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By Kyle Knebel Laserfiche Web Client: What’s New in version 11 Laserfiche Web Client 11 provides new functionality as of March 30th, 2021. I want to highlight three main new features found in the new Version 11 Web Client: on-premise users and Laserfiche Cloud. First off, Laserfiche has updated the Quick Search bar found at the top of the screen in the folder browser. In addition to the quick search functions, you can customize the folder options, date options, and even search by template and/or individual fields. As you usually would enter your search word or phrase in the box. The “Custom Quick Search” option at the bottom is populated when you have created such a search from the main Search Filters page. I will take a moment to describe how to create custom searches, which will be available in the drop-down list. Until you have made and saved at least one Custom Quick Search, there will be nothing listed. To create a new Custom Quick Search, take the following steps: 1. Click on “Search Filters” in the green bar. 2. Create and run your search, which will then generate the search syntax you will copy. 3. Click on the More Actions icon and then click “View Search Syntax.” 4. Click on the “Create Custom Quick Search” link on the top right, then edit the Query. 5. Name and edit the Query (e.g. ‘My 1st Custom Quick Search’), inserting the token into the syntax, as well. Then Save. As you can see, now the drop-down will show any custom Quick Searches that you have configured. Second, The Laserfiche Web Client folder browser can display icons. The browser can display images stored in the repository, such as jpg, bitmap, and png images as thumbnails, and will also display the first page of TIFF imaged documents directly in the folder browser. This makes it quicker and easier (sometimes) to find the document you want. And finally, third, the web client now includes the ability to perform a batch print. The print option will be available when you have selected multiple documents from a folder or set of search results. When you print, the documents are then combined into a single PDF file, which you can then print as you would any other document. Note: The files will open as a single PDF, which then can be printed. If you would like assistance or training on these new features or would like to upgrade your version of Laserfiche, please reach out to the CDI to schedule a meeting. Have a great, Paperless Day! If you have any questions regarding Laserfiche or wish to speak with a CDI professional team member, contact us at support@cdi.support.

Laserfiche Forms: Using the new Edit In-Progress Process Variable Values functionality in Forms 11 By Kyle Knebel Many Laserfiche Forms Administrators and Process admins have found that a submitted form is missing data or has incorrect values in one or more fields. This can sometimes require that the current submission instance be terminated, and a new form be submitted. What if that form is 6 pages long, or more? It can be quite inconvenient to be asked to fill out and submit that long form again! Laserfiche Forms 11 provides new functionality for Administrators and Process admins in which a suspended form can be edited to update missing or incomplete data in the form fields, also called variables. There are six easy steps to edit an in-progress process variable. Select the suspended instance in the Monitor tab by clicking on the instance hyperlink (the blue text). Click on the Variables tab. Click the Edit button. Search or scroll for the variable(s) that needs a new value. Modify the value, add Comments if desired and press Save. Retry the suspended instance. 1. Select the suspended instance in the Monitor tab by clicking on the instance hyperlink. 2. Click on the Variables tab 3. Click the Edit button 4. Search or scroll for the variable(s) that needs a new value 5. Modify the value, add Comments if desired and press Save 6. Retry the suspended instance. Click on the History tab Right click on the Suspended step Select Retry If you would like assistance or training on this new feature, or would like to upgrade your version of Forms, please reach out to the CDI to schedule a meeting. Have a Great Paperless Day! If you have any questions regarding Laserfiche or wish to speak with a CDI professional team member, contact us atsupport@cdi.support.

