In Laserfiche Client, I want to hide the Electronic File Pane in the toolbar for a user or usergroup. How can I do that ?
Hi Moana,
As Brianna mentioned initially, removing the electronic file component altogether is going to be the easiest and most elegant solution (talking about PDFs). This way you have both the performance benefits of TIFFs (images are loaded one by one rather than for the entire document at once, so long documents load much faster) and you can ensure that your redactions are applying to every possible view of the content.
However, if your customers do require that the electronic component be retained you have a few options. Brianna has suggested a number of good solutions. If none of those work for you, here is how I would approach this: For every electronic document, have Workflow move the pages (TIFF images) out into a separate entry, copy all metadata over, and link the two with a document relationship (such as Electronic File - Image). In this way, you will have two associated entries, either of which can be opened directly from the other, but security can be configured separately for each entry. Users who should be able to see through redactions can be granted access to the entry with the electronic file component, while other users can be restricted to only working with the entry with the TIFF image component, where redactions are applied. This could be a workflow that runs once to process all content currently in the system, or a workflow that runs on any new electronic document brought into the system.
I don't think you can do it for a group. First, go into the Admin console and find a user you can test with. Clear out their attributes. Then log into Laserfiche as that same user and open a document. At the end of the toolbar there is an arrow that looks like this . Click on it and Add or Remove Buttons-> Customize. Click on the "Commands" tab. Click the Electronic File Pan icon
and drag it to anywhere on the screen. That should remove it from the toolbar. Then close out of everything.
If you go back to that user in the Admin Console and go to their attributes, it should have set an attribute for the toolbar without the Electronic File Pane. You should be able to copy that toolbar attribute to any user and have it do the same thing. I have not tried this myself, but from my understanding I think it should work.
Unfortunately the desktop Client toolbar settings are not stored in attributes. They use a third party component that needs the settings located on the local registry. It's still possible to do this procedure and then push out the changed registry setting throughout machines, but that requires going through domain group policies.
Can you add an attribute to show the icon for "Load Columns" for Everyone Group in now? I am asking since this post was back in 2014 and wasn't sure if the newer versions are capable of it.
Thank you for your answers, I've hide the Electronic File Pane Icon. But then, this icon is hidden for every user and every user can display it again if he search it for few minutes.
I want to use the redaction function to hide documents parts, the Image pane display a black area for user who don't have the right to see the whole document but this area is not display in the Electronic File Pane so the user can see everything.
Since it is not possible to display the Electronic File Pane Icon only for 1 usergroup and every user can make it show or not, what is the advantage of Redaction ?
Sorry, if my question is a little dumb but I'm confused about that.
Thank you
Redactions are applied to the TIFF image pages and text only: they are not applied to any associated electronic files, such as a PDF or Word document, as Laserfiche does not have a way to add annotations of any type to electronic files. Word does not even support redacting documents without an Add-In.
To make sure users cannot see the redacted content, you have three options:
Edited to clarify that you must edit electronic files using a native application such as Adobe Acrobat for PDFs. This is why I recommend removing the electronic file component.
Thank you for your answer Brianna. Can you tell me how to apply solution 3 please ? For now, when I create a redaction the image pane is the only one affect.
Sorry, that was unclear. You'll need to open the electronic file in it's native application and redact it there. Right-click on the document with the electronic file, and select "Edit Document".
To redact a PDF, I believe you need Adobe Acrobat (not just Adobe Reader). To redact Word documents, you need an Add-in for Word. I believe Microsoft recommended this third-party tool if you have Office 2007+, and their own add-in for Office 2003.
If you have the ability to edit the text of the electronic file directly, you could also replace the words in the original document with XXXXX or something similar.
Ok that was not what I expected. There must be a way to hide a document part with a redaction by using only Laserfiche. I can't sell Laserfiche to a client, speak him about redaction and tell him : "by the way, you must buy Adobe Acrobat if you really want that your users can't see what you hidden else users will see confidential datajust by watching the electronic file pane."
You could also export the TIFF images as a PDF, then replace the existing PDF with the PDF generated by the export. When you export the images, make sure the option "Include redactions on exported images" is checked in your options. If the user has the rights to see through the redactions, the include redactions options is necessary to make the redactions permanent on the exported PDF.
Hi Moana,
As Brianna mentioned initially, removing the electronic file component altogether is going to be the easiest and most elegant solution (talking about PDFs). This way you have both the performance benefits of TIFFs (images are loaded one by one rather than for the entire document at once, so long documents load much faster) and you can ensure that your redactions are applying to every possible view of the content.
However, if your customers do require that the electronic component be retained you have a few options. Brianna has suggested a number of good solutions. If none of those work for you, here is how I would approach this: For every electronic document, have Workflow move the pages (TIFF images) out into a separate entry, copy all metadata over, and link the two with a document relationship (such as Electronic File - Image). In this way, you will have two associated entries, either of which can be opened directly from the other, but security can be configured separately for each entry. Users who should be able to see through redactions can be granted access to the entry with the electronic file component, while other users can be restricted to only working with the entry with the TIFF image component, where redactions are applied. This could be a workflow that runs once to process all content currently in the system, or a workflow that runs on any new electronic document brought into the system.