You are viewing limited content. For full access, please sign in.

Question

Question

Multiple File Types Under One Record

Laserfiche Version 10 How To
Updated November 12, 2019
asked on November 11, 2019

Hello, is it possible to store multiple files types under a single "document/record" in Laserfiche? In other words, Say I have a 10 page document I scanned, for an HR file, and the next week I have a PDF I want to import into that same file (I know I convert to LF pages and then merge), but then a month later we have a performance review that's a WORD document, and then later we have an EXCEL worksheet. 


We would like to either be able to: 

1. Store this all in a single document/record, or 

2. Is there a way to capture the metadata and copy it somehow and only change the document type field for the template WITHOUT having to navigate through the folder structure to get to that document?

 

Reason being, we have a customer who  has used another ECM System and they were able to store multiple file types under one file, so when they would query for say an HR Record, that file that comes up would be an X page document with all different types of file formats in that file, not just scanned images. 

0 0

Replies

replied on November 11, 2019

In Laserfiche, each document can only be a single document. If you want a collection of documents you would either connect them together explicitly with links, or more likely place them all in the same folder. The folder then represents the "case file".

0 0
replied on November 12, 2019

Adding to what Brian said, you can add templates and metadata to folders, so although you can't combine multiple files into a single document there's still a lot of flexibility.

I'm not 100% clear on what you mean with your second question, but Laserfiche Workflow can be used to run automatic searches, and from there you could copy metadata and automatically move documents.

For example, our HR users have a folder that they scan paper forms into;

  1. They set an employee ID and document type in the metadata
  2. A workflow rule detects when a new document is created in that folder and
    • Searches for the employee folder using the ID
    • Copies the employee name and other template data to the new document
    • Moves the document into the appropriate folder
0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.

Details
Related Posts
Loading ...