Laserfiche 11 Highlights & Updates The anticipation is over, Laserfiche 11 is finally here. The major self-hosted release brings several new features and enhancements including: Authentication and Security: The entire Laserfiche product suite now includes support for Single Sign On and multifactor identification to provide for streamlined and secure sign ins. We have also deprecated support for older operating systems and browsers for security purposes. Direct Share: Share content securely with people outside the organization with password-protected links that can be tracked and audited centrally in Laserfiche. When you send documents through direct share, the recipient will receive a unique and anonymized URL that they can use to access the files for a limited period. You can add a password and specify the number of days until the URL expires. The sender will receive notifications when the content was viewed, and they or a repository administrator can see the status of who shared it, with whom, and when it was accessed. Web Client: The search bar at the top of the folder browser you can now select a search you have recently run to run again and choose to filter search results by folder location and date created or modified without needing to open the search pane. You can also search by template and field value from quick search. Laserfiche 11 has also made it easier to preview images when browsing the repository. You can choose to view the contents of a folder or set of search results as icons. This will display images stored in the repository, such as jpg, bitmap, and png images as thumbnails, and will also display the first page of TIFF imaged documents directly in the folder browser, making it easier to quickly locate the document you want. Folder views are set on a per-folder basis. Finally, the web client now includes the ability to perform a batch print. The print option will be available when you have selected multiple documents from a folder or set of search results. When you print, the documents will be combined into a single PDF file, which you can then print as you would any other document. Audit Trail: Laserfiche 11 introduces a new audit reporting experience to make it easier to create and view audit reports. When adding columns to a report, available columns are now grouped together to make them easier to find. There are also many more columns, allowing you to view even more granular information about your repository activity. These include a set of changed columns that pinpoint what changed during the audited operation. We have also updated the Audit Trail architecture to provide significantly improved performance. Distributed Computing Cluster: Distributed Computing Cluster adds support for a new Workflow 11 activity that allows you to schedule PDF generation and OCR processing of repository entries. More User-Friendly Form Designer: Design custom forms more easily than ever with a simplified drag-and-drop experience to put fields side-by-side, adjust field widths and more. Edit In-Progress Process Variable Values: Keep processes running smoothly with the ability for an administrator to edit form variables during runtime, such as mistyped or missing field inputs. Expanded SSO Support: Improved log-in experience for Laserfiche desktop-based applications, such as Quick Fields (coming soon), Scanning, Snapshot and Connector with support for SAML, AD FS and MFA authentication. Repository User Experience Enhancements: More conveniently work across the web client with the ability to save searches, view recent searches and set custom filters in an updated search bar, print documents in a batch, and view thumbnail images of documents in the folder browser. More Efficient PDF Page Generation: Generate image pages for PDFs using the distributed computing cluster (DCC) via Workflow to streamline high-volume capture workflows at scale. The following minor changes and fixes were also added to Laserfiche 11: The installation for the Laserfiche administration console has been moved from the Laserfiche Windows client install package to the Laserfiche Server install package. In addition, the Laserfiche Full-Text Indexing and Search Service now has its own installation package, and can also be installed from the Laserfiche Server installation package and the Audit Trail installation package. Improved performance when importing briefcases and pages, viewing entry listings, and performing searches. Improved event logging. Webtools agent now correctly locates Office Plugin installations to folders other than the default folder. (250604) Image previews now display correctly for documents selected from a set of search results. (201151) Metadata reports now only contain the selected entries. (202510) In some cases, a "Date/time out of range. [9170]" error message would be displayed when performing a date field search using the Spanish date format. This issue has been resolved. (245993) Resolved an issue in which buttons for adding or deleting transfer locations in retention schedule properties did not work properly when the browser language was set to Spanish. (215185) In some cases, list field definitions with a large number of list items could not be edited. This issue has been resolved. (294773) Importing repository objects as XML on the web client management page now functions correctly. (280927) Resolved an issue that could result in the web client not loading in iFrames. (214753) Including an optional attachment on a document in Docusign no longer causes imports to fail. (51267) Scanning now launches in the correct language. (265212) Resolved an issue that caused some PDFs to display incorrectly. (257400, 250829) Dynamic fields are now correctly sorted. (250395) Resolved an issue that could cause forms to display incorrectly when embedded in the web client details pane. (245496) Business processes with requirements are no longer disabled in the frequently used and favorite business processes lists. (169935) Printing from the web client no longer includes an extra blank page in the print job. (255926) Dynamic fields can now be modified when creating a new document from pages in an existing document. (242393) Some JPEG issues could cause issues in the import dialog box when importing. This issue has been resolved. (245994) In some cases, pages generated from PDFs would convert PDF annotations to Laserfiche annotations even if that option was not enabled. This issue has been resolved. (260352) Resolved an issue that could cause custom page ranges to be ignored when emailing multiple documents from the repository as a single ZIP file. (190848) Resolved an issue that could cause text box annotations to be displayed in the wrong place when the document is downloaded. (295852) If you have any additional questions or if you would like to schedule an update to Laserfiche 11 please email support@cdi.support or contact your Account Manager.

