When it comes to working with and managing your documents in Laserfiche, understanding the ins and outs of the Document Viewer and its panes is paramount. After all, how can you expect to get the most out of your documents if you can’t view them in a way that is practical for you? In this Tech Tip, we’ll give you some tricks for laying out your Document Viewer panes to help you better manage your documents and the information associated with them.

The key to creating a practical Document Viewer layout is being able to rearrange your panes in a way that meets your needs. For example, you may want to position the Image and the Text panes side by side so you can compare the two, or position the Text and the Metadata panes on top of each other to help you populate field values with information from the text more easily.

To move a pane, click on its header and drag it. As you drag the pane, blue layout indicators will appear on the Document Viewer, which you can use to preview the pane’s new location by hovering over a particular indicator. The indicators pointing to the four edges of the Document Viewer (#1 in the image above) allow you to select the general area where you want to place the pane. To get more specific about its orientation within that area, use the diamond-shaped group of indicators (#2). The blue shadow box (#3), which shifts depending on which indicator you hover over, designates the potential location for the pane. When you’re happy with the location, drop the pane to place it.

Another way to customize your pane layout is to use undocked panes. Undocking a pane frees it from the Document Viewer window and allows you to move it anywhere on your screen (as depicted in the image below). To undock a pane, double-click its header. You can also undock a pane by dragging and dropping it in a location that is not marked by a blue shadow box. To dock a pane, double-click its header again.

In addition to positioning panes next to each other, you can also stack panes on top of each other. To stack a pane, drag it toward the pane you want to stack it with. Using the diamond-shaped group of layout indicators, hover over the circular indicator in the middle, and drop the pane. Stacking panes allows you to view only one pane at a time; however, you can toggle between panes by clicking the corresponding tabs at the bottom (highlighted in the image below). To remove a pane from a stack, click and drag its tab, and drop the pane in a new location.

Learn more in the new technical white paper, Customizing Document Viewer Pane Layout in Client 8.1, which discusses the basics of the Document Viewer panes as well as provides insight into customizing your pane layout to help you better manage your documents and the information you associate with them.

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Tags: document viewer, laserfiche 8

Posted on Friday, June 25th, 2010 at 3:55 pm under Support, UserNews. You can comment on this post.