Attaching a Laserfiche Document to an Email

You can attach a Laserfiche document to an email in Microsoft Outlook. This allows you to send documents from Laserfiche directly, form within Outlook, while you're creating e-mails.

You can also choose to attach the documents as shortcuts to the document in the repository, which will allow recipients to jump directly to the document in the repository (assuming they have access to that document in the repository and have the Laserfiche Windows client installed or have access to the Laserfiche web client).  

Imaged documents that are attached to email will be attached as PDFs.

To attach a Laserfiche document to an email in Outlook

  1. Open Microsoft Outlook and create an email.
  2. Select the Laserfiche tab on the ribbon select Attach Laserfiche Document. This will open the Attachments from Laserfiche dialog. (If the repository is already open in the Laserfiche Windows client, Outlook will use your Laserfiche Client credentials to log you in to the repository and take you to your currently-open folder.)
  3. If your repository has already been added or attached, select it from the list. If not, click the Attach Repository button and see Attaching a Repository for further instruction.
  4. You may be prompted to log in to the repository. If you need assistance with this step, see Logging In to Laserfiche from Microsoft Office.
  5. Navigate to the document in your repository that you want to attach.
  6. In the Attach as type option, select Copy to attach a copy of the file, or Link to provide an .lfe shortcut to the document (if Office was launched from the Laserfiche Windows client) or the Laserfiche web client URL (if Office was launched from the Laserfiche web client).

    7. Note: If you select Copy, and the document contains image pages and no electronic file, the image pages will be attached in PDF format. If the document contains both image pages and an electronic file, only the electronic file will be sent.

  7. Click OK. Your document will be attached.

To attach a prior version of a Laserfiche document to an email in Outlook

  1. Open Microsoft Outlook and create an email.
  2. Select the Laserfiche tab on the ribbon select Attach Laserfiche document. This will open the Attachments from Laserfiche dialog. (If the repository is already open in the Laserfiche Windows client, Outlook will use your Laserfiche Client credentials to log you in to the repository and take you to your currently-open folder.)
  3. If your repository has already been added or attached, select it from the list. If not, click the Attach Repository button and see Attaching a Repository for further instruction.
  4. You may be prompted to log in to the repository. If you need assistance with this step, see Logging In to Laserfiche from Microsoft Office.
  5. Navigate to the document in your repository that you want to attach.
  6. Right-click the document and select Metadata.
  7. Open the Versions tab.
  8. Select the version you want to attach, right-click, and point to Attachment.
  9. Select Attach as Copy to attach the electronic file, or Attach as Link to provide an .lfe shortcut to the document (if Office was launched from the Laserfiche Windows client) or the Laserfiche web client URL (if Office was launched from the Laserfiche web client).

    10. Note: If you select Attach as Copy, and the selected version contains image pages and no electronic file, the image pages will be attached in PDF format. If the document contains both image pages and an electronic file, only the electronic file will be sent.

  10. Click OK. Your document will be attached.