There are always new updates and announcements from Laserfiche and their products. We like our clients to be up to date and knowledgeable with everything Laserfiche. Enjoy this month’s Laserfiche update and check in occasionally since updates are always coming in. Laserfiche is Integrating with Adobe Sign All self-hosted customers can expect an Adobe Sign integration to be added to the Laserfiche Business Process Library. Laserfiche can make digital signature requests using Adobe Sign for any automated process. With more than 8 billion transactions processed from millions of signers around the world, Adobe Sign can fulfill your digital signature needs. Adobe Sign follows industry-standard security practices that protect documents, data, and personal information. Adobe e-signatures are legally valid and enforceable in nearly all industrialized countries in the world. The new integration will be found when choosing Design in self-hosted Laserfiche Forms. It will be named ‘External Signature with Adobe Sign’ in the category Design Patterns. This process is expected to be available for self-hosted Laserfiche in March 2021 and in Laserfiche Cloud in Q2 2021. New Features on Laserfiche Cloud In Q2, several new feature and administration updates are planned for Laserfiche Cloud. Those new features include: Microsoft Teams Integration: Save and share Laserfiche documents from directly within the Teams app to improve collaboration and compliance with governance policies. Process Automation Security Controls: Manage user and team permissions to view or design assets across Process Automation. File Sets: Configure a set of relevant files for process participants to submit or act on as part of a business process. This is useful in processes like new account opening where a specific set of files needs to be uploaded, reviewed, or signed by an applicant. Accessible from the home dashboard view, monitor a variety of process metrics in one summary view to keep track of active process and task statuses, such as in-progress, suspended, overdue and completed. Expanded Admin Control for Active Business Processes: Keep processes running smoothly with actions to skip, retry and interrupt tasks, as well as the ability to modify in-progress variable values to correct mistyped or missing input data. Just-in-Time User Provisioning: Simplify user licensing by allowing new users to automatically be created and assigned licenses upon first login. User permissions group mapping: Streamline user administration by mapping SAML identity provider groups or Windows groups with groups defined in Laserfiche. Data Caching for Third-Party App Connections: Improved user experience with faster form load times when pulling data from Salesforce, Redtail, Dynamics 365 and Ellucian Banner. Announcing the Laserfiche Trust Center Laserfiche wants to provide more information related to Laserfiche Cloud security. To do so, Laserfiche is launching the Laserfiche Trust Center. This is where clients will be able to find detailed security, compliance, reliability, and privacy related information about Laserfiche Cloud. To learn more, click on the link below: https://www.laserfiche.com/products/trust/ If you have any questions regarding Laserfiche or wish to speak with a CDI professional team member, contact us at support@cdi.support.

