View

General

Under View: General, in the Options dialog box, you can configure default options that will be used when opening a document. This node also lets you determine the default options for viewing a document's content.

Zoom

• Zoom to: The default amount of magnification be used to display an image when a document is opened. Choose one of the following from the drop-down list:
  • Window Size: Fits both the width and height of the page within the application window.
  • Page Width: Fits the page's width to the application window.
  • Page Height: Fits the page's height to the application window.
  • Percentage: Displays the page at the specified percentage.
• Changing Pages: The zoom and position that will be used when you view another page in the same document.
  • Restores default zoom: The zoom will return to the default zoom settings on the next page.
  • Keeps current zoom, scrolls to top: The zoom on the current page will be retained on the next page, but the view will be returned to the top of the document.
  • Keeps current zoom and position: Both the zoom and the place on the page will be retained on the next page.
• When part of an image is selected
  • Zoom to selected region by default: When the selection tool is used to select part of the image, both select and zoom to that part of the image. If this option is cleared, selecting part of an image will not zoom.

    Note: Holding down the CTRL key while selecting will reverse the behavior of this option. For instance, if you have enabled this option, selecting part of an image will also zoom to it, but holding down CTRL while selecting part of an image will select without zooming.

Annotations

• Default annotation style: Specifies the style of annotation that will be selected by default. (You can still choose another annotation style when applying annotations to a document.)
  • Normal: Annotations can be viewed and modified by anyone with the appropriate entry access rights.
  • Protected: Annotations can be viewed by anyone with the appropriate entry access rights but can only be modified by the user who created them, or by the document owner.
  • Private: Annotations can only be viewed or modified by the user who created them. They are not displayed to other users.
• Substitute tokens in text annotations: Controls whether tokens will be replaced by the value they represent in text annotations.

• Font Used to Display Text
  • The font preview displays the current font used to display text in the Text Pane of the document viewer.
  • Change Font: Changes the font in the Text Pane of the document viewer. Clicking this button opens the Font dialog box, in which you can select the font, style, size, and script for text display.
• Scrolling
  • Page scrolling: Determines whether scrolling will continue between images on different pages. If this option is selected, scrolling an image beyond the top of the page will display the bottom of the previous page, while scrolling an image beyond the bottom of the page will display the top of the next page. If this option is cleared, scrolling will end at the bottom of the current page.

Open With

You can configure default options that will be used to open a document.

Open with

• Open electronic documents by default using: The default way electronic documents (except PDFs) will be opened. 
  • The associated application:  Using the Windows application associated with the electronic file. This application is determined from the workstation on which an electronic document is opened.
    • Open files directly (using WebDAV): If you open the document with its native application, Laserfiche will attempt to open the file directly from the repository rather than saving a copy locally and opening the local copy. This option should only be selected if you have WebDAV configured.
    • Open files in a read-only state: Opens the file for viewing but not for editing.
  • Laserfiche Document Viewer: Through the document viewer. If images and text have been generated for the electronic file, you will be allowed to view them. Otherwise, you will only be able to see the document's metadata.
• Open PDF files by default using: The default way PDFs will be opened.  
  • The associated application:  Using the Windows application associated with PDFs, usually Adobe Reader.
    • Open files directly (using WebDAV): If you open the document with its native application, Laserfiche will attempt to open the file directly from the repository rather than saving a copy locally and opening the local copy. This option should only be selected if you have WebDAV configured.
    • Open files in a read-only state: Opens the file for viewing but not for editing.
  • Laserfiche Document Viewer: Through the document viewer. Unlike other electronic document types, PDF files can be viewed through the electronic file pane in the document viewer. In addition, if you imported using the native PDF importer and generated pages, they can be viewed as pages with annotations intact.
• Open zero-page documents by default using: These options determine what happens when opening documents that do not contain pages.
  • The Metadata dialog: Display the field information assigned to the document in the Metadata dialog box. 
  • Laserfiche Document Viewer: Display document information through the document viewer.

Electronic File Pane

• Show PDF files in the Electronic File Pane: When selected, the Lserfiche Client will display PDF files in the Electronic File pane of the document viewer and Preview Pane. This is enabled by default and, in general, should only be disabled if you encounter problems while loading PDFs in this way. If this is disabled, PDF files can still be viewed in their native application, but cannot be viewed in the Electronic File Pane.

Layout

You can configure the default layout options that will be used to open a document.

Metadata tabs shown

• Template Fields: If selected, the Fields tab will be displayed in the Metadata Pane in the document viewer.
• Tags: If selected, the Tags tab will be displayed in the Metadata Pane in the document viewer.
• Digital Signatures: If selected, the Signatures tab will be displayed in the Metadata Pane in the document viewer.
• Document Links: If selected, the Links tab will be displayed in the Metadata Pane in the document viewer.
• Document Versions: If selected, the Versions tab will be displayed in the Metadata Pane in the document viewer.
• Version History: If selected, the Version History tab will be displayed in the Metadata Pane in the document viewer.

Note: The Signatures tab will only be visible if your Laserfiche Server is licensed for digital signatures.

Simple document viewer layout

• Use simple document viewer layout: If selected, the document viewer will display panes in a simpler, non-customizable two-pane layout.

Note: To export a layout configured for one user to all users, export the relevant trustee attributes of that user to the Everyone group. See the Laserfiche Administration Guide for a list of trustee attributes related to the document viewer's layout.