When a form has an attachment, it places it in Laserfiche as a second documents. Is there a way to merge to documents into one file?
Using workflow's move pages you can. Forms 10.2.1 can generate pages for PDFs upon document entry. Using the move pages you can take those pages of the attachments, and merge them into the original.
Just be sure to note that if the attachment is a pdf, after the move pages step completes, the original pdf entry remains, so you'll want to have an additional delete entry step, specifically for the remaining pdf entry. That threw me off at first.
I have 10.2.1 installed and see no option for this generate pages/tiff from uploads feature. Any chance you could show a screenshot?
thanks
This link below takes you directly to a post that has it all detailed. If you read through the thread, especially towards the end it details all of this a bit better, including my struggles. :)
http://answers.laserfiche.com/questions/120324/Convert-PDF-to-Tiff-upon-saving-to-repository#122505
If you have more questions, certainly let me know, and I'll try my best to answer them.
I'm new at Laserfiche workflow, and I'm attempting the same thing. How would you use the move pages and specify that you want the attachment to be moved to the original document?
I have the actual form save to one folder, and any attachments save to another. I then have Workflow do its thing on the form submission, move it to the correct place, etc.
I then search for attachments in the attachments folder, using specific search criteria. I usually search for matching Entry ID and Submission ID Values, but if you were to use other specific/unique metadata values, that would work too.
Then for each matching attachment file, I use the move pages tool and delete the remnant pdf.
I can get more specific examples and/or screenshots if you would like.
Thanks Evan yes some screen shots will be awesome if you can provide some.
Here is my workflow that I use for this:
For the Image File conditions:
Edit: Updated image of workflow to reflect updated comments on "Attachment is electronic file" conditional routing.
Evan,
One question that I see is that the image file portion you have an extension of pdf. I've been testing this and i do see that you also have on the other side that pdfs cannot be merged with tiff files. Is there a reason why you still have the pdf extension on the image file portion?
That...unfortunately is a leftover comment I forgot to update. It was there prior to the 10.2.1 update, and I forgot to remove it.
Thank You
Ok. I've updated the image so it has a more current comment. For documents that I'm not able to move the page/image into the main file, I simply move it into the same folder and give it the same naming convention and stick attachment at the end.