Organizing by Folder

You can organize your documents by creating folders and then storing documents within them, either by creating new entries in those folders or by moving existing entries into the folders. As in Windows, folders can also contain subfolders, allowing you to further customize the way your entries are organized.

Folder organization can have a big impact on how easily employees can browse through Laserfiche folders. Options for creating a folder structure include organizing by department, by categories or types of documents, or by topic. Which you will choose will depend who is accessing your repository and how they will be using the information.

Example: The Closedfollowing illustration provides an example of how an organization could set up their folder structure. The first level of folders categorizes documents according to department. Each department is then split up according to the type of documents it handles. A third level breaks the type of documents into smaller categories. Browsing through folders configured in this fashion allows a user to quickly narrow down the amount of information that he or she needs to deal with.

Creating Folders

  1. Navigate to the folder in which you want to create a new folder.
  2. Do one of the following:
  3. Your new folder will be created in the current folder. Type in a name for the new folder and press Enter.

Moving Entries

  1. From the folder browser, select the entry you want to move.
  2. Do one of the following:

Note: If your repository is configured to use classification levels, and a classification level has been assigned to the entry, it can only be moved to a folder with an equal or higher classification level. See Classification Levels for more information.

Copying Entries

A copy of an entry will contain most of the same information as the original. For instance, a copy of a document will contain all of its pages, electronic file information, annotations, and most of its metadata, and a copy of a folder will contain all of the documents within that folder. However, copied documents (whether copied individually or as part of a folder) will not contain document relationship, link group or version information from the original.

To copy entries

  1. In the folder browser, select the entry you want to copy.
  2. Do one of the following:

Note: By default, entry access rights for entries will be included when you copy and paste them. You can change this setting in Options: Browser: Settings in the Laserfiche Windows client, or Settings: Entry Copy: General in the Laserfiche web client.

Renaming Entries

From the folder browser

  1. Select the entry you want to rename in the folder browser.
  2. Do one of the following:
  3. Specify the new name, and press the Enter key.

From the document viewer

  1. Open the document.
  2. Do one of the following:
  3. Specify the new name, and click OK.

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