Question

save directly from Outlook to Laserfiche without user intervention

Updated December 4, 2018

asked on October 8, 2015

Here's my scenario. We want to auto save to Laserfiche documents that come in through our Outlook as attachments into a particular folder in Laserfiche. With no user interventions if possible. Has anyone been able to do this?

0 0

Replies

replied on October 8, 2015 • Show version history

Hi Bonnie,

Thanks for your case. We will look into adding the feature to future version.

Qinmei

0 0

View 1 previous reply

replied on March 23, 2018

Hi, Does anyone know if this has been incorporated in the new version?

We want to auto save to Laserfiche documents that come in through our Outlook as attachments into a particular folder in Laserfiche. With no user interventions if possible.

1 0

replied on November 29, 2018

I think I saw something about Import Agent being able to do this but I don't know the full capabilities or how to set this up, it's just something I saw at a user group a few weeks ago.

1 0

replied on December 4, 2018

That's correct. Import Agent 10.3.1 includes email archiving capabilities.

0 0

replied on October 9, 2015

Bonnie

There are several 3rd party integrations that import email into Laserfiche withour user interaction. Of these, I think CMA Email Manager is the best.

0 0

replied on October 9, 2015

I have been able to move attachments from outlook into a shared drive then use either Quick Fields or Import Agent, just using a script in my outlook email rules. This rule could also be a server side rule instead of a client side outlook rule.

0 0

replied on October 9, 2015

Could I get a copy of your script? I went on line and found others but they were not 'directly related' to Outlook and Laserfiche.

0 0

replied on October 9, 2015 • Show version history

Public Sub saveAttachtoDisk(itm As Outlook.MailItem)
Dim objAtt As Outlook.Attachment
Dim saveFolder As String
Dim dateFormat
dateFormat = Format(Now, "mm-dd-yyyy H-mm")
saveFolder = "PUT THE PATH TO YOUR SHARED DRIVE HERE"
     For Each objAtt In itm.Attachments
          objAtt.SaveAsFile saveFolder & "\" & dateFormat & objAtt.DisplayName
          Set objAtt = Nothing
     Next
    
End Sub

Here are the other rules that I am using.

I force the subject line through a mailto statement in the document but you could use any identifier you need to target the specific email then run the above script on it.

Just to clarify, I am using the script to move the attachment into a shared drive then having Import Agent monitor that shared drive folder to move the document into Laserfiche. But it is a process that does not require user interaction.

1 0

replied on October 9, 2015

Hi Bonnie,

I have setup a way this works for me. You can use LF Snapshot and configure the user so that it does not prompt. In Outlook you can specify a rule so that it prints using your Default printer which you will have to make snapshot and if you have attachments you can write a macro script to incorporate in your outlook rule which will print to Laserfiche.

Here is a link http://www.slipstick.com/developer/print-attachments-as-they-arrive/

Thanks

Gert

0 0

You are not allowed to follow up in this post.

Question

Question

save directly from Outlook to Laserfiche without user intervention

Replies

Sign in to reply to this post.