Laserfiche for New Outlook

This add-in is included for all Laserfiche Cloud customers and enables users to save Outlook emails, populate metadata

and attach Laserfiche documents straight from the Outlook 365 and Outlook on the web.

Main highlights include:

• Conveniently save your email correspondences and attachments to Laserfiche directly from Outlook 365 desktop

  or web versions.

• Gain a simplified user experience with the ability to attach Laserfiche documents to emails directly from

  Outlook.

• Optionally enable Save on Send to automatically archiving emails and attachments to Laserfiche

  when sending messages, using Outlook's event-based functionality.

• Satisfy records compliance policies by archiving emails to Laserfiche as part of records retention schedules.

• Reduce manual steps by kicking off automated processes after saving an email to the Laserfiche repository.

Launch Events Disclosure:

This add-in uses Outlook Launch Events functionality, including the OnMessageSend event and Smart Alerts. When the user

enables the optional "Save on Send" feature, the add-in runs automatically when an email is sent. During this process,

the add-in may access the email content, including the subject, body, sender, recipients, or attachments, in order to

save a copy of the message and its attachments to the user's configured Laserfiche repository. This functionality is

only activated when the user explicitly opts in. The add-in does not access or process email content unless this feature

is enabled. The add-in does not modify email content or prevent sending. Email data and attachments are transmitted to

Laserfiche solely for document management and storage according to the user's configuration.

Please note:

• The Laserfiche for New Outlook add-in is not compatible with Classic Outlook. Do not install it if you are using

  Classic Outlook.

• To use the Laserfiche for New Outlook add-in, you must be a current licensed Laserfiche Cloud user.

Installation Guide:

https://doc.laserfiche.com/laserfiche/en-us/content/integrate-outlook-install.htm

User Guide:

https://doc.laserfiche.com/laserfiche/en-us/content/integrate-outlook-userguide.htm