You are here: Creating Documents and Folders > Creating and Uploading New Documents

Creating and Uploading New Documents

You can add notes and photos to your repository with Laserfiche Mobile. You can apply metadata to these documents and, if uploading a picture taken, you can apply basic image editing before the document is saved to the repository.

To create a new document

  1. Browse to the folder you want to create a new document in.
  2. Press the Add button Add button in the app bar at the bottom and choose one of the following:

    3. Add Note

    1. Press the document name at the top of the screen and type a new name. Type the desired text inside your blank note, and use the formatting tools at the bottom to edit the text.

      Add Note

      Note: If the cursor is at the beginning of a line of text, pressing TAB will increase its indentation. If the cursor is amongst the text, pressing TAB will insert a space at its specific position.

      Note: Swipe left on the formatting tools to see more formatting options

    2. In the app bar at the bottom press Fields to assign a template or fields to the note; press Location to define its location in the repository and the volume it should be stored on.

      Location and Volume

    3. When finished, press the check mark at the top right. To cancel, press the X at the top left.

      Note: The note is considered an electronic document and can be shared or opened in another application.

      Note: Since this is a beta feature, text cannot be edited once the note is created.

    Upload Document

    Do one of the following:

    Browse to a local file

    Select an application

    1. Select the application in which the document is currently stored.
    2. Navigate to and select the document.

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

    Upload Image

    You can upload photos from your device’s gallery or from another application as a new image document.

    Note: To allow access to the photo gallery, press Settings from the home screen, press Privacy, and then press Photos. Ensure the toggle next to the Laserfiche app is in the On position.

    1. Browse the device's gallery for the image you want to upload to your Laserfiche repository.
    2. Press the image you want to upload.You can only select one image at a time.
    3. A preview of the image will be displayed with image editing options. Edit the image to your liking, then press the check mark when finished. Press Back Back button to cancel the image edits.
    4. When finished, press the check mark Checkmark button in the top right corner.

    Take Picture

    You can take photos with your device’s camera and upload them into a new image document.

    Note: To upload an image taken with the camera, turn on Location Services so Laserfiche has access to its geographic location (if geo tag fields are enabled). You must also allow access to the device's camera. When you take your first picture using Laserfiche Mobile, you will be prompted to give the app permission to access your webcam; you can also give the app permission under Settings>Permissions.

    1. Press the camera button Take Picture button to take a picture.

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

    2. A preview of the picture will be displayed with image editing options. Edit the image to your liking.
    3. To re-take the picture, press Back Back button.
    4. When finished with the image edits, press the check mark Checkmark button in the top right corner.
    5. To add another picture to the previous picture, press the Add button Add button. Press Add Existing Photo to add a photo from your device's gallery. Press Add New Photo to take a picture with your device to add to the document.

      Tip: You can create a document made up of existing and captured photos. For example, press Add Existing Photo to select an existing photo as one page of a document, then press the Add button Add button and select Add New Photo. Take a new photo for the second page of the document.

To name and edit the new document

When uploading a document, existing image, or new picture, you can name it, add metadata, and process the image

  1. Delete the "New Document" text and type a new name.

    2. Tip: Swipe horizontally to see each page in the document.

  2. Location and volume: To save the document some place other than where you navigated initially, press Location Location button in the app bar. Use the drop-down menu under Location to navigate to a new location in the repository. Use the drop-down menu under Volume to choose a volume. Learn more about volumes. When finished, press the check mark Checkmark button in the top right. To cancel your changes, press the Close button Close button in the top left.

    3. Location and Volume

  3. Fields: To add a template and fields to the document, press the Fields button Fields button.
  4. After making all desired changes to your document, press the check mark Checkmark button in the top right to save it to the repository.

    Note: If the document's parent folder does not have a default volume, and if a default volume was not configured for Laserfiche Mobile, you will be prompted to specify a volume for the document at this point.

  5. Depending on your connection speed, uploading an image document may take some time. A progress wheel will appear as the document uploads. Press Recent Uploads in the main menu to see a list of your recently uploaded documents.

This documentation is specific to version 9.3. You can find the most up-to-date help files for the latest version at Current Online Laserfiche Product Help Files.

For further help or feedback, please see the Laserfiche Support Site. 		© 2015 Laserfiche. All Rights Reserved.