In the Laserfiche Administration Console, there should be a node called "Repository Named Users" that you can click on to see which LF users from which repositories hosted on that Laserfiche Server have been assigned a named user license. That should correspond with the number of licenses in use that you see when viewing the Laserfiche Server details.

All I can see is from this print screen below. It never tells me what they are associated with. If there is another place to look please let me know.

You should have a separate node named "Repository Named Users" that you can use to see which users from which repositories on that server have been assigned a named user license.

I found it after I collapsed everything and did a refresh! Thank you!

Does Workflow require a FULL named user account? I know Quick Fields does. What about ADMIN account?

Normally the ADMIN user wouldn't be a named user. Also, the Workflow user does not need to be a named user.

Thank you for your help!  I have a few more questions, I would ask my VAR, but he is currently unavailable. We are in the process of purchasing Forms, how is it licensed? We have also ordered more FULL licenses, but I'm not sure we ordered enough.  We currently have 100 Full and 650 Retrieval. It was after we purchased that I realized my servers were drawing from the 100 Full we currently have.  We ordered 50 more Full and 25 more Retrieval.  We have around 750 employees. (not including temps and contractors). As I am setting up new processes on the 4 new repositories I am adding a 1-2 Full with each process (for scan operators, or users working with electronic docs), most already had a Retrieval so it is just moving them from Ret to Full. I was curious as to how Forms will work. Can anyone complete and submit a form? Or do the users have to have a Full license to submit a form? I know that if we incorporate approvals in the form process that these approvers will need a full license, is that correct?

If you have Forms portal, there is no authentication and all users can complete and submit forms without the need for additional licensing. This is intended for public forms submissions, but you can place that inside your firewall so it would still only be accessible to users in your organization, if desired. 

This public version is just for submitting a form, it doesn't allow a user to view their history or be part of the review process. For that, you either need to be a named user or an authenticated participant user - a different type of user specific to Forms. Both types can authenticate, view their inbox and history, and perform tasks in the forms process such as reviewing or approving forms. You need to be a named user in order to design Forms processes and individual forms. 

Justin,

When you say "named user" do you mean full or retrieval in order to design Forms?

And when you say " Public Version" how many versions of Forms are there?  I'm not sure what we are ordering.  It always amazes me that I find out after the purchasing process that we should have ordered something different. Our VAR doesn't use LF Forms, they use a third party product (Link Doc or something like that??), so they aren't as familiar as I would like them to be.

When Forms is licensed, you get unlimited instances of the Forms Server itself. You can also choose to license one or more as a public portal, so it's more like a specific add-on to any one of your Forms instances. 

Only full named users are relevant with Forms. Retrieval users aren't used by it, as the premise doesn't really match - there's no 'retriveal only' idea for Forms. 

Spoke to our sales rep and she informed me that we are purchasing the non-public version.  Does this keep us from licensing one instance as a public portal or is that an additional cost? Not that we will need it right away.

So let me see if I am understanding you, it doesn't matter what type of license the user has to submit a form, but if they need to see history or design forms they need to have FULL?

thank you for being patient with me!

If you have public, any user can submit a form. 

If you don't have public, you need to be either an authenticated participants or a full named user as you'll need to be able to log in, and you need one of those to have a known account.

Retrieval named users have no meaning in Forms, they just aren't used. 

Designing forms and processes requires full named users. Viewing your history or task list, and performing tasks requires either authenticated participant or full named users.

Using Forms through the Mobile app requires either authenticated participants of full named users (since again you need a login), although anyone can submit public forms from a mobile device through the Forms web site.

Okay,  I guess the authenticated participants is throwing me as a new term.   So, with our purchase she told me we are getting the "named user license forms version" not the portal. Does that make sense to you? Does that only mean the full names users can access the Forms?

And we won't be purchasing the Mobile app anytime in the near future.

Actually, Mobile is included with either Forms or Web Access, or just Laserfiche Rio in general. You already have Mobile. That's relatively recent though, so it's possible your reseller wasn't aware of that. You should have activations for Mobile in your master license though. 

Maybe your reseller was using their own name for authenticated participants? It is a forms only license type, but it's not called named users officially. 

Well, like I said earlier I don't think my reseller uses Forms and is very familiar with the product, so it is hard to really get a good understanding of what is involved.  This is why I have a lot of questions.

Thank you for all your help!