Calling Laserfiche API to send files

asked on June 18, 2024

Scenario
- We store our invoices in a Laserfiche repository
- These Invoices are stamped and we need to send the stamped invoices to our CSRs
- There's a python script running that will call the API to download the stamped copy of the invoice and email it using Microsoft's API to our CSRs
What I'm trying to do
- I'm trying to do what the Python script is doing in a workflow
What I've tried
- I created a workflow that is making a web services call to the Laserfiche API for the stamped version of the file to then email it
What's happening
- When I run the flow, instead of the PDF being emailed, it sends a business.xml file
What I need
- Does any one have any ideas on how to make this flow work?

0 0

replied on June 18, 2024

Workflow should be able to work with your documents in the repository and email it - no need to use any custom scripts or calls to the API.

For example, a "Search Repository" activity could be used to locate the document(s) and then an "Email" activity can attach the result(s) from the search. The Email activity has options when chosing to attach a copy, to select things like converting it to a PDF, applying annotations (like stamps), and even encypting it and password protecting it.

1 0

replied on June 19, 2024

I can locate the documents and email the document itself, but it doesn't include the stamps or annotations such as our header and legalese at the end that are attached to the document.

For instance, this is what I get when I email the document through Laserfiche:

When I download and send it through the API using the Export Entry endpoint, I get this

0 0

Question

Question

Calling Laserfiche API to send files

Replies

Sign in to reply to this post.