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.
Getting the Most Out of Smart Fields and Smart Chat
Learn how to write clear, detailed prompts that improve the accuracy and usefulness of AI-generated results. Effective prompting helps ensure Smart Fields and Smart Chat return well-formatted, reliable information that can be confidently used in automation and decision-making.
Learn how a Laserfiche repository centralizes documents in a secure, searchable location. Repositories support easy capture, organization, automation, searching, and granular security to ensure users can quickly find and work with the content they need.
Get an introduction to navigating and working within a document repository. This overview shows how to organize content, search for information, and interact with documents.
Discover multiple ways to find frequently used documents faster. Search, starred items, recent documents, and document links help reduce time spent navigating.
Overview of the Folder Browser
Learn how to navigate, organize, and manage documents and folders within the repository. The Folder Browser provides tools for creating structure, accessing recent and in-use items, customizing views, and searching for content efficiently.
Creating a Robust and Intuitive Folder Structure
Learn how to design a scalable, logical folder structure that supports growth, security, and efficient document retrieval. A well-planned structure, combined with consistent naming conventions and automation, helps users find and manage content easily over time.
Learn how to save and reuse customized column layouts in the folder browser. Column profiles make it easy to switch between different views of document and folder information.
Creating Shortcuts to Documents and Folders
See how to provide access to documents without duplicating content. Shortcuts allow teams to work from centralized locations while preserving the original folder structure and security.
Discover how to restore deleted documents or permanently remove them when no longer needed. The recycle bin provides a safeguard against accidental deletion while supporting secure cleanup.
Discover how to use dynamic placeholders to automatically name, file, and populate metadata. Tokens enable consistent automation by inserting values that are determined at runtime.
Emailing Documents from Laserfiche Cloud
Learn how to send documents directly from the repository. Emailing options let you share files securely as attachments or links.
Requesting a DocuSign Signature
Learn how to send documents from Laserfiche to DocuSign for electronic signature. This process streamlines approvals by routing documents to designated recipients and updating document status once signing is complete.
Learn how to associate documents with geographic locations and view them on an interactive map. Maps make it easy to capture location data in the field, search for documents by area, and visualize content based on where it was created or uploaded.
Learn how to securely share repository content with external users using time-limited links. Direct share provides password protection, access tracking, and visibility into when shared content is viewed.
Using Laserfiche to Tackle Your To Do List
See how Laserfiche helps streamline daily work by bringing documents, tasks, collaboration, and automation into one place. This overview shows how users can complete approvals, requests, document sharing, and collaboration more efficiently throughout the day.
Auditing and Records Management
Learn how to require users to provide a justification for audited actions such as deleting, exporting, or printing documents. Audit reasons add context to audit logs, supporting accountability, compliance, and review.
Learn how to create and customize audit reports to review tracked activity across the repository. Audit reports help filter, analyze, and share detailed event data to support compliance, monitoring, and troubleshooting.
Overview of Records Management
Learn how Laserfiche manages records through their full lifecycle, from creation and retention to disposition. Records management tools help enforce compliance by organizing records into series and folders, tracking status, and performing eligible actions such as cutoff and destruction.
Learn how to prevent records from being altered or disposed of. Holds ensure compliance during audits, investigations, or legal reviews.
Editing Documents
Overview of the Document Viewer
Learn how to view, search, annotate, and manage documents in the document viewer. The viewer provides tools for reviewing content, adding notes, and accessing document actions.
Configuring the Document Viewer
Discover how to customize the document viewer layout and toolbar to match your work style. Configuration options help you focus on the information and tools you use most.
Annotating Documents in Laserfiche
Learn how to mark up documents with notes, highlights, redactions, and other annotations. Annotations help communicate context and draw attention to important content.
Highlighting Documents in Laserfiche
See how to visually emphasize key information within a document. Highlights make important sections easier to identify during review.
Adding a Sticky Note to a Document in Laserfiche
Learn how to add notes directly to document pages to capture comments or reminders. Sticky notes help communicate context and feedback without altering document content.
Microsoft Office Integration
Using the Laserfiche Integration with Microsoft Office 365
Learn how to work with documents stored in Laserfiche directly from Microsoft Office applications. Office integration lets you save files, manage versions, edit metadata, and control check-out while staying in your familiar tools.
Enabling the Laserfiche Integration with Microsoft Office 365
Learn how to configure Laserfiche to support real-time co-authoring of Microsoft Office documents in the web client. This setup enables simultaneous editing by connecting Laserfiche with Office Online Server through the Document Co-Authoring Host.
