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Question

Edit or View option in Web Access not appearing

Web Client
Updated April 7, 2017
asked on March 21, 2017 • Show version history

Hello,

When I create an iframe with this URL:

https://lf.local/laserfiche/id=863&mode=small&newtab=disabled

The document displays in the Web Access view screen. No problems there, however I can't find an option to edit the document from the page only "View Electronic File." It seems the only way is to go back to the folder view and then, when I click on the document, I get a prompt for Edit or View.

The ID is for a Word document.

Is there an option that I've missed?

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Answer

SELECTED ANSWER
replied on April 6, 2017

After checking out a document and editing it, just closing the native application and clicking "Yes" to save changes when prompted will only save the change to the local copy of the document on the PC. This is true whether you checked out the document from the Windows client or the web client.

The issue with the web client is that after you initially checked out the document, the page sometimes wouldn't auto-refresh so you wouldn't see the option to check the document back in.

We've filed two SCRs for this:

  1. SCR 156124 - docview.aspx - the page doesn't auto-refresh when a document is checked out/in
  2. SCR 155692 - browse.aspx - sometimes the page doesn't auto-refresh when a document is checked out/in

For now, it's recommended to refresh the web page after you check out/in a document from the web client.

This thread will be updated again when the above issues are fixed.

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Replies

replied on March 21, 2017

Which version of Web Access do you have installed, and do you have the Office Online server installed and connected to it? The URL you provided is a direct link to the document viewer which will allow you to see any LF image pages generated for the document, the associated thumbnails, annotations, among other things.

From the folder browser, clicking the Word document will follow the option to either try and download the Word file or open its pages in the document viewer. For your user, the option is set to try and download which then throws the Edit/View dialog (download using Office plugin for editing/download in a read-only view mode). If the option was set to "Open electronic files in the Laserfiche document viewer", clicking the document in the folder browser would take you to the same place as your link. 

What is your intent with this iframe? With the answers to the questions above and your goal, I may be able to give you some better information. 

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View 6 previous replies
replied on March 22, 2017

Hi Jared,

Thanks for responding. Here are my answes to your queries:

  1. 10.2 (10.2.0.150)
  2. Office Online server: No
  3. The URL is a direct link to the document viewer: Yes, that was the intention.
  4. From the folder browser, for the document being tested, .DOCX, the View/Edit dialogue is displayed: Yes, as expected and as intended.

 

My question is, is there a way to get the View/Edit dialogue from the Document Viewer page? From the folder view I can "Open Electronic File" but from the Viewer page I can only find "View Electronic File" so can't open the document for editing without gong back to the folder page first. Is the option to Open hiding someone or is it not available from the Viewer page?

 

-Ben

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replied on March 23, 2017

From the doc viewer, you should be able to access Office Plugin by going to the entry name drop down in the top left and choosing Check out. If OP is installed on the machine, the check out should be equivalent to clicking Edit from the edit/view dialog. 

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replied on March 23, 2017

So that kind of worked.

  1. Clicked Check Out
  2. Was presented with a dialogue box asking for Location and Comments
  3. Clicked OK
  4. Doc opened up in Word (not marked as read only)
  5. Made a change, saved and closed Word
  6. Clicked Check Out
  7. Was asked if I wanted to overwrite the existing file.
  8. Clicked OK
  9. The document loaded but the changes were not visible
  10. Closed Word
  11. Clicked on View Electronic File
  12. Document opened in Word
  13. Changes were visible but document in Read Only mode
  14. Closed Word
  15. Clicked on Check Out Document
  16. Was presented with a dialogue box asking for Location and Comments
  17. Clicked OK
  18. Doc opened up in Word (not marked as read only)
  19. The document loaded but the changes were not visible

 

It's behaving quite odd for me. I'm using Word 2016 x86.

-Ben

 

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replied on March 23, 2017

I think what's happening is you need to regenerate image pages after making a change using Office Plugin. Each document in Laserfiche is made up of multiple components, thumbnails, metadata, underlying electronic file, and LF tiff image pages. When you view an entry in the document viewer, you are viewing the tiff image pages. When you see the View/Edit dialog, you are choosing to View or Edit the efile component of the document. After you edit the underlying efile (done in MS Word), you need to use the Desktop Client to regenerate the tiff images using the updated efile. What you are experiencing is the efile being successfully edited, but the document appearing the same in the doc viewer because the tiff image pages were never regenerated. 

Currently, you can only generate pages from the Desktop Client, but it's something we are hoping to include in future releases of Web Access. The other 'solution' to this issue would be to use the Office Online or Office Web Apps Server to allow you to directly view the efile component from within the LF doc viewer. This way, you don't have to generate the tiff image pages, you can view the efile directly, check out and make changes, and any updates are immediately reflected. 

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replied on March 23, 2017

I'm not looking at the pages. There weren't any generated pages in the first place so am not sure what you think I'm expecting to see.

  1. Just to confirm, you said I should use "check out" as a proxy for "edit" in the Edit/View dialogue. That worked. Strictly speaking, that's my original query closed off I.
  2. However, when I tried to save the document opened through "check out" I discovered tha tthe changed were not being sent back to Laserfiche. In fact, in steps 11, 12, 13, I said the changes were visible but after restarted my browser, it seems I've lost the changes altogether. So, perhaps Check Out really isn't the answer and perhaps there is no "Edit" equivilant from the Document View screen. I'm happy to give you a log in to test for yourself. 
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replied on March 23, 2017

So to be clear, you are in the doc viewer, you check out the document through Office Plugin, you make changes in Word, save the document and choose overwrite existing document, and the changes aren't saved back to Laserfiche? This sounds like a bug and I'd recommend opening a support case for further investigation. 

 

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replied on March 23, 2017

I've tested further:

1. If I click the X (in word for windows), I get a standard Word Save dialogue and even though I click Save, the changes are lost.

2. If I click the Save button, the changes are retained.

3. If I go to the Laserfiche ribbon and click, Check In, the shanged are saved.

In all of my tests above, I've been clicking the X (to close and save) and thought this would save the document but it wasn't. If I perform the same test from the fat client, and click the X, the changes are saved into Laserfiche.

Should I still raise this as a bug or CR, or is Web Access working as designed?

 

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replied on March 23, 2017

Still sounds like a bit of an Office plugin bug. When you check out the Word doc, a local file gets created in a temp directory specified on checkout. When you click the X and save from Word, you are saving over this temp file. When you close the document, Office Plugin should send the changes back to Laserfiche. It sounds like in your first case, the connection between the temp file and Laserfiche was lost so your changes were saved to the temp file but not back to Laserfiche. 

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SELECTED ANSWER
replied on April 6, 2017

After checking out a document and editing it, just closing the native application and clicking "Yes" to save changes when prompted will only save the change to the local copy of the document on the PC. This is true whether you checked out the document from the Windows client or the web client.

The issue with the web client is that after you initially checked out the document, the page sometimes wouldn't auto-refresh so you wouldn't see the option to check the document back in.

We've filed two SCRs for this:

  1. SCR 156124 - docview.aspx - the page doesn't auto-refresh when a document is checked out/in
  2. SCR 155692 - browse.aspx - sometimes the page doesn't auto-refresh when a document is checked out/in

For now, it's recommended to refresh the web page after you check out/in a document from the web client.

This thread will be updated again when the above issues are fixed.

1 0
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