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Save from Outlook to Laserfiche

Follow the instructions below to save documents from Outlook to Laserfiche.

 

Open Laserfiche

Options

Options
  1. Click "Tools" to open drop-down menu.
  2. Select "Options..."

 

Navigate to "Outlook"

Navigate to "Outlook"
  1. Select "New Documents" from the left side bar.
  2. Then select "Outlook."

 

Select "Template"

Select "Template"
  1. Click on the drop-down menu next to "Template."
  2. Select which type of document you would like to file.

 

Default Settings

Default Settings
  1. Check box next to “make the selected template the default for imported emails."
  2. Click “ok.”

 

Open Outlook

Open Outlook
  • If you are importing the email itself, choose the “save to laserfiche” option.  
  • If you want to import any attachments select “save attachments to Laserfiche.”

 

Saving Attachments

Highlight Attachments to Import and Click "OK"

Highlight Attachments to Import and Click "OK"

 

 

 

Name Documents

Name Documents
  1. A new window will appear that will let you name the documents. It has 3 tabs: General, Fields, and Tags.
  2. In the Fields tab you can add a student ID and document type. (**Make sure you put an ID number and that you fill in the document type. Otherwise, you may not be able to find the document in Laserfiche**)
  3. If you need to add a tag, you can do that on the "tags" tab.
  4. Click “OK” to upload the document(s). (If you put an ID number on the document you will be able to find it under the corresponding student.)

 

 

Saving Entire Email to Laserfiche

Select Repository

Select Repository

Once you click “save to Laserfiche,” it will ask you for a repository.

  1. Select “OC.”
  2. Click “OK.”

 

Choose "Windows authentication" and click "OK"

Choose "Windows authentication" and click "OK"

Name Documents

Name Documents
  1. A new window will appear that will let you name the documents. It has 3 tabs: General, Fields, and Tags.
  2. In the Fields tab you can add a student ID and document type. (**Make sure you put an ID number and that you fill in the document type. Otherwise, you may not be able to find the document in Laserfiche**)
  3. If you need to add a tag, you can do that on the "tags" tab.
  4. Click “OK” to upload the document(s). (If you put an ID number on the document you will be able to find it under the corresponding student.)

 

 

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