Question

Can Import Agent be used to pull LF docs back into the repository?

Import Agent

Updated February 10, 2015

asked on February 10, 2015

I have a situation where users pull copies of documents out of Laserfiche and place them on their desktop to interact with them.

I need to automate the process of pulling those documents back to Laserfiche. Can Import Agent be configured to watch the desktop folder and only look for LF docs so it's not pulling everything on the desktop into LF?

Thanks!

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replied on February 10, 2015

The only way I can think to do this would be to make sure the documents had a specific name prefix. The biggest issue in my mind is import agent accidently pulling in the documents before they are ready.

What if you put a shortcut on their desktop for completed documents and just had your users drag the document there when they have completed it?

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replied on February 10, 2015

Sean,

You can set filters on an Import Agent session.

The only issue is any document with that extension will be pulled since Import Agent does not know what was pulled from Laserfiche and what wasn't. You will also need access to each users desktop from the machine/server that Import Agent is loaded on.

What interaction are they doing with the documents that causes them to have to pull them out of the client? Also what are the file type of the files once pulled from Laserfiche?

John

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replied on February 10, 2015

Hey Sean,

Once you have exported documents from the Repository, there is no way for Import Agent (or Windows) to tell whether those documents were once contained in Laserfiche.

You can configure Import Agent to only import documents with specific extension types, which means you could potentially whitelist all the document types you want (.jpg for example), and then the other documents on the desktop will be ignored. This is only an option if all the documents you want to keep on the desktop untouched have different extensions to all the documents from Laserfiche.

As Chris has said, one option is to have users import these documents into a unique location (and you can use a shortcut to make it user friendly), so Import Agent can identify the documents based on their Windows location.

Thanks,

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replied on February 10, 2015

If the documents are named in a specific way you can also marry them back to the original documents, assuming the person editing them doesn't make a change.

On some types of documents (especially office docs) you can assign hidden metadata as well through code that can then be pulled back in through code. There's some of that floating around here in code samples for Office documents. One easy technique is to use code to read/write keywords metadata - just stck the original laserfiche doc ID in there and you can marry it back after pulling that through code.

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replied on February 10, 2015

The other question that should still be assessed is what are they doing to the docs that force them to remove them in the first place?

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Can Import Agent be used to pull LF docs back into the repository?

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