Configuring Repository Profiles

Repository profiles are used in Save to Repository service tasks and contain the Laserfiche Server, repository, and credentials that Laserfiche Forms will use when performing the service task.

To create or edit a repository profile

1. In the settings window for the Save to Repository service task, click New Profile or Edit next to Repository profile.
2. In the Profile name field, specify a name for the profile.
3. In the Laserfiche Server field, enter the name of the Laserfiche Server associated with the desired repository.
4. After selecting a Laserfiche Server, click in the Repository text box and then click the drop-down arrow to see the available repositories. Select one.
5. In the User name and Password fields, specify the credentials that Laserfiche Forms should use to authenticate to the specified repository.
6. To configure the Forms Server to secure network communications when connecting to Laserfiche, select the Use SSL connection checkbox.
7. When you are finished, click Verify and save.

Generating a TIF from a Saved PDF

Within the repository profile user options, you can automatically generate a TIF from an incoming PDF.

1. Open the Options section in web client for the specific repository profile user.
2. Go to New Document.
3. Select Generate pages when importing PDFs to generate a TIF from an incoming PDF.

   

4. Click Save.

Note: The remaining options in the For PDF files section are not supported when generating pages from a PDF in Forms. PDF files are always in their original PDF file format. Annotations are not preserved and generated images are not monochrome.