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Question

Question

Amend columns when saving to Laserfiche

asked on February 22, 2019

Is it possible to amend the columns when using the "Save to Laserfiche" feature in MS Office applications.

 

For example adding a column stating what version number a document is?

 

Cheers

 

Rob

 

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Replies

replied on February 22, 2019

Hi Rob,

There's no specific functionality for modifying the columns in this dialog, since it's specifically geared towards one-time operations of saving content into the repository and not intended to replace full viewing functionality. Can you discuss a bit more what columns you would want to see present and why, so we can see if there are other approaches for that? 

Thanks!

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replied on February 25, 2019

Good morning Justin,

So ideally all we would need is the version number for the document.

The reason behind my question is some of our users are Lawyers (who are new to Laserfiche) and they are working on large number of legal documents, and would like reassurance that they are saving to the latest version as they have documents with very similar names. In the past they use to name a document in the following way, Doc v1, Doc v2, Doc v3.

I believe the issue is more around the user confidence (change of working style etc),  as the more I type out this reply the more I think what will it gain. But because of the nature of their work and their high charge out rate, we try and make the user interface as comfortable and seamless as possible (hence the question laugh).

Hope that makes sense, thanks for your time in advance!

 

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