By Kyle Knebel April 2023 Consultants Corner Want to know when Laserfiche is being used and not used? Run an Audit Trail Report. With the Laserfiche Audit Trail optional add-on, Laserfiche Administrators and users can run reports on activity in Laserfiche repositories. For example, you can find out when a document was uploaded. Or you can find out when a user account last logged into a repository. We will access the web-based reporting tool using your default browser to create a report. The Audit Trail main page has a “New Report” button, which allows you to create a custom report of monitored activity in your system. There are four basic filters, but you need to use three for this report. We’ll use Date Range, User, and Event Type. First, select the date range for this report. This can be a “relative date range” or other date range. Second, select a specific user, or leave the “Everyone” group if you want to see all account names in the report. For this report on user logins, we will leave the “Everyone” group in the list. Note: If you want to see a specific user’s information, clear the “Everyone” group and then type in the user name in the input box. Third, select the Event types by clicking the “Add” hyperlink to the right. This will open a pop-up list. You can select many different Event types from the pop-up. Events are grouped by Category so that you can select the entire category, or just a specific Event within that category. Once selected, you’ll see the selected audit event listed on the right side of the pop-up under the “Selected” column. Click the green Add button at the bottom right corner of the pop-up. This will display the selected Event types on the left panel. At this time, press the green Apply button at the bottom of the panel to generate the report results. Next, you will want to customize the displayed columns, since there may be a few that you don’t need. For example, your initial report might look something like shown below, but you want to customize the columns displayed. To configure the displayed columns, click on the Column Picker icon at the top-right corner. From this pop-up, you can double-click an item to add or remove it from the list. Click and drag your Visible Column items to arrange their left-to-right order. Click OK, when done. With your report in view, if you want to exclude a user from the report, you could easily add that as a filter. Just right-click on the cell where you see the user name, and filter with the “Is not[User: Name = {name}],” as shown below. Here’s a completed and filtered report from my “training” system for all user logins, not including the “Admin” user. If you have selected Everyone as the User and you find that there are users that don’t show up in the list, they never logged in during that time frame. Alternatively, if you select a specific user and there are no login events reported, they did not log in to the system. If you like what you see, you can print or download the results as a report. Downloaded reports are in Microsoft Excel format. Further refinement of your reporting can be accomplished within the Excel spreadsheet if you wish. That concludes this month’s article about the Laserfiche Audit Trail reporting tool and how to generate a list of login sessions. As a Laserfiche Administrator, this is a great way to manage those user licenses! CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more!

By Kyle Knebel March 2023 Consultants Corner Are You Missing Files? Are Your documents missing images, orphaned, or missing text indexes? – Use the Consistency Checker. A Laserfiche repository is a database and file content in its most basic structure. The file content is stored in “Volumes.” The database is constantly tracking the files that are in the Repository. Theoretically, all documents, either imaged or electronic, listed in the Repository and viewable through the Laserfiche Client will be correctly stored and never be missing from those Volumes. This is because these two components are usually in synch. However, for various reasons, some documents may become “inconsistent.” For Laserfiche administrators, the Repository Consistency Checker application is a small but powerful Laserfiche software tool that can help identify where a Laserfiche repository’s SQL database might not be synchronized with the file system. Why could these inconsistencies happen? It could be somebody manually making file deletions on the storage server where the Volume files are located. Or it could come from Backups that are missing files after having used a backup to restore a system. Again, using the Consistency Checker is an excellent way to validate an existing backup. The utility has no install files; you just run the executable. There is a 23-bit version and a 64-bit version, depending on your Laserfiche server’s operating system. Run the “RepositoryConsistencyChecker.exe” file from the appropriate folder, and it would be best if you ran it on the Laserfiche Server. Upon request, you can obtain the application from the Laserfiche Support site or our CDI support desk. The introduction page will give you some notes and instructions. Please follow them exactly, including a complete backup of BOTH the database and volumes to be repaired. Please note that the best and quickest way to perform a consistency check will be with the Laserfiche Server Service stopped. Running a check when the server is running drastically reduces end-user performance. Next, you’ll choose the desired Repository to run the utility against. Then, you’ll choose one or more Volumes to scan. The Mode should be selected next, and even if you run the “Check Only” option, you can run a repair after seeing the results. Since Thumbnails are typically found on image pages (TIFF files), this can be a significant number of files. Of course, thumbnails can always be regenerated, but if you let the utility scan for thumbnail inconsistencies, your report could be quite large. Therefore, the default setting is to “Ignore Thumbnail.” Clicking the “View Report” button will give you a list of scan results and a summary table of information for all selected and scanned Volumes. If you find errors, you can check the box to “Start repair when Next is clicked.” If you run the repair step, you’ll get a results screen to view a recovery information report. Then click Next to finish the process. That concludes this month’s article about the Laserfiche Consistency Checker. As a Laserfiche Administrator, running this utility every month or so will help you keep your data Consistent! CDI NEWSLETTER Stay updated with all the latest Laserfiche news, CDI webinars, blogs, and more!

