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Question

Question

Can I see if an email has been filed into Laserfiche from Outlook

asked on April 29, 2024

Hi, does the outlook integration for on prem allow us to see if out look if an email has been filed in Laserfiche, and also, if an email was sent to a group and one person files it, all other recipients will have a banner i the email so that it is not filed twice?

 

If not what is the easiest way of not allowing the email to be filed more than once?

 

Thanks

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Replies

replied on April 29, 2024

The new Outlook Add-on has additional features over the old Integration so you might want to check to see if that helps at all. When the User is uploading the Email into the Repository, the only live check is if the File name already exist in that same folder which would provide a prompt on what to do in that case.

If you are using a Default Email Template, and you capture the Unique Message ID and Conversation ID as Metadata in your presets, then you could craft a WF to check if those ID's Match an Email already in the Repository.

The Conversation ID never changes for that email, where the Unique Message ID is changed for each Reply/forward etc. If you are going to use Versioning with the Email's, make sure your Unique ID is a multivalue field so your search would find any other of the versions of the email for matching purposes

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