How do I enable external users to respond to document requests?

asked on May 21, 2014

I need to create document requests for external users who are my clients. This request could be for hundreds of documents (Word, PDF, Excel, images, etc). I want these users to be able to log into a website and see a list of the documents that they are supposed to provide and be able to upload documents to satisfy the request. Some of the files can be quite large (> 2 GB) but most are smaller. The user interface should show what they submitted already, the status of each, and what is outstanding.

When we get a document submitted, it goes through a QA process to see if it is correct, complete, legible, etc. It then goes through analysis, and there is an approval process.

What is the best way to implement the external-facing website? Can this be done with Laserfiche or should the web application be developed in something like .NET and use the Laserfiche SDK?

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replied on August 27, 2014

Surprised this hasnt been mentioned before. The way we can handle this is in the combination of multiple products.

First off, you will want to use Forms Portal to create the ability for a request to occur. You can have all your QA process and approval steps here. You can also have a step to handle how to send them the document(s). If the requested information is under 16MB, then you can safely send it using Workflow to the person, maybe even password protecting it in a PDF. If it is larger, like you mentioned could happen, then someone will need to export out the document for this process and secure it with a password and upload it to a site that can allow you to transfer files.

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replied on October 20, 2020

I don't know why it's very complicated for them to understand that is a major feature, probably the most important one, but it doesn't exists :p

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How do I enable external users to respond to document requests?

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