Tech Tip: Saved Column Profiles In Laserfiche 8.3

When working in the ECM Laserfiche Client, users can customize the columns displayed

for them within a particular folder in the repository in order to display exactly the information they need in that folder.

When working in the ECM Laserfiche Client, users can customize the columns displayed for them within a particular folder in the repository in order to display exactly the information they need in that folder.

For example, a user who frequently looks up customer information in the repository might configure a set of columns to display customer-related fields so that they can quickly scan for the correct documents, whereas an administrator who handles page generation, text generation and indexing tasks might want to display information such as the number of pages and whether they have been OCRed and indexed. In enterprise content management, Laserfiche 8, both users can configure the columns exactly as they want them, and both users can also configure different column displays for different folders to allow them to perform different tasks.

Laserfiche 8.3 introduces a new feature to make working with column displays even easier: saved column profiles, which allow users to save their column layout and quickly apply it to a folder later. For example, a user who frequently looks up customer information might create a Customer Info column profile, which displays the Customer Name, Company Name and Customer ID fields. They could then quickly select this column profile for each relevant folder, rather than recreating the desired column layout by hand.

This feature also allows users to quickly switch between column profiles. One user might need to both review customer information and administer page and text generation, sometimes in the same folders. That user could create profiles for Customer Info and Page Info, and then load each one as needed to quickly switch the column information that is displayed for the folder.

ECM

Saved column profiles provide a fast, straightforward and flexible way to specify which columns should be displayed, save them for later use, and switch between them when working in the repository.

Note: This tip is a preview of a feature that will be available with Laserfiche 8.3. Please note that feature details may change between now and the release date.

by: Laserficherio

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