Knowledge Base Articles

• ERROR: An “Error 780″ Occurs When Connecting To Your Laserfiche Repository
• HOW TO: Administering Your Laserfiche 8 Search Catalog
• FIX: A “Could not execute statement: ORA-00904: “TOCID”: invalid identifier” Error Occurs When Migrating an Oracle Database.
• ISSUE: An “ORA-01031: insufficient privileges.” Error Occurs When Performing an Action.
• ISSUE: The Workflow Installation May Be Unable To Automatically Create the Necessary Windows Message Queues On A Non-English Version of Windows.
• FIX: The Laserfiche Search Engine May Become Unstable When Indexing Words Longer Than 32 Characters
• ERROR: An “Error 14001: This application has failed to start because the application configuration is incorrect.” Error Occurs When Starting the Laserfiche Server
• HOW TO: Configuring Laserfiche 8 to be Firewall Compatible
• FIX: Laserfiche ScanConnect May Not Display All Paper Size Options For Your Scanner
• FIX: Search Options May Not Display Properly When Using a Chinese Edition of Windows and Internet Explorer 6
• INFO: New Features for Laserfiche Toolkit 8.0.
• INFO: List of Changes for Web Access 8.0.1
• ISSUE: Known Issues with Web Access 8.0.1
• FIX: Laserfiche Client 8.0.1.760 for Laserfiche Toolkit Compatibility

Papers

• Getting Started with Basic Scanning in Laserfiche 8
• Best Practices for Scanning in Laserfiche 8
• Installing and Configuring the Laserfiche SharePoint Integration 8.0.1
• New Features in Web Access 8.0.1
• Default Options in Web Access 8.0.1
• Advanced Search Syntax 8.0.1
• Novedades de Laserfiche 8 (What’s New in Laserfiche 8) [Spanish]
• Novedades en la Seguridad de Laserfiche 8 (What’s New in Laserfiche 8 Security) [Spanish]
• Mejores Prácticas de Diseño del Sistema en Laserfiche 8 (System Design Best Practices) [Spanish]
• Guía de Implementación de Laserfiche 8 (Laserfiche 8 Implementation Guide) [Spanish]
• Laserfiche 8 Lista de Verificación para Implementación (Laserfiche 8 Implementation Checklist) [Spanish]
• Página Web de Soporte de Laserfiche (Guide to the Laserfiche Support Site ) [Spanish]
• What’s New in Laserfiche 8 [Arabic]
• What’s New in Security for Laserfiche 8 [Arabic]
• Guide to the Laserfiche Support Site [Arabic]
• System Design Best Practices in Laserfiche 8 [Arabic]
• Laserfiche 8 Implementation Guide [Arabic]
• Laserfiche 8 Implementation Checklist [Arabic]

Videos

• An Introduction to RME – Part 1 of 4
• An Introduction to RME – Part 2 of 4
• An Introduction to RME – Part 3 of 4
• An Introduction to RME – Part 4 of 4

Instead of always moving through their life-cycles in a perfectly linear order, external events often occur that change how a record should be dealt with. For example, in many cases criminal records for juveniles must be retained for X years, or until the juvenile turns 18. In this scenario, records have two possible retention schedules, depending on whether an external event (the juvenile’s 18th birthday) takes place. A records management system must be flexible enough to take into account this type of either/or logic. Versions 7.2 or later of Laserfiche Records Management Edition (RME) are able to do just that.

When creating a retention schedule in the Laserfiche Administration console, select the Alternate Instructions tab, where you can define an external event and an alternate retention schedule (the alternate retention schedule must already be created).

During a record’s life-cycle, if you specify that an alternate event has taken place, Laserfiche will use the alternate retention schedule for the record in question.

To specify that an alternate event has taken place, select a record folder in the Laserfiche Client, select the Records drop-down item in the menu bar, and select Record Management. In the Record Management dialog box, select the Alt. Retention node, then click Set Event. Define a date for the event. This will trigger the alternate retention schedule to take effect.

Note: Setting an alternate event date changes a record’s final disposition eligibility, but has no effect on a record’s cutoff eligibility. You can define an alternate event date before a record is cutoff or after.

This example points to the overall flexibility that RME provides when dealing with records that have complex life-cycles.

Greetings from the User Education Team at Laserfiche! We’ve stopped creating help files, white papers, and videos just long enough to get a blog started, because we’re hoping for two results: one, that we can spread the word about the resources we’re creating for you, and two, that we can hear from you about what you like, use frequently, and/or want more of.

First a little background: we’re the technical writers here at Laserfiche. We write and produce anything and everything that concerns how to use Laserfiche software. We target every type of audience—from the most basic, casual user of Laserfiche in a customer’s office to the most technical installer and integrator. We’re primarily responsible for software documentation, including help files, printed materials and release information such as readmes. In addition, we write technical white papers, Knowledge Base articles, Presales training manuals, tech tips and a variety of other materials as required.

You’ll see each of us posting to this blog individually under the UE banner (though some more than others!), and I want to introduce you to each individual:

Connie Anderson started at Laserfiche in Support, and then moved into User Education. That experience gives her valuable insight into the needs of advanced and administrative users of our software. She’s responsible for writing the administration console (and many other) help files and creating the bulk of the white papers on the Support Site. She’s also a Laserfiche Conference rockstar, as she’ll be teaching nearly a dozen classes this year.

Jonathan Powers is quickly turning into our video guy, and is the voice of our narrated videos. He’s a specialist in Workflow 8 … just ask him about it, and he’ll tell you he loves that product. He and his wife, Misty, also support the Presales and Recruiting teams at Laserfiche by leading a number of Regional User Training sessions and attending career fairs to recruit employees.