Laserfiche Forms: How to Cancel All But One Parallel Active User Task Written By Kyle Knebel With many business processes, you might have to send a task to a primary and to a backup user. Most of the time, the primary user handles the tasks. The backup does not need to do any work. But what if the primary is out of the office? Can the backup deal with the same tasks? And if the backup does handle the tasks, will the primary see them in their Inbox after they have been processed? The above scenario is the topic of this month’s Consulting Corner article. Laserfiche Forms provides two Signal Events, a “Signal Throw Event” and a “Signal Catch Event”. They do just what you think they do, they play baseball! No, they don’t but the Signal Throw Event can be used to send a Broadcast signal back to an unfinished or incomplete User task in order to “Cancel” their task. The “Signal Catch Event” receives the Broadcast signal message from the “Signal Throw Event” and will interrupt the activity to which it is attached. In this case, we should be able to interrupt one of the user tasks because the other was completed. There are five main steps to add to the Process Diagram, assuming you have built the initial and review forms. We won’t concern ourselves with the e-form design in this article, just the process design steps. A. Split the task by using a Parallel Gateway B. Setup the User review tasks as normal C. Add the Signal Throw event for each parallel branch D. Add the Signal Catch event onto both User tasks E. Add an End Event for the Signal Catch events F. Join the Parallel paths together with an Exclusive Gateway G. Continue the process to its End point. Split the task by using a Parallel Gateway 1.) In the process designer, add the Parallel Gateway after the Message Start Event (the submission of the form). 2.) Connect the two items with an arrow. You can click once on the Message Start Event , then click, hold and drag the arrow from the first event and connect it to the next event. 3.) Connect the arrow on the Parallel Gateway, selecting one of the grey dots, then release the mouse. Setup User review tasks 1.) Add two user tasks, one for the primary and one for the backup user. Connect the Parallel Gateway to both tasks. Add the Signal Throw Event for each parallel branch 1.) Add the Signal Throw Event after each user task and connect the User task to them. 2.) Select the Signal Throw Events and In the details pane, Create a signal by selecting the Broadcast Signal drop-down and pressing the “Create a signal” blue hyperlink. 3.) Assign a name to the signal, for example, “Cancel Task for other user”. Then press the green “create” button. Add the Signal Catch event onto each User task 1.) Go back to each of the User tasks, then right-click and select “Attach signal event”. 2.) On the details pane, select the signal you created from the “Listen for signal” drop-down. Do this for both User tasks. Make sure that the “Interrupt” option is selected. Add an End Event for the Signal Catch Events 1.) Between both user tasks, add an End Event 2.) Connect the Signal Cath events to the End event. Click once on the yellow circle, then drag the arrow icon to the End Event. Do this for both Signal Catch events. Join the Parallel paths together with an Exclusive Gateway 1.) Connect the Signal Throw events to the Exclusive Gateway to allow the process to continue. One of the process branches will continue, even though the other terminated. Continue building the process to its natural termination (End event). Here is a diagram example of the competed process. If you would like assistance in building your own Laserfiche Forms process like this, please reach out to the CDI Consulting department to schedule a meeting. Have a Great Paperless Day! If you have any questions regarding Laserfiche or wish to speak with a CDI professional team member, contact us at support@cdi.support.

Each month the CDI Employee Spotlight showcases individual CDI staff members, highlighting not only their tireless work contributions but also who they are as a person. This month’s spotlight is on CDI Account Executive, Laura Froyum. About Laura Throughout my tenure at CDI I’ve held many roles, Operations Manager, HR Manager, Payroll, Benefits, Support, Account Manager, Sales Director, and ultimately found my place as an Account Executive. I love the opportunity it gives me to connect with clients and prospects and help them solve problems. Tell us about yourself I have 2 boys, 5 and 7, and we’re doing full-time distance learning. I have a Cricut Cutter that I love and make all kinds of cool vinyl stickers, cards, and t-shirts. We are big into outdoor activities and camp in our IceCastle fish house during the summer and in the winter on the ice frequently. Is there anything about you that your clients wouldn’t believe or would be surprised to know about? The West Coast Account Manager, Zachary, is my little brother. Is there a Laserfiche feature or CDI product/service available that you are surprised more clients don’t take advantage of? Honestly, probably Snapshot. Just because when I talk to most clients about it, it’s a feature they always forget they have. It allows them to print documents for archival directly to Laserfiche. It’s mostly been fun to just see the excitement on their faces when they realize they don’t have to print/scan anymore! Functionality-wise, I’d say Laserfiche forms. Forms makes task management and automation more user friendly. I could talk about it all day! What are 3 items on your desk and why are they there (what do they represent)? This is an easy one to include photos of. I have sticky notes and art from my children. What is the best part of your job? The best part is getting to know the clients and helping them solve problems. What is the most challenging part of your job? Turning it off. Thank you, Laura! If you need additional help or support, email us at support@cdi.support, or call us at 855.714.2800, Ext 1.

