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Templates and Fields

You can add and edit templates and fields in Laserfiche Mobile, based on your Laserfiche security rights.

If a template has a color associated with it, a colored dot will appear next to the entries the template is applied to.

Templates

To modify a document or folder's templates and fields

  1. Swipe up or press the ellipsis in the app bar at the bottom of the screen. Press Fields.
  2. If a template has been assigned to the document, it will be displayed. If no template has been assigned to the document, you will see No template assigned. Press the template drop-down menu to select a template from the list and press OK.

    3. Fields and Templates

  3. Pressing Add/Remove Fields will display all available fields on the Laserfiche Server. Select the checkboxes next to the fields you want to add to the entry, clear the checkboxes next to the ones you want to remove from the entry, and press OK.
  4. Press inside a field box to enter/edit a field value.

    5. Note: The way in which field information is entered depends on the type of field you are working with. For more information, see Field Types.

  5. When you've entered all desired field values, press the check mark Checkmark button to save the field values. Alternatively, press the X to discard all changes.

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.