Misty Powers, a product generalist after writing all the user/Client help files for Laserfiche 8, is now focusing on becoming our Web products expert. She’s also creating lots of videos and white papers, in between updating help files and creating conference presentations—for the main Client as well as Web clients. She and Jonathan travel to career fairs and training sessions whenever possible to spread the word about Laserfiche.

Roger Wu is the backbone of the UE team, because he has broad product and process knowledge about nearly every software that Laserfiche produces. He’s our most technical guy, and as such, he creates the weekly Knowledge Base articles from Support cases, writes the Toolkit documentation, and remembers how to work our internal software and processes when the rest of us forget.

Snow Tempest is the newest member of the UE team, but she’s jumped right into the deep end of the pool, joining the Quick Fields 8 product team and working on documentation and the user interface. Expect to see a suite of white papers, videos, and conference presentations from her on the new Quick Fields in the coming months.

Tammy Kaehler … As the User Education Manager, I spend a lot of time making sure every documentation need is being met and that every member of UE has plenty to do (that’s not usually a problem). When I’m not doing that, I’m helping organize a portion of the conference classes; working with Presales to create course materials; writing the occasional white paper; and handling a multitude of little details and tasks (like getting this blog started).

More to come soon from User Education!

Papers

• New Features in Laserfiche Records Management Edition
• Records Management and Laserfiche Security (version 8)
• Implementing Laserfiche Records Management Edition (version 8)
• Laserfiche Records Management Edition Terminology (version 8)
• Keyboard Shortcuts in Laserfiche 8
• What’s New in Security for Laserfiche 8
• Laserfiche 8 Client Options
• Performance Tuning in Laserfiche 8
• The Laserfiche Recycle Bin
• Workflow 8: Advanced Activities
• Workflow 8: Best Practices for Creating Starting Rules

Videos

• Laserfiche Workflow 8 Guided Help – Routing Shortcuts vs. Entries
• Laserfiche 8 Guided Help – Tips and Tricks, Part 1
• Laserfiche 8 Guided Help – Tips and Tricks, Part 2
• Laserfiche 8 Guided Help – Overview of Volumes, Part 1
• Laserfiche 8 Guided Help – Overview of Volumes, Part 2
• Laserfiche Web Access 8 Guided Help – User Interface

Knowledge Base Articles

• ERROR: An “Error 1324. The folder path ‘FolderName’ contains an invalid character.” Error Occurs When Installing Laserfiche
• INFO: List of Changes for Laserfiche Server 8.0.1.749
• ERROR: An “Error: ‘Current filing system’ not found in location table in source database.” Error Occurs When Migrating a Database
• ISSUE: Known Issues With The Laserfiche Client 8.0.1 Spanish Language Pack
• FIX: The Laserfiche Search Engine May Become Unstable When Indexing Words Longer Than 32 Characters
• INFO: New Features for Laserfiche Toolkit 8.0
• ERROR: An “Error 14001: This application has failed to start because the application configuration is incorrect.” Error Occurs When Starting the Laserfiche Server
• HOW TO: Configuring Laserfiche 8 to be Firewall Compatible
• FIX: Laserfiche Client 8.0.1.760 for Laserfiche Toolkit Compatibility
• FIX: Laserfiche ScanConnect May Not Display All Paper Size Options For Your Scanner
• FIX: Search Options May Not Display Properly When Using a Chinese Edition of Windows and Internet Explorer 6

Building on the capabilities of Web Access 7 and incorporating the new additions to the full Laserfiche 8 Client, the new Web Access 8 also adds a variety of unique new features, each of which is explained below: . . Full story »

For a document to be full-text searchable, it must contain text and the text must be indexed. For a document to contain text, it must be OCRed or, with respect to electronic documents, have its text extracted. . . Full story »

Papers:

Laserfiche 8 Migration Quick Reference

Performance Tuning in Laserfiche 8

The Laserfiche Recycle Bin

Using the Laserfiche SharePoint Integration

Installing and Configuring the Laserfiche SharePoint Integration

Videos

Laserfiche Client 8 Quick Start Video Package

Web Access 8 Guided Help Video Package

Knowledge Base articles

The following Knowledge Base articles, white papers and training videos have recently been added to the Laserfiche Support Site: . . Full story »

The following Knowledge Base articles, white papers and training videos have recently been added to the Laserfiche Support Site: . . Full story »

Note: Watch the interactive Laserfiche Guided Help video that shows this workflow in action.

The Routing Decision activity routes a Laserfiche entry based on specified conditions. . . Full story »

The Laserfiche 8 Client offers many new features, including the ability to customize keyboard shortcuts. Customizing keyboard shortcuts gives users the freedom to use any combination of keys they want in order to execute commands quickly. Users are not forced to use default key combinations. . . Full story »

Workflow 8 will enable you to automate the routing and organization of entries in a Laserfiche repository. Workflows can route documents to users, add tags and sticky notes, send e-mails, enforce deadlines, assign rights and much more. . . Full story »

Laserfiche 8 provides you with many export options, including new options for exporting PDFs. When exporting a document containing Laserfiche annotations as a PDF, you now have the option to convert the annotations to PDF annotations. This gives users the ability to manipulate the annotations in Adobe® Acrobat®. For instance, if you add a sticky note to a Laserfiche document and export it as a PDF, when it’s opened in Adobe, that sticky note will not be burned into the image, so you will be able to move it around, resize it and modify its text. . . Full story »