Question

Labeling or Marking Certain Files

Updated May 28, 2014

asked on May 23, 2014

We have a need to label some of our personnel files as 'Not Eligible for Rehire'. With the physical files, we place a bright orange sticker on the personnel folder. We would like to either replicate something like that for individuals who cannot be rehired by us, or have some sort of label that would identify them quickly when someone opens the file to review. I thought there was a way to do this, but we just started using Laserfiche again after a 4 year hiatus. Any help is greatly appreciated.

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replied on May 23, 2014 • Show version history

You can use an information tag or a field to mark the document. If you have workflow, you could also build a workflow that upon application of tag or field, adds it to the document name as well.

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replied on May 28, 2014

What about a Stamp? I haven't used this feature yet, but I read an article where one company used a lot of stamps on documents to flag them for different things. I can imagine a big "Not Eligible" stamp (highlighted in red) across every page stored in the repository for that employee. Of course, every employee document would also have a Security tag on it, so there should be no worries about who else would be seeing the Stamp.

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replied on May 23, 2014

For a quick visual identification, you could create a new template and assign it a specific color in the admin console, then apply that template to all of the "Not Eligible" files and folders - if they currently have a template, you can assign the same fields to this new template, so when you change them to it, they will retain all the existing field info.

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replied on May 23, 2014

Hey Elaine,

If Bert's reply answered your question, please make sure to click the link that says "This answered my question" so others can verify if this post has been completed! If you have any follow up questions, feel free to leave another post and we'll come back to take a look!

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Labeling or Marking Certain Files

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