By Danika Olson February 2023 Consultants Corner 1.) Checking the status of a running workflow, determining the cause of workflow failure, etc. If your organization has several workflows and you are notified of a failure – you will want to dig into what happened. Enable search: You can be as specific as you want here, maybe you only know the workflow name and that your workflow has been working fine up until the last few days. Select the workflow you know the issue is stemming from and check the start date to whatever time range is needed. Once you hit search you will see all instances of the workflow, you can check the status column to see which instances have been completed successfully, which are waiting, or which may have failed. I can see that the bottom two are stuck in waiting, to find out more information – double-click on the instance. Here you can explore where and why the instance status isn’t completed. In my example, my instance is stuck in waiting due to a conditional decision at the end of my workflow. On the condition’s status tab, I can see exactly which condition and determine the root of the problem. I can also see this information on the Workflow tab, highlighted in blue is the portion of my workflow that has a conditional branch that has not been fulfilled or is still running. Each workflow is different, but you can utilize the tools here to figure out what is causing errors or terminating your workflow. 2.) Organizing workflows by department, project, etc. Another simple feature of workflow designer that helps me when getting started, is organizing my workflows. Typically, I organize by project name or department. It’s a simple and small feature, but as you continue your work in Workflow Designer, you may start to struggle – what did I name that workflow? Where is it? Starting off on the right foot with organized folders that fit your organization's needs is a great way to avoid confusion. 3.) Custom emails in workflow and other Laserfiche products Depending on your workflow, you may need to send out emails for one reason or another. In all the Laserfiche suite products, you have a lot of customization options. In workflow, add the email activity. You will be presented with a few simple options, but you can select “Email editor” and/or “advanced settings” to customize your email settings and format. Depending on your workflow, you may be able to use a token for the “To:” “CC:” “Subject” and more if the information is previously determined or exists, but if you want the information to be static, you can simply enter the email address(s) or subject. In this screenshot, I typed out an email but show the token options in the CC field. You can attach entries from the workflow, use custom HTML, utilize previous tokens for email content, and more. You can click Advanced Email Settings to customize these options: **Attaching a shortcut option should only be used if the recipient has access to your repository or weblink if applicable. 4.) Multiple connection profiles Another feature I find extremely useful is setting up multiple connection profiles. I always start my workflows out in a test environment – but when I am ready, I want to be able to easily switch the workflow over to live. I may also have certain activities that need to be ran using a separate connection due to access rights and privileges etc. ** Try to avoid using connection profiles with accounts that will have password change requirements, if the password is changed the workflow may run incorrectly or fail. ** One of the easiest steps is to switch the connection profile. When you have your workflow open, before clicking on any activities on the properties pane on the right side, you will see the name, description and next you will see connection profiles. Select Manage Workflow connection profiles. Here you will be able to add an additional profile to connect with or switch over to. You will select your server, and then the additional repository if wanted. You can set the username here as well if you need to utilize a different account for parts or all your workflow activities. Just select Add and you will now have your connection profiles saved and can easily switch between them as needed for creation, testing, and production. 5.) Business process library / Workflow Templates– don’t reinvent the wheel You may be able to find an existing process that already contains most of what you are needing to do, with minor customizations or updates. You can start in either the Workflow Templates (available on the Laserfiche support site https://support.laserfiche.com/resources/3037/workflow-templates) or if your process is utilizing both Forms and Workflow, you can search the forms Business Process Library. This option will be available upon signing into forms and selecting Design (NOTE: You will need the Process Creator or Systems Administrator security role!) To open a template, or another form of an exported workflow (.wfi) Open Laserfiche Workflow Designer > File > Open and navigate to where the template(s) is stored. You may need to change the file format from .wfx to .wfi depending on which type of template or workflow you are trying to open. The Workflow Import Wizard will pop up, here you will set your connection profile, set how you want to open (Publish, rename and publish, don’t publish, open without publishing). You will also choose the public action for any starting rules applied to the template. Select Finish and open your imported template. Laserfiche provided templates will have clear descriptions to help you set the workflow up to work for your organization's needs. 6.) Need to update an existing workflow with static set information (i.e. email address for a user who left the organization) If you are needing to make a small adjustment, let’s say you need to update a static set email address due to a user leaving your organization, and you want to make sure you have updated all activities containing or using that information. An easy way to find this information is to either use CTRL+F or Edit > Find from within the workflow(s) you want to search. For this example, I want to make a change to all activities that contain a specific email address. I can either type “email” in the Activity Type search Or I can type the email address in the properties search and select Find All. The results pane will show, and I can see that one activity was found containing the information I specified. I can now double-click on the activity shown, and it will take me directly to the email activity that contains this information. I can make my changes and publish the workflow. If your search exists in multiple workflows, the results will be separated by workflow name. You can use the same double-click method to automatically navigate to that workflow and activity to make your changes. CDI NEWSLETTER Stay up to date with all the latest Laserfiche news, CDI webinars, blogs, and more!

