Settings
The Settings section gives users the ability to configure default view options, search options, saved searches, bookmarks, regional settings, and account passwords.
View Options
- Entries per page: Enables you to decide how many entries you want displayed on a page before navigating to the next page. The more entries per page, the longer it takes for the page to load.
- Thumbnails per page: Enables you to decide how many thumbnails you want displayed on a page before navigating to the next page. The more thumbnails per page, the longer it takes for the page to load.
- Display latest versions only: When a document has more than one version associated with it, selecting this option will only display the most recent version of the document. To see all versions, clear this option.
- Determine icon color by: The color assigned to an icon can be determined either by the template or volume associated with a document.
- Use Laserfiche document icons for electronic documents: If selected, standard Laserfiche document icons will be used for electronic documents. If cleared, an electronic document will use the icon for the Windows application associated with the corresponding electronic file.
Search Options
- Show context lines: If selected, the context for each search hit will be displayed.
- Include shortcuts in search results: If selected, the search will return documents and any shortcuts associated with them.
- Return latest versions only: When a document has more than one version associated with it, selecting this option will only return the most recent version of the document when performing a search.
- Basic Search: Select the search type(s) (text, entry names, fields, annotations) you want the basic search to perform by default.
- Find partial matches when performing a quick search: Returns partial matches for a search term when searching by entry name, field, or annotation text using the Basic or Quick Search. If you search for "report," the search engine will return results matching *report*.
- Use fuzzy search: Returns all words or phrases similar to the word or phrase typed.
- Percentage of word: Define the percentage of the word that can differ from the search criteria and still be considered a search result.
- Number of letters Specify the maximum number of letters that a word can differ from the specified criteria and still be considered a search result.
Saved Searches
- Select a search to rename or remove: Click on the saved search you want to rename or remove.
- Name: Enter the new name for the selected saved search and click Rename.
- Remove: Click Remove Search to delete the selected saved search.
Bookmarks
- When working with documents, you can bookmark certain entries for quicker future access. This section enables you to enter the maximum number of documents and the maximum number of folders (maximum of 25) you want bookmarked. For example, if you enter 15 here, 15 folders and 15 documents will be listed in the Entries drop-down menu under Bookmarked Folders and Bookmarked Documents. If the limit is reached, or if you set the limit to a smaller number than what you currently have configured, the oldest bookmark of that entry type will be removed.
- Click Clear Bookmarks to clear the Entries drop-down menu of all the entries previously bookmarked.
Note: Clearing out your bookmarks will not affect the recent entries listed in the Entries drop-down menu.
Regional Settings
- This section enables you to change your time zone.
Account Password
- This section enables you to change your password.
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