Customizing the Laserfiche Folder View

 

If you find yourself looking at a view like this and hoping you could easily see more information about the document other than the file name and other useless information to the right of the file name. You may have found that you can scroll to the right and see more columns and find the information you want. If not, I will show you how you can customize the view so that you can instantly see more information about the document by displaying several fields of metadata. 

 

metadata If you are not familiar with the term metadata, it refers to data about data.  An example of this is the card catalog that you may have used in the library when you were younger. It had cards that allowed you to search for a book by author, or subject.  

What is Metadata?

There were multiple cards for each book in the library. For example, there was a card that was filed by the author’s name, another card by topic, and another by the title.

This is a very time-consuming task to create and maintain. In fact, my wife and another person spend a whole summer moving to a school library and typing all-new index cards.

Laserfiche Template

In Laserfiche, you can assign a template with several fields of data to a document. These additional fields help the user find a document when they don’t know the name of the document or what folder it may be in.

paperless energy assistance folder template

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Displaying Metadata in Laserfiche Folder View

 

laserfiche folder view

 

If you look at the Laserfiche folder view above, you can see the document name and then next to it several metadata fields; StreetNumber, Street, and CIty. These are very helpful in determining if this is the document that I am looking for.

We can easily change the data that is shown in the columns. If you go to Tools, Options, Browser, and Columns you will be able to select the metadata you want to see. 

Select the Fields You Wish to See

In the dialog box, you can select the fields you would like to be displayed. Then go back to the folder view again. Now, you can rearrange the columns as you would any Windows application. Here is a short video showing the whole process.

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