With the proliferation of web-based Laserfiche products, Laserfiche has implemented an authentication system called Laserfiche Directory Server, or LFDS, for short. It gives Laserfiche administrators the ability to configure a Laserfiche user to be able to login with a Laserfiche seat license, like a Full User or Participant User, to multiple applications across multiple servers. This first started in Laserfiche RIO, and is now seen in Laserfiche Avante systems, as well. With Avante, most users, if not a Windows user, are created as “Repository Users”. This repository account allows a user to login to one repository. And, usually, they have been given a Full Named User license. So, what happens when you want that Repository User to be set up in LFDS? Here are the steps needed. It should be noted that this scenario is not for a Windows user. There are four main steps: A. Decommission the Repository user in Laserfiche Administration Console B. Update the LFDS Application with the new Full license count. C. Create the LFDS User D. Add the LFDS User back into the repository in Laserfiche Administration Console Decommission the Repository user in Laserfiche Administration Console 1. In the Laserfiche Admin Console, navigate to the Users and Groups > Repository Users. 2. Open the properties of the desired user (trustee). 3. Change the Repository Named User: box to False, which will free up a license. 4. Click OK to save the changes. Update the LFDS Application with the new Full license count 5. Next, navigate to the LFDS site. On the server itself, there will be a desktop icon. 6. Navigate to the Applications tab 7. Select the Laserfiche Server application in the list. 8. Expand the Server listing (1) and then click Edit (2). 9. Scroll to the bottom of the screen and click on Advanced Options. 10. Scroll down to the Full repository named user box, and enter the number of Full Named Users you are adding back in. If you are just adding one user, type the number 1. 11. The Remaining Licenses box will change the count of Full licenses to match the allocation. If LFDS and the Laserfiche Server are on the same machine, the Full User count will synchronize almost immediately. Therefore, if you decommission a Full user license as you did in Step 3, the available licenses remaining will stay at 0 or greater. 12. Press the Save button to update LFDS with the new allocation of licenses. Create the LFDS User 13. Navigate to the Accounts tab and click on the +Users button, then select Laserfiche User. 14. Enter the User Information, where the Username is the actual name that this Laserfiche user will need to type in. a. Make sure to assign a password (you’ll retype it) 15. Under the License tab, select the license type, which in our example will be Full License. 16. Scroll down and press the Finish button when done, checking to make sure that your Remaining licenses count is at least 0, if not a positive number. If you see a negative number, you will not be able to proceed. Add the LFDS User back into the repository in Laserfiche Administration Console 17. Navigate back to the Laserfiche Administration Console and open the Users and Groups node, then select Laserfiche Directory Accounts. 18. Right-Click on the Laserfiche Directory Accounts node and choose New Laserfiche Directory Account. 19. Add the newly created LFDS Laserfiche account in the box by clicking on the (...) button on the far right. This will open the Object Selector. Note: You will want to set Authentication to Trust and possibly also give the user Rights in the tab at the top. 20. Type in the name of the new Laserfiche account in the Query box (1), then press Find Now (2). 21. Select the name in the results box (3) and press OK (4). 22. Then press OK at the bottom of the new user dialog box to save this account to the repository. 23. Have the user try to login to Laserfiche from their workstation to confirm they are getting authenticated through LFDS now. You have now completed the migration of the user! If you have any questions regarding Laserfiche Shortcuts or wish to speak with a CDI professional team member, contact us at support@cdi.support.

Each month the CDI Employee Spotlight showcases individual CDI staff members, highlighting not only their tireless work contributions but also who they are as a person. This month’s spotlight is on CDI's Business Process Consultant (BPC), Fernando Prieto. About Fernando I am a business process consultant (BPC) here at CDI; I'm one of the wizards that setup Laserfiche automation and make sure that the dreams of the clients are translated to Laserfiche. I started at CDI a few weeks before the pandemic forced us to work remotely. It was a strange transition, but because of the few weeks I had with the team, I got a chance to meet some of the people that make CDI a great organization. Tell us about yourself I live in Maplewood with my wife Holly and our corgi Jingle. Jingle likes to sleep next to Holly or me while we work and he has a tendency to snore very loudly; if you hear him during a call with me please let me know so I can wake him up. For adventures, I like to travel with Holly. I like to go on road trips and most of the time these involve visiting breweries and distilleries wherever we go. Libraries too, because my wife is a librarian. What is the best part of Fernando's job? The best part of the job to me is finding a way to build something that is based on a quick thought or a vision from a client. It's really great to break down goals into pieces of a puzzle and then put these pieces together using the tools from Laserfiche and CDI. What is the most challenging part of your job? Right now the most challenging part of the job is being completely away from the whole team. CDI has a great culture and the team is absolutely fantastic, but due to the pandemic, we don't get to work together as much right now. Hopefully, this will change soon. Thanks, Fernando! If you need additional help or support, email us at support@cdi.support, or call us at 855.714.2800, Ext 1.

