents that might be otherwise buried in a deep folder structure. Using shortcuts is your best bet when aiming for efficient use of your time. Let’s take a look! Scenario 1: Creating shortcuts on your desktop of your PC and Favorites in the web browser makes the folder structure easier to access and file documents. Did you know that when using the Laserfiche Windows client, you can drag a drop a folder shortcut onto your Windows desktop, such that clicking on it will launch Laserfiche and take you to that entry? Here’s how: Find a folder that you want to have as a link on your Desktop. Click and drag it out of the repository, onto the Desktop. A shortcut will appear.  It will have a “. lfe” extension on the name, as shown in the image below. For those using the Laserfiche Web Client, bookmarks can be made to link to any folder or document in the repository. Here’s how: Navigate to your selected entry, then use your browser’s “Save as Bookmark” feature. For most browsers, the keyboard combination CTRL+D will create the bookmark, allowing you to rename it and place it in a list or Toolbar. Google Chrome has the “star” icon on the URL bar, allowing you to create the bookmark as well. The bookmark links to the repository and EntryID of the bookmarked entry. In the example image below, the folder link is connected to the folder with entry ID=26211. You can edit the bookmark name and browser folder location to your preferences, using the browser’s “Manage Bookmarks” feature. Consult your browser’s help file if you need additional help. Scenario 2: Creating shortcuts within the repository. Within the Laserfiche Windows client or Web client, you can create shortcuts. This method is beneficial because it can provide access to a document or folder buried in a nested subfolder structure without having the parent folder access. We sometimes refer to this as “tunneling.”  Note: This tunnel method does require some additional security settings, which are outside the scope of this article. To create a shortcut in the Windows client, right-click on the entry and choose “Copy.” Navigate to the folder where you want to drop the shortcut and click “Paste Shortcut.” To create a shortcut in the Web Client, right-click on the entry you want to make into a shortcut and choose “Move or Copy.” Next, select the “Copy shortcut” option, as highlighted in the image below, and then use the blue hyperlinked folder path to navigate to your target folder. The path you see in blue is where the shortcut will be made. Finally, click the “Paste” button to create the shortcut. Scenario 3: Using Workflow to create shortcuts to a personalized subfolder structure. A Laserfiche Workflow can make folder shortcuts for us, creating a more organized, consistent set of links. For example, if you had several project folders, but wanted them visible in your personal folder, a workflow could do this automatically. The activity to be used in Laserfiche Workflow could either be the “Route Entry to Folder” activity or the “Move Entry” activity.  Both have a copy option. Below is an example image of some project folders being created within a folder. Folder names can be created using all sorts of dynamically created names, based on metadata or other information within Laserfiche. Scenario 4: “Transparent Records Management” allows users to use traditional record series and yet still have an organized subfolder structure with mixed record series. For those Laserfiche environments using Laserfiche’s Records Series instead of the newer concept of “Flexible Records Management,” the use of shortcuts pointing back to a Records Series, or a Records Folder, is quite useful. Best Practice for “Transparent Records Management”, also known as “TRM”, is to utilize Laserfiche Workflows to build the shortcuts that link back to the Records Folders or Records Series. However, you can manually create your shortcuts, as I mentioned above in Scenario 2. For those using Laserfiche’s Records Management edition, you may be filing document records that have different retention periods, even though they all relate to one individual, or one project. To see the documents in a single normal folder structure, instead of in several records folders, we can use shortcuts. In the example below, there are two different folders for Jane Doe, but they also have different life-cycles.  In other words, documents in one of the series need to be retained only for 6 years, but other documents in the second series are retained for the life of the company.  Both files need to be accessible by staff who are not necessarily going to view the “Records Series” structure, and therefore need another way to see the folders and documents they need, all in a single folder. We can see that shortcuts are found in the “_TRM – Doe, Jane” folder, even though they really exist in a different area. This concludes this month’s review of a few Laserfiche shortcut methods.  With so many options for the use of shortcuts, even the Easter bunny can easily hop to a Laserfiche folder or document. We hope you found this tip informative and useful! CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more! 