Laserfiche: Quick Reference

Tags Laserfiche

Summary

This article has instructions for basic tasks in the Laserfiche document imaging system.

 

How-To

Task: Log into Laserfiche

To log into Laserfiche, there are two options for logging in. You can either sign in from the myUSNH portal or use a direct link/bookmark to access the sign in page. If your bookmark stops working, access Laserfiche through the myUSNH portal instead.

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Option A: Navigate from the myUSNH Portal

Instructions

Step 1 - Navigate to the myUSNH Portal at https://my.usnh.edu ​​​​​and sign in if necessary.

Step 2 - The USNH Laserfiche Prod sign in page is available in the Enterprise Business Systems and Resources (USNH Gateway) ​​​​​>> Production Systems >> Document Management section of the portal.

Step 3 - Click the USNH Laserfiche Prod link.

enterprise business systems and resources preview - Uploaded Image (Thumbnail)Click for full-size image

 

Step 4 - Click the Sign in with SAML button. 

Step 5 - If you have an account, you will be logged in automatically through Single Sign-On (SSO).

 

Outcome

You will be able to log into Laserfiche

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Option B: Use the Laserfiche direct sign in link

Instructions

Step 1 - Navigate to the sign in page at https://signin.laserfiche.com/   

Step 2 - Enter Account ID: 939978522 and select the check box to Remember my login.  Click Next.

Laserfiche account id preview

 

Step 3 - Click the Sign in with SAML button.

Step 4 - If you have an account, you will be able to sign in with your usual USNH username, password, and MFA credentials through Single Sign-On (SSO).

 

Outcome

You will be able to sign into Laserfiche with a direct sign in link.

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Task: Find a specific person's documents in Laserfiche

Instructions

Use the Search feature:

Step 1 - Click the Search Filters menu

location in laserfiche where search filters can be found

 

Step 2 - In the Saved Searches drop-down menu, select ID Search or Name Search

laserfiche saved searches

 

Step 3 - Depending on the saved search you selected, enter either the ID or the Last and First Name of the person

  • Note: If you do not have the complete ID or name, you can use an asterisk (*) as a wildcard to do a partial search.
    • For example, enter mich* in the Last Name field to find documents where the last name begins with “mich

Step 4 - Click the Search button

 

Outcome

You will be able to find a specific person's documents in Laserfiche.

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Task: Add a single document to a person to Laserfiche

Instructions

Step 1 - Click the Grid menu in the upper right corner of your Laserfiche screen

preview of the grid menu

 

Step 2 - Select Submit Forms

Step 3 - Click the Autofile Upload button

Step 4 - In the USNH ID field, enter the person's USNH ID

Step 5 - In the File Upload section, select the file to upload. Either click the Choose files button or drag and drop a file into this field

Step 6 - In the Template field, select the folder where you want to store the document

Step 7 - Click the Submit button. This will pull in the person's information

Step 8 - Click the Submit button again. This will save the document into the correct Laserfiche folder

 

Outcome

You will be able to add a single document to a person in Laserfiche.

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Task: Add a batch of documents to Laserfiche

Instructions

Coming Soon!

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Further Readings

Document Imaging: Transition from Xtender to Laserfiche

Enterprise Business Systems and Resources (USNH Gateway)  

my.usnh.edu portal  

Laserfiche sign in page - https://signin.laserfiche.com/  

Laserfiche support site   

 

Need additional help?

Submit a Business Applications Support ticket for assistance with Xtender or Laserfiche.

Visit the Technology Help Desk Support page to locate your local campus contact information or to submit a general technology support request.  For password issues you must call or visit the Help Desk in person.