Many of our clients ask us if there is a way to collaboratively edit Microsoft Office documents in Microsoft Office 365. The Office 365 integration is available by default for Laserfiche Cloud customers. In this month’s article, we will explore how to use the Laserfiche integration with Microsoft Office 365. Note: An Office 365 ProPlus subscription or higher is required to use this integration with Laserfiche Cloud. Launch the Repository 1. Click on the app Picker or grid icon at the top-right of the screen and click on Documents, under the Repository section. Note: You might have bookmarked this link already and may not need this step. 2. Find an Office document to edit within the repository. You have a couple of ways to edit the file. a. If the document is already open in the Laserfiche document viewer tab, you can choose the Edit With option. b. If the document is not open, you can right-click on the name of the Office document and choose Open>Microsoft ___ Online from the list. 3. You may see a pop-up message regarding a commercial Office 365 subscription. Assuming you have an Office Online (aka Office 365) account, just use your current email and password to log in. Note: You may get a two-factor authentication pop-up asking you to enter a code that was texted to your phone as I do. Enter the code, then press Verify. 4. Begin editing your document as normal. a. At the top-left of the editor, you can change the document name by clicking on the drop-down next to the named document. b. In the File Name box, you can rename the document. If you click on the folder links below in the Location box, you will be taken away from the open document (it is saved automatically) and into the Laserfiche repository folder, you had just clicked. That concludes our look at editing Office documents with the Laserfiche integration with Microsoft Office 365 in Laserfiche Cloud. If you have any questions regarding Laserfiche Shortcuts or wish to speak with a CDI professional team member, contact us at support@cdi.support.

Each month the CDI Employee Spotlight showcases individual CDI staff members, highlighting not only their tireless work contributions but also who they are as a person. This month’s spotlight is on CDI's Service Bureau Coordinator, Tori Johnson. About Tori I'm Tori Johnson and I've been at CDI for just a few weeks. I recently moved back to the Seattle area after living in Denver for the last 6 years. I am the Service Bureau Coordinator for our Seattle office, and it's amazing. I get to work with our Document Preparation and Scanning teams, our scanning Clients, and directly support Patrick and the day-to-day Office Management duties. Sometimes that involves driving 20ft rental trucks to client locations to load and unload 550+ boxes in the Seattle rain, sometimes it involves making sure there is a Covid proof method of getting coffee into my team. It's never dull and I'm loving learning about Laserfiche and CDI and all we have to offer. Tell us about yourself I am a mother to three grown children who still keep me on my toes. We live in different cities, but meet as often as we can to Cosplay at various Comic Book/Pop Culture Conventions, visit any theme parks we can find and (when it's not 2020) celebrate holidays with our family. I also love to read, camp, hike, have recently started learning to drive a motorcycle, and love to bake/cook/grill. What are 3 items on Tori's desk and why are they there (what do they represent)? I couldn't decide on just three things from my desk, so I've included a picture of four. They were all gifts from family and it makes me happy to look at them. What is the best part of Tori's job? The best part of my job is learning just how awesome the Laserfiche tool is. I had no idea it existed until I began working here and I find it absolutely fascinating! Is there anything about you that your clients wouldn’t believe/would be surprised to know about? I once fed my children M&Ms on top of the Great Wall of China. Welcome to the team, Tori! If you need additional help or support, email us at support@cdi.support, or call us at 855.714.2800, Ext 1.

