Creating and Uploading New Documents

With the Laserfiche app, you can add electronic documents and photos to your repository. You can apply metadata to these documents and, if uploading a picture taken, you can apply basic image editing before the document is saved to the repository.

To create a new document

  1. Browse to the folder you want to create a new document in.
  2. Press the Add button in the bottom right and choose one of the following:

You can take photos with your device’s camera and upload them into a new imaged document.

  1. Before capturing a document with the Laserfiche app, choose between Photo Mode and Document Mode. By default you will be in Photo Mode, but the last mode used to capture a document will be used the next time you take a photo.

      2. Photo Mode

      • In the folder browser, press the Add button in the bottom right. In the Add Items dialog box, press Take Picture.
      • You will be in Photo Modewhen the top of the camera screen displays Photo. If Document appears instead, press it to get to Photo Mode.
      • Press the grid button in the upper left to display horizontal and vertical lines to help you compose the photo, then press the bull's-eye button to take the photo.
      • Photo mode allows for Selfie mode by using the front-facing camera. To turn this feature on, click the camera Front facing camera button in the upper-left corner of the screen.

      Document Mode

      • Press Photo at the top to switch to Document mode, which uses edge detection to automatically locate the document's boundaries. Once the document is detected, press the button to take the photo.  
      • To automatically take a picture of a document without pressing a button, you may turn on Auto-capture while in Document mode. On the upper-left of the camera screen, press the Auto-capture toggle Auto-capture toggle to turn it ON or OFF. When the device's camera to document distance is ideal, the Laserfiche app will take a picture of the document automatically through Auto-capture. The Auto-capture functionality is only available in Document Mode.

      While using Auto-Capture you may see the following messages:

      • Adjust the angle: If you see this message, change the angle at which the device is facing the document.
      • Capturing... hold still: The document is being captured at this moment and there is no need to press any buttons.
      • Move closer: This message may appear in addition to a red border around the document, prompting you to move the device closer to it.
      • Nothing found. Snap manually:- The document cannot be detected. Change the position of the device or document or toggle Auto-capture off to capture the document manually.

      Note: When Auto-capture is OFF, edge detection will still appear. A message stating Ready to be captured will prompt you to take the picture by pressing the bull’s eye button.

    1. You can take multiple pictures to create a multi-page document. Press the X to close the camera view once you have captured the documents you wish to capture.
    2. Press the numbered picture at the bottom right to edit the image. You can add fields to, sign, edit, add another image to, OCR, delete, change the location of, or share the document. Edit the image to your liking, then press the check mark in the top right corner to name and upload the document. Press the X at the top left to cancel the image edits.

      3. Note: If the document's parent folder does not have a default volume, and if a default volume was not configured for the Laserfiche app, you will be prompted to specify a volume for the document at this point.

    3. To add another picture to the previous picture, press the Add button Add button. Press Add Existing Photo to add a photo from your device's gallery. Press Add New Photo to take a picture with your device to add to the document.

      Tip: You can create a document made up of existing and captured photos. For example, press Add Existing Photo to select an existing photo as one page of a document, then press the Add button and select Add New Photo. Take a new photo for the second page of the document.

    4. If an administrator has the Document location option enabled and a map API key configured on the Laserfiche Mobile Configuration page, you will see a Set a location for this document option below the picture. Press this option to configure the document's location. If uploading multiple images, you will can choose which location you want to associate with the document. When finished, press the check mark in the top right corner.
    5. Depending on your connection speed, uploading an imaged document may take some time. A progress bar will appear below the document in the Folder Browser as the document uploads.Press Mobile Uploads in the menu to see a list of your recently uploaded documents.

If your device supports 3D touch, you can press the Laserfiche app icon on the home page and select Take Picture, Upload Image, Fill Out Form, Offline Files, or Send Beta Feedback from the available quick actions.

3D Touch actions

Note: To upload an image taken with the camera, turn on Location Services so Laserfiche has access to its geographic location (if geotag fields are enabled). You must also allow access to the device's camera. To do this, press Settings from the home screen, press Laserfiche, and make sure the toggle next to Camera is in the On position.

You can upload photos from your device’s gallery or take a new picture and save it as an imaged document.

Note: To allow access to the photo gallery, press Settings from the home screen, press Privacy, and then press Photos. Ensure the toggle next to the Laserfiche app is in the On position.

