Options and User Preferences (Basic Mode)

The Options dialog box enables you to configure selected Laserfiche Scanning settings and preferences:

To open the Options dialog box

  1. Select Options under File in the menu bar.
  2. Select one of the following nodes:

    • ClosedGeneral
      • If images should be displayed as they are being scanned; this option may increase scanning duration.
      • Whether to display large toolbar icons. If this option is cleared, the icons will be smaller, which may give you more space to view documents.
      • Whether to display text descriptions on toolbar buttons.
      • Whether to show the toolbar for the scan source. If you seldom change the settings for the scan source, you might want to select this.
    • ClosedHelp

      • Select your default source for help files.

      • Use online help: Help files stored on a Laserfiche website will be displayed in your default web browser. This option requires an Internet connection and access to http://www.laserfiche.com.

        Best Practice: Use online help to ensure you are receiving the most up-to-date help files.

      • Use local help: Help files installed locally with Laserfiche Scanning will be used. No Internet connection is required.
      • Check for Internet connection for online help: Specify whether Laserfiche Scanning should check to see if you have an Internet connection before using online help. If this option is selected, Laserfiche Scanning will resort to local help in the event an Internet connection is not available. In most cases, this option should be selected.
    • ClosedScanned Document

      • This section enables you to define default properties for all future scanning sessions. If you encounter atypical scanning sessions and/or documents that should not inherit these properties, you can modify these values when scanning in a document.

      This dialog box also allows you to delay loading document properties until the scan window is open. This allows the initial opening of Laserfiche Scanning to proceed faster, since some elements will load later.

      Scanned Document Options
      OptionDescription
      Document name

      Defines a default name for scanned documents.

      • Use client autoname settings: Documents will be named according to the default name defined in Tools, Options, Autoname, General in the Laserfiche Windows client.
      • Use last scanned document name: Documents will inherit the name of the last document scanned. This setting is dynamic.
      • Custom: Assign a custom default name.
      Template

      Defines a default template for scanned documents.

      • Use client import settings: Documents will be assigned the template defined in Tools, Options, New Documents, General in the Laserfiche Windows client.
      • Use folder last scanned into: Documents will inherit the template of the Laserfiche Windows client folder that was last scanned into. If the folder has no template, documents will not be assigned a template. This setting is dynamic.
      • Use last template assigned to scan: Documents will inherit the template of the last document scanned. If the last scanned document was not assigned a template, future documents will not be assigned a template. This setting is dynamic.
      • No template assigned: Documents will not be assigned a template.
      • Assign a custom template to scanned documents. Available templates will be listed.
      Volume

      Defines a default volume for scanned documents.

      • Use client import settings: Documents will be assigned to the volume defined in Tools, Options, New Documents, General in the Laserfiche Windows client.
      • Use folder default volume: Documents will inherit the default volume of the Laserfiche Windows client folder they are scanned into.

        Tip: To define a default volume to a folder in the Laserfiche Windows client, right-click the folder, select Properties, select the Folder tab, and select a volume from the drop-down box. Ensure that you have sufficient rights.

      • Use last volume scanned to: Documents will inherit the last volume used b Laserfiche Scanning. This setting is dynamic.
      • Assign a custom volume. Available volumes will be listed.
      Auto-sign

      Defines signing behavior for scanned documents.

      Note: This option will only be displayed if the repository is licensed for digital signatures.

      • Do not auto-sign: Documents will not be automatically signed.
      • Use client import settings: Automatic signing behavior, including the default signature, will match the settings in Tools, Options, New Documents, General in the Laserfiche Windows client.
      • Remember last scan session: Automatic signing behavior, including the default signature, will match the settings used the last time you performed a scan.