The Laserfiche Outlook Add-in enables saving emails and attachments directly to Laserfiche Cloud repositories. Available for use with Office 365 accounts, the Laserfiche Outlook Add-in can archive correspondence along with their metadata to start Laserfiche workflows or processes.
Note: The Laserfiche Outlook Add-in for Microsoft 365 is a separate offering from the Laserfiche Office Integration. The Laserfiche Outlook Add-in for Microsoft 365 and the Laserfiche Office Integration can both be installed at the same time and can coexist side-by-side.
System Requirements
- Outlook 365 desktop client (Version 2101 or later) or Outlook on the web using modern browsers (Chrome, Firefox, Edge, and Safari)
- User mailbox in Exchange Online. Please see the following documentation page for how to check if you have a mailbox in Exchange Online.
- %(Date), %(Time), and %(DateTime) tokens are saved with an incorrect offset. (314675)
- Users are able to attach and save documents to Laserfiche, regardless of their assigned export and import feature rights. (315792)
- Read-only metadata fields are not displayed as read-only. Saving after editing these fields will result in documents being saved without metadata. (306868)
- Metadata may fail to save if a field containing tokens exceeds the maximum field length. (319894)
Installing the Laserfiche Outlook Add-in for Microsoft 365