Hello all,
I've implemented an LF Forms solution in a law firm. Separately, they use FileSite (aka WorkSite, iManage or HP Autonomy) as their DMS. FileSite is integrated into Outlook so it appears as "just another folder", which is important to note as I explain the problem.
The first form that has been setup is for Purchase Orders. At times, the person completing the PO Request needs to attach the quote document which was sent to them. To do this, they go to Outlook, browse through FileSite to the location of the quote, then click-n-drag it over the 'File Upload' section of the form. The problem is, when they do that, nothing actually happens. No file is attached.
The 'file' itself, is a shortcut to the document in FileSite. I've included a sample below as I can't attach it to this question.
-=-=-=- snip -=-=-=-
DMS
!nrtdms:0:!session:DMS:!database:Documents:!document:8458678,1:
-=-=-=- snip -=-=-=-
As a workaround, staff can download the document and then attach it but that is not ideal.
Does anyone have experience with FileSite in this regard?