By Kyle Knebel January 2023 Consultants Corner As a Laserfiche Cloud Administrator or Process Designer, you have a new tool in your arsenal. Handwriting recognition is now built into the Capture Profile suite of Process Automation tools. Capture profiles and extract data from documents to be used in a business process. These profiles can extract both typed and handwritten data. This month’s article will focus on building and using a capture profile to capture data from a U.S. Federal W-4 form. Below is an example of a document with the template fields filled with the handwritten information from the scanned W-4. So how do we build this so that a form, such as this W-4 Federal Employee Tax Withholding Certificate, can be scanned to the repository and the information captured from it? We’ll need to do two things, build a Capture Profile and then use it in a Workflow. Both of these steps are done in the Process Automation area of Laserfiche Cloud. Step 1: Build the Capture Profile Navigate to “Process Automation” by selecting it from the Application Selector at the top-right of the Cloud interface. Select the “Capture Profiles” tool on the Process Automation screen to build a capture profile. Next, select New > Capture Profile and name it. You’ll then want to upload a sample document. Click add a sample document to add one or more images (.png, .jpg, .gif, .bmp, and .tiff) or .pdf files that are samples of the pages you want to capture data from. Having selected your sample document, preview your sample document, then press Save. The sample file will upload, and then you can add Zones around the areas where the text will be captured. In the Profile Editor, you will move your cursor to the top-left corner of the area you want to “box” and then drag while holding down on the mouse button. The cursor will look like a “cross-hairs” icon, as highlighted below. Drag down to the bottom-right corner of the area to be “boxed” and release the mouse button. Best Practice: The green zone box will grab nearby text, so it’s better to make the box a bit smaller and tighter to the area in which text will typically be found. It will then pop up with a Zone dialog box. Choose “Text” unless you are reading a Barcode. Give the Zone a name, like “First Name” or “SSN,” etc. Best Practice: Use the “Relative” Zone position to improve the accuracy of captured data by automatically adjusting the zone position to account for the shifting of the page's text. Press the blue “Select anchor text” link in order to mark the anchor text. In the example below, I’ve used the word First as the anchor point. Once you’ve marked the anchor point, press OK to save the Zone settings, and continue this process until you have all your zones configured. Just remember that the information in these zones will be used later in your workflow as tokens. Make sure that the Zones are capturing the correct values and no more. Finally, press the Publish button at the top-left to make this Capture Profile ready for use in a Workflow. Step 2: Build the Workflow The workflow you will build can be started by many different conditions or schedules, so I won’t go into those options now, but the workflow design itself is fairly straightforward. Navigate to the Workflow Designer, Select New, Name your new workflow appropriately, maybe “Handwritten W-4 Processing”, and begin editing the workflow. The workflow will use the “Run Capture Profile” activity, which can be targeted to the workflow’s starting entry or a different entry. Of course, the affected entry should be a handwritten W-4; otherwise, the capture profile will not grab the expected values. Configure the properties of the “Run Capture Profile” activity so that it uses the profile you just built in Step 1. I’ve decided to run my workflow against the “Starting Entry,” and It will use my Capture profile, and it’s the latest version. Best Practice: If you have gone back to edit your capture profile, you will need to refresh the profile version being used, as indicated below by the green checkmark. Use the Refresh button next to the “Manage capture profiles” to update the workflow with a list of the latest versions of your capture profile. Then select the most recent Major version. At this point, you could add a Rename activity or other activities that would use the values captured from the W-4. I renamed my document using static text and the capture profile values. I selected the Capture profile tokens from the previous activity. Then I added a third activity to apply the Field Values to a template, which will be assigned to the Starting W-4 document. With these three activities running on the W-4 document, it will get renamed and the metadata assigned by the workflow. At this point, you can expand and enhance your workflow as appropriate to your needs, but this simple example should get you well on the way to using Laserfiche Cloud’s new Handwriting recognition capabilities. I think you’ll find it incredibly useful. Happy New Year from all of us at Cities Digital! CDI NEWSLETTER Stay up to date with all the latest Laserfiche news, CDI webinars, blogs, and more!

