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Question

Question

setting default template upon saving documents in Laserfiche Client

asked on March 4, 2017

Hi, 

 

Not sure if this has been requested, but we would like to know if it is possible to make sure there is always a default Template set for users when saving documents into Laserfiche? We do want to give the user the "No Template" option when saving documents, is this something that can be done? and if so, how? 

 

Thank you

Ziad

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Answer

SELECTED ANSWER
replied on March 5, 2017

Hi Ziad,

 

It is part of options in the Laserfiche Client. You can set the Default template you need to set when a user imports\creates a new documents.

Go to Tools-> Select Options, to open below window.

The same can be done at admin level using User Attributes.

 

Hope this answer your query!

 

Cheers

Kirubaa

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