The Laserfiche Office Integration
Through the Laserfiche Office Integration components you can work with Microsoft 365 applications like Word, Excel, PowerPoint, and Outlook.
Working with Microsoft Office Documents
When working in Word, Excel, or PowerPoint documents, and depending on which Laserfiche client you use, you may need one or more of the following components:
- Add-in: Saves Office documents directly to the repository if not working with a checked out document.
- Tray app: Manages documents that you check out from the Repository Web Client.
- Plug-in: Works with Office documents from the Repository Desktop Client.
- Co-authoring: Works with Office Online documents opened from the Repository Web Client, allowing multiple authors to edit documents at the same time.
Working with Microsoft Outlook
When working in Outlook, classic Outlook, or Outlook for the web, and depending on the type of email server, saving emails directly to Laserfiche will require one or more of the following components:
- Outlook add-in: Works with Outlook, classic Outlook, and Outlook when using Microsoft Exchange Online.
- Outlook plug-in: Works with the repository's Outlook import options when using a self-hosted Microsoft Exchange server.
Components at a glance
| Component | What it does |
|---|---|
| Laserfiche Office Integration add-in | Saves new Word, Excel, and PowerPoint files to the repository for the first time from desktop Office applications. |
| Editing with Office for the web | Allows multiple users to edit documents in Laserfiche at the same time using Word, Excel, and PowerPoint for the web. |
| Laserfiche Office Integration tray app | Lists and checks in Word, Excel, and PowerPoint documents that you checked out from the Repository Web Client. |
| Laserfiche Office Integration plug-in | Provides certain Laserfiche features when working with Microsoft Word documents, Excel spreadsheets, PowerPoint presentations, and Outlook messages in their native Microsoft Office applications. |
| Laserfiche for Outlook add-in | Saves emails and attachments, attaches repository documents to emails, and saves emails when you send them. |
| Legacy Integrations | |
| Laserfiche for Outlook plug-in | Saves emails and attachments using the repository's Outlook import options. |
Which components do I need?
If you use the Laserfiche Repository Web Client, install or enable these:
- Office add-in, install from the Office ribbon, click "Add-ins". An administrator must first deploy it for your organization. It may be automatically installed for you.
- Co-authoring, must be enabled in the Repository Administration interface by an administrator.
- System tray app, download the installer from the Repository Web Client by opening an Office document for desktop editing.
- Outlook add-in, install from the Outlook or Outlook for web ribbon, click "Add-ins". An administrator must first deploy it for your organization. It may be automatically installed for you.
Together, they let you save new documents and emails to the repository and to keep working with checked-out documents.
If you use the Desktop Client, install this:
- Office plug-in. This component is unchanged.
Note: The add-in and co-authoring are separate components.