Question

Moving from Network to LF

Workflow

Updated November 3, 2015

asked on November 3, 2015

Ok. I'm a newbie at Workflow. How do I move files from a network folder to a Laserfiche Folder? I've put in the Route Entry to folder, but am unable to find where I put the Network location. (I know this must be easy but I don't see it)

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replied on November 3, 2015 • Show version history

No worries about being a newbie, we all had to start somewhere :-)

You can't actually use Workflow to move documents into the repository. You will either have to do this manually (drag and drop, manual scanning, etc.) or use another module to automate the process (Import Agent, Quick Fields, etc.).

Once the document is in the repository, then Workflow can see it and take action.

The Route Entry to Folder option is used when the document is already in Laserfiche, to route the entry from one folder to another.

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replied on November 3, 2015

Awesome. So I wasn't hallucinating :-) Thanks for the help. Looks like my Flowchart will have to have some changes made. Most likely a direct drop into LF will have to happen.

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Moving from Network to LF

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