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Fiche Tips: Small Code, Big Impact Vol. 2 (Laserfiche Forms) CDI wants to show you a little piece of code from the classic designer in Forms. This little piece of code can make a big difference in the appearance of your forms. Now don’t be intimidated because the word “code” was mentioned. If you have built a Laserfiche form before, we promise that you can implement this in minutes. Let’s say you have a Laserfiche form for employee onboarding. It looks okay, but wouldn’t it be nice if you could place some of those fields side by side so that you’re making use of the forms horizontal space versus a long vertical form. We can! So, how do we do that? If we go to our layout view and go to CSS and JavaScript, you’ll see that there are two bits of code. One for when you want to have two lines side by side, and one when you want to have three lines. Copy the ThreePerLine CSS class and go back to your layout. For each field you want to have side by side, click Edit, then Advanced, and then add the copied class to the CSS class field. Then click Save, and after saving, select Preview. You’ll see that all of the selected fields are side by side. You can do this in as many fields as you like within the form. That is for today, thank you so much and we’ll see you next time! CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more! Facebook | Instagram | Twitter | LinkedIn | YouTube | TikTok

By Kyle Knebel March 2024 Consultants Corner Laserfiche Forms supports two Payment Gateways natively, and can support others, like CardConnect, through other methods.  This month’s Fiche Tip will cover the built-in support for Braintree or Authorize.net. As always, please consider the security implications of implementing a payment solution. The Braintree and Authorize.net integrations collect all cardholder data within an iframe and send it to a third party, so that the Laserfiche Forms Server does not store any cardholder data. This simplifies PCI compliance, as both Braintree and Authorize.net are PCI-compliant frameworks. The basic steps to enable a Forms process to accept payment are the following: Obtain Merchant credentials and associated account information from either one of the two merchants. Forms Configuration: Setup your desired Payment Gateway Forms Designer: Configure the Process Design to use the payment gateway on the selected Form. Let’s take a look! Step 1: Obtain a Merchant ID if you don’t already have one with the merchants (Authorize.Net or Braintree) and sign up for their Payment Gateway options of your choice, as there are several that could match your needs. Once signed up, they will provide you with a Merchant ID and all other encryption keys necessary to keep the payments secure. Step 2: On the Forms server, launch the Laserfiche Forms Configuration application. On the left side, navigate to “Payment Gateway”. Here, you will click on “Add Account.” Braintree and Authorize.net have slightly different configuration options but essentially require you to provide your Merchant ID and security keys. You will also select which currency you are accepting as payment; however, this currency setting is used only for display purposes in Laserfiche Forms. Both Gateways support “Sandbox Mode,” allowing you to test your Forms payment processes without sending real money! Make sure to take advantage of this before going “live.” The Gateway configuration screens are shown here, side-by-side. Step 3: From the Configuration screen, click the link to go to Forms. Open your form Designer and highlight the Message Start Event or User Task in which you want to accept payment. On the Message Start Event activity, the “Collect Payment” button is on the “General” tab just below “Enable reCAPTCHA.” You can automate the payment amount by using tokens from the form itself, like a “Total Amount” field. On the User Task, select the “Form” tab, then check “Collect payment” to configure the payment gateway and any field tokens. Below is a view of the form itself, ready for payment by credit/debit card, or any other supported payment methods that your account allows (like Check). This concludes this month’s review of the Laserfiche Forms Payment Gateway options that allow you to easily accept payments through your Forms. We hope you found it informative and useful! CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more! Facebook | Instagram | X (Twitter) | LinkedIn | YouTube | TikTok

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! Facebook | Instagram | Twitter | LinkedIn | YouTube | TikTok

By Kyle Knebel January 2024 Consultants Corner Five Great Searches in the Laserfiche Web Client For Laserfiche Cloud users or Web Client users, searching couldn’t be easier! This month, we’ll look at the five best, most common searches in the Web Client (formerly known as Web Access). The Web Client can access your repository so that you can browse the folders or search for documents. When you have thousands or tens of thousands of documents it might be harder to find that document than simple folder browsing. That’s when Laserfiche searches come into play. For all our search examples, we’ll use the Search Filters link available in the Web Client. On the green bar, towards the center, click on the “Search Filters” link.  This will open the search pane on the left side of the screen. Let’s look at five of the best example searches. 1) Show Me Today’s New Documents by User Sometimes we want to find all documents scanned or created by yourself, or others. This is a great way to find those documents! First, remove the “Keywords” and “Template” sections by pressing the X to the right side of the search pane. Next, click the “Add Filter” link. In the pop-up box, scroll down and check “Type” and “User” boxes, leaving the other, already selected, boxes and press the green “OK” button at the bottom of the screen. NOTE: You could also de-select the Template and Keyword check boxes here if you hadn’t already done so. Now, modify the Within Folder, Date, Type and User fields to match your needs. Add the following items, as shown. Within Folder: “Search within entire repository” Date: “Date Created” > On > today’s date Type: Documents only (de-select Folders and Shortcuts) User: Type in a username; Select “Created by” as the only check box. Then press the “Search” button to find your results. 