Many of our clients ask us if there is a way to globally configure or limit what a user can do in the Laserfiche repository. In this month’s article, we’ll explore how we can use the Laserfiche Administration Console to set a user or group’s functional feature rights within the Laserfiche repository. Laserfiche calls the ability to take an action in the Laserfiche client, whether it be the Windows client or Web client, a “Feature Right”. For example, the ability to delete entries from the repository can be enabled or disabled for a user or group. These settings supersede any folder access rights already assigned in the repository itself. Navigate to The Windows Administration Console, Web Management Console or Cloud Management If using the Windows Administration Console Launch the Windows Administration Console: 1. Open the Laserfiche Administration Console and navigate to the Users and Groups node. a. From the Start menu, scroll to the Laserfiche folder and click on “Laserfiche Administration Console 10.4” b. Or, from the Laserfiche Windows Client, click on Tools>Administration Console… 2. Login using your Laserfiche administrative account. 3. Expand the Repositories node, expand the named Repository, then expand the Users and Groups node. a. If you want to set Feature rights on a Laserfiche User (not a Windows user), select the Repository Users node. b. If you want to set Feature rights on a Laserfiche Group select the Repository Groups node. c. If you want to set Feature rights on a Windows User or Group, select the Windows Accounts node. 4. Next, double-click on the Account name to open the Properties box for that user or group. 5. Select the Rights tab 6. Select the desired global Feature Rights you want to assign to the account. These settings allow a user or group to use these functions within the Laserfiche client application. Do not assign Privileges, unless the trustee is going to be a Laserfiche Administrator, responsible for the maintenance of the system. For example, if you don’t want a user to be able to delete anything in the repository, simply leave the Delete box unchecked. If you want the trustee (user or group) to be able to email or download documents out of the repository, select the Export check box. If you want the trustee to be able to do everything, check all the boxes. If using the Web Administration Console... Launch the Web Management Console: 1. Sign-in to your Web Client, as usual, then press the drop-down next to your name and select Management. 2. Select Users. 3. Select the Trustee from the list on the left-side of the screen, then on the right-side expanded panel click on the Rights tab. 4. In the Feature Rights column, select the desired rights. These settings allow a user or group to use these functions within the Laserfiche client application. For example, if you don’t want a user to be able to delete anything in the repository, simply leave the Delete box unchecked. If you want the trustee (user or group) to be able to email or download documents out of the repository, select the Export check box. If you want the trustee to be able to do everything, check all the boxes. Do not assign Privileges, unless the trustee is going to be a Laserfiche Administrator, responsible for the maintenance of the system. If using Laserfiche Cloud... Launch the Repository Administration Console 1. Click on the app Picker or grid icon at the top-right of the screen and click on Repository Administration. 2. Select Users. 3. Select the Trustee from the list on the left-side of the screen, then on the right-side expanded panel click on the Rights tab. 4. In the Feature Rights column, select the desired rights. These settings allow a user or group to use these functions within the Laserfiche client application. For example, if you don’t want a user to be able to delete anything in the repository, simply leave the Delete box unchecked. If you want the trustee (user or group) to be able to email or download documents out of the repository, select the Export check box. If you want the trustee to be able to do everything, check all the boxes. Do not assign Privileges, unless the trustee is going to be a Laserfiche Administrator, responsible for the maintenance of the system. If you have any questions regarding Global Feature Rights or wish to speak with a CDI professional team member, contact us at support@cdi.support.

