Laserfiche Office Integration Add-in for Word, Excel, and PowerPoint

With the Laserfiche Office Integration add-in, you can save the Word, Excel, or PowerPoint document you have open directly to a Laserfiche repository. While saving, you choose the destination folder, assign a template and field values, and add tags. The add-in works with Microsoft 365 versions of Word, Excel, and PowerPoint, and supports both Laserfiche Cloud and self-hosted repositories.

The add-in is designed for saving documents to the repository for the first time. It does not do the following:

  • Open or import documents from Laserfiche.
  • Search the repository, including full-text search.
  • Check documents out or in.

To work with documents that you check out from the Web Client, use the Laserfiche Office Integration tray app. For more information, see Laserfiche Office Integration.

Saving Documents with the Laserfiche Office Integration Add-in

Save the document you have open in Word, Excel, or PowerPoint to your repository, with folder, template, field, and tag selection.

Installing the Laserfiche Office Integration Add-in

Complete instructions for deploying the add-in to your organization through the Microsoft 365 admin center. Requires administrator credentials.

Note: An administrator must deploy the add-in before it appears in your Office apps. If you don't see the add-in, contact your Laserfiche or Microsoft 365 administrator.

Note: The add-in is separate from the Laserfiche Office Integration plug-in, which is used with the Desktop Client and older versions of the Web Client. The add-in, the tray app, and the plug-in can all be installed at the same time.

See Also