Creating Documents Using Laserfiche

You can create a document by following the below steps:

1. Navigate to the folder in which you wish to create the new entry.
2. Click on the File menu and click on New. This will open a sub-menu.
3. Click on Document.

You can also access the New sub-menu by right-clicking within the folder.

Documents created in this way are 'empty' – in other words, they do not have any associated image pages or electronic document files. Generally, you will instead create document with pages, by scanning or importing documents into the repository.

New Document Dialog

When you create a new document, the New Document dialog will open, which allows you to customize the new document and add metadata to it:

• Name: Type the name of the new document, and if you have configured Autoname options your autoname will be supplied by default.
• General: This tab allows you to chose which folder to create the document in. The folder you have open will be listed as the default, but you can type or browse to another folder. If you type the name of a folder that doesn’t exist, the folder can be created.
• Fields: In this tab, you can choose a template for the new document and input template field information.
• Tags: In this tab, you can apply security and informational tags to the new document.