Organizing Documents and Folders

You can organize your documents and folders to make them easier to find. You can create folders to contain documents, move and copy documents and folders, add shortcuts to link a document or folder from another folder, and rename documents and folders.

Creating Folders

In addition to adding documents to your repository, you can also create folders to organize those documents. See Creating Folders for more information.

Starred Documents and Folders, Recent Documents, and Documents in Use

Laserfiche offers several ways to quickly locate documents. You can star documents and folders for quick access later on, view a list of documents that you recently opened, and access a list of all the documents that you currently have checked out. See Starred Documents, Recent Documents and Documents in Use for more information.

Moving Documents and Folders

You can move a folder in one of two ways: by dragging and dropping, or using the Move To command. To move a document or folder by dragging and dropping, select one or more and drag them to the location you want to place it in, whether in the current folder or in the folder tree to the left. To move a document or folder using the Move or Copy To dialog box, select the document and then select Move or Copy To. Select Move, and then navigate to the folder to which you want to copy the document. Select Save.

Copying Documents and Folders

To copy a document or folder to a new location, select the document and then select Move or Copy To. Select Move, and then navigate to the folder to which you want to copy the document. Select Save.

By default, copying a document or folder will also copy security set directly on that document. You can disable this if you do not want security to be copied. To do so, click your user name in the upper right corner and select Options. In the General section, clear the option Copy access rights along with the entries.

Note: You can also copy a set of folders and then paste only the folders, not the documents within them. For more information, see Creating Folders.

Creating Shortcuts

A shortcut allows you to link a document or folder from another location in the repository. For instance, you might store all contracts in a central Contracts folder, but place a shortcut to a particular contract in the folder of the user who will be handling it.

To create a shortcut to a document or folder, select the document or folder and then select Move or Copy To. Select Copy shortcuto, and then navigate to the folder to which you want to copy the document. Select Paste.

Renaming Documents and Folders

You can rename documents and folders in the folder browser, and you can rename documents with pages, PDFs, and Office documents in the document viewer as well.

To rename a document or folder in the folder browser, select the document or folder and click the Rename button. Type the new name and click OK.

To rename a document with pages, PDF, or Office document in the document viewer.Select the More Actions button and then select Rename. If you have opened an Office document for editing, click the document name at the top of the document and specify a new name.