By Kyle Knebel December 2022 Consultants Corner As a Laserfiche Administrator who wants to begin writing your own custom integration with a 3rd party application to Laserfiche products, where do you start? An API stands for “application programming interface,” where two or more computer programs communicate with each other. As of Nov. 2022, you can use the Laserfiche SDK or the API to interact with Laserfiche and 3rd party software. The SDK is used when building a “compiled code” project. It includes code libraries that can be referenced, and they ease the burden of connecting to a Laserfiche server. Your SDK license includes documentation regarding libraries, methods, types, and some examples to get you started. Laserfiche integrations can be built using either the SDK to create a compiled executable program that can be installed on workstations or an API (new as of November 2022). SDK: Any functions you might find in the Laserfiche Windows client, for example, can be recreated programmatically with the SDK. For example, CDI has created integrations with CRM systems and in those programs, they have functions like creating a folder or renaming a folder in the Laserfiche repository based on data found in the CRM. So, when the integration needs to create a folder or apply metadata to an entry in the repository, the API will do that work for us. An application built with the Laserfiche SDK has stricter rules about how to connect to a repository and what data can be sent, and in what format. API: Unlike a compiled code project with SDK dependencies, API connections are more generic and use web calls (using JSON) as a way to make a connection to your Laserfiche API end point and then to your repository. Less coding is needed since it makes calls to an end-point URL using standards HTTP Web calls like GET and PUT. Previous to November 2022 you could only send an API request to Laserfiche Cloud repositories. Now you can also make an API connection to a self-hosted Repository end point. It uses industry standard REST communication protocols and syntax. It does have its own rules for how to communicate to a Laserfiche repository, however. The API does include How-To guides, examples, and libraries. Here is an example: Could I just write some script and add it to Workflow? what else could I do? Workflow has two script-related activities, “SDK Script” and “Script.” SDK Script – assumes you want to communicate with the LF Repository specifically and already have the reference to the repository listed. Script – Allows .Net functions without interacting with the Laserfiche Repository specifically, although you can add this into the code if you want. Could I add JavaScript to Laserfiche Forms? Yes, you can use JavaScript in any form in any process. It can respond to user actions, as well as perform calculations on fields and columns of table data. It can be used to run lookup rules on fields already pre-populated. It can validate the information in required fields and much more. Laserfiche Forms 10.4 and above has several design templates, including one specifically for JavaScript, which can be found when you open the Forms Designer and select Design Patterns from the Business Process Library. I hope this article whets your appetite for discovering how to use advanced programming in Laserfiche products. Maybe the gift of the Laserfiche SDK is coming to you this holiday season? Happy Holidays to you! CDI NEWSLETTER Stay up to date with all the latest Laserfiche news, CDI webinars, blogs, and more!

2022 Laserfiche 11 Updates Laserfiche has released an overview of upcoming features for self-hosted clients. The updates include the Laserfiche API server, new Forms enhancements, and improved support for automating installations and upgrades. Summary of important updates: Laserfiche is actively working on self-hosted upgrades and some of the following features will be released throughout 2023 Forms designer updates will include JavaScript Shared calendars and Forms holiday support, add files to a form from the repository Environmental promotion features DirectShare folder and password updates, soon availability for Avante Forms Auditing - requires Forms Professional Admin pages to support Single Sign-on Enterprise Deployment Guide is forthcoming SCIM support for Azure AD (already for Okta) - Auto user access provided to the directory server Laserfiche 11 Forms layout designer/drag/drop forms pieces enhancements Dynamic Field Rules, no scripting required Dynamic Rules for Regex for Forms Fields Add Windows Groups directly to Forms Groups Delete abandoned draft forms feature Direct approval buttons in emails with action buttons forthcoming New deployment toolkit, support for upgrading an existing system, UI wizard for creating configuration files Dynamic Field Rules and Conditions Set based on other field values Required fields Disabled/enabled fields, pagination, and action buttons Field value validation Conditions based on multiple field values No scripting required Directly through the UI without external libraries Validations and requirements managed on the backend Forms Layout Designer Customization Easier customization: JavaScript support Append choices to lookup results for dropdown Accept barcode scan for single line and number field Support using variable for number/currency/date/time/geolocation default value Specify row labels for table fixed number of rows Pagination and search for large tables and collections for easier end-user experience Other Laserfiche Cloud parity or new features such as: Payment gateway Image preview for uploaded images Default signature for submitters The text above in a field Bulk applies a CSS class to multiple fields Forms Layout Designer - File Sets Store content directly in the repository when processes are ongoing Directly reference existing content Avoid duplication/missed records classification Correctly manage retention rules and considerations for content in active processes Direct Share is Getting More Flexible Increase share transaction up to 1GB+ Increase share expiration by up to 30 days Share entire folders as ZIP files Support coming for Avante Laserfiche API Server REST-based repository endpoint Follows the same requirements as SDK for licensed connections Available at no cost as a stand-alone download for existing Laserfiche 11 customers How-to guides Examples Libraries Developer Community Features in Laserfiche API Retrieve entry listings Read metadata Export documents Execute searches Create folder structures Write metadata Import documents Deployment Toolkit Initial administrators, repositories, and sites are all created Directory server, Laserfiche server, forms, Laserfiche web client, and audit trail Forms portal distributed to the correct machine Deployment Toolkit Application Connections To email server To repository Between forms and workflow CDI NEWSLETTER Stay up to date with all the latest Laserfiche news, CDI webinars, blogs, and more!

