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Question

Question

how to link documents in Quick Fields

asked on May 25, 2017

I have a new LF Cloud client and they have Quick Fields

1st is the QF install the same as non cloud clients?

2nd they want to be able to link invoices with receipts and checks, could you please provide some instruction on how to do this.  

3rd can I do a look up to a local DB to pull in Client information, just like on premise QF?

 TIA  Wendi

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Answer

SELECTED ANSWER
replied on May 25, 2017

Yes, Quick Fields is the same, it needs to be installed on premises. You can still do lookups against external databases like you always did. The only thing that is different when connecting to a Cloud repository is that in the document class and Capture Engine settings, both the server and the repository are set as the (same) r-000ab000.laserfiche.com (where r-000ab000 is the repository ID which can be found on the Plan tab in the customer's account page in the Cloud) and the "use SSL" box needs to be checked.

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Replies

replied on May 30, 2017

Thank You!!

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