Question

Laserfiche Features

Laserfiche Version 9

Updated November 26, 2013

asked on November 25, 2013

Hi,

I'm using LF Rio 9.0.2 and need help on the features below:

Email messages with images in their signature.

When saving these emails using Laserfiche outlook integration , I cannot exclude the images, they cannot be unselected. However, the attachment in the email can be unselected. My client has requested that we do not save these images to save space. Please advise.
Is there a practical example for using link groups?
Is there a feature to combine documents in Laserfiche? e.g. 2 MS word documents or 2 excel documents.
Do we have an ‘open with’ option when opening files in Laserfiche. For example, for an image which is stored in Laserfiche, a user may have to sometimes only view the image or sometimes open it in photoshop or ms paint depending on the task at hand. Currently, only the default program can be used.

Thanks

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Answer

SELECTED ANSWER

replied on November 26, 2013

To your second set of questions:

1) If you can separate out the file parts through an integration of your own then you could then import the stream manually through the SDK. You'd have to generate that stream though.

2) Sure, that could also make sense. The main use of Link Groups are when you would want to group together multiple entries that still have to stay separated. There is an inherit 'order' in the link group which could be used for the scenario I described, but fundamentally there's no requirement to treat that as meaningful.

3) Merging imaged pages is really easy in the Client. If you want to merge the entire document, you could just select the first document and drag/drop it on the target document in the folder browser. If you want to merge specific pages you can open the document in the Laserfiche document viewer, select one or more thumbnails, and drag them into a second document or just on the target document in the folder browser. You could also use cut/paste functionality.

4) I see what you mean. There isn't a native way to do this in the Laserfiche Client. It doesn't store or manage the external applications itself, so there's no way to set it - it simply asks Windows to open the file type in the OS default application.

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Replies

replied on November 25, 2013

1) Embedded annotations are considered part of the email content itself, so they can't be removed.

2) I've heard people use link groups as a form of 'major vs. minor' revisions. For example if you have a record that gets updated every year, you might use the individual years revisions (FY2012) all as one version tracked document but FY 2013 might need to be its own document. So you would link the two together as a link group - they would each be their own document with their own separate version history.

3) You can merge image pages from two separate documents together, but not electronic files - at least, not directly through Laserfiche. You can of course merge the content in their external application.

4) Yes, you can use ctrl-enter to open in the 'non-default' method. You can also right click and select 'open with'.

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replied on November 26, 2013

Hi,

1) I understand the point. Using the Laserfiche integration, can we save the email in Laserfiche in a different format, say rich text instead of HTML. I believe in rtf, the images are not embeded and are set as attachments, thus would be technically able to save separately.

Another thing I noticed is that using 'Save Attachements' option of the integration, we may choose to save any image embeded or the real attachment.

2) I'm getting your point. One thing that I've proposed for e.g. is that you have a project consisting of multiple documents (charter, project plan...) and they are located in separate folders. you could use link group to just link all the files pertaining to the same project together. Does that make sense for link groups.

3) Therefore, we need to download all the documents required for the merge outside of Laserfiche, merge the documents using this external application and import the merged document back to laserfiche. Is that correct?

How do we merge the pages you mentioned above.

4) the CRTL-Enter or Open option within Laserfiche proposes the default native application, page or text file. CTRL-Enter opens the Laserfiche page.

What we actually require is the option to open with alternative applications installed on the client PC. e.g . we have a CSV file stored in Laserfiche which by default is opened with textpad. What do I do if I need to open this CSV using excel, wordpad or an html editor? I don't want to change the default application on control panel or registry each time I need to open with a different application nor do I want to download the file, use 'open with' on windows and then import back again (I will need to re-input the metadata).

Thanks for advising.

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replied on November 25, 2013

I'm curious too; now that proper version control is available, has any got an example of using link groups (other than backwards compatibility)?

-Ben

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