Videos on Working with Documents

These videos guide you through working with your documents in Laserfiche. They cover organizing, searching, securing, interacting with, importing, exporting, and auditing documents.

ClosedIntroduction to Repositories

ClosedOverview of the Repository

ClosedQuickly Accessing Documents

ClosedOverview of the Folder Browser

ClosedOverview of the Document Viewer

ClosedConfiguring the Document Viewer

ClosedCreating a Robust and Intuitive Folder Structure

ClosedCreating Shortcuts to Documents and Folders

ClosedAnnotating Documents in Laserfiche

ClosedUsing the Laserfiche Integration with Microsoft Office 365

ClosedEnabling the Laserfiche Integration with Microsoft Office 365

ClosedThe Laserfiche Integration with Microsoft Office

ClosedCo-Authoring Microsoft Documents in the Laserfiche App

ClosedUsing the Recycle Bin

ClosedTokens in Laserfiche

ClosedEmailing Documents from Laserfiche Cloud

ClosedRequesting a DocuSign Signature

ClosedMaps in the Laserfiche App

ClosedOverview of Direct Share

ClosedConfiguring an Audit Reason

ClosedCreating an Audit Report

ClosedOverview of Records Management

ClosedRecords Management Holds

ClosedUsing Laserfiche to Tackle Your To Do List

Search

ClosedQuick Search

ClosedSearch Filters

Metadata

ClosedOverview of Metadata

ClosedTags

ClosedCreating Fields

ClosedCreating Templates

ClosedAssigning Templates and Fields to Documents and Folders

ClosedDocument Links

ClosedVersions in Laserfiche

ClosedOverview Document Location

Security

ClosedHow to Redact Sensitive Information

ClosedBest Practices in Entry Access Rights

ClosedSetting Entry Access Rights

ClosedAllowing Users to Edit but Not Delete Folders

ClosedCreating a Drop Box in Laserfiche

ClosedSecurity for Overlapping Groups

ClosedAssigning Feature Rights and Privileges

ClosedCreating Users

ClosedLaserfiche Support for SSO via SAML 2.0

Importing and Exporting

ClosedOverview of Web Scanning

ClosedCapturing Documents with the Laserfiche App

ClosedSaving Emails to a Default Folder

ClosedLaserfiche Briefcases

ClosedImporting from OneDrive and Google Drive

ClosedDownloading and Printing a Document