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Question

Question

Adding MS Outlook Ribbons Specific to Laserfiche

asked on October 18, 2016

I would like to make a product enhancement request:  With regards to the Laserfiche MS Outlook integration - i.e. in addition to having the Save to Laserfiche, Save Attachments to Laserfiche, Save to Default Folder buttons in Outlook, would it be possible to add other buttons that can be pre-configured to save email messages in specific Laserfiche folders with preconfigured credentials so one doesn't have to keep logging into the repository for each email saved to LF.  Here is an example use case:

Upon reviewing an email, I can determine whether that email is a Request or a Referral.

I should then be able to press one of two buttons: 1) Save to Request folder in LF and 2) Save to Referral folder in LF.

The email should then be sent directly to either folders with the following pre-configured:

- Credentials

- Template to assign with some field values pre-determined via tokens

This feature would go a long way for any email client but MS Outlook already being partially integrated with LF would be a nice start.

 

Bernie

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Replies

replied on March 9, 2017

I agree!  I've been trying to figure out a "Save to Specific Folder" option, as well, and not finding anything.

 

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