Laserfiche - Repository: How to Email a Single File

Introduction:

Laserfiche is a document management software that allows users to store, organize, and retrieve electronic documents. One of the key features of Laserfiche is the ability to email single files from the repository. In this knowledge article, we will provide step-by-step instructions on how to email a single file from a Laserfiche repository. With these instructions, users will be able to easily email a single file from the Laserfiche repository.

Prerequisites:

You must have a Laserfiche - Repository user account. If you don't have a user account yet, please speak to your supervisor who will need to fill out the Request form (see "Related Services / Offerings" on the right hand side) to request an account on your behalf.

Step-by-Step Directions:

Step_# Directions Screenshot/GIF/Video
1 Go to lf.tulsatech.edu/laserfiche Uploaded Image (Thumbnail)
2 Click on (SAML) AAD
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3 Click on Student Records

 
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4 Click on applicable folder

Files listed in the Student Record folder correspond to the first letter of the student's last name
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5 Click on applicable student file to view available records

Files are labeled "Last name, First Name - Colleague ID"
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6 Click on File to open

 
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7 Selected file(s) will open in new tabs

Depending on your security level, files can be downloaded or emailed directly from the Repository.
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8 Click on the Share icon Uploaded Image (Thumbnail)
9 Click on Send after verifying the following settings:
  1. Send as "Files" is selected
  2. Send as "PDF" is selected
  3. Box is Checked - Use email client to manually send the message
  4. Click on "Send"
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10 Click on OK after inputting the a reason for emailing the file:
  1. "Select a reason" from the drop-down box
  2. Within "Comment" add the following:
    • Name of the Person who is requesting the document
      • If a company is requesting it, list the Name of the Company who is requesting the document (along with Contact name who you are emailing it to)
  3. Click on "OK
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11 Open your "Downloads" folder and open the generated Outlook Item (.msg file) Uploaded Image (Thumbnail)
12 Send email from Outlook after composing the email
  1. Subject is automatically labeled "Laserfiche Document: {File Name Will Display Here}"
    • Example: Laserfiche Document: Certificate of Completion [0611681] - 2023ST-EDGO-4008-O807 
  2. The file will be in a zipped file
  3. Email Body will need to be modified to meet your specific needs/requirements
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Details

Article ID: 145664
Created
Mon 5/8/23 1:43 PM
Modified
Wed 4/3/24 10:17 AM

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