2) Find a Document by Name but Can’t Remember the Entire File Name We’ve all done this.  We know a file is in the system but can only remember part of the name. You can easily use the * (asterisk) symbol as a “wildcard” so that Laserfiche searches for any text.  I like to put the asterisk before and after my partial word, that way I get a better list. All you need are the Type and Name/ID filters, but you can also use the Within Folder filter, if it’s there. In the example below I’ve highlighted the way I typed in the document name.  You can use preceding or following asterisks in any combination. NOTE: the ID value is not needed here in this search. 3) Find All Documents With a Template Sometimes we want to get a list of all documents assigned with a particular Template. Press the “Add Filter” link and select the Type filter and the Template filter and deselect anything else. Make sure to select Documents only, and then select the appropriate template name from your list of templates. 4) Find All Documents by Text Laserfiche’s real power is the ability to generate searchable text from documents stored in the repository. This makes it easy to search for any document by the words it contains. The best way to search for words in a document is to use the Text filter. You can search for words or phrases.  The Text search includes logical operators like AND, OR & NOT.  It also has a proximity search called “WITHIN” to search for words or phrases near each other. 5) Find All Documents in a Folder, Excluding One Subfolder Sometimes we need to find documents in a particular folder but want to ignore a sub-folder.  This is a great feature of the Within Folder search filter. In the Within Folder filter, you’ll want to select the primary folder and also make sure to select the “Include subfolders” check box. Then, add more folders, but for the folders you want to exclude, change the “Within” option to “Not In” for those subfolders you want to exclude. This concludes this month’s review of the five best searches in the Laserfiche Web Client. We hope you found it informative and useful! CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more! Facebook | Instagram | Twitter | LinkedIn | YouTube | TikTok

By Kyle Knebel December 2023 Consultants Corner Setting up the Payment Gateway For Laserfiche Cloud users, CDI is proud to introduce support for Authorize.net and Forte for Credit Card and eCheck payments. With a Cloud Payment Gateway subscription purchased through CDI, you can begin taking payments by credit card or Check. Setting up payment acceptance in Laserfiche Forms Business processes is quick and easy. All it takes are three components and just a few minutes of configuration time. The main components needed are: CDI’s Cloud Payment Gateway subscription (contact your CDI Account Representative) An Authorize.net plan or Forte payment solution plan (and possibly a Merchant account) from those vendors. A Laserfiche Cloud Account and access to Process Automation Having purchased a CDI Cloud Payment Gateway subscription, the Payment Gateway components will already be available in your Cloud system for use in Forms Business Processes. You are now ready to build an e-form accepting credit card payments. Let’s look at a simple example of an Authorize.net based payment form for a Credit Card-based transaction. Step 1: Setup the Payment Gateway Go to the CDI Cloud payment gateway link provided to you when you purchased the CDI Cloud Payment Gateway subscription. This will be a unique link for your Cloud account that enables the payment gateways. You will need to accept the request for CDI Cloud Apps to access your Cloud account. After accepting the request, begin setting up your Profile for the chosen payment provider. In our example, we’ll use Authorize.net. Enter the Profile name describing the profile, which can be anything you desire. For example, “Sandbox – Authorize.net” when creating a profile for testing purposes. (Note: Sandbox profiles do not charge real money to a credit card when running tests.) For production, you’ll want to create another profile that does not use the “Sandbox”  switch, as seen at the bottom of the profile credentials box. Add the API Login Id and then the Transaction Key to complete the profile. These values are provided by Autorize.net with your account. Once the profile is created, it will display properties on the right side of the screen with two tabs, Settings and Configuration. SETTINGS: The Settings tab allows you to configure acceptance of Credit Cards or eChecks/ACH transactions. For today, we’ll just configure it to accept Credit Cards. Your Merchant Credentials will be automatically filled in. In the Payment Dialog Options section, toggle the “Accept Credit Cards” switch.  