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How Do I Configure Laserfiche Snapshot to Connect to the Cloud?

Simple instructions to help redirect Snapshot from your local drive and point it to the Cloud instead.

If there are any unfamiliar terms within this article, please consult our glossary 

Configuring Laserfiche Snapshot to connect to the Cloud is a straightforward process. 

If you were using Snapshot on a self hosted system,  it would save directly to the Laserfiche repository on your local drive. This was essentially a closed loop system.
 
You will need to take two minutes to redirect Snapshot from your old servers, if you would like Snapshot to save to Laserfiche Cloud instead. 
  1. Locate the Windows icon at the bottom left hand corner of your screen, then type Snapshot into search field, beside it.
  2. Select the Snapshot Configuration app from the search results.
  3. Under the General tab you will see a section that says connection information.
This is what we are going to update. 
  1. Click the Change button.
  2. Enter your login credentials to access Laserfiche Cloud.
  3. The Laserfiche Snapshot configuration tool will update automatically.
  4. Click Apply to save your changes.
  5. Click OK to exit the configuration tool.
Now that Snapshot is configured to connect to your Laserfiche Cloud repository, you can continue to use Snapshot just like you normally would.
 

When using Snapshot, you can configure various properties such as paper size, color format, and metadata for the documents being captured. However, it's important to note that only the pages of the document are retained in the repository, not the original file itself. 

 
 

Should you have any further questions, or this article does not complete your help request, please log in to the GFW client support area and lodge a support ticket using this link

Matthew


This article was written by Matthew Clooney.
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