Common Questions

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    Laserfiche Client
     
    Question
    Why can't I log in to Laserfiche Client?
     
    Answer
    Make sure "Use Windows Authentication" is not checked if you are using a generic username and password. Example: eisd\brentwood.  If you are an "Authenticated" user, then "Use Windows Authentication" should be checked.  Example:  you would use your own username and password to log in to Laserfiche Client and Laserfiche Forms (eisd\firstname.lastname)
     
    Question
    Why can't I scan?
     
    Answer
    On most occasions, users cannot scan due to scanner not being set up correctly.  If the scanner is not set up correctly follow these steps for the first time set up.  Click on scanner, select basic mode (checkbox- do not show this message again), ok, Choose a scan source box pops up, select TWAIN (make sure Show scan source setup checkbox is checked), ok, Choose your scanner from the list below (the first option is typically the one you want to select, ok, on the toolbar, verify that Paper Size is set to Letter Size, Paper Source is set to Automatic, and Color is set up to Black and White.  Set up is complete.
     
    Question
    Why do I have to name Requisitions RS 123456?  Why does form turn green?  Why do I have to select a template?
     
    Answer
    Requisitions are to be named with the current naming scheme "RS 1234564" because the Requisition has to run through a workflow to get approved by Purchasing that eventually leads Requisition to become a Purchase Order.  The Requisition and Support should both be attached and scanned into the Laserfiche Client and must have a Template assigned before saving.  The Template is what helps route the Requisition through the workflow that helps attach the Requisition, Support, Purchase Order, Invoice, into the Check that is assigned once payment is due.  The Template then turns the Requisition and Support green because that is the color scheme that helps to distinguish the type of document it is.  If Requisition did not turn green once it's saved, please make sure and verify that there is a Template assigned to the document.  The template name is EISD- Business/Requisitions.
     
    Question
    Why doesn't an Invoice need a template?  
     
    Answer
    An invoice does not require a template due to the high volume of Invoices received.  The current procedure is if an Invoice is received, scan into the Laserfiche Client, name the document (I invoice number, ex:  I 1234564789), and save the document.  Accounting and Accounts Payable will set the Template on their end to verify the payment, Vendor information, and Txeis verification.
     
     
     
     
    forms  
     
    Laserfiche Forms
     
    Question
    Why can't I log in to Laserfiche Forms?
     
    Answer
    Make sure you are using correct username and password when logging in.  Most users use the following sign in method:   eisd\firstname.lastname.  There are other users that do not have the full license in Laserfiche Forms, they are considered to be "Participant Users", which means they are limited in what they can do in Laserfiche Forms.  Those users use the following sign in method:  firstname.lastname@eisd.net
     
    Question
    Where do I go to see where my form is pending approval?
     
    Answer
    There are two options to view where the form is currently pending approval.  Completed by Me and My History. Both sections will allow you to view any forms that have been completed with the username that you are associated with.   
     
    Question
    Why do I get an error message, Insufficient Rights to view this form, when I try to view a form that I have submitted?
     
    Answer
    The Insufficient Rights to view this form error comes from not being able to see the form that is currently in route to be approved or submitted.  You, as a user, can view any form that you have completed and submitted but cannot view the current form that is in route because it is no longer in your queue for submission or approval.  In order to view the form, DO NOT CLICK on blue hyperlink under My History or Completed by me, click anywhere outside the form name and select "Show Details" on the upper right-hand corner of the main page in Laserfiche Forms. You will be able to see any summary the form might have as well as an Action History section which shows the current approval route the form is currently in.
     
    Question
    I can see form but I cannot make changes.  How do I fix that?
     
    Answer
    Make sure that you are NOT under My History or Completed by Me section in order to make changes.  Changes are made when a form is reassigned to and will be made available to make any changes or corrections under the My Tasks section.  If you still cannot see the form, there is another section to check, Available.  Under Available, if form routed that way, means that a form is in a team section or another Laserfiche user is assigned to the form as well.  If a form is under the Available section,  open the form by clicking on the blue hyperlink title form and on the upper right-hand corner of the form, there is an option to "Assign to Me".  This will allow the form to reroute to the correct user to make changes and submit the form after corrections have been made.  
     
    Question
    I contacted the next person in route to send the form back to me but I still haven't received it.  I checked under My History and Completed by Me to see where the form is and it says Terminated.  What caused the Termination of the form?
     
    Answer
    If a form is terminated it is likely that a form was sent back by using the Reject button option.  Reject, in most cases in the Laserfiche Forms workflow, ends the process completely, thus terminating the process.  Please be advised that if a user or admin does select the Reject button, the current form will terminate and end the process.  There is not a way to restart a process once a form has been terminated or completed.
     
    Question
    How do I start a new form?
     
    Answer
    After you log in to Laserfiche Forms, there is a GREEN button that is named Start Process, that is where you will be able to start a new form for submission or approval.  If you cannot find a form that you are looking for, in the same section under Start Process, there is a search pane that allows you to search for any forms available in Laserfiche Forms. 
     
    Question
    What are Drafts?
     
    Answer
    Drafts allow you to start a form and save to continue for a later time.  Save as Draft is available for most forms and you will enter an email address to continue the form at a later date.