Question

Drag and drop Outlook pdf attachments to LF Forms

Forms

Updated January 26, 2022

asked on April 16, 2018

Hi,

We have recently migrated form Lotus Notes to Outlook and have noticed that we can no longer drag and drop PDF attachments into a Laserfiche Form Upload field.

Lotus Notes did allow only 1 attachment t, but Outlook doesn't allow any. I was surprised by this, as the Microsoft programs usually integrate pretty well. with the Fiche. The error I receive is "One or more uploaded files are invalid." The file types I have also set to blank, but that does not make a difference.

Our Users here will be attaching many different pdf files where they are received in an email and do not want to have to save them locally, then import to the Form from that local specific Windows location (need to also delete after import so they don't bring in existing files).

cheers

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Answer

SELECTED ANSWER

replied on April 17, 2018

Hi Grant,

When dragging from Outlook, there is no real file on the filesystem, and browser could not handle that. See explanation https://stackoverflow.com/questions/17184369/upload-fails-when-user-drags-and-drops-attachment-from-email-client

There is Office integration in Laserfiche and you can save the attachments to repository, like https://www.laserfiche.com/support/webhelp/Laserfiche/10/en-US/administration/#../Subsystems/LFAdmin/Content/outlook_import.htm

But there is no way to upload it to Forms directly.

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Replies

replied on October 27, 2021 • Show version history

Hello Grant,

Just wanted to provide a 2021 update on this post from 2018

I am able to drag and drop emails from Outlook into the upload area of a LF Form. I drag the message first, then the attachment. After form submittal, both are saved to the repository along with the Form. In order to view the email I must generate pages once the .msg file is in Laserfiche.

While dragging and dropping into the upload area:

After uploading email and attachments:

Saved in LF this way (these are test files with a very basic test form so no naming convention). Must choose "Generate Searchable Text" to make the email text viewable when you open it in LF.

Hope this update helps someone else. Your post still being here was helpful to me. One thing to note about the upload field. There were no requirements set (as far as file types) on the upload field. I found that when I did set file types, even if I included the .msg file type as one of the (or the only) options, I would get the following error message.

So, if you want to upload an Outlook email, do not set a file type requirement on the field that you will be uploading the email to.

I am very excited about this ability, because we can now upload email approval communications and attachments directly into a form! The person processing the form, does not have to save to the desktop and upload the file. Yes!!!!!

Christine

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replied on January 26, 2022

what does the output look like when you generate pages? Does it look like the email? Thanks

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replied on April 18, 2018

Hi Rui,

Ok, bugger :(

I knew about the repository option. I might explore that and see if I can link the form to those docs within the repository. I have seen a few posts about that. Otherwise saving locally will have to do.

cheers

Grant

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Drag and drop Outlook pdf attachments to LF Forms

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