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Question

A Custom document view when logging into client

Web Client Laserfiche Version 10 Administration Search and Retrieval

Updated July 9, 2020

asked on July 9, 2020

I was wondering if it is possible to see a custom view of documents based off of a search every time a user logs into the Windows Client?

Example:

I do an advanced search for all Invoices by ABC company. My result is all Invoices for ABC Company. I want that view to come up each time I log in.

Is that possible with the Windows Client version 10.4.2?

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Replies

replied on July 9, 2020

Check out this section from the User Guide on Windows Client Shortcuts - you can create a shortcut that runs a search.

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Asked July 9, 2020
Updated July 9, 2020
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