Question

We have 8.3.1.625. I would like to be able to insert a hyperlink in a cell in an Excel spreadsheet that would take me to a folder in our Laserfiche Repository. Can that be done?

Laserfiche

Updated April 5, 2017

asked on April 8, 2014 • Show version history

We do a lot of work in Microsoft Excel. If I want to make a hyperlink to a folder in Windows, all I have to do is press "Ctrl" and "k", and it opens a box for me to put the desired folder address in. I can name to hyperlink anything I want to.

I would like to be able to do the same with folders in our Laserfiche Repository. I would like to be able to make a hyperlink within a cell so that by clicking on it, I could have immediate access to a folder in our Laserfiche Repository. This would save a lot of time for our office workers.

Can this be done?

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replied on April 5, 2017

Bumping this for an answer. I too would like the ability to email links directly to the folders in a repository. I'm generating notifications for Public Information Requests. I'd like my analyst to be able to click the link for where the documents go vs having to open the client and navigate. Too much room for error.

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replied on April 8, 2014

Not sure if this is what you are asking but if you are trying to place a LF shortcut in an Excel spreadsheet it can be done. But if you do not have access to the SDK I do not believe that there is an easy way to do this.

This can be done manually by creating a external LF shortcut ( Ctrl+Shift+drag OR create the XML file yourself) and then creating the hyperlink in Excel to this shortcut.

We have a client that did this for a short time but it was difficult to maintain because the shortcuts would constantly change and they would have to keep updating the links. Also, it appeared that if the LF Client was already open they would get an error or it would take a long time to open the link (this was for Office 2007).

We resolved it by creating a simple WF that created shortcuts to the files/folders in a single reference folder in LF. We then put a LF shortcut to this folder on the desktop of all the users. Now they open the shortcut on the desktop and LF opens to the folder that has all of the collected shortcuts.

- The user applies a tag to the item in LF

- WF files the item normally but also creates a shortcut in the reference folder

- If the tag is removed WF deletes the shortcut in the reference folder

- If the document is saved as a new version then the shortcut to the old version is deleted and a new shortcut is created.

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replied on April 9, 2014

When I try this it waits about 60 seconds or 120 seconds ... and gives me this box:

Then I click OK and it gives me this box:

Then, it opens the desired folder when I choose OK.

The time lag defeats the purpose of having a hyperlink (to save time).

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replied on April 8, 2014

If you don't mind a little development you could create a simple application that returns a .lfe file. So you'd have a hyperlink that points to http://webserver/lfegenerator/[entryid]. Clicking it would prompt the user to open an lfe shortcut.

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replied on April 9, 2014

Can you explain this process?

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replied on April 9, 2014

It helps to have a developer around for this part. I did this as a simple integration a web application where we still needed the full client for editing.

Essentially, it's an ASP.NET MVC application that has a certain path that when navigated to (Example: http://webserver/lfegenerator/1234) builds the XML for the .lfe file in memory and then sends it back to the browser. The browser sees it as a file download, but they just click Run/Open instead of Save. Once they open the file, Laserfiche fires up and goes straight to the document. There's not a whole lot more that I can describe, short of explaining how to write web applications.

How is your excel file being built? Is it getting generated programmatically by a process that you control? You could always have that process build the URL directly into the file. Otherwise you could use some formulas to piece together the URL.

I'll leave the above suggestion just for reference, but I just thought of another option. With a little macro programming in VBA you could get Excel to generate the lfe file and execute it all within the workbook.

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replied on April 9, 2014

The reason that this would be SUCH a great time saver is that we always have to post our transactions to our check registers in Microsoft Excel. After posting, we have to scan the paperwork in a specific folder in Laserfiche. That folder may be 5 or 6 clicks away and we have to think about where we have to scan it. Depending on how tired our brains are, locating that exact folder could take extra seconds also. Our repository is large and covers many different companies.

If each Microsoft Excel check register has hyperlinks directly connecting the worker to the specific folder in Laserfiche it would greatly speed up the process.

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replied on January 26, 2016 • Show version history

What if I would like to insert a hyperlink in a cell in an Excel spreadsheet that would take me to a specific document in our Laserfiche Repository, instead of a folder? Would I have to follow this same process? I would specifically like to link a shortcut in Excel to different Word documents in my repository.

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replied on May 24, 2016

Hi All,

Any feedback on Cheri's question? this is something that has come up for our client. They would like to have a hyperlink in a cell in an excel spreadsheet that would take them to the specific document in the Laserfiche repository.

Thank you

Ziad Khamo

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We have 8.3.1.625. I would like to be able to insert a hyperlink in a cell in an Excel spreadsheet that would take me to a folder in our Laserfiche Repository. Can that be done?

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