Summary

Web Access 10 is a major release that introduces a new responsive interface for accessing Laserfiche.

New User Interface

The look and feel of Laserfiche Web Access has been completely overhauled. It now features a clean, modern look, faster page loading, and an interface that responds immediately to user actions. In addition, Web Access is now responsive to the platform on which it is being used; it adjusts automatically for the best display on phones, tablets, and monitors of various sizes.

The new user interface also includes the following improvements:

• Full screen mode in the document viewer, to maximize screen real estate.
• Continuous scrolling when viewing a document.
• Multi-column page and thumbnail display, allowing you to view multiple document pages at once.
• Documents open in dedicated tabs, allowing you to move them to their own window or display two documents side by side.
• A preview pane in the folder browser allows you to view the pages or thumbnails of a document before you open it.
• A streamlined interface for searching.

Quick Access views

Web Access now features quick access lists, allowing users to easily locate exactly the documents they need. The following quick access views are available in Web Access 10:

• Documents in Use. Documents that the user either has checked out or locked for editing will appear in the Documents in Use quick access view. This allows users to locate documents that they're working with, save or discard changes, and check them in.
• Starred. Users can mark documents and folders as starred so that they can quickly find them again in the Starred quick access view. See Starred Entries, above, for more information.
• Recently Opened Documents. The documents that you most recently opened—whether in Web Access, the Laserfiche Client, or Laserfiche Mobile—will be listed in the Recently Opened Documents quick access view. This allows you to find the documents you were working with last without having to search or browse to them again.
• Records Management. The Records Management quick access list allows records managers to quickly view records management entries that are ready to be processed. You can automatically generate reports of records eligible for cutoff or for disposition, and vital records that are ready for review. You can also choose whether to view records and record folders, or just record folders.

Unified Metadata Pane

To make it easy to quickly find the information you need, Web Access 10 features a unified metadata pane in both the Folder Browser and Document Viewer. In the Folder Browser, you can view metadata on both documents and folders without needing to open them; in the Document Viewer, the metadata pane puts all the information about the document at your fingertips. This allows you to review and edit the metadata associated with an entry all in one place, rather than needing to open a new dialog box or switch between multiple tabs. In addition, you can choose to display advanced information about the entry, such as its ID, volume, and effective rights for the currently signed-in user, directly in this pane. You can also calculate the size of the entry and its contents.

Discussions

Web Access 10 features an integration with Laserfiche Discussions. Users can start a discussion in the Web Access details pane, which will automatically create a matching thread on Discussions. Users who access the document or folder in Web Access can view and participate in the discussion directly in the Folder Browser or Document Viewer, and users who view the discussion in Discussions can view the document or folder embedded in the Discussions thread. You can use this to ask questions about documents or processes, provide feedback, and discuss the information you're working with in your repository.

Streaming Media

When viewing audio and video files in Web Access, users can now choose to stream the media to their browser rather than downloading the files first. Streaming is supported for MP4, WEBM, OGV, and OGG video files, and MP3, WAV, OPUS, and OGA audio files.

Note: Support for streaming media is partially dependent on the browser used to access Web Access, and to the codecs that a user has installed. A media file that is supported for streaming in Web Access may still fail to play if the browser does not support it.

Cloud Import Services

Users can now import documents from Google Drive, OneDrive, or OneDrive for Business directly into Laserfiche. This allows you to quickly capture and centrally store all your content, without needing to export it first. Administrators can choose to enable import from any or all of these services. Once they have done so, users will be provided with the option to import from the relevant cloud import service or services.

Record Timeline

For users with Records Management Edition, Web Access 10 now features a record timeline, allowing you to easily see and work with life cycle information for a record. You can view the record's current stage, perform actions such as cutoff and disposition directly from the timeline, and review record information such as cutoff instructions and retention schedules, all directly in the details pane and without having to open additional dialog boxes.

Report Generation

Web Access 10 makes it easy to generate reports on documents and folders in your repository. Using the Generate Report action, you can create a report based on the contents of a folder, a set of search results, or the contents of a quick access list. You can specify exactly what information to include in the report—any information that can be displayed as folder columns can also be included in a report—and whether to export the report in comma-separated or tab-separated format.

Improved Microsoft Outlook Import

Importing emails from Microsoft Outlook is even easier with Web Access 10. You can now drag and drop emails directly from Outlook into Web Access. You can also use the Save to Open Folder button in the Laserfiche ribbon to save emails to the folder you currently have open in Web Access, or the Save to Default Folder button to save them to the default folder you have configured in the Web Administration Console.

Within-Document Search with Context Hits

Searching within a document is now faster and easier. You can search directly from the quick search bar at the top of the document. Context hits will display in a dropdown, allowing you to navigate through search hits or jump straight to the one you want.

Integration Options

Web Access 10 now features new integration options. With custom actions, you can add a customized toolbar button to the folder browser toolbar, the document viewer toolbar, or the context menu in the contents pane. In addition, you can now use responsive view mode options to configure the way Web Access will be displayed when embedded as an iframe.

Laserfiche 10 Feature Support

Web Access 10 supports all Laserfiche 10 features that improve the process of working with documents in your repository. Web Access 10 supports:

• Marking documents and folders with a star
• Creating import profiles
• Searching the Recycle Bin
• Template-specific required fields
• Settings lockdown

Related Links

• 1013713 Release Notes for Web Access 10.