How to Create a Laserfiche Shortcut for Documents, Folders and Search Results

< 1 min read
  • Information Technology
  • Document & Records Management

Did you know that you can create a shortcut in Windows to a frequently used item in Laserfiche? A shortcut will open the Laserfiche Client and take a user directly to that document or folder.

To create a shortcut in Windows to a folder in Laserfiche, drag the folder from the Laserfiche Folder Browser to where you want it in Windows (e.g., your desktop).

To create a shortcut to a document, press CTRL+SHIFT while dragging the document from the Laserfiche Folder Browser to the desired location in Windows.

What about searches? In Laserfiche version 8.2 or higher, users can create a Laserfiche shortcut that directs the user to the results page for a particular search. For example, if an employee needs to do a weekly check on all invoices that are waiting to be paid, he can create a desktop shortcut that will run that search when opened.

 

To do this, open up a text editor and paste in this XML code.

First, replace REPOSITORY_NAMEwith the name of the repository where you’d like to perform the search. Then, replace ADVANCED_SEARCH_SYNTAX with the advanced search syntax of the search.

To view all invoices waiting to be paid, use this XML.

Save this file with the .lfe extension. When opened, this Laserfiche shortcut will perform the specified search!

Watch a 2-Minute Demo

Discover how your organization can go paperless, manage digital content, automate day-to-day processes and more.

WATCH A DEMO
Take a Product Tour

Enable the teams closest to your business processes to evolve and transform how your organization gets things done.

PRODUCT TOUR

Related Blogs

Intelligent Automation in Healthcare: What Motivates Investments in the Next Generation of EHR Integrations?
What Is Vendor Sprawl? And How You Can Solve It.
Top Use Cases for Intelligent Content Capture
Top Use Cases for Enterprise Content Management (ECM)
Top Use Cases for Business Process Management (BPM) and Automation

Book a Personalized Laserfiche Consultation Today