Viewing Electronic Documents

Laserfiche entries are considered an electronic document if an electronic file (i.e., Word document, Excel spreadsheet, etc.) is associated with it. By default, opening an electronic document will display the electronic file in its native application (i.e., Microsoft Word, Excel, Internet Explorer, etc.) outside of Laserfiche. However, Laserfiche can also display the images and text created by Laserfiche Snapshot or the text retrieved directly from an electronic file; to configure the default for how electronic documents will option, see below.

Note: Because they support native page generation and their electronic file portion can be viewed in the Electronic File Pane, by default PDFs will be opened in the Document Viewer. However, you can choose to automatically open PDFs in another way.

If the extension of an electronic file has not been associated with a Windows application on the current machine, you will be prompted to choose a Windows application through which it will be opened.

To view an electronic document

Perform one of the following:

• Mouse:  Double-click on the desired document to open it using the default document viewing settings.
• Mouse: Point to Open and then select Pages to view the document in the Document Viewer, Edit Electronic File to view and modify the document in its native application, or View Electronic File to open, but not modify, the document in its native application.

Note: If you are logged in as a retrieval account, Edit Electronic File will not be available.

• Keyboard:  Select the desired document and press the ENTER key.

To determine how electronic documents other than PDFs are opened

1. From the Tools menu, select Options.
2. Click View, and select Open With.
3. Under Open electronic documents using, do one of the following:
• To view the electronic file by default, select The associated application.
• If you are using Laserfiche Rio or Avante and want to use WebDAV to open the documents directly rather than from a local copy, select Open files directly.
• If you want to open electronic documents in a read-only state by default, select Open files in a read-only state.
• To view an electronic document through the Document Viewer by default, select Standard document display.
4. Click OK.

Tip: To quickly open an electronic document in its non-default, hold down CTRL while double-clicking on the file.

To determine how PDFs are opened

1. From the Tools menu, select Options.
2. Click View, and select Open With.
3. Under Open PDF files using, do one of the following:
• To view the PDF in the native application (usually Adobe Reader or Adobe Acrobat), select The associated application.
• If you are using Laserfiche Rio or Avante and want to use WebDAV to open the PDFs directly rather than from a local copy, select Open files directly.
• If you want to open electronic documents in a read-only state by default, select Open files in a read-only state.
• To view the PDF using the Document Viewer by default, select Standard document display.

Note: If you open PDFs in the Document Viewer, you will be able to view the PDF file itself in the Electronic Document pane. PDFs are the only electronic file types that can be viewed directly in the Document Viewer.

4. Click OK.

Note: If you encounter issues while viewing PDF files in the Electronic File pane of the Document Viewer, you can disable that feature. See Options: View: Open With for more information.

Tip: To quickly open an electronic document in its non-default, hold down CTRL while double-clicking on the file.