Working with Documents

Web Access Light gives users the ability to:
View Document Image, Text, or Thumbnails
  1. Search or navigate to the document you want to view.
  2. Click the document name to open its image. The image view enables you to zoom in to and out of the document's image.
  3. Click View Text to view the document's text.
  4. Click View Metadata to view the document's fields, tags, links, and versions. See Metadata for more information.
  5. Click View Thumbnails to view the document's thumbnails. While viewing the thumbnails you can rearrange, copy, or remove document pages.
Rotate
  1. Search or navigate to the document you want to view.
  2. Click the document name to open its image.
  3. To rotate the image, select Rotate Right, Rotate Left, or Rotate Upside-Down, and click Rotate. This rotation will not be saved unless you select Save on Rotation before rotating.
Rename
  1. Select the checkbox next to the entry you want to rename, select Rename from the More Actions drop-down menu, and click Go.
  2. Rename the entry and click Rename.
Delete
  1. Select the checkbox next to each entry you want to delete, select Delete from the More Actions drop-down menu, and click Go.
  2. Click Delete.
Move/Copy
  1. Select the checkbox next to the entry you want to move/copy (you can select multiple entries), select Move/Copy from the More Actions drop-down menu, and click Go.
  2. You can select a new location for the copied/moved entries via the Bookmarked/recent entries drop-down menu, by typing in a new folder path, or by entering a folder ID. If you want to copy the document(s)/folder(s), select Check to copy the item(s) instead of moving them.
  3. Click Move/Copy.
Bookmark
Create Documents/Folders
  1. Navigate to where you want the document or folder created.
  2. Select New Document/Folder from the More Actions drop-down menu and click Go.
  3. Name the entry, select the entry type (folder or document), and click Create.
Create Shortcuts
  1. Select the checkbox next to the entry you want to create a shortcut to, select Create Shortcut from the More Actions drop-down menu, and click Go.
  2. You can select the new location for the shortcut via the Bookmarked/recent entries drop-down menu, by typing in a folder path, or by entering a folder ID.
  3. Click Create Shortcut.
Migrate Entries
  1. Select the checkbox next to the entries you want to migrate, select Migrate from the More Actions drop-down menu, and click Go.
  2. Select the volume you want to migrate the entries to from the Select the destination volume drop-down menu.
  3. Click Migrate.
Add/Replace Electronic Files
  1. Select the checkbox next to the file you want to add/replace, select Add/Replace Electronic File from the More Actions drop-down menu, and click Go.
  2. Click Browse and find the electronic file on your machine that will be added to the selected document, or replace the electronic file for the selected document.
  3. Click Add/Replace.
Delete Electronic Files
  1. Select the checkbox next to the file you want to delete, select Delete Electronic File from the More Actions drop-down menu, and click Go.
  2. Click Delete.
Send E-mail
  1. Select the checkbox next to the document(s) you want to e-mail, select Send E-mail from the More Actions drop-down menu, and click Go.
  2. Enter the appropriate values for the e-mail (To, Subject, Message).
  3. Under Send as select how you want the document(s) sent.

  4. Click Send.
Note: An SMTP server must be configured before this e-mail option will be available.

View Properties
  1. Select the checkbox next to the entry whose properties you want to view, select View Properties from the More Actions drop-down menu, and click Go.
  2. If a Laserfiche document is selected, the following will be displayed
  3. If an electronic document is selected, the following will be displayed
  4. If a folder is selected, the following will be displayed

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