Printer Properties for Laserfiche Snapshot

Document Properties

The Document Properties tab, in the Laserfiche Snapshot Print dialog box, determines basic properties that will be used to create a Laserfiche imaged document from the material printed. If document properties are not configured here, then the Repository Client defaults will be used.

Note: Print jobs generated over a network will not display the Document Properties tab.

Note: Laserfiche Snapshot allows you to set default document properties to reduce the number of settings that need to be configured for each document. See Laserfiche Snapshot Configuration for more information.

Name: The name of the Laserfiche document to which the printed material will be saved. If the specified name already exists, the options in the Document Handling tab determine how Snapshot will handle the document.
Folder: The path to the folder location in the repository where Snapshot will create the Laserfiche imaged document. You can type the desired path or click the Browse button to find and select the folder you want to use. You can also click the Token button and use the CurrentFolder token to automatically insert the document in the currently opened folder.
- Browse: Opens the Browse Folders dialog box, which allows you to browse through a Laserfiche repository to select a folder where the Laserfiche imaged document will be created.
Volume: The volume that will be assigned to the Laserfiche imaged document being created. In addition to providing a list of volumes, this list contains <Use client's default volume> and <Use parent folder's default volume>. The <Use client's default volume> item assigns the default volume, as specified under the General section of the New Documents node in the Options dialog box, to the current document. The <Use parent folder's default volume> assigns the document to the default volume configured for the destination folder specified in the Folder Properties dialog box.
Note: If you select this option and import to a folder that has no default volume set, the print job will not be able to complete until the user chooses a volume.
Export to directory: Select this option if you do not want Snapshot to automatically save the document in your Laserfiche repository. Snapshot will save generated files to a location on disk, allowing you to import the files into Laserfiche at a later time. You can type the desired path or use the browse button to find and select a folder.
Template: The template that will be assigned to the Laserfiche imaged document being created. In addition to providing a list of templates, this list contains "<No template assigned>," allowing the document to be created without being associated with a template.
Add/Remove Fields: Displays and allows the modification of independent fields for the current document.
Preview: Opens a window that displays the generated images.

Tags Tab

The Tags tab, in the Laserfiche Snapshot Print dialog box, displays the informational and security tags to be assigned to the new Laserfiche imaged document.

Tags: A list of available tags is displayed. The selected tags indicate the ones to be assigned to the Laserfiche imaged document.

Document Handling Tab

The Document Handling tab, in the Laserfiche Snapshot Print dialog box, determines what will happen if a document with the same name as the document being created already exists in the selected Laserfiche folder. You can choose to create a new document, insert pages into the existing document, or replace pages in it.

Note: This tab will not be available if you enable the Export to directory option on the Document Properties tab.

Create a new document: This option ensures a new document is always created. If a document with the same name already exists, a sequential number enclosed in parentheses will be appended to the name of the new document.
Insert new pages: If a document with the same name exists, pages created from the print job will be added to the document at the specified location:
- Before first page
- After last page
- After page x

Note: When inserting pages into an existing document, Snapshot will give you the option to merge the metadata of the print job with the metadata of existing document. It will use the existing document's template and will retain as much information as possible using multi-values and independently assigned fields. It will also merge tag data.

Replace existing documents: If a document with the same name exists, pages created from the print job will replace some or all of the pages in the existing document.
- Entire document: The entire document will be replaced by the current print job. All pages of the original document will be removed, even if the Snapshot print job has fewer pages.
- All pages after x: The first page to be replaced will be the page after the page selected in this option. The length of the print job determines how many pages will be replaced. If the print job contains more pages than are available in the document, additional pages will be added to the end of the document.

Advanced Tab

The Advanced tab, of the Laserfiche Snapshot Configuration dialog box, allows you to save your current settings and apply them to future print jobs, or load a collection of saved settings. You can also review or change your connection information.

Connection information
- Repository: Displays the Laserfiche repository where printed material will be stored.
- Authentication: The account that will be used to authenticate to the repository.
  - Change: Opens the Repository Login dialog box, allowing you to select where a document will be stored.
Profile management
- Use Current User profile: Create and save profiles that are only available to you.
- Use Local Machine profile: Create and save profiles that will be available to all users on this computer. Saving or deleting these types of profiles requires local administrative rights.
- Load: Allows you to load a collection of document settings and apply them to the current print job.
- Save: Save the settings currently configured as a profile that can be re-used later.
- Save As: Save the settings as a profile that can be re-used later.
- Delete: Delete the selected profile.

Note: Profiles include all information in the configuration dialog box except the Count token, which will remain the same. Each profile retains repository and connection information as well.

Advanced Tab (Unfinished Import)

The Advanced tab, in the Laserfiche Snapshot Print dialog box, allows you to review or change your connection information.