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Question

Question

Letting users select their favorite documents - ideas?

asked on July 9, 2014

Has anyone done anything that lets users mark documents as a "favorite"?

 

Background:

Our commercial lending file is filled with many documents per loan. Throughout the process of renewing the loan, staff would like to make a subset of documents readily available for themselves rather than printing them and saving them at their desk.

 

Ideas:

My first approach will be to tackle this via metadata, specifically, creating groups that are meaningful to the audiences. For example, the Title Group may way to see title-related documents and some appraisal documents. I'll create a group field with Appraisal and Title groups that are dynamically linked to the document type field. If they search by these groups, then they'll find what they want.

 

Unfortunately, I have a suspicion that the needs may not come out as cleanly as I'd like. My other idea is to create a business process that can be kicked off by anyone and a shortcut to the document would be placed in a "favorites" folder somewhere with the initiator's name.

 

 

Has anyone else tacked this kind of need before? Do you have any ideas to add to my list? 

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Replies

replied on July 21, 2014

What about using tags?  Each user could have their own Tag (maybe named "Julie's Favorite" or just her initials, or whatever).  Julie could then put the tag on any document and have a Saved Search for her favorites.

 

Another thought is the Ctrl/Shift drag onto your desktop gives you quick access to any document or folder of your choice.  I tend to keep those types of shortcuts on the right hand side of my desk top for quick access.  All other shortcuts are kept to the left.

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replied on July 9, 2014 Show version history

The ability to flag/designate specific documents (and folders? Is that useful?) as favorites or otherwise provide some sort of native 'my documents' functionality (without having to tie into fields as a workaround) is definitely something we've considered and would like to do at some point (although it's not on the current release docket). I'd love to hear your thoughts on the specific use cases or interactions you'd find most important for this type of feature.

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replied on July 10, 2014

Justin, that's good to hear. In our situation folders would be useful. We have a folder for all employees and students. If HR is working on the hiring process of an employee they need to make sure that employee has specific documents completed and in their employee folder. By adding that employee's folder to their favorites it would allow them quick access to the entire employee folder and not just a specific document. The same could be said for students. We need to make sure that a student has all of their paperwork completed for registration.

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replied on April 5, 2017

Any update on this?  I have users asking to be able 'pin'/'favorite' folders they frequent more so than others.

 

Regards,

Darren

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replied on April 5, 2017 Show version history

Starring documents/folders is available in Laserfiche 10.

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replied on April 5, 2017 Show version history

Okay, what about folders?

My users are more interested in starring folders over documents as much of the docs are transactional, but the folders are constantly needing review by users.

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replied on April 5, 2017

Yes, you can star folders as well.

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replied on April 5, 2017

Great!

Thanks for info Blake

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replied on July 9, 2014 Show version history

It would be great if Laserfiche could implement a "User Clipboard" in Laserfiche. That way a user could add/remove documents or folders to their clipboard for items they may be currently or constantly working on. This would be really useful for fast access to those items. I would imagine it work by basically adding a shortcut and not moving the actual documents or folders.

 

I guess you could achieve the same result by having a folder for each employee (possibly a clipboard subfolder) and create a business process that essentially does the same thing and makes a shortcut to the employees clipboard folder. Then when the user is done with it they could just delete the shortcut.

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replied on July 9, 2014

Yes, that's basically my idea in a nutshell. If I can find a way to implement it even more elegantly, I'll use it for migrating all our policies and procedures into Laserfiche. Users want access to documents they think are relevant or others think are relevant to them.

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replied on July 9, 2014

We do it pretty much the way you describe. There is a separate template for documents in "processing" that has an extra drop down field with a list of user names. They can set that field to get a shortcut dropped into their own folder, or send it to somebody else if they need them to see it.

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