Save Attachments to Laserfiche from Microsoft Outlook

When working in Microsoft Outlook, you can choose to save only the attachments in a particular message or messages directly to Laserfiche. You must provide a name and destination for the new document in Laserfiche. (By default, the document will use the file name of the attachment as its name.) You may also provide field and tag information for the document.

Note: You can also save attachments along with the e-mails they are a part of. See Save to Laserfiche from Microsoft Outlook for more information.

To save an attachment in a Microsoft Outlook message to Laserfiche

  1. Open Microsoft Outlook and select or open the email(s) that contains the attachment(s) you want to save to Laserfiche.
  2. Select the Laserfiche menu or tab on the ribbon and select Save Attachments.
  3. The Save Attachments dialog will open. Select the attachments you want to save to Laserfiche. All attachments will be selected by default. To specify that an attachment should not be saved to Laserfiche, hold down the CTRL button and click the name of the attachment you do not want to save.
  4. If the Laserfiche Windows client is open to the repository you want to send the attachments to, select To Laserfiche Client. If not, clear this option.
  5. Click OK.
  6. 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.
  7. To specify a new name for the document in Laserfiche, type a name in the Document Name option.
  8. To specify the destination folder for the document, type the folder path in the Folder option, or click Browse and browse to the destination folder.
  9. To specify a different volume to save the document in, select the volume you want to use from the Volume option.
  10. To make the document searchable in Laserfiche, select Generate searchable text. To index it, select Index all pages.
  11. In the Fields tab, you can modify the template and field information for your new document. See Fields for more information.
  12. If the attachment you are importing is itself an email message, and contains one or more attachments of its own, the Attachments tab will display. In the Attachments tab, you can select how attachments to the email message attachment should be imported to Laserfiche. Under Leave in Message, select each attachment that should be accessible from the imported message. Under Separate Document, select each attachment for which a new electronic document will be created. If you selected Separate Document for any attachments, you can apply the same field information to all documents created from the message by selecting the Apply settings (folder, volume, fields) to attachments that are stored as separate documents checkbox. To create a document relationship between the attachment Laserfiche document and the message Laserfiche document, select the Message should be linked to attachments checkbox, and select the appropriate link type.
  13. In the Distribution List tab, you can elect to save the distribution list for the email, and to link the email with its distribution list.
  14. In the Tags tab, you can add tags to the document. See Applying and Removing Tags for more information.
  15. In the Digital Signatures tab, you can optionally sign the email. See Digital Signatures for more information.
  16. If you want to apply your settings to all attachments you are saving, select Apply these properties to all entries imported in this batch.
  17. Click OK to save your attachments to Laserfiche.

Note: If your repository is configured to use classification levels, and you are creating a document in a folder with a classification level set, the document's classification level will match the parent folder's classification level by default. Users with the Manage Entry Access privilege can manually choose another classification level.  See Classification Levels for more information.