By Kyle Knebel As a Laserfiche Administrator, at some point, you may want to give your Laserfiche users some freedom, some mobility, dare we say it, some “Mobile App” access to their Laserfiche Forms and Repository. Your users can download the Laserfiche App for their iOS, Android, or Windows devices to connect to a Laserfiche repository. And they could even download Forms for offline use. Once you’ve set up and configured the Laserfiche Mobile Server, your staff can connect to the Mobile Server through the App. So, what’s the strategy for getting Laserfiche “mobile”? Do you want users to import documents from Cloud-based services like Google Drive, Microsoft OneDrive, or OneDrive for Business? Do you want to enable image processing on the Laserfiche Mobile Server? Do you want to support Microsoft Office Online Server, Esri ArcGIS Maps, or Google Maps? Preparing to support mobile users using the Laserfiche App requires that you have the Laserfiche Mobile Server configured, as we will explain below, and some minimum system and software requirements. System and Software Requirements Laserfiche recommends that you have a web server with 64-bit or Dual-core processors and a minimum of 2 GB RAM running Microsoft Internet Information Server (IIS) 7.0. You must have Laserfiche RIO or Avante 8.3 or later installed. Additional requirements are to be found here: https://go.laserfiche.com/support/webhelp/laserfichemobile/10/en-us/lfmobile/lfmobileadmin.htm#Installation_and_Configuration/Requirements.htm%3FTocPath%3D_____2 Laserfiche Mobile Server Install the Mobile Server on your server. Note, if you are going to enable image processing (the OmniPage OCR engine), then it is highly recommended not to install on a machine that also hosts the Laserfiche Server or Laserfiche SQL database.’ Follow the steps to: Select the Language Accept the license agreement Choose the Setup type (Typical, Complete, or Custom) Provide the Activation key, Activation file, or list the LFDS RIO server with which to license the software Set the Laserfiche Service Settings, which is the default account the Laserfiche Web App Service should use when IIS is configured for anonymous authentication. Allow IIS to be reset. Proceed to the Mobile Server Configuration Page or run Cloud Import Services Cloud Import Services must be installed on the same computer as the Laserfiche Mobile server with which it will be used. Follow the steps to Select the Language Accept the license agreement Run the Custom Setup if a new location is desired; otherwise, choose the default. Allow the installer to verify prerequisites and click Run to check and install any missing Microsoft components. Finish the installation wizard. Once you have installed Cloud Import Services, you will need to link your repository to the relevant cloud servers, which is done on the Laserfiche Mobile Server Configuration page. Laserfiche Mobile Server Configuration page This image is a screenshot of the main Configuration page. We will step through the sections like Connection, Security, General, etc. Connection Here you will connect the Laserfiche app to a repository and determine how users will authenticate to that repository. You can add a Forms server and a connection to the Laserfiche Directory Server to take advantage of Single Sign-On functionality. At the top of the screen, you can click the Import Web client Configuration link to import the web client repositories, the Windows and/or repository users allowed or denied access to the repository, and the Laserfiche Directory Server settings onto the Laserfiche Mobile Server Configuration page. Select the first option to import the web client settings from your current machine. Select the second option to import the web client settings from another machine. Then, enter the web server machine name or URL in the top text box (For example, https://machinename/laserfiche) and the credentials to access the Web Client Configuration page. Press Import when finished. Note: You must have the right to remote into the webserver to import the web server configuration page settings. If you want to make it easier for your users to open the Laserfiche app and sign in, you can create a link using the Generate link to open and auto-populate the app Sign-in page link. Enter or select the repository you want automatically populated on the app Sign-in page. Enter or select the Forms server you want automatically populated on the app Sign-in page. The read-only link will be displayed at the bottom of the dialog box. Press Copy Link to copy the newly generated URL Next, you’ll want to set your Repositories Settings. If the repository is not already loaded, click the “Add new repository” link. For any repository, set the Domain name and default Volume, Authentication, and Allowed/Denied accounts in the Repository Settings section. If you have a Forms server and you are using Offline Forms, you’ll want to configure a Laserfiche Forms Server. 