Using Laserfiche Tokens in Microsoft Office

You can insert Laserfiche tokens in Microsoft Word, Excel, and Powerpoint documents to provide dynamic information from your repository. For example, you can insert a token containing the document's path in the Laserfiche repository, allowing other users to quickly find the document. You could also insert the document's creator in Laserfiche into the header or footer.

The available tokens are:

• Repository path: The path to the document in the repository.
• Parent path: The path to the document's parent folder in the repository.
• Web Access address: The address of the document in Web Access.
• Last modified time: The time the document was last modified in Laserfiche.
• Creator: The user name of the user who created the document in Laserfiche.
• Entry ID: The document's entry ID in Laserfiche.
• Version number: The current version number of the document in Laserfiche.
• Document name: The document's name in Laserfiche.
• Template name: The name of the template applied to the document in Laserfiche.
• Field: The value of the selected field assigned to the document.

Note: Available tokens may vary depending on how you opened or saved your document. For instance, the Web Access address token is available when you open your document from Web Access.

In most cases, the token will immediately be replaced by the relevant value. If the token is not immediately replaced, you can use the Refresh button to connect to the repository and update the information.

To insert a token into a Microsoft Office document

1. Open a Microsoft Word, Excel, or Powerpoint document stored in your repository, or save a Microsoft Word document to your repository.
2. Position your cursor at the place in the document where you want to insert the token.  Tokens can be inserted in the document's body, header, or footer.
3. Select the Laserfiche tab on the ribbon, and then click Tokens.
4. Choose the token you want to insert from the list. It will automatically be inserted at the selected place in the document. To add a field value as a token, select ... and then choose the field from the list.
5. If the token is not immediately replaced by its value, click Refresh.

Related Topics

• Creating Documents from Microsoft Office
• Updating an Electronic File in Microsoft Office
• Modifying Laserfiche Metadata in Microsoft Office
• Check In/Check Out in Microsoft Office
• Save as New Version in Microsoft Office
• Working with an Electronic File
• Viewing an Electronic File
• Working with a Microsoft Office Document
• Adding or Replacing an Electronic File
• Deleting an Electronic File
• Generating Pages and Text for Electronic Documents