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Combining documents using Workflow

Version 10 Workflow Web Client
Updated April 21, 2020
posted on April 17, 2020 • Show version history

I am trying to come up with a way for our users to be able to easily combine documents.   The challenge is that our users do not have the security rights to delete documents, which seems to be required to combine them (which makes sense since Laserfiche is deleting one of the documents).   Also, they may want to combine more than two documents so I I am looking for a simpler way then what is available in Laserfiche. 

My first thought was that I can have a business process in workflow where the user selects multiple documents and they get combined in workflow, but this does not work because each document in run in a different process.

I don't care what order the documents are combined because the users can move pages around in the document after it is created.

Any thoughts on a way I can accomplish this?

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replied on April 20, 2020

Assign a field with a value (either the value designates the final document name or maybe the order they are to be merged) to each document, then search for the value and move pages.  You could also use a tag, but then you would have to ensure that they did one complete merge at a time.

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replied on April 20, 2020

I like the tag option.  Thinking I can create a "Merge_Primary" tag and a "Merge_Secondary" tag to determine which is the primary document and then all the documents that would be merged into that.  I will suggest this option to them and see what they think.  I think I can also determine in workflow who kicked off the business process and only merge documents last updated by them (presuming the last thing that was done was adding the tags).  But it is also unlikely that two people will be running the merge at the same time since it will only be done a few times a week.  Of course, since I say it is unlikely it will probably happen the first day :))

Thanks for the idea.

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replied on April 21, 2020

Just showed this approach to users and they loved it.  Thanks for your idea.  Any way I can mark this as the "Correct Answer"?

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replied on April 21, 2020

I think you have to post as a question instead of a discussion to get the "mark as answered" option.  :)

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replied on April 17, 2020

Are we talking "combining pages" or "combining electronic documents"?  I think you mean pages, but just want to clarify.

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replied on April 20, 2020

Could be either but if it is an electronic document then it will always be a PDF. 

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replied on April 20, 2020

How about creating a merge folder - have them add a shortcut in that folder, then run a business process.  You can have the workflow run on that folder.

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replied on April 20, 2020

I thought about that.  That is a possible solution.  Was hoping for a better one but I can propose that one to the users if there is no better option.

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