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Question

Question

How To: Populate Metadata in Emails automatically?

asked on December 3, 2018

Hi Team,

 

We have a client who is using the LF Outlook connector to save files into Laserfiche, where a Workflow is used to then route it to its respective folder. 

 

We are wondering, as the client is saving a large number of emails, is there an option within LF where rather than having to key in the same information over and over for emails, to possibly have a repeat option from the previous email saved? 

 

i.e Saved 1st Email, when saving the 2nd email, it would populate what was last used? 

 

Many thanks in advance,

Ziad

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Replies

replied on December 4, 2018

Bottom left of the "import to Laserfiche" dialog box, there should be a "Apply these properties to all entries imported in this batch" tick box. This is only available if you select multiple emails to import, I don't think there's the option to 'remember' settings from the previous email imported if you do them individually.

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