Optionally, you can enter additional text for the payment pop-up dialog box’s title and enter alternative text that appears on the “Pay” button that is at the bottom of the payment pop-up dialog box. CONFIGURATION: The Configuration tab provides the required information to be used in your form. Step 2: Build the Form (Classic only, at this time) Three fields are required on the form, and the names of those field variable names are listed in the top half of the configuration properties box. The “Amount_Due” field should be a Currency field and typically is a required field. Also, it should be read-only unless the form is designed to allow a user to enter the amount to pay. The “Transaction ID” and “Authorization Code” fields can and should be hidden fields on the form. End users don’t need to see them. If hiding these two fields, make sure to set the “Save the data when the field/section/page is hidden” setting on each hidden field. Next, at the bottom of the Configuration properties box is the line of JavaScript code that needs to be copied and pasted into the form’s JavaScript tab. Insert the JavaScript code at the very top of the JavaScript section above any other existing code, if any. Step 3: Configure the Rules Service Task within the Process Diagram The image below is a sample and not indicative of a complete process diagram. The Rules Service task must immediately follow the Message Start Event. Add the Rules Service task to your process diagram. Choose the “Web Request” rule type, then choose the “CDI Forms Payment Gateway Capture” rule from the list. Next, Click the “Add input values” link to configure the mapping of fields to the rule. Select all the values in the list, then click “Update.” For the “profileId” Rule parameter, you will need to use the unique value found in the JavaScript string you copied earlier. Insert the Id value into the “profileId” box, and then add the field variables to the other three Input values, as shown. Save and publish the process when it is completed. Now, test your new form process. It will check for a valid credit card, but if using the Sandbox mode, no money will be charged to that card. If you subsequently toggle the Sandbox mode off, then real money will be charged! 😊 Submitting the form should result in seeing the Credit Card transaction window appear, as shown in this demonstration form screenshot. This concludes our review of CDI’s implementation of the Laserfiche Cloud Payment Gateway. We hope you found it informative and useful! CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more! Facebook | Instagram | Twitter | LinkedIn | YouTube | TikTok

Fiche Tips: Laserfiche and Hot Air Balloons Today, I want to give you a business analysis tip, and it involves hot air balloons. That’s exciting! Laserfiche represents so much potential at your organization. Determining what to prioritize or how to redesign a process involves a lot of decision-making. Often with cross-functional teams. So how can you collaborate and communicate in a fun and effective way to make decisions? This is just one simple technique called “The Hot Air Balloon.” Draw a hot air balloon on a whiteboard or any collaboration tool. Add an idea that you need to make a decision on above it. Now, work as a team to brainstorm what makes that idea float and what makes it sink. The visualization of reasons that propel an idea versus making it sink is so much more impactful and collaborative than a boring pros and cons list. It gives people the freedom to brainstorm all the reasons to do or not do something. By the end you often have a pretty good visualization of what the right direction is. I hope you find some value in this simple tip, and get off the ground with some amazing ideas. CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more! Facebook | Instagram | Twitter | LinkedIn | YouTube | TikTok

By Kyle Knebel November 2023 Consultants Corner When moving your Laserfiche Forms Processes or Workflows from a test environment to production, Laserfiche can help you check that your Forms process or Workflow is ready. Both Forms and Workflow have built-in “promotion” tools that help check that the required resources are available in the new Production environment. In other words, you can take a Forms Business Process and upload a copy from your test system to your Production Forms system, and Laserfiche will launch a wizard that will check for consistency and match settings to what had been successfully running in your Test environment. The same goes for Workflow design imports. Laserfiche Workflow has an import wizard that checks for required resources. You make some simple changes in the wizard’s interview steps, and then you will be almost ready to run! (With a few exceptions) Let’s look at the details of each of these promotion tools, and we’ll discuss some best practices for each. Exporting from the Test environment From your Test environment, export the Workflow or export the Form process. WF (Workflow): In Workflow Designer, go to the menu and select Workflow>Export. Choose the workflow to download, which will be saved as a single file with a .WFI file extension. Forms: In the Forms website, navigate to the “Manage” tab, select the Process from the list, then click the Download icon at the top-right of the toolbar. The file will be saved with a .xml file extension. “Promote” to Production This is just another way to say that we are moving our Forms Process or Workflow from a test system to a production system. Each product has its own promotion wizard to help migrate the configuration and configure the settings necessary for the process to function in the production environment. Some settings will have to be manually adjusted after import, however. Also, be sure to review the following pre-requisites: Repository folder structures match both Fields/templates match in both External data sources set up in Production. Service Account with access to those data sources Take backups and have a rollback plan. Forms Teams, assignees, and Laserfiche groups (WF) must exist in the destination environment. Best Practice: Next is the question is what order you should promote Forms Processes or Workflows. If promoting both Forms process and Workflows where the Forms process calls the Workflow, the best practice is that you should begin with Forms, since any Workflow names are hard-coded in the Forms Process activities. On the other hand, when you promote a Workflow, you’ll have to manually update any Set/Retrieve Business Process Variables