  • To upload a photo from your device's gallery

    1. Browse the device's gallery for the image you want to upload to your Laserfiche repository.
    2. Press the desired image so a check mark appears inside. You can choose multiple images. Press the image again to clear your selection. Long press the image to preview it.
    3. The number of images you selected will be displayed next to a check mark at the top. Press that check mark to edit the image.
    4. You can edit, sign, add fields to, OCR, compress, add another image to, change the location of, delete, or share the document. Edit the image to your liking, then press the check mark in the top right corner to name and upload the document. Press the X at the top left to cancel the image edits.
    5. If an administrator has the Document location option enabled on the Laserfiche Mobile Configuration page, a map with the document's location will be displayed before uploading. The Location description will be extracted from the document's EXIF data. You can change the description to your liking. If uploading multiple images, you can choose which location you want to associate with the document. When finished, press the check mark in the top right corner. The Location description cannot be changed after you have confirmed the location and upload.

      Note: If the document's parent folder does not have a default volume, and if a default volume was not configured for the Laserfiche app, you will be prompted to specify a volume for the document at this point.

Do one of the following to upload an electronic file

  • OneDrive/OneDrive Business (Web): If an administrator has configured the OneDrive import service on the Laserfiche Mobile Configuration page, users will be able to directly import documents from OneDrive without having to select the OneDrive app and navigate to the document via the third-party app. The OneDrive app does not have to be installed.
  • Google Drive (Web): If an administrator has set up the Google Drive import service on the Laserfiche Mobile Configuration page, users will be able to directly import documents from Google Drive without having to select the Google Drive app and navigate to the document via the third-party app. The Googe Drive app does not have to be installed.

    Note: When uploaded from Google Drive, Excel files will be saved as PDFs.

  • Photos and Videos
    • Browse the device's photo gallery to upload an image or video as an electronic file, retaining its original file type. You can upload multiple images as multiple electronic files at a time. The original file names will be retained.

      Note: If the original file type is not retained, see the Troubleshooting topic.

You can record audio in the Laserfiche app and upload it to the repository.

  • Press the Record button to start recording.
  • Press the Pause button if you want to pause the recording. Press the Record button again to resume the recording.
  • Press the Stop button to end the recording and preview it.

Once you have ended the audio recording, you will the option to preview it, discard it, or save it to Laserfiche.

  • Press the Play button in the preview pane to preview the audio recording.
  • Press the Fields button to add a template and/or fields to the audio recording.
  • Press the More button to define a repository location for the audio file or to share the file to another application.
  • Press the check mark to name the file and upload it to the repository.
  • Press the X to discard the recording.

You can share audio files from other applications to Laserfiche. For example, if you record an audio file with the Voice Memo app on an iOS device, you can send that file from the Voice Memo app to Laserfiche.

Note: The Record Audio feature is not supported on the Google Pixelbook.

Drag and Drop

You can use the drag and drop feature on the iPad Pro (iOS 11 or later) to add files to Laserfiche. For example, you can drag

  • Photos from the Photos app into Laserfiche
  • Email attachments from the Email app into Laserfiche
  • Documents from supported third party apps inside the Files app to Laserfiche

To drag and drop photos, emails, email attachments, or documents from third party apps into Laserfiche

  1. Open the Photos app, Email app, or Files app alongside the Laserfiche app in Split View or Slide View.
  2. Press and drag the file, photo, or email attachment from the external app and drop it in the Laserfiche app.
  3. To drag and drop multiple items, press and begin to drag one item. Keeping your finger on that item, use another finger to tap additional items. The additional items will be added to the item under your first finger and you will see a blue notification displaying how many items are being dragged.

    Note: Multiple photos will be combined into one multi-page document in Laserfiche. Multiple electronic documents (or files that are different types, i.e., Word document, TIF, PDF) will each be added as a separate document in Laserfiche.

You can also copy and drag text or a URL from one app into Laserfiche. For example, you can copy text from an email and drag it into a document's metadata or a form field in Laserfiche.

To upload a document directly from another app

You can upload documents to Laserfiche from other apps, like Dropbox and Google Drive.

  1. In the other app, choose to open the document in (or send the document to) the Laserfiche app. Apps will vary in where the "Open in" and "Send to" options are.

    Open the document in another app.

    2. Note: When uploaded from Google Drive, Excel files will be saved as ZIP files with HTML and CSS files in them. If you open the HTML file, you can view the spreadsheet as a web page.

  2. Depending on the type of electronic document you uploaded, you can press the Options button to Generate searchable text and/or Generate Laserfiche pages from the electronic document. Press OK.

    Generate text and pages

    3. Note: To configure how text and pages are generated, go to the Generate Pages and Generate Text nodes in the Options dialog box in the Windows or web client.

  3. Press the check mark in the top right corner to name and upload the document. Press the cancel button Cancel button to return to your repository without uploading the document.