Feb 272 min read

The Love Languages of Laserfiche Cloud - Home Screen Zones Explored

By Kyle Knebel

February 2024 Consultants Corner

You’ll love these home screen tips! This month, we’ll look at Laserfiche Cloud’s Home Screen Zones.

When you first log in to the Laserfiche cloud system, users will typically see their Home screen if they haven't already customized their default application under their account settings.

The screenshot below shows the main Home Page and all the Zones.

Navigate to other high-level content and process-focused views by clicking one of the Home Page tabs. These tabs provide widgets for more focused information management.

Task Statuses

On the main page, let’s look at some of the zones. View your pending and high-priority tasks at a glance. You can click on a task to open it. For example, clicking on the name of the blue highlighted task will open the form.

Starred and Recent Content

Documents or folders that you have marked with a star in your repository or documents that you viewed recently in your repository are listed here. You can click on a document or folder to open it.

Search the Repository

Run a basic or run saved search to find documents and folders in the repository. For example, when you enter a search term and press the green magnifying glass, a second tab will open in your browser and show you the search results within the repository.

Submit a Form

This zone is great for quickly finding and opening a Business Process form. Click on an available form to fill it out.

Help Center

The Help Center provides links to video tutorials, a link to the “Laserfiche Answers” chat forum, and the online help guide. Take advantage of these learning options to become more knowledgeable about using Cloud.

More Dashboards

This link opens two areas, allowing you to access the Operational Dashboard and Surveys review area.

Operational Dashboards allow you to check Business Processes and get a snapshot view of the status by User, Team, Instance, or Duration. Choose a Business Process and immediately see metrics related to the process.