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Question

copy pdf file to repository

Workflow
Updated April 21, 2020
asked on April 21, 2020

I would like to copy a pdf file to the repository and assign a template.The file's path is something like this:

\\Engineering\Data\0001.pdf

I tried doing it with a script but my C# skills are rudimentary at best. Perhaps there is a easier way within WF 

Thanks in advance. 

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Answer

SELECTED ANSWER
replied on April 21, 2020 • Show version history

If workflow is finding the files, to move them into the Repository you need to use Create Entry (This is like a placeholder for the location and name of the file to be imported), You will then use an Attach Electronic File (This is the file from the drive). Make sure the Select Entry (Attach File to) is pointed at the Create Entry

You would set the Attach Electronic File to Workflow Server Local Disk, and here you need to put the full path with filename to the file from a token (from the DB if you have it)

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Replies

replied on April 21, 2020

Do you have Import Agent? It provides Hot Folder Monitoring so when a document is dropped into the folder, it is ingested into the Repository, and it can apply a Template.

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replied on April 21, 2020

I don't think we have the Import Agent. Though it seems like a good tool, we are trying to migrate pdf documents pertaining to specific projects. All the meta data and path for the files are in a DB. 

I can extract all the info needed but just don't know how to get the file into LF. Any ideas on this?

 

 

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replied on April 21, 2020

You sound like you are looking for a bulk migration into Laserfiche

If you use the Windows Client you an drag and drop a Folder from the desk to the Repository, and Laserfiche will upload all of the files from the Folder in the same Folder structure as they were on the desktop. When you do this there is a button in the bottom left of the popup to apply these settings to all files, check that.

Once uploaded you would create a workflow to populate the Metadata from the DB

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replied on April 21, 2020

The other option is to create a workflow that looks up the File info in the DB first, then locates the Files on the drive and imports each file and assigns their metadata one document at a time

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replied on April 21, 2020

For future, you may want to create a form that users can attach files to and assign Metadata info, which you will use inconjuction with workflow to project documents on the fly

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replied on April 21, 2020

We are transitioning from a home built legacy system to Laserfiche. Moving forward we   do have forms doing most of the work. We do however need to copy files for 1000+ projects. I got most of the workflow working, I can locate the files on the drive but struggling with the import. 

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SELECTED ANSWER
replied on April 21, 2020 • Show version history

If workflow is finding the files, to move them into the Repository you need to use Create Entry (This is like a placeholder for the location and name of the file to be imported), You will then use an Attach Electronic File (This is the file from the drive). Make sure the Select Entry (Attach File to) is pointed at the Create Entry

You would set the Attach Electronic File to Workflow Server Local Disk, and here you need to put the full path with filename to the file from a token (from the DB if you have it)

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replied on April 21, 2020

Steve, Thank you so much. 

I was there and pointing the source to Activity, I have much to learn. Thank you for your time. 

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