Question

Forms Function Button

Forms

Updated December 29, 2021

asked on December 28, 2021

Hi Everyone!

I have a Business Process Project using forms, Here's the scenario...

First, I want to send a copy of the statement of account (SOA) to the recipient.
Second, By Laserfiche form email I want to notify the recipient about his/her SOA.
The question is, How will I know that the SOA was received & downloaded by the recipient?
How can I receive a notification that the SOA is already downloaded or view by the recipient?

Thanks in advance for the help!

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replied on December 28, 2021

Email it to them and cc yourself?

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replied on December 28, 2021

If you want something more automatic, you could use the import agent email archiving, import the confirmation email (or the email that is put as a copy (CC)) to the repository, use a wf to update a process variable in forms, where It is specified that the mail has already been received or that it was read.

regards

Ricardo Cairo

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replied on December 28, 2021

Thanks, Katy for your response I appreciate but that's not what were looking for as a solution.

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replied on December 28, 2021

Hi, Ricardo Cairo Thanks for the response, can you elaborate on what you are suggesting I can't figure it out thanks again.

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replied on December 29, 2021

I don't think there is any way natively to track that a recipient has opened and viewed an attachment that was emailed from LFForms.

If you are assigning them a task in LFForms that they have to complete, then there are things you could do with that. But just having it as an email attachment, I can't think of any way to get notifiations that it has been opened.

There are other vendors that provide services like this, and you might be able to sign up with one of them and maybe even build automations to get the stuff to them, but I don't think there is anything native in LFForms.

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