Configuring and Using the Laser App Enterprise Integration

The Laser App Enterprise integration can be configured in Repository Administration, which to configure properties for the forms that will be stored in Laserfiche. Once the integration has been configured, users can use Laser App by downloading the integration. They can then use the integration to store Laser App forms to Laserfiche.

Configuring Laser App Enterprise Integration Settings

The Integrations section of Repository Administration allows administrators to configure the way your Laser App forms will be stored in Laserfiche. These settings should be configured before users store forms in Laserfiche. You can set field mapping, the target folder and document name, and the fields that will be displayed to users when they download the integration. Administrators can also use Laser App tokens to set these properties dynamically.

  1. If you are not already in the repository administration section of Laserfiche, click your user name in the upper right corner and select Repository Administration.
  2. Under Additional Items, select Integrations.
  3. Select the Laser App tab.

    Note: The following properties can be configured dynamically using tokens that correspond to information in Laser App. For a list of available tokens, see Laser App Enterprise Tokens.

  4. In the Field mapping option, configure the way that Laserfiche will store information about the form in the document's fields:
    1. Click Add/remove fields and select the Laserfiche field in which you want to store information from your Laser App form. Click OK.
    2. Click the token button (>) to select a token that corresponds to the Laser App information you want to store, or type the token name.
  5. In the Target folder option, type the path where you want to store Laser App forms. To set the path dynamically, click the token button and select a token that corresponds to the Laser App information you want to store, or type the token name.
  6. In the Document Name option, type the name of the saved Laser App forms. To set the name dynamically, click the token button and select a token that corresponds to the Laser App information you want to store, or type the token name.
  7. In the Download page form fields option, configure the information that you want to collect from users when they download the integration:
    1. Click Add form fields to add a new field to the download page.
    2. Click Required field to make this field required.
    3. In the Display name option, type the name of the field. This name will be presented to users to prompt them to provide the desired information.
    4. In the Token name option, type the name of the token you want to be created using this information. The final token will be of the format %(UserCustomData.TokenName).
    5. Repeat steps i through iv until you have added all the fields you want to capture.

      Example: If you want to collect the name and ID number of the user submitting forms, you could create two fields. The first could have the display name "Full Name" and the token name "FullName". The second could have the display name "Employee ID" and the token name "IDNumber". When users downloaded the Laser App integration file, they would be prompted to provide their full name and employee ID. You could then use the tokens %(UserCustomData.FullName) and %(UserCustomData.IDNumber) to dynamically create folders or populate fields, allowing you to track which users were storing which documents.

  8. If you want to restrict which types of Laser App forms can be stored in Laserfiche, select Restrict the forms that can be saved to Laserfiche. Click Add form ID and type or paste the Laser App form ID for the forms that you want to allow users to store in Laserfiche. You can repeat this process to add as many Laser App form IDs as you want. Users will not be able to add any forms corresponding to form IDs that you have not added.
  9. Click Save at the top of the page to save your configuration changes.

Downloading and Using the Laser App Enterprise Integration to Store Forms in Laserfiche

Once an administrator has configured the Laser App integration settings, users can download the integration to store forms in Laserfiche. The integration must be downloaded by ever user who will use the Laser App integration, and is downloaded in the Laserfiche repository.

  1. In the Laserfiche repository (either the Folder Browser or Document Viewer), click your user name in the upper right corner and select Options.
  2. In the General section, select Download configuration for Laser App Enterprise.
  3. In the Generate Laser App Configuration File, fill in any information your administrator has prompted you to provide, and click Download File. An ~LS file (by default, LFTrustedApp.~ls) will download.
  4. Double-click the ~LS file.
  5. To store a form from Laser App to Laserfiche, select the Post All Forms button in Laser App and then select Save to Laserfiche.

Repository Access

The integration signs in to the repository using a dedicated Laserfiche user named LaserAppUser. Administrators can configure repository entry access rights for this user.