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Column Profiles

You can save a specific column layout as a column profile in order to load it later. This allows you to configure multiple column layouts for different purposes and quickly switch between them.

Saving a column profile will save the columns displayed, the order they are displayed in, and the column widths.

Saving Column Profiles

You can save a specific column layout as a column profile to load it later. This allows you to configure multiple column layouts for different purposes and quickly switch between them.  For instance, you might want to view a document's last modified date when browsing for updated files, but you might need to quickly see template information when looking for documents pertaining to particular clients. You could create saved column profiles for both of these purposes, and load the appropriate one when you need it. Saving a column profile will save the columns displayed, the order they are displayed in, and the column widths.

Column profiles are stored on a per-user basis. This means that, when you save a column profile, you will be able to load that profile from any computer you use to access Laserfiche. Other users will not be able to load your column profile.

Tip: Administrators can create column profiles for the entire repository using trustee attributes, or can copy a saved column profile from one user to another. See Trustee Attributes in the Laserfiche Administration Guide for more information.

To save a column profile

  1. Configure the columns as you want to save them. Instructions for configuring columns can be found in the Assigning Columns, Rearranging Columns and Resizing Columns topics.
  2. Open the View menu and point to Columns, or right-click the column header and point to Load/Save Columns.
  3. Click Save Columns.
  4. Perform one of the following:
    • To save a new column profile, select Save as New Column Profile and type the name of the new column display profile.
    • To overwrite an existing column profile, select Replace an Existing Column Profile and then select the profile to be replaced.
  5. Click OK.

To save a column profile

  1. Configure the contents pane columns as you want to save them. Instructions for configuring columns can be found in the Assigning Columns, Rearranging Columns and Resizing Columns topics
  2. Right-click a column header and point to Load/Save Columns.
  3. Click Save.
  4. Perform one of the following:
    • To save a new column profile, select Save as a new column profile and type the name of the new column display profile.
    • To overwrite an existing column profile, select Replace an existing column profile and then select the profile to be replaced.
  5. Click OK.

Loading Column Profiles

Once a column profile has been saved, you can load it to quickly change the column display in the Folder Browser.

To load a column profile

  1. Open the View menu and point to Columns, or right-click the column header and point to Load/Save Columns.
  2. Click Load Columns. (This step is not necessary if you have right-clicked the column header.)
  3. Select the column profile you want to load.

To load a column profile

  1. Right-click a column header and point to Load/Save Columns.
  2. Click Save.
  3. Perform one of the following:
    • To save a new column profile, select Save as a new column profile and type the name of the new column display profile.
    • To overwrite an existing column profile, select Replace an existing column profile and then select the profile to be replaced.
  4. Click OK.

Deleting Column Profiles

You can permanently delete a saved column profile.

Note:Column profiles that have been shared with all users in the repository using trustee attributes cannot be deleted by individual users.

Note: If a column profile is applied and then deleted, the column display will remain the same on folders to which it was applied until they are manually modified, or until another column profile is loaded.

To delete a column profile

  1. Open the View menu.
  2. Point to Columns and select Load Columns.
  3. Select the column you want to delete and click Delete.
  4. Confirm that you want to delete this column by clicking Yes.

To delete a column profile

  1. Right-click a column header and point to Load/Save Columns.
  2. Click Save.
  3. Select Replace an existing column profile.
  4. Select the column profile you want to delete, and click Delete.

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