12.11. Configuring a Laserfiche Repository

You can use the Template setting to define the field mapping from the LincDoc data entry process to the Laserfiche template fields. Click the arrow button adjacent to the setting to access the template configuration dialog box. The dialog box is divided into two sections. The LincDoc fields contained within the current eForm and the Laserfiche template fields that are read from the currently selected Laserfiche template.

Specify the folder information using the following procedure:

1. Select the Laserfiche template from the drop down list at the top of the dialog box.
   Note: LincDoc reads the Laserfiche templates in real time.
2. Select the Laserfiche field from the Laserfiche template field list.
3. Drag and drop the Laserfiche template field to the LincDoc field.
   Note: The file types must match.
4. Click save.

Note: Use care when mapping LincDoc fields to Laserfiche template fields. Laserfiche fields often have input constraints which must be taken into account. If the input from the LincDoc field is too long the form will not be saved into the Laserfiche repository.

Defining the Laserfiche Folder Location

You can use the Folder setting to define the path location and file names LincDoc will use to write the eForm or document package to the Laserfiche environment. Click the arrow button adjacent to the setting to access the folder selection dialog box.

This dialog box is divided into three sections. The first section (on the left) displays the Laserfiche directory structure as read in real time.  The other two sections (in the middle and on the right) define the token based file name and subdirectory definitions.
 

Configure these settings using the following procedure:

1. In the Base folder list, browse to the folder location where the files should be stored.
   Note: This must not be the same location as the LincDoc connector.
2. Double-click the subdirectory to define the location in the path setting. The location can also be dragged and dropped into the path setting.
3. Define the path location for the LincDoc data (HTML) file import. You must drag and drop the path location to this path setting. If left blank, no data file will be imported into Laserfiche.
4. Define any token based subdirectories by double-clicking the token to add it to the path definition. If a token needs to be removed, drag and drop it out of the path definition.
5. Click save.

Additional tokens are listed below.

Warning: Be careful when using tokens that may have values which contain invalid file name characters (for example, a date field of 9/1/2008 would be invalid file name). File with names using these characters will not be imported into Laserfiche.

Using Additional Laserfiche Configuration Settings

The following additional settings are available from the Laserfiche Config dialog box:

• Store user uploaded files in Laserfiche?. Check this option if you would like uploaded documents for this form or document into Laserfiche.

• Store template data with user uploaded files in Laserfiche?. Template data is stored with the LaserFiche document. Selecting this check box will also store a complete copy of the template data with each Laserfiche document created for file uploads.

• Generate .html launcher file?. If the Generate .html launcher file? check box is selected, a small html file is written at the same time the normal PDF file is written to Laserfiche. If the html file is opened later, it connects to LincDoc and opens the original data entry form with all the data already populated. This feature allows the original user to make a small change and re-submit the form.

• Store TIFF. When the Output format drop-down list is set to PDF (on the Admin dialog box's eForm or Document Package tab), but you want to add a TIFF version of the form to Laserfiche, you should click the Store TIFF check box. This option is available since Laserfiche as an application typically wants all of its content in TIFF format, and many of Laserfiche's features only work with TIFF files.
  Note: The "original" PDF file is also stored in Laserfiche along with the TIFF file.
  This option is useful when electronic signatures are involved and LincDoc needs a PDF file, since that's the only file type that supports signatures. However, if all of the signature are "image" signatures (instead of interactive "PDF" signatures), the PDF is not needed.

• Append TIFF images on update. This feature tells LincDoc to convert any uploaded PDF files to TIFFs, and then append them to the generated file for storage into Laserfiche.
  Note: This only works when the output format for the eform is set to TIFF.

• Insert/update timeout. Specify how much time, in seconds, LincDoc will wait when attempting to insert or update a document in Laserfiche. If the amount of specified time is reached, an error message will be shown.

• Security Config.  Allows you to define security roles for the repository.

• Launcher. The settings in this section allow you to specify the options that will be available using the LincDoc document launcher toolbar button (which is available when a TIFF file or PDF file is generated in LincDoc). When implemented, this button appears in the Laserfiche interface on the main toolbar.

  Important: This toolbar button is only supported with Laserfiche 8.x. If you need to use the toolbar in a different version of Laserfiche, contact Technical Support.

  The following options are available from the LincDoc button, if they have been enabled (checked):

• • Edit. Allows the user to make edits to the form. When the form is re-submitted, the original form and template field data are overwritten.
  • View. Allows the user to display the document (always in PDF format) in the LincDoc Document Viewer. Typically, this option is not used, since you can simply double-click the document and view it in Laserfiche.
  • Sign. Displays the document in the LincDoc Signature View, which allows it to be reviewed and signed.
    An example of this button, as it appears in Laserfiche, is shown below.

    Note: In this example, the ROI_20131028071519_eml PDF file was first selected, and then the LincDoc button was clicked. In addition, the Sign option is not present because no signatures are required in the document.

    
    The toolbar button must be separately installed on each Laserfiche workstation. For more information, including acquiring the installation program used to add the toolbar to Laserfiche, contact Technical Support.