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New Offline Documents and Folders

The Laserfiche app lets you create new documents, perform image editing on them, and save them offline without needing to sign in to the Laserfiche app. This allows existing users without a connection to continue capturing and editing new documents while brand new users can test out the app, use its editing features, and send documents to others outside the repository.

Example: Sharon is on a plane to Chicago for a business trip and does not have a cellular or Wi-Fi connection. She needs to capture, edit, and send some documents to Laserfiche for a colleague to review before a meeting. Instead of waiting until she has a connection, she can save time by capturing, editing, signing, preparing, and saving that documents offline. Once she lands and a connection is available, she can send the documents immediately to the repository.
To create a new offline item
  1. From the Start page, press Offline mode.
  2. Press Created Offline at the top.
  3. Press the Add button at the bottom right..

    To record audio

    • See the Record Audio section of the Creating and Uploading New Documents help topic.

    To capture a document offline from another application

    1. Press Upload File.
    2. Select the application in which the document is currently stored. If using a Windows desktop, select the file you want to upload from the computer or network drive.
    3. Navigate to and select the document.

      Note: When uploaded from Google Drive, Excel files will be saved as PDFs.

    To create a folder

    1. Press Create Folder.
    2. In the Create Folder dialog box, give the folder a name and press OK.

    To upload an existing gallery image

    1. Press Upload Image.
    2. If using the Windows app on a desktop computer, browse to and select one or more images you want to upload. If using the Windows app on a phone, browse to the device's gallery and press the image you want to add.
    3. When finished, press the numbered check mark. To cancel the new document, press the X.

      Note: If you want the image to retain its original file format, upload it using the Upload File option.

    To take a new picture

    1. Press Take Picture.
    2. Press the camera button to take a picture. You can take multiple pictures to create a multi-page document. Press the Grid button to help orient the picture when capturing it.
    3. When finished taking pictures, press the check mark. To cancel the new document, press the back button .

      Tip: A flash icon will appear in the corner of the screen. Press it to toggle it to automatic, off, or on. You will only see a flash icon if your device has flash capabilities.

  4. A preview of the document will be displayed with options to:
  5. Press the More Options button to:
    • Delete page: Delete the page currently being viewed.
    • Choose a location for the document: Press Location and choose where you want the document stored. To create a new folder, press the Add button Add button.
    • Save to Repository: Save the offline document to the repository. You will need to authenticate to the repository.
    • Share it with another application: Press Share to see a list of applications you can share the document to.
  6. After making all desired changes to your document, press the check mark Check mark button in the top right to name the document and save it to your device.
To view and work with offline documents

Documents saved offline from the repository and newly created offline documents are saved on your device under Documents>Offline Copies. Documents saved offline from the repository can be viewed and shared with other applications. Newly created offline documents can be viewed, edited, signed, and shared. You can access these offline documents from the Start page or from within the Laserfiche app.

From the Start page, press Offline mode.

If you are signed in to the Laserfiche app, press Documents under Offline Copies in the menu.

Newly created offline documents will be under Created Offline. Documents saved offline from the repository will be under From Laserfiche. See Repository Offline Documents for more information.

  1. Press Created Offline.
  2. Press the document you want to open.

    Press the More Options button to:

    • Delete page: Delete the page currently being viewed.
    • Choose a location for the document: Press Location and choose where you want the document stored. To create a new folder, press the Add button Add button.
    • Save to Repository: Save the offline document to the repository. You will need to authenticate to the repository.
    • Share it with another application: Press Share to see a list of applications you can share the document to.
  3. After making all desired changes to your document, press the check mark Check mark button in the top right corner to name and save it to your device.

To go back to the Start page from Offline Documents, press the Menu button Menu button, then press Sign in at the bottom.

For further help or feedback, please see the Laserfiche Support Site. © 2019 Laserfiche. All Rights Reserved.