1. In the Forms server name (optional) box, type an alias for the forms server you are adding. 2. In the Forms server URL box, type the URL for the Laserfiche Forms server where the forms are located. http://LaserficheFormsServer/Forms where LaserficheFormsServer is the name of the Laserfiche Forms server containing the forms you want users to have access to. Be sure to enter http:// or https://, a fully qualified domain name (FQDN), and a forms virtual directory (i.e., http(s)://FQDN/FormsVirtualDirectory or http(s)://mycomputer.laserfiche.com/Forms). Example: http://myforms.laserfiche.com/Forms Note: You can use https:// to use SSL and secure your connection. 3. If the Forms server added has been configured to use Laserfiche Directory Server, you must select the SSO checkbox and ensure the Forms server has been registered by the Laserfiche Directory and licensing site configured under the Laserfiche Directory Server section of this Configuration page 4. Once the Forms server details are configured, press Add. To remove a Forms server, press the. Note: Select the radio button next to the Forms server you want the Laserfiche app to connect to by default. 5. Set the Forms Server Settings Finally, you’ll set the Laserfiche Directory Server information. Configuring the Laserfiche Directory Server section lets users take advantage of the single sign-on feature. If the Laserfiche Server, Laserfiche Forms, and the Laserfiche app have all been registered to the same Laserfiche Directory Server, signing in to one application will automatically sign in to all. Note: The Laserfiche Server, Laserfiche Forms, Laserfiche Mobile Server, and Laserfiche Directory Server must be on version 10 or later to use the single sign-on feature. Security The Security section on the Configuration page enables you to define certain security options, whether to disable exporting to other apps and whether to display watermarks on document images. Notice that you can encrypt Laserfiche electronic documents in the devices' local file system. Encrypted documents can only be viewed by someone with appropriate rights in Laserfiche. Enable this feature by clicking the 2nd check box in the list titled “Encrypt Laserfiche electronic documents stored in devices’ local file systems.” A companion setting can be set to prevent users from exporting electronic documents from the Laserfiche app to other applications on their mobile device by setting the “Prevent users from exporting to other apps…” check box. General Notes: If you use the iOS, Android, or Windows app with Laserfiche Mobile 9.0 or earlier, electronic documents will be encrypted even though this option is not available during configuration. Important: For the iOS app, if you choose to encrypt Laserfiche electronic documents, the device must have a passcode set to ensure complete security. When a user opens an electronic document in the app, a decrypted version will be generated. If a passcode is set, the decrypted version will be protected by iOS encryption after the device locks. Export Note: Compressed PDFs may result in low-resolution documents. Watermarks Note: Tag watermarks will be displayed regardless of whether this option is selected or not. You can only configure watermark settings if you have the Watermark feature on the Laserfiche Server housing the repository. General The General section on the Configuration page lets you configure the Laserfiche app email properties, who can access the Laserfiche Mobile Server Configuration page, set different logging levels, turn to trace on or off, and enable or disable JPEG compression in the app. Most of these are self-explanatory. Services The Services section on the Configuration page lets you configure Microsoft Office options to edit Office documents in the app, import options to import documents from OneDrive and Google Drive, and map options to use the map feature in the app. Devices In Laserfiche Mobile 9.2.1 and later, there is a Devices section on the Configuration page. This section lets you monitor and search for each time a user signs in and out of your repository and Forms servers from specific devices. You can also block certain devices from accessing the Laserfiche app. Pressing the green Search button will show the search results in the Log section. You can navigate through the log by clicking the page buttons at the bottom of the Log section. The Log section can be filtered by defining search criteria in the section above. The Blocked Device section allows you to select a device shown in the Log section and then mark it, as shown below. We hope you found these strategies and guidelines useful as you plan your implementation of the Laserfiche App. Give your users a sense of freedom and mobility to see and interact with Laserfiche content, no matter where they work! CDI NEWSLETTER Stay up to date with all the latest Laserfiche news, CDI webinars, blogs, and more!

