Summary
Laserfiche 10 introduces several new features in the Laserfiche Server, desktop Laserfiche Client, and Web Access to make it easier to work with documents in your repository.
Starred Entries
Users can now mark documents and folders that they want to easily find again with a star. Starred entries are listed in their own quick access view, allowing users to quickly locate a specific document or folder again. For instance, a user might star a form that they frequently need to refer to, or their own personal folder. Stars are user-specific, allowing users to mark exactly the entries that they need to locate.
Once an item has been starred, it will show up in the starred quick access view in the desktop Client, Web Access, and Laserfiche Mobile, making it easy to find regardless of the platform being used.
Import Profiles
In many cases, users need to frequently import documents of consistent types. For example, a user in the HR department might need to frequently import resumes and applications for prospective employees, as well as tax or insurance information for existing employees. In Laserfiche 10, users can streamline this process by setting up import profiles for commonly-imported document types.
An import profile allows you to configure a default name, folder path, template, and/or volume for imported documents of a particular type. Then, when importing a document, you can simply select the import profile from the list, rather than manually selecting the appropriate path, template, and so forth. The HR employee in the example above might set up one import profile for "Applications and Resumes" and another for "Tax Information." You can also extract information from the file name and use it to dynamically create the document name or path. For instance, if application file names always contain the applicant's name, you could extract that section of the file name and use it to automatically store the document in a folder named for the applicant.
Import profiles are saved on a per-user basis, and are stored as trustee attributes. This allows administrators to create profiles and make them available to everyone, as well as permitting users to make their own profiles to suit their own needs.
Recycle Bin Search
You can now perform searches for documents in the recycle bin, allowing you to easily locate deleted documents. You can search on many of the properties of the deleted document, including document name, fields, and tags. All users can search for documents they themselves deleted, and users with the Manage Entry Access privilege can search across all documents in the recycle bin. This is especially useful for administrators, who may need to locate an accidentally-deleted document, or identify which documents contain a particular metadata type.
New PDF Compression Options
When downloading imaged documents as PDFs, users now have a new option for PDF compression. You can choose to optimize compression for text on color images. This is most useful for images that are in full-color, but that mostly consist of text.
Template-Specific Required Fields
In previous versions of Laserfiche, required fields existed solely as an attribute of the field: if a field was marked as required, then it would be required in all templates to which it belonged. However, in some cases, users wanted to be able to mark a field as required in one template, but not in another. For example, an "Employee Name" field might be required on an "HR" template, where it is a critical piece of information, but optional on a "Reports" template, where there might or might not be an employee associated with the report. You can now mark fields as required on a template-by-template basis, in addition to the already-present global required field property.
Audit Trail
Laserfiche Audit Trail has been enhanced with an improved, more modern user interface and more intuitive report creation behavior, as well as fixes and performance enhancements.
Settings Lockdown
Laserfiche offers many settings for users to customize their experience in the repository, but in some cases administrators may want to restrict some or all users from modifying certain settings. For instance, administrators might want to prevent users from modifying search settings that could impact search performance, or prevent users from changing the way that imported documents will be stored. In Laserfiche 10, administrators can lock down certain sets of options, either for the entire repository or for specific users or groups. They can then establish a global default that will be used instead. Settings lockdown and global defaults are configured using trustee attributes.
Search Improvements
Laserfiche 10 features a new search processor, resulting in significant improvements to search performance and behavior. In addition to improved performance, the search processor now supports additional advanced search types, including support for searching for the date a record entered final disposition, the date a document was checked out, or the date that the electronic file portion of an electronic document was last modified. In addition, the Laserfiche Full-Text Indexing and Search Service now features improved performance during indexing.
Additional Web Access Enhancements
In addition to supporting the same new features as the Laserfiche Client and Server, above, Laserfiche Web Access includes many new improvements of its own. For more information, see Knowledge Base article 1013714: INFO: List of Changes for Web Access 10.
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