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Question

Question

Questions concerning Laserfiche Cloud

asked on October 30, 2018

I have a question or two that a client has asked me concerning their new Cloud System that I thought I could post here since I don't have a verified answer. 

 

1. Is there a way to set a "default" search profile for a user account? For example, they have one primary user that they'd like to set up with a specific search without going through the saved search and loading that each time. (this is minor but its fairly important to the client).

 

2. Is it possible to set the cloud login (for web access) to default to their account id instead of requiring that when they go to login? I understand that there is the "remember" check box but they'd like to bypass this every time.

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Answer

SELECTED ANSWER
replied on November 2, 2018

Hi Brian,

1) There isn't a specific option to set a default search, however you can link directly to a specific saved search. That would mean that you can set a bookmark or quick link that has a specific saved search already defined, so if the user opens to that, it will have their search criteria already there. You can check out https://www.laserfiche.com/support/webhelp/Laserfiche/10/en-us/userguide/default.htm#../Subsystems/client_wa/Content/ShortcutsURLs/URLs.htm for more information. 

2) We are working on changes to the account sign-in process that will make this a better user experience. Stay tuned!

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replied on November 2, 2018

Thanks Justin. I'll pass that info along.

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