How to create a link in email to access the documents in LF client & Web Access

asked on May 8, 2017

Hi Guys,

I trying to build a workflow with this scenario.

Whenever there is a new documents stored in a folder in LF Client, it will automatically trigger this workflow by sending out an email notification to the user to update a status field in LF Client / LF Web Access. Can anyone advise me on how to create that linkage to access that particular documents. so that once the user open up the email, he/she can click on the link to access the document immediately and update the document status.

Below is my workflow screenshot that i had complete so fast. I'm not sure how to include the link in the email.

Please advise.

Thank you.

Regards,

Jason

Capture.PNG (33.97 KB)

| Download

0 0

SELECTED ANSWER

replied on May 9, 2017 • Show version history

Hi Jason,

1) There should be a Workflow activity called Generate Web Access URL.

help file link This activity will create a Token with the URL that you should then be able to find in your email activity. Once you've configured Generate Web Access URLs, simply go back to your Email activity and click on Email editor; Then click on Tokens. You should be able to find your desired token as below:

2) You can attach a link to a document (as long as the document is referenced in your previous workflow activities). Simply click "Attach" in your Email activity. Select your entry and click Properties. Here you can "Attach a shortcut (.lfe) to the document" instead of attaching a new copy of the document itself. Opening this link will open the document from the Laserfiche Client.

1 0

Question

Question

How to create a link in email to access the documents in LF client & Web Access

Answer

Replies

Sign in to reply to this post.