Many of our clients ask us if there is a way to check for a set of expected documents in a folder and have some way to indicate that files are missing in that folder. For example, let’s say that we have a “client” folder and we expect to find a certain set of documents in that folder, regardless if they are stored in sub-folders or not. And, if any files are missing, we’d like the folder icon to change color. In this month’s article, we’ll explore how we can use Laserfiche Workflow and Laserfiche Templates to make this an easy to run process. Run an “Inventory Check” on a folder Step 1: Build the “Indicator” Template (If documents are missing) 1. Open the Laserfiche Administration Console and navigate to the Metadata Management node. 2. Assuming you don’t apply a template to your folders already, select the Templates node and press the New Item icon to create a new Template. (Alternatively, you can right-click and select New Template…) 3. Name the template Missing Documents and set the color in the top-right corner. 4. Save the template by clicking OK. Confirm that you want to create the template. Alternative if you already have assigned a template to the folder: Copy the folder template, then rename it and set the default color. By doing this, we can keep the existing fields (and values) but still mark the folder with a color that stands out amongst the normal folders. We’ll tell Laserfiche Workflow to use this template copy when it finds missing documents. Step 2: Build the Laserfiche Search 1. In the Laserfiche Client, navigate to your folder where you would look for the files to see if any were missing. 2. Use the Advanced Search pane to define the following criteria: a. The Within Folder filter. b. The Name criteria. Enter one of the document names here c. The Search Syntax criteria 3. Run the Search 4. Select all the text in the Search Syntax results and Copy it from the gray box. We will paste this into the Laserfiche Workflow that we will build, next. Step 2: Build the Workflow 1. Launch the Laserfiche Workflow Designer application and configure your new workflow to use the desired repository. 2. Name the new Workflow with a name that reflects the purpose, for example, “Client Files Inventory Check” or something similar. 3. Configure the workflow as a Business Process by checking the box in the properties pane on the right side of the Designer. This will allow the workflow to be run from within the Laserfiche Client (both Web or Windows) in order to manually check a selected folder for missing documents. 4. In the Workflow, add the Search activity and paste the Search Syntax that you had copied from the client. 5. Modify the Search syntax in the Workflow to search for more than just one document. We’re going to search for all of them. We do this by using the Pipe Symbol (|) to search for any or all the files that should be in folder. We can search by file name, field value, or other criteria. In this example, we’ll search by document name. a. Below is the original syntax with just one document type being searched: ACH Authorization b. We need to modify the search. Here is the updated syntax to look for all 5 documents we are expecting to find in the folder. Notice that we need to enclose the {LF:Name=} searches into a group, by adding Parentheses to the beginning and end of the search. Within the parentheses, we search for any of the five documents by separating them with the pipe symbol, as shown below. c. Next, we need to modify the path of the {LF:LOOKIN=} syntax to use the currently selected folder. We want the Workflow to search for the documents only in this folder, right? Within the double quotes, delete the path listed and use the token selector to insert a placeholder for the folder you have selected when running the workflow. Use the Entry ID token. d. The search results will return a count of how many documents match the search. We’ll use this information in the next step, where we decide if we are going to mark the folder in a different color. 6. Add a Conditional Decision activity below the Search Repository activity in the workflow and drop it on the blue dot. 7. On the first branch within the decision tree set the condition to look for the Result Count is less than 5 from the previous search. Click on the blue box on the right-side properties pane to add the condition. 8. Next, we want to set the Missing Documents template on the folder, when the result is less than 5. Drag the Assign Field Values activity to the branch and release it on the blue dot inside the first branch. 9. Set the properties for this Assign Field Values activity. Select the Template. You won’t need to set any field values, and the template should be applied to the Starting Entry. 10. Publish the workflow by pressing the Publish icon on the top-left of the Workflow Designer’s toolbar. 11. Set the Business Process starting rules when the dialog box pops up. Press, Yes. 12. Login to the repository with an account that has Administrative privileges 13. Once logged in, you can set the color for the Business Process icon, set security and set additional requirements. 14. In this case, we want to make sure that the Workflow Business Process cannot be started just anywhere in the repository. In this example, we will select the Requirements tab, then click on the blue hyperlink to create conditions. 15. We need to modify the default conditions to meet our needs. Click on the Green Name value and change it to Path, change the equals value to starts with, and change the path to the folder one level above the folder you are going to select. 1. Set the Path 2. starts with 3. Select the folder one level above the folder you are going to select when running this Workflow. 4. Click OK to save the Business Process Rule. Step 3: Testing To run this Workflow on a folder, Right-click on the desired Client folder, then select Run Business Process… and select the Workflow Name: Inventory Check and press the green Start button. If the folder is missing documents or they are not named precisely as expected, you should see the folder change color, as shown below! You’ve just created an inventory-check in Laserfiche. Congratulations! If you have any questions regarding Laserfiche Shortcuts or wish to speak with a CDI professional team member, contact us at support@cdi.support.