Question

Feature Request: Save Contents of Sent Email to Laserfiche

Forms Ideas

Updated June 28, 2021

asked on April 10, 2015

We have a need to be able to save the contents of emails that are sent to employees into their employee folder in Laserfiche from Forms. Currently I do not believe that information is available as a token or variable to pass onto Workflow. Is that correct? If so, I would like that to be a feature added to the system. It would need to be able to save the content after it is done dynamically populating the values though.

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Replies

replied on March 9, 2017

Any progress on this addition? I would love to be able to save Emails sent from both Forms and Workflow.

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replied on June 14, 2017

I'm looking for info on whether or not this feature request is on the roadmap yet also.

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replied on April 13, 2015 • Show version history

Hi there,

User can upload document through File Upload field. So they can drag the email to desktop and upload in the File Upload field, and form attachments will be saved to Laserfiche Repository through the Save to Repository service task in Forms.

You mentioned some value need to be populated, is it the document's entry id? or what value? and where you need the value, in Forms or in Workflow?

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replied on April 13, 2015

The problem is that Forms is sending the email through a Task. We do not want the user to then have to go to a Form and upload the email they just received. Since it is a record that needs to be saved to the employees personnel folder, we need a way to save it directly from Forms.

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replied on January 31, 2019

Has there been any development on this process? The only solution i've seen so far is to use Import Agent.

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replied on March 24, 2021

Its been over two years since the last comment and 6 years since this feature was requested. Is this possible yet? We generate emails through a workflow and I need to record a copy in the communication system.

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replied on June 28, 2021

The ability to have a Forms process store an Forms-generated email into the repository is something we also need, for quite a few processes. Please elevate this feature request priority. Thanks!

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replied on June 28, 2021

This functionality already exists through a combination of mail server settings and Import Agent. Your mail server can be set to copy all emails sent by Forms/Workflow to a mailbox and Import Agent's email archiving features can pull the messages into Laserfiche.

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replied on June 28, 2021

Thank you, Miruna. We would have to purchase Import Agent to do that. The Forms Professional we already paid for should be able to do that out of the box. But thank you for confirming that Laserfiche does not intend to add that functionality.

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replied on June 28, 2021

I didn't quite say that. It is currently not on our radar because saving the messages from the mail server is a more accurate representation of what was sent out.

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Feature Request: Save Contents of Sent Email to Laserfiche

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