Files

Files lets you import various file types directly into Process Automation that can be used by workflows whenever they run. Files function as a shared library of templates or supporting documents that live Process Automation. Unlike files stored in a repository or files stored on local machines or internal network paths, files imported here are available to all workflow designers. Instead of uploading a file each time a workflow runs, you can store the file once and reuse it across multiple processes, helping maintain consistency and simplifying maintenance.

Files can be used by the Attach Electronic Document and Update Word Document activities.

Note on Using Files in a Cloud Environment

Workflows running in Process Automation run in the cloud and cannot access files stored on local computers, internal network locations, or file system paths.

To use a file in a workflow, you must first make the file available to Process Automation through one of the following methods:

  • Upload the file to Files as a file asset (as described below).
  • Store the file in the Laserfiche repository and retrieve it during the process.
  • Provide the file as part of a form submission or process input.
  • Retrieve the file using a supported integration or API.

Once available to the process, the file can be used in workflow activities that reference files.

Importing a File

  1. Click New in the top left of Files.
  2. In the dialog, click Choose File to select the file you want to import. The File Name textbox populates with the name of the file.
  3. Type the name you want to use to refer to the file in your workflow in the Asset Name text box.
  4. Optional: Type a description of the file content.
  5. Click Finish.

The new file appears in the list.

Note: You can import up to 1,000 file attachments. Learn more about service limits

Modifying a File

  1. Double-click the file you want to modify in the list in Files.
  2. In the dialog, make any modifications to the file. When you modify the name of file, the new name is updated and used throughout Workflow.
  3. Click Save.

Exporting a File

  1. Select the files you want to export.
  2. Click Export above the list in the toolbar.
  3. Type a name for the exported file.
  4. Click Export.

For an example that uses this feature across process automation, see the Migrating Laserfiche Form Tables into Microsoft Word Documents whitepaper.