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Question

Question

Document Linking - Search

asked on January 15, 2020

Is there a way, in Web Client 10.3, to use search functionality when linking documents? Manually having to find documents is causing a backlog in filing for our staff.

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Answer

APPROVED ANSWER
replied on January 24, 2020

I was able to configure a workflow similar to an article I found from this LF Answers post (https://answers.laserfiche.com/questions/116082/Issue-Setting-Up-Create-a-Link-Tool-in-Workflow) and our staff are very pleased because it goes beyond making linking easier and just does it for them! I'm super happy with that. Thanks for the suggestion!

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Replies

replied on January 16, 2020

Have you tried using a workflow?

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APPROVED ANSWER
replied on January 24, 2020

I was able to configure a workflow similar to an article I found from this LF Answers post (https://answers.laserfiche.com/questions/116082/Issue-Setting-Up-Create-a-Link-Tool-in-Workflow) and our staff are very pleased because it goes beyond making linking easier and just does it for them! I'm super happy with that. Thanks for the suggestion!

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