By Kyle Knebel October 2022 Consultants Corner As a Laserfiche Administrator, you will eventually have to deal with a Zombie Workflow. You know, the workflow won’t end, and keep filling up your log files. The one that endlessly cycles and creates documents, even when no user caused the file to move. It’s like it has a mind of its own, and nobody can stop it. So, what’s the best way to end a “zombie” workflow? At CDI, we’ve seen a number of these spooky situations arise. Have you seen this nightmare before? Now let’s terminate those zombies! Launch Workflow Designer 1.) Launch your Laserfiche Workflow Designer and select the Rule Manager tab at the top. 2.) Expand the folder named “With Enabled Rules” 3.) Select each workflow and for every start rule, disable them. 4.) Do this for every enabled workflow’s start rules. 5.) Then, on the Workflow server itself, launch the Services Control Panel utility and Stop the “Laserfiche Workflow 9/10/11” service (depending on which version is installed). Wait about 10 seconds and then Start the service. Burying the zombie workflows by fixing Start Rules Before those zombie workflows can come back from the dead and eat our brains, we need to prepare. Thankfully, shotguns and shovels are not required! Here’s what to do In the Laserfiche Workflow Designer: 1.) Review the start rules on each workflow in the Rule Manager tab 2.) Select each workflow, one by one, and edit each rule 3.) Click Next on the “Welcome to the Workflow Rule Wizard” page 4.) If not already in the list, add the following condition: “User does not equal “wfaccount”, where the name of the workflow account is found in the “Get metadata from:” box. For example, if your workflow account was “wf”, the condition should read, “User does not equal wf.” 5.) You’ll want to make sure to add this condition on all Conditional start rules. It is not necessary for Scheduled workflows or Business Process only workflows. Digging Deeper (Pun intended) For most, the “zombie” workflow that was causing such terror will manifest itself by doing something in the Laserfiche repository. If this is the case for you, you’ll have heard from staff about a document or folder doing weird things. This should guide you to the suspect “zombie” workflows. There will usually be two workflows that interact unintentionally because one may be moving an entry and the other workflow is being triggered by that action. Having added the “User does not equal wf” condition to all workflow start rules should prevent this nightmare from happening. However, did you know that workflows can be invoked by another workflow? In this case, you may need to open the design of the suspected workflow(s) and look at the action logic to see if an action is leading to the other workflow being invoked. We hope you have a fun Halloween this season and never encounter “zombie” workflows! CDI NEWSLETTER Stay up to date with all the latest Laserfiche news, CDI webinars, blogs, and more!

September 2022 Consultants Corner As a Laserfiche Forms Administrator, have you ever wondered if you could give your Laserfiche users a view of the Laserfiche repository from within a Form? Maybe you want to display a document in a form while the user is filling out the form? This month’s article will focus on how to set up Laserfiche forms to display the Laserfiche Web Client or display a document in a form. Displaying the Web Client in Forms To embed the web client on a Form page, you will need to modify the desired Form. Select the form in the designer. What ‘s required: A Custom HTML field. HTML code with a “target” of the Web Client’s URL (Optional) A text field to hold the URL to be placed in the Custom HTML The steps to placing the Web Client on the form are the following. Place a Custom HTML field on the form Switch to the “HTML tab Insert the following custom HTML code using the HTML tab in the Layout page of the form designer: In HTML, the indicates an “inline frame that is used to embed another page within the current HTML page. Please note that height values should be in pixels; width values can be in percentage or pixels. I’ve used a height=”620px” to provide a useful area to display. You can modify the values to see what works on your form. The “src=” value will be the URL that references your Web Client. For example, if you login to your repository using the Laserfiche Web Client, copy the URL that appears once you have logged in. Copy and paste that value inside double quotes. The {servername} should already be in the URL text string, as well as the {repository name} value. In my case, my URL is http://localhost/laserfiche/browse.aspx?repo=LFTraining, so the src= value in the iframe markup would look like: src=”http://localhost/laserfiche/browse.aspx?repo=LFTraining“ Here’s what the embedded field will look like in the form: Optional You can build other dynamic links to documents, directly, or by database lookup. Here’s an example of a scanned brochure being presented by selecting it from a drop-down list in the field above the embedded Web Client. This example uses a hidden field to store the static URL link to the document and uses some custom JavaScript to grab the URL and dynamically insert it into the src= setting of the

