How to Begin

Download and install the Laserfiche app from the Apple App Store. If you are using a self-hosted installation of Laserfiche and are outside your organization's local network, you may need to sign into your organization's VPN before opening the Laserfiche app.

  1. If you are connecting to Laserfiche Cloud, press Laserfiche Cloud on the first sign-in page.
  2. Enter your Laserfiche Cloud account ID number, then press Next.
  3. If your account is configured to use Active Directory Federation Services (AD FS) or Azure, press Sign in with ADFS or Sign in with Azure. If your account is not configured to sign in using AD FS or Azure, enter your username and password, and press Sign In.

    Sign into Cloud

  4. To initially set up Touch or Face ID to sign in, first, ensure the device has Touch ID or Face ID enabled. Then, on the app's sign-in page, press the option at the bottom that says Sign in with Touch/Face ID. You will see a message instructing you to sign in with your password. Sign in to the app with your username and password, AD FS, or Azure. Once signed in, you will see a prompt asking if you want to use Touch ID or Face ID. Press Yes and accept the Terms and Conditions. Use your finger or face to sign in. You can turn Touch ID or Face ID off or on in the apps' Settings. If there are too many failed Touch ID or Face ID authentication attempts, you will be asked to enter your device passcode to try again.

    Tap Yes if you want to sign in using Touch or Face ID

Note: For more information on setting up Active Directory Federation Services or Azure, see the Laserfiche Cloud help files.

Note: Signing in with Touch ID or Face ID is only supported on one device at a time. The sign-in will be reset and you will have to re-enable the option when you switch devices.

  1. If you are using self-hosted, enter your Laserfiche Mobile Server URL in the Mobile Server URL box (e.g., https://LaserficheAppServer/mobile). If you have signed in before, you can use the drop-down menu to select a server you previously connected to. If the defined server has been configured to use SSL, https:// will be appended to the front of the URL. If it has not been configured to use SSL, http:// will be appended.
  2. Press Next.

    Sign-In Page

  3. The repository and Forms server configured on the Laserfiche Mobile Configuration page will be selected by default and listed under the Sign in button. To edit them, press Change Repository/Forms Server.
    1.  The repositories available on that server will be populated in the Repository drop-down menu. Use the drop-down to select the repository you want to connect to. If you are only using Forms, select None for the repository.

      Entering the following URL syntax into an internet browser will open the app and auto-populate the repository:

      lfmobile://LaserficheAppServer/mobile/index.aspx?db=RepositoryName.

    2. If the Laserfiche Mobile Server entered has one or more Laserfiche Forms servers configured, select the Forms server you want to connect to from the Forms Server drop-down menu. If only one Forms server is configured, that one will be displayed. If you are only using a repository, select None under Forms Server.

      Entering the following URL syntax into an internet browser will open the app and auto-populate the Forms server:

      lfmobile://LaserficheAppServer/mobile/index.aspx&forms=http%3A%2F%2FFormsServer%2FForms%2F.

      FormsServer must be the exact Forms server configured on the Laserfiche Mobile Server Configuration Page.

      Entering the following URL syntax into an internet browser will open the app and auto-populate the repository and Forms server:

      lfmobile://LaserficheAppServer/mobile/index.aspx?db=RepositoryName&forms=http%3A%2F%2FFormsServer%2FForms%2F.

      Note: If your administrator has not configured a Laserfiche Forms server on the Laserfiche Mobile Server Configuration page, you will not see the Forms Server option and will not be able to interact with forms.

    3. Press Confirm.
  4. If your organization only uses Windows credentials to access Laserfiche,sign in by manually entering your Windows username and password. Your username should also include the domain, e.g., DOMAIN\username. If you are signing in as a Laserfiche repository user, enter your username after the back slash (\). If signing in with Windows credentials, remove the back slash (\) before entering your Windows credentials.

    Note: An administrator can configure a default domain name on the Laserfiche Mobile Server Configuration page so you do not have to type one in. If a default domain name is configured, and you want to sign in as a repository user, add a slash before your username, e.g., \Misty.

  5. When signing in for the first time, you will be asked if you want to use Touch ID or Face ID (if the device has Touch ID or Face ID enabled). If you choose not to use Touch ID or Face ID for signing in, you will enter your username and password to sign in. You can enable Touch ID or Face ID by pressing the fingerprint or face in the password box on the sign in page or in the app's Settings. If there are too many failed Touch ID or Face ID authentication attempts, you will be asked to enter your device passcode to try again. If you do not see the Face ID or Touch ID icons, ensure the device has been set up to use these features.

    Face IDTouch ID

    6. Important: Laserfiche does not control the functionality of Touch ID or Face ID and does not have access to your fingerprint(s) or facial recognition. If you use Touch ID or Face ID to sign in to Laserfiche, any user who has saved a fingerprint or their face on the device will also be able to sign in to Laserfiche.

    Note: Face and Touch ID  is not supported when signing in using Laserfiche Directory Server.

  6. If the Laserfiche Mobile Server URL you enter has a Laserfiche Directory Server configured, you will be redirected to a Laserfiche Directory Server sign-in page where you can sign in using a Laserfiche Directory Server account and take advantage of the single sign-on feature. The default repository and Forms server, configured under Connection on the Mobile Server Configuration page, will be selected by default. To change the repository and/or Forms server to connect to, press Change Repository/Forms Server at the bottom. Choose your desired organization, enter your username and password, and press Sign In.

    7. Note: If the Search Domains Wi-Fi setting is not configured, the Mobile Server URL will need to be written as a fully qualified domain name (FQDN), such as mycomputer.laserfiche.com. Check with your administrator to see if you need to enter the URL as a fully qualified domain name (FQDN) Learn more.

    Tip: If https://LaserficheAppServer/mobile returns the error: "The server could not be found," try using your Laserfiche Mobile Server's IP address in the URL instead: https://IPAddress/mobile.

  7. Signing out and back in directs you to the page where you enter your credentials. You do not need to reconfigure the repository and Forms server you previously connected to.

If an administrator requires you to change your password after signing in, you will be presented with an Closedoption to do so.

Access documents and folders that have been created offline, saved from Laserfiche, or offline tasks and forms. If this is your first time to open the app after installing it, you will not have any offline documents, folders, forms, or tasks saved.

If you previously saved copies of documents, forms, or tasks offline, this option lets you access those items on your local device. For more information, see Working with Offline Documents and Folders, Offline Forms, and Offline Tasks. You can also capture documents and edit them on a local device without signing into a repository. For more information, see New Offline Documents and Folders.

Offline Documents