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Question

Question

Email and attachments consolidation

asked on March 19, 2018

We have a client that use MS Outlook to file all email and attachments related to a specific case into a specific MS Outlook folder.  For example, I could send out an email to John Smith and that could evolve into a full blown email thread with lots of responses and forwards and other people getting involved in the correspondence. There could be multiple email such as these that also contain file attachments (Word, PDF, Excel, etc.).  Once a case is closed, the client wants to send all related email and file attachments into a specific folder in Laserfiche.  Once in Laserfiche, they want to know if Workflow can take all the email and file attachments in the case folder and consolidate them into a single document (PDF or TIFF will probably suffice) that can be OCR'd and indexed so they can do a text or field search on its content.  I couldn't find a specific command in the Workflow toolbox that would allow for the consolidation of multiple documents into a single one so I'm assuming this may require some custom coding.  If anyone has ever done this before, your tips would be appreciated.

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Replies

replied on March 30, 2018

Workflow does not have any activities to convert documents to TIFF or PDF. Depending on the types of documents involved and what automation options they offer, you may be able to script it.

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