By Kyle Knebel Laserfiche Workflow has the tools to help us create good-looking HTML formatted emails. This month’s article will show some of the activities and techniques you can use to build well-formatted emails using HTML. Along the way, you’ll possibly learn some HTML coding tricks, too. Here at CDI, we send our clients, upon request, a Case Summary with billed hours report via email. Here is an example. A very simple email with a table and hyperlinks to Web Client documents might look something like this. To build an email that uses HTML tables, like the one above, you’ll need to create workflow tokens that hold HTML and the data to be formatted. And you’ll format the entire table as “HTML” within the email body. Follow along in this step-by-step. In our example, let’s use the following scenario. We want to send a weekly email that lists the documents created in the past 7 days. And we want to have live hyperlinks to each one of those documents. Step 1: In the workflow, we first need to run a search for the documents created this week using the “Search Repository” activity. We need to get a date 7 days from the day this workflow runs (It should run Sunday evening). The Date Token Calculator activity can do this. Configure it to subtract 7 days from the current date. Create the search and enter the search criteria using the “7 days ago” date token in the search syntax. I used this syntax: {LF:Name="*", Type="D"} & {LF:Created>="%(DateTokenCalculator_7 days ago)"}. Note: When possible, use the Advanced Search in the client and open the Search Syntax window to copy the search syntax and paste it into the workflow. Step 2: We need to build a token that holds the table header columns and allows the documents list to be appended to this token. Our report will have three columns: CreateDate, EntryID, and Doc Name. Add the “Assign Token Values” activity. I renamed this activity as “Set HTML Header and Rows.” Press the “Create…” button. I named this new token, “Report”. (You’ll use this in Step 5) I also checked the box to “Allow token to have multiple values.” In the first row we are going to insert some HTML. This will define the header columns. Insert the following HTML: CreateDateEntryIDDoc Name means start of Table Row; means end of table Row means start of header cell; means end of header cell Step 3: We need to create a token to hold the Web Client URL reference (called an “href”, the href attribute specifies the URL of the page the link goes to). This will create the correct hyperlink to open the document through the Laserfiche Web Client. Add the “Assign Token Values” activity and press the “Create…” button. I named this new token “HREF.” I renamed the activity “Set HREF.” In the first row we are going to enter your Web Client URL and some code to open the document viewer to the correct document. Enter “HTTP://{webserver}/laserfiche/DocView.aspx?db={repositoryName}&docid=” Step 4: Next, we need to iterate through the output entries from the “Search Repository” activity to add each document to the HTML table token we created in step 2. But we only want to do this if there is a search result. Add a “Conditional Sequence” activity and set the condition for the search result count is greater than 0. Within this sequence, drop the “For Each Entry” activity, and connect it to the Search Repository activity. Within the For Each Entry activity, we need to add the “Find Entry” activity in order to gather each document’s creation date (This date is not available from the For Each Entry activity itself). I renamed mine to “FindForEachEntry” to keep myself from getting confused! Set the Entry to Find with ID: value as the “ForEachEntry_CurrentEntry_ID” token. The Workflow should look something like this so far: Step 5: Next, you’ll add a token that modifies the “Header and Rows” token. This activity will add each document’s information to the table. So, if the search returned 5 documents, this activity would append 5 rows below the header row. The table would end up having one header row and 5 lines for each document. Within the For Each Entry activity and just after the “FindForEachEntry”, add another Assign Token Values activity. This time, press the “Modify…” button in the properties box and choose the “Report” token from the “Set HTML Header and Rows” you created in Step 2. Make sure to select the “Append to existing values option. Insert the html beginning of the row markup. Insert a markup to indicate a new cell. Insert the Creation Date token from the “FindForEachEntry” activity. Insert the markup to indicate the end of the cell. On the same line, insert another markup to indicate the start of the cell. Insert the OutputEntry_ID token from the “FindForEachEntry” activity. Insert the markup to indicate the end of the cell. The next steps are where the magic happens. You’ll be creating the hyperlink to the document in the Web Client. Still on the same line, add “” on the end. It should look like this: Following the “>”, insert the %(ForEachEntry_CurrentEntry_Name) token Insert the markup to indicate the end of the Web Client URL reference. Complete the table by inserting at the end of this long string of markup. It should look something like this: %(FindForEachEntry_OutputEntry_CreationDate)%(FindForEachEntry_OutputEntry_ID)%(ForEachEntry_CurrentEntry_Name) The workflow should look like this so far: Step 6: And finally, we need to email the report with its HTML table formatting. Insert the Email activity into the For Each Entry section just after the “Append rows to the Report Token: and edit the properties of the Email activity. Set the To: recipient and the Subject line Edit the body of the text as you see fit Next, we will edit the body and add the table to the email. Press the “Email Editor…” button. Type in the HTML markup shown below in order to add the table formatting. Into the Table markup, you’ll add the “Report” token, as you can see highlighted in the image below. Add: Just before , place your cursor and insert the Report token by clicking the “Tokens” button in the editor: In the pop-up window, scroll down the list of tokens on the bottom-left, and expand “Set HTML Header and Rows” and click on the blue “Report” link. Next, before closing this window, select the word “Report” at the top left of the box. Apply the additional properties as shown below in steps 1-4 in the screenshot below. This will create the correct HTML markup around the table, resulting in a finished, well-formatted HTML table in your email. The workflow should look like this now: After publishing the workflow, make sure to set it to run on a schedule rather than a conditional start rule. We hope you’ve learned some new techniques and knowledge to get you started on making your own custom HTML formatted emails! CDI NEWSLETTER Stay up to date with all the latest Laserfiche news, CDI webinars, blogs, and more!