workflow actions, regardless. To Promote a Forms Process: Forms specific pre-requisites: Team names need to match one-to-one. Teams exist outside of any individual process. Best Practice: In the target Production Forms system, go to Forms Administration>Team Management and create all Teams, as necessary, to match the names and membership (assignees) to what was being used in test. Lookup sources Best Practice: In the target Production Forms system, go to Forms Administration>Data Sources and create the identically named and configured Data Sources needed. Note: To import Forms Processes with Lookup Rules that use Data Sources, the Forms User conducting the import must have the System Administrator role. Step 1: Navigate to the Manage tab and select New Process>Upload process. Step 2: Select the previously exported Business Process .XML file for import. Step 3: Enter any new values for User and Group names, as well as Sender’s Email addresses, where necessary. These properties are found on the user and email tasks within the process itself. Step 4: For any Data Sources used by Lookup Rules on any forms, you’ll want to re-enter the properties of that connection. Step 5: Update the Workflow server name and workflow names, as well as other resources like Payment Gateways, Logos used in form title bars, and production Repository Profile credentials to save forms as documents in a Laserfiche repository. Step 6: For any existing reports, you will be able to either keep the existing report as is or overwrite the report. For any new reports, you will be able to either create them as a new report or Ignore the report and not import them. Step 7: Click Upload to complete the promotion of your Forms process to production. To Promote a Workflow: Step 1: In Laserfiche Workflow Designer, click on Workflow>Import Workflow... Use the wizard steps to configure the workflow to function in the production environment. The Workflow Import Wizard is the “promotion tool” for moving workflows from test to production. WF Import out-of-the-box features include mapping of: Connection profiles Starting rules Rename and publish. WF Activities Requiring Manual Update after the import steps include, but are not limited to: Find User Query Data Set/Retrieve Business Process Variables Step 2: Step 3: Step 4: Step 5: Click “Finish” to complete the wizard and don’t forget to check the “Open imported Workflows” box if you need to edit any activities, like Find User, Query Data, or Set/Retrieve Business Process Variables. Optional: If you do need to edit these activity types to match your production environment, you’ll want to use the Workflow Administration Console and configure the External Objects like Trustee Directories, Data Sources and Web Services. In the case of the Find User activity, it will use a “Trustee Directory” to obtain user and group information, which will either be your Laserfiche repository or a Windows Active Directory host (server). You can manage them in External Objects>Trustee Directories. For Query Data, Update Data, Insert Data and Custom Query activities you’ll want to configure the External Objects>Data Sources For Set/Retrieve Business Process Variables activities, you’ll want to configure connections to the Forms server under External Objects>Web Services. This concludes our introduction to the promotion tools available for Laserfiche Forms and Laserfiche Workflow. As you can see, they are very useful and will help guide you to a successful migration from test to production. CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more! Facebook | Instagram | Twitter | LinkedIn | YouTube | TikTok

By Kyle Knebel October 2023 Consultants Corner Configuring parent folder metadata inheritance on templates Whether you use Laserfiche Cloud or Laserfiche on-premise, Laserfiche has the ability to set field values on documents and sub-folders by inheriting those values from its parent folder. And it doesn’t require Workflow! The idea is that the parent token allows a document or folder to inherit a field value from the folder in which it resides. If this token is used when a document or folder is being created, field data will be inherited from the folder in which the document or folder will be created. Once a document or folder inherits a field value, the parent token will be replaced with the value assigned to a field in the parent folder. However, this is a one-time occurrence. The values do not remain synchronized. A common scenario is that we want documents being added to a folder to inherit the same “Client Name” field value when we insert a new document in a folder. So, what is required to automatically apply metadata to folders or documents by inheritance? The main steps include: Create the field and use the %(Parent) token as its default. Apply the field to the parent folder, usually in conjunction with a Template. Step 1: In the Laserfiche Administration Console or Web Management area, navigate to the Metadata Management area. Step 2: Create or modify the field and make sure that its default value is set to use the “Parent Field” token. In the field’s default value, it will display the token as “%(Parent).” In the Laserfiche client, the parent folder should have this field set and its true value set. For example, “John Smith” is the Client Name, and therefore only typed once in this field, at the top-level folder. Now, any documents or folders put in this folder with the %(Parent) default field value set on it will inherit the name “John Smith” automatically. In the example image below, I’m importing a document and just applying the field to the document, not typing anything into the field. I’m leaving the default value of “%(Parent).” Once I click OK, the parent value is inserted into the field. Applying a template with that field or just adding the individual field to documents or folders under the parent folder will result in the field value being replaced, as seen in the image above. We hope you enjoyed learning about a new method for applying field values today! See you next month, and have a Great Paperless Day from CDI! CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more! Facebook | Instagram | Twitter | LinkedIn | YouTube | TikTok

