Question

Import Profile brings in wrong sender name

Laserfiche Version 10

Updated June 22, 2017

asked on July 18, 2016

Okay, so, I have created an Import Profile for emails, and then I copied my Import Profile (logged in as Admin) onto the EVERYONE user. Now, I am going around to staff and introducing this tool, getting them each to bring one in using the Import Profile that I had pushed out to Everyone.

I just noticed today, that the header on these emails all have my name on them and I would not included on any portion of these emails. How is LF grabbing my name when someone else is using this Import Profile tool that I created as Admin?

The clip below shows my name above the black line. It shouldn't.

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replied on July 18, 2016

FURTHER INFO JUST DISCOVERED:

I just discovered that the user name is being grabbed when a person does a "Generate Pages" action on the email after it is in LF.

For some reason, I haven't found a way to get emails into LF with LF image pages already created. So, sometimes we leave them with none, and sometimes (like when I'm using my Preview browser pane doing quality checks) I will generate the pages myself. I discovered the fact that this is where the wrong user name is coming in while I was troubleshooting something else email related with another user. I had her generate pages on one she was working with and her name ended up at the top of the email, even though she was not a sender or receiver for that email.

So, why is it grabbing our name and can we make it stop?

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replied on July 18, 2016

I don't understand what you are doing here with the Sender and Subject tokens, those are supposed to come from the filename when the filename has a delimiter. This won't work with emails from outlook because outlook names the file after the email subject.

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View 2 previous replies

replied on July 18, 2016

Ya, I think those are just in there because I was trying to use tokens there; but in reality, the sender receiver is now pulling in based on the default template and default field settings that are part of my email imports.

I see, now, that the problem is not part of the Import Profile settings. It's something in how it generates LF pages, after the email in in LF. Any ideas on what it could be?

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replied on July 18, 2016

OK, I understand now. When you generate pages on an email, behind the scenes Laserfiche is using Snapshot to print the email through Outlook. This is how Outlook prints messages, it always puts the current user at the top. I looked around for a fix but I can't find a proper solution. The only workaround I found is to change the header font size to 1 so it is basically unreadable, but obviously that is not ideal.

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replied on June 21, 2017

Hi Robert, setting the header font size to 1 is actually a great idea to reduce confusion on who was a part of the email. How is that done?

I came upon this thread trying to figure out how import profiles work, and haven't had much luck: do you know where I can find more information? I'm trying to autoname a document based on the autogenerated outlook metadata but haven't found anything helpful...

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replied on June 22, 2017

This link shows how to change the header font size.

Auto-naming doesn't currently support naming based on the email metadata, but you could use workflow to rename the document after it is created.

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replied on June 22, 2017

Thanks, Robert!

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Import Profile brings in wrong sender name

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