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Question

How can you create a new Template using LF 9.1.1.486

asked on October 15, 2015

How can you create a new template to be used with Metadata using LF 9.1>? We just upgraded and my Boss who is the main admin is not around, and I wanted to see if there is a manual or instruction somewhere that can walk me through creating a template, and or helping me to do this for the first time. We have templates for various other documents we  handle, but these would be new ones to create. I know we have some of the fields already created and being used by other templates. But how would I go about doing this? Our test environment is running on 2012 r2 servers as of Friday. All works great, I just have no idea how to go about creating a template.  Any help is greatly appreciated. Thanks in advance everyone.
 

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Replies

replied on October 15, 2015

All current Laserfiche help files (and some older version) are available online: https://support.laserfiche.com/kb/1012253 .

Creating templates is covered in the Laserfiche Administration help files.

You may also find the Solution Exchange helpful; it has articles like Effectively Designing a Template.

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replied on October 15, 2015

Thank you very much! :)

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