Using this Guide
Since the User Guide is the help for both the Laserfiche Windows client and the Laserfiche web client, information about both products is included. The Laserfiche Windows client and the Laserfiche web client have the same features and options, and will provide you with the same access to your documents and folders. However, the exact steps you need to perform may differ slightly. In those cases, we have included steps for both. You can click on the product you are using to view the appropriate steps for you.
Occasionally, instructions may not seem to exactly match what you see in the product. In some cases, this is because you do not have the appropriate security rights to see or select certain options. (For instance, if you do not have the rights to create documents, commands relating to document creation and import will be grayed out or unavailable.) In other cases, your Laserfiche repository may not be licensed for a particular feature. (For instance, if your repository is not licensed for Records Management Edition, you will not have access to records management features.) If you are unsure why you cannot perform a task, contact your administrator.
If you are an administrator, you should also visit the Laserfiche Administration Guide for help related to administrative tasks such as managing your Laserfiche Server and repositories, and using the Administration Console.
You may also work with other Laserfiche products that are not covered by the User Guide, such as Laserfiche Workflow, Quick Fields, Forms, or Import Agent. For more information on those products, see the help files for the relevant product.
For more information about Laserfiche, visit the Laserfiche Support Site.