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Can Connector be used to move information from a laserfiche document to a third party program? Example: Contact information on a document in Laserfiche, can it be pushed using connector to create a new contact in Outlook

asked on May 18, 2015
Can Connector be used to move information from a laserfiche document to a third party program?
 
Example: Contact information on a document in Laserfiche, can it be pushed using connector to create a new contact in Outlook
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replied on May 18, 2015

Ramon is correct about the primary use case for LF Connector. Generally, it grabs information from an application and passes it to Laserfiche (as a search or as metadata fields during scanning).

However, you could use Laserfiche Connector to grab metadata fields in the Client. You'd then need to pass the those field values as parameters to Outlook through Laserfiche Connector's External Program option. But, I'm not familiar with the Outlook side of this equation. I don't know if/how Outlook handles those parameters.

That being said, Workflow is probably the best bet here. Workflow has a Create Exchange Item activity that can create Outlook contacts.

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replied on May 18, 2015 Show version history

As far as I know the LF Connector is a one way street.  It can connect Laserfiche and many other applications but the example that is given is one of "viewing a client’s profile in a CRM window and you want to search for related client documents in Laserfiche"  So it essentially turns Laserfiche into a hub where you can use applications to pull other relevant information/documentation for a person.  This also helps for SIS (Sudent Information Systems) where you could theoretically pull up a student in your native system (Colleague, PeopleSoft) and also view their student documentation located within Laserfiche without have to run two separate searches.

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replied on May 19, 2015

In your instance, where the document already exists in your Laserfiche repository, I would suggest creating a Business Process in LF Workflow.  This route would suffice if you are wishing to have the new contact created for the individual user, where the workflow would create the contact only to the users outlook contacts that run the Business Process.  To make the process more user friendly, you could customize the Laserfiche Client toolbar to add the icon of your newly created Business Process.  However, if you are simply wanting these contacts to be added to your Global Address Book, you could simply have a Workflow that creates the new contact as the time the document originally created, which would negate the need for any user action.

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