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Question

ProjectDox and Laserfiche Solution

asked on December 4, 2015 Show version history

Hello,

I'd like to know if there are any Laserfiche users using ProjectDox and has a solution for batch export/import from ProjectDox to Laserfiche? We are looking to batch export files from ProjectDox then use a combination of Laserfiche tools to import and assign metadata to those documents for archival purposes.

Do you have any experience working with these applications together for an archival solution?

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Replies

replied on December 28, 2015

Hi Sherilee,

 

Although I am not aware of any specific integrations with ProjectDox, it is definitely possible as Laserfiche has an open API and can easily integrate with other applications. 

 

If your goal is to bring documents into Laserfiche and assign metadata for archival purposes, you can certainly use a combination of Laserfiche tools to accomplish this. Once the documents have completed ProjectDox’s electronic review process and are exported out of ProjectDox’s system, there are a number of ways to bring documents into Laserfiche.

 

If the exported documents are stored in network directories, one option is configure Import Agent to monitor network directories and import documents into specified locations in the Laserfiche repository. Import Agent can also utilize information associated with the documents to index and name the documents upon import. If you need to categorize the documents in the network directories, you can use Quick Fields to capture, categorize and index based on type.

 

Laserfiche can interact with any ODBC compliant database, and since ProjectDox uses SQL on the backend, you should be able to exchange information between the two systems. Quick Fields can look up data from ProjectDox and use existing information to assign metadata and dynamically route documents during the capture process. Once documents are brought into Laserfiche, you can use Workflow to push and pull information to and from ProjectDox, or any other ODBC compliant sources.

 

These are just a few examples on how Laserfiche can be integrated with ProjectDox as an archival solution. Beyond the methods mentioned above, Laserfiche also offers a comprehensive SDK, which will allow you to expand existing functionalities and further integration the two systems.

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replied on December 7, 2016

I am also interested in this topic. We have been able to export our projects out of ProjectDox using the PDox Export tool and then import them into Laserfiche using LF Import Agent but the results have been disappointing since the ProjectDox export does not maintain the folder structure naming. The PDox export includes an XML file that I would like Laserfiche to be able to extract data from to populate a template but I have no idea on how to do this or if it is even possible. According to Ming-lun's response above it looks like it might be possible to link to the SQL server that hosts PDox and use a workflow to populate the metadata. I am going to have to research this more but this gives me hope.

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replied on May 3, 2024

Hey Jason,

I know this post is very old, but I wanted to see if you found a solution for this? 

We have a customer we are looking to do the same thing for.

Thanks,

Jeff Curtis

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