Adding a Laserfiche provider

Some additional setup is required to configure a Laserfiche EDM provider for Infor Operations and Regulations.

See Laserfiche requirements.

There are also some limitations on the use of Laserfiche EDM providers.

See Laserfiche limitations.

  1. Select Resources > Attachments > EDM Setup.
  2. Click Add above the EDM Providers grid.
  3. Specify this information:
    Display Name
    Specify a display name for this provider.
    Reference ID
    Specify a reference ID for the provider. This is an internal identifier for the provider, so it can be anything you choose.
    Provider Type
    Select Laserfiche.
    Default Document Type
    Specify the default document type for the provider. The default document type will be used for all attachments added to this provider, unless the user manually selects a different document type.
    Ensure Unique File Name
    Indicates whether file names within this provider must be unique when selecting files.
    Load automatically
    Select this check box if you want attachments from the provider to load automatically when an Attachments grid is displayed. Otherwise users must click Inquire to load attachments.
    Url
    Specify the URL for connecting to Laserfiche.
    Repository Name
    Specify the name of the Laserfiche repository that you want to use.
    Username
    Specify the user name for Laserfiche.
    Password
    Specify the password for Laserfiche.
  4. Add the document types that are managed by this provider.
    See Associating document types.

    The document types in Infor Operations and Regulations correspond to document templates in Laserfiche.

  5. Click Save.
  6. Set up access control for the provider and the associated document types.