The Laserfiche Integration with Microsoft Office
Learn how to work with Laserfiche documents directly from Microsoft Office applications. Office integration allows you to save, update, version, and email documents while keeping content and metadata synchronized with the repository.
Co-Authoring Microsoft Documents in the Laserfiche App
Learn how to edit documents collaboratively using the Laserfiche integration with Microsoft Office 365 from the Laserfiche app. This integration enables real-time co-authoring, automatic saving, and visibility into who else is editing the document.
Search
Discover how to quickly locate documents and folders using the search bar. Quick search helps you find information faster with filters, context hits, and saved searches.
Learn how to quickly find documents and folders using Laserfiche search. Search tools let you filter by location, date, templates, and fields, view context hits, and save searches for faster access in the future.
Discover how to refine searches by combining multiple criteria to narrow results. Search filters help you find exactly what you need across large repositories.
Metadata
Learn how fields, templates, tags, links, and versions describe repository content. Metadata improves searchability and automation.
Learn how to categorize content using tags to improve organization and retrieval. Tags make it easier to group related items and run targeted searches.
AI-assisted Tags Classification
Learn how to use Laserfiche AI to automatically apply informational and security tags based on document content and context. AI-assisted tagging helps streamline classification, improve organization, and enforce access controls with minimal manual effort.
Learn how to define custom metadata fields for documents and folders. Fields capture structured information that supports search and automation.
Discover how to logically group related multi-value fields. Grouping improves readability and simplifies data entry.
Learn how to group related fields into reusable templates. Templates standardize metadata across similar documents and folders.
Assigning Templates and Fields to Documents and Folders
Learn how to apply structured metadata to documents and folders. Templates and fields improve organization, searching, and consistency across the repository.
Learn how to connect related documents using links. Document links make it easy to navigate between associated files and maintain context.
Learn how to track changes and preserve document history with versioning. Versions let you review, compare, and restore earlier document states.
Learn how to associate geographic locations with documents and view them on a map. Document location data enables location-based searching and supports capturing geolocation information through forms.
Security
How to Redact Sensitive Information
Learn how to permanently obscure confidential information in documents. Redactions ensure sensitive data is only visible to authorized users.
Best Practices in Entry Access Rights
Discover how to apply document-level security using groups and inheritance. Proper use of scope simplifies administration and reduces maintenance.
Learn how to control who can view, edit, or manage documents and folders. Entry access rights provide flexible, scalable security through inheritance and scope.
Allowing Users to Edit but Not Delete Folders
Learn how to use scoped access rights to let users work with folder contents without deleting or altering the folder structure. This approach protects system-generated folders and documents while still allowing teams to view and edit the files they need.
Creating a Drop Box in Laserfiche
Learn how to configure a folder that allows users to submit documents without viewing existing content. Drop-box folders support secure collection of sensitive information while preserving user privacy and compliance.
Security for Overlapping Groups
Learn how to design layered security by granting broad access at higher-level folders and more specific rights within subfolders. This approach helps ensure appropriate access, protects sensitive content, and simplifies long-term security management.
Assigning Feature Rights and Privileges
Discover how to control what actions users can perform across the repository. Feature rights and privileges define system-wide capabilities and administrative access.
Discover how to add and manage users and groups to control access to your Laserfiche environment. User setup includes assigning licenses, security rights, authentication options, and group membership for streamlined administration.
Laserfiche Support for SSO via SAML 2.0
Learn how to enable single sign-on by integrating Laserfiche with a SAML identity provider. This configuration allows users to authenticate securely using external identity systems while supporting certificate validation, signing, and encrypted assertions.
Importing and Exporting
Learn how to capture and edit scanned documents directly from the web client without leaving your browser. Web scanning simplifies document capture by supporting page preview, editing, splitting, and metadata assignment before import.
Capturing Documents with the Laserfiche App
Explore the different ways to capture photos, files, audio, and other content from a mobile device. Captured items can be enhanced, tagged, and uploaded directly to the repository.
Saving Emails to a Default Folder
Learn how to save emails from Outlook directly into the repository with minimal effort. Default folder configuration ensures emails are consistently filed and organized, with support for automated folder paths.
Learn how to package documents and folders for sharing or offline use. Briefcases retain metadata, structure, and version history.
Downloading and Printing a Document
Discover how to export documents for offline use or physical copies. You’ll learn how to download entire documents, selected pages, or collections.