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Question

Question

What is best practice for making forms available to users?

asked on July 8, 2016 Show version history

Use case is that we currently have library containing procedures and forms in a single location on our network.  We will be importing the procedures into Laserfiche as Word documents that will contain the hyperlinks to the forms which they are associated with.  Users can access the forms via the procedure, but I am looking for a way to provide access to the forms without needed to log into Laserfiche, find the procedure and open the form.

 

I know I can setup forms as favorites for users to access, but I am talking about hundreds of forms that a user may need to access and that list of favorites will become quite cumbersome.

 

I could setup a Word Document consisting of all the hyperlinks to the forms, but this will need to be maintained and still requires logging into Laserfiche and locating the document.

 

How do other organizations organize and provide quick access to their forms?  Looking for some advice, thanks!

Michelle

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Answer

SELECTED ANSWER
replied on August 5, 2016

Update:  Our solution is going to be to provide a webpage that gives them the forms links for ease of access.

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Replies

replied on July 10, 2016

Hi Michelle. What version of Laserfiche do you have (Rio /  Avante) and do you have modules such as Weblink or Forma? In regards to users, does everybody have a user login, be it Full User or Participant?

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replied on July 11, 2016

Steve, We're using LF RIO 10.1 update 1.  We do not have Weblink.  We do have Forms, but not the Forms Portal. We have users who have their own Full User licenses but we could look at adding more as Participant users down the road.

Michelle

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