Tech Tip: Saved Column Profiles in Laserfiche 8.3

3 min read
  • Information Technology
  • Document & Records Management

When working with documents in your repository, you may want to view different information about different documents using the columns in the folder browser. For example, you might want to display columns for the document’s template, author, and modification date when working in the Reports folder, but you might want to view the approval status, approver’s name, and classification level when browsing the Records folder. >In addition, you might want to be able to view the document’s number of pages and whether it has been OCRed and indexed when you are performing administrative tasks, but not the rest of the time.

In prior versions of Laserfiche, you could save different column layouts for different folders, but you could only save one column layout per folder. As of Laserfiche 8.3, you can save multiple column layout as profiles, and quickly and easily apply any profile to any folder. This allows you to show exactly the information you need at a particular time.

For instance, if you were managing a Reports folder, you might want to be able to switch between two column profiles, one showing the document’s author, template, and creation and modification date when you are referring to and routing documents, and another showing the pages and indexing information when you are monitoring the folder for searchability.

To do this, start by configuring your columns to display the author field, template name, and creation and modification dates. Then open the View menu, point to Columns, and select Save Columns. Type a name for your column profile and click OK. Then repeat the process, this time configuring your columns to display the page count, OCR’ed count, document extension, and indexing status.

Two different views of the same folder can provide information that is relevant at different times.

You can then quickly switch between these two column displays at any time, and in any folder, to immediately display exactly the information you want. To do so, open the View menu, point to Columns, and select Load Columns. The Choose Saved Column Profile dialog will open. Select the profile you want to load, and click OK.

You can quickly choose exactly which saved profile you want to use, and view the information that you want without manually re-configuring your columns.

Note: Saved column profiles are saved on a user-by-user basis in the user’s trustee’s attributes. Each user can save the specific profiles they need. You can share column profiles between users by copying the appropriate column profile form the ColumnProfile subset of their trustee attributes into another user’s trustee attributes, or you can share it with everyone who will use the repository by copying it into the Everyone group’s trustee attributes.

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