Laserfiche Basic User Training. Texas A&M AgriLife Administrative Services January 12, 2017

Transcription

1 Basic User Training Texas A&M AgriLife Administrative Services January 12, 2017

2 Overview 9.2 Searching Scanning & Importing Annotations Mobile Forms Business Processes Web Access & URL Linking Shortcuts Support

3 Texas A&M AgriLife Document Management System

4 Features in 9.2 OCR in Web Access Web Access speeded up Full text search of metadata, annotation comments and text Text search enhancement phrase and individual words

5 Features in 9.2 Windows 8.1 and MS Office 2013 support Web access sort on multiple columns Quick search option to limit search folder Office integration new file formats added Integration with Docusign NOTE: Version 10.1 coming soon

6 Searching

7 Search Hunt vs Search File Name Metadata field Text * Wildcards * Quick Search Settings

8 Search Field

9 Search Stacked Searches

10 Search Advanced Search

11 Scanning & Importing

12 Scan Set-up Basic vs Standard Twain vs Universal Capture Scanner Selection WIA Scanner Options Color, Page Size, DPI, etc

13 Scan Problems Scan may not display pages If black background, remove OCR and scan again Scanner scans all pages but only 1 or 2 show up Check to see you are not using WIA scanner Cannot scan into a folder Check to be sure you have full rights to folder

14 Importing Documents Snapshot

15 Importing Documents cont. Drag & Drop Convert PDFs to TIFFS

16 Use of Templates and Fields Templates Contain Fields with metadata Some required Makes for ease of searching and processing

17 Annotations

18 Annotations for documents Highlights Strikethrough Sticky notes Stamps Callout

19 Mobile

20 Mobile iphone/ipad Android App Images from Empower 2013 Presentation

21 Mobile Requirements Mobile devices must all be password protected (Passcode Lock). Mobile devices must be configured to auto-lock after a period of non-use. Tablet devices, if so equipped, should have a Cover Lock/Unlock. Mobile users should not export documents to any other app since other apps can retain the copy of the document, thus possibly compromising the content of that document. If Administrative Services so deems, this capability may be disabled at the server. VPN must be used in conjunction with Mobile.

22 ipad

23 ipad

24 Forms

25 Forms E-forms to replace some Ag PDF Forms Click in the e-form link Log into Select the form and perform the required actions then Submit Administrative personnel will receive an , click on the link provided, and perform additional actions

26 Business Processes

27 Business Processes Tasks > OR

28 Web Access & URL Linking

29 Web Access edocs.tamu.edu

30 Web Access edocs.tamu.edu

31 Web Access Settings

32 URL Linking Entry URLs web access Right click select Copy Link (9.2) link Click on link in Login Document is displayed (if user has access) Can Use to display as root folder for access

33 Shortcuts

34 Shortcuts Shortcuts in Keystroke combination for quick actions i.e. General Windows Ctrl+C Copy Ctrl+V paste (See Handout) F-5 Screen refresh

35 Support

36 Support HELP screens

37 Support Unit Administrators 1 st line of support First-Call Tech Support call.tamu.edu First call@tamu.edu AgriLife Administrators Alyce Hlavaty alyce.hlavaty@ag.tamu.edu Jamie Ausley jlausley@ag.tamu.edu DMS Web Site Training Resources Training Links Software downloads Hot Fixes/Updates TAMU Website Training resources

38 Questions?