SharePoint Laserfiche

Once Laserfiche is open, there are two places to look for documents (this can be found in the top right corner of the screen) 

MemberData                           

Archive                                        

(Archive is temporary. Everything will eventually be in MemberData)

To search Laserfiche click Advanced 

The next screen you will X out all of the boxes (See below)


Next you will use the Search Types drop down and select “Field”

Using the Choose template drop down select “Forms”

Then, save your search at the bottom → Name your search→ Click Save

Saving the search will eliminate the steps above.

 From now on when you go to search in Laserfiche you will select Advanced à Saved Searches (right hand corner)à Click the search that you namedà put in member information and hit search

If you cannot find a document in MemberData switch it to “Archive”.

To do this, change the drop down and follow the steps above.


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