How do you store an addendum in Laserfiche?

asked on February 19, 2014

In most of my templates, I have a list of "document types." Many users suggest "addendum" as a document type.

I hesitate to do this because all the metadata is either repeated or not specifically applicable to an addendum. For example, the "contract risk rating" is more applicable to the primary contract, but it will have the same expiration date as the contract.

I see a few options:

add the addendum pages to the end of the contract document
1. maybe use version control also
Use a doc type for addendums and repeat most of the information for the parent (hopefully I can automate this, as it seems like a waste of time for the user)
Perform #2, but make sure to create a link relationship to the contract

Does anyone have any recommendations?

How do you manage your contract addendums in Laserfiche?

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replied on February 20, 2014 • Show version history

Here's a thought:

If there is something specific in the document types that you can link to (such as a contract number, loan number, etc) then you could create a template for addendum and only require a field or two. One of those fields would be the identifier so it knows what document to associate it to.

Workflow would then locate the master document, move the addendum to the same folder and create a link marking this addendum as an attachment to the original document. Workflow can then copy over all of the metadata from that master document as well. (You may not even need a different template but maybe a diffent doc type in a drop down, it just depends)

The trick with all of this is identifying a field or fields that can always be used to find one "master document" it's attaching itself too. It needs to be something that doesn't return multiple results.

If there's no easy way to match it with a particular document you can have someone manually link a document inside the client then have workflow trigger on that and copy the metadata over then. You'd still want people to mark the document as a addendum most likely so that your it you meet the criteria of "it's marked as an addendum and a user has linked it" then workflow needs to copy the metadata over.

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How do you store an addendum in Laserfiche?

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