Fiche Tips: Small Code, Big Impact (Laserfiche Forms) Today, we want to show you a little piece of code for Laserfiche Forms. And I promise you, if you’ve built a Laserfiche Form, you can implement this code in seconds. So here we go! Here’s the problem… If you’ve ever used multi-line text fields in Laserfiche Forms, you probably know that you can’t always predict how much someone is going to type. And while you can increase field height or set character limits, again, you may not know if someone is going to type a sentence or multiple paragraphs. And sometimes, you get what is displayed in the above video, which is needing to use a scroll bar on the field to read through all the information. It makes reading large amounts of information difficult, and I don’t like it. So, Is there a better way? Of course, there is! If I go to the CSS and JavaSript area for my form, I can drop in the following code: textarea { resize: vertical !important; } So, I’ll save this, go back to my task, refresh, and you can see that I can now resize this field as needed to see all the information EASILY. I love this; it makes reading the information in some fields much easier. All right, thanks for checking in, and we’ll see you next time. CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more! Facebook | Instagram | Twitter | LinkedIn | YouTube | TikTok

By Kyle Knebel September 2023 Consultants Corner Setting up an automatic stamp in Workflow Whether you use Laserfiche Cloud or Laserfiche on-premise, Laserfiche Workflow has an Apply Stamps action. Workflow can only apply image stamps. They must be marked as Public. Laserfiche Annotations like Stamps are used with Laserfiche scanned TIFF image files only, not e-docs or PDFs. So, what is required to automatically apply stamps to document images using Laserfiche Workflow? Step 1: For image stamps, you should begin by using the Laserfiche Client to create your Public Stamp. As long as you have public stamps available, you can use them in Workflow Designer. If you don’t already have any public stamps, follow the steps below. Open an image document in the Laserfiche Document viewer and click on the Stamp Annotation icon on the toolbar. Create a new stamp: This will be either a custom stamp like a date token, or an image stamp created from an imported image file (BMP, PNG, GIF or JPG). Name and save your stamp as a Public stamp. This is required in order to use the stamp in your workflow. Step 2: Create a new Laserfiche Workflow using the Workflow Designer Step 3: Add the Apply Stamp activity to your workflow and begin configuring the properties. The Options for Stamp, Appearance, and Placement settings should all be configured on the right side. The “Stamp” setting can be customized using any Public stamp. Click the ellipsis button [...] to select an available Public stamp. The Appearance options allow you to apply color, opacity, and rotation settings. The Placement options allow you to define what page and where on that page to place the stamp. Merging options exist if a stamp of the same type already exists. Stamp Protection: You can also set the “Protection” level on this stamp. What do these protection levels mean and what would be best practice? BEST PRACTICE: A Public Stamp allows any user in your organization with enough rights to annotate a document to use or edit this stamp from any computer. This would be recommended best practice in a workflow like this. A Private Stamp is like a personal stamp in that it is visible only to its creator. This would not be common in a workflow like this. A Protected Stamp will only be available to the user that creates it and may only be modified by its creator or the document owner. This would not be common in a workflow like this. Step 3: Publish the workflow and set the Conditional Start Rule. You want to make sure that any document that gets annotated by this workflow does have image pages, so let’s build the rule to check. When publishing the workflow for the first time, it will ask you if you want to create a condition rule. Step 4: Set the conditional start rules in the wizard and, in this case, define a condition to check that the document has image pages on which we can apply the Stamp annotation. In the example below, the start rule is running when the document is created and then in the 2nd condition, checks for a page count. This will ensure that the workflow doesn’t terminate and will apply the stamp, although you should make sure that the page count matches the page on which you are applying the stamp. It would not do any good to check for documents with at least 1 page, but apply a stamp on page 10, when the document only has four pages. Logically it passed the test, but the activity would fail. Step 5: Publish the start rule and test by uploading or scanning a new image page document to the repository. You’ve now created a workflow to apply a stamp to your documents. It should look something like the example below. We hope you learned a new Workflow capability today! See you next month, and have a Great Paperless Day from CDI! CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more! Facebook | Instagram | Twitter | LinkedIn | YouTube | TikTok