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Topic: support site whitepaper


Written by Sarah Kellison on April 4th, 2011

Q & A: Configuring Custom Login Profiles within Web Access

Q: I have a client that has asked for a custom configuration of Web Access. They need to give some users the ability login with Windows Authentication, while allowing other users to use a Laserfiche username and password instead. Can I accomplish this? A: With Web Access 8.0.1, we introduced profiles, which allow administrators to configure multiple login methods …


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Written by Sarah Kellison on January 20th, 2011

Where Can I Find Quick Fields 8 Training?

Q: I’m working on putting together a Quick Fields demo for a customer. Can you point me in the direction of some Quick Fields training materials? A: If you want to learn more about Quick Fields 8, I strongly recommend taking the Capture II CPP Course, which explores Quick Fields 8 very thoroughly. Certification topics include: • …


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Written by Sarah Kellison on November 17th, 2010

No Scanner? No Problem.

Yesterday I mentioned the new dynamic fields feature of Laserfiche 8.2.  Following the theme of cool things coming up in Laserfiche 8.2, today’s post features PhotoDocs 8.2. First off, you may be asking yourself: “What is PhotoDocs?”  Well, in short, PhotoDocs is a tool that lets you to use a digital camera (instead of a scanner) to capture documents and bring …


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Written by Sarah Kellison on October 5th, 2010

Troubleshooting Tokens in Quick Fields 8

Q: I have a few questions about a customer’s Quick Fields sessions and this path that they use to store documents from Quick Fields: \Finance Department\%(Fields.Fund)\%(Alpha Name)\%(Fields.Vendor Name)\%(Check Date Token) In the above, Alpha Name is a token created from Pattern Matching – simply grabbing the first letter from the Vendor Name field to separate into folders A – Z.  The …


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Written by Sarah Kellison on October 1st, 2010

Best Practice for Workflow Design

Q:  If I am routing a document to different users based on a field change in Workflow 8,  is it better to create a smaller workflow that just routes the document and completes or create a more complex workflow what uses repeat options and wait states to keep the document in the workflow until all processing is complete? A:  Hi Andy— In …


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