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Question

Merge the attachment into the Document

asked on September 1, 2017

I'm working on a reimbursement form and we require attaching receipts on the form. Of course the receipt gets scanned in and attached, but by doing so it seems that the attachments creates their own document and gets put as a separate document when it gets saved to a repository. Is there a way to user Laserfiche Workflow to just merge the receipt attachments into the original document instead of having two separate documents?

As the picture shows the document gets saved to an area in LF, but the receipts attachment also gets saved as it's own document. 

 

 

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Answer

SELECTED ANSWER
replied on September 1, 2017

Hi Charlie,

Using Workflow's Move Pages activity to merge forms/attachments has been discussed in a previous  Answers post here

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Replies

replied on September 1, 2017 Show version history

Hi Charlie

If you are using a mobile device to capture the expense form and receipts, you may this useful for embedding the pictures as pages in the form

 

https://answers.laserfiche.com/questions/110714/how-to-insert-a-picture-in-a-form-on-forms#113238

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