Attachment Properties

The Attachment Properties dialog configures advanced options for an attachment for the E-mail activity.

Using the Attachment Properties dialog for documents

1. In the Attachment Name box, specify the name that the document will be attached as. The default token, %(Attached Entry's Name), will be replaced with the name of the entry in the repository.  Use the token button to rename it using another token, or type a name in the box.
2. Specify whether you want to attach a shortcut or a copy of the document.
   
   
• To attach a shortcut, select Attach a shortcut (.lfe) to the document. This will attach the shortcut as an .lfe file, which will allow the recipient to launch the client and jump directly to the document in the repository.
• To attach a copy of the document, select Attach a copy of the document.

Note: The Laserfiche shortcut format, .lfe, is a file that contains a pointer to a particular document or folder in Laserfiche. When a user clicks the .lfe shortcut, the shortcut will attempt to launch the Laserfiche Client and take them to the specified document or folder. This is the recommended way to share documents with other users who have access to your repository, because it respects auditing and security settings and allows the user to see all elements of the document, including metadata.  However, this format should not be used to share documents with people who do not have access to the repository, as it will not work for them.

3. If you chose to attach a copy of the document, you can optionally configure additional settings. If you did not, skip to step 4.
   
   
1. Include images as: Selecting this option allows you to specify the format in which image pages will be sent. If you select PDF or either of the TIFF formats, a single document's pages will be sent as a single multipage file; if you select JPEG or PNG, a single document's pages will be sent as multiple individual files.
2. Include page text: Selecting this option specifies that the text of an imaged document will be included as a single .txt file.
3. Include electronic file: Selecting this option specifies that the electronic file portion of an electronic document will be included in its native format.
4. Only include page(s): Selecting this option allows you to specify a list of pages or page range to include in the attachment. Pages not included in the range will not be part of the attachment. This option has no effect on electronic documents.

   Example: Specify "1, 3, 5-7" to include pages 1, 3, 5, 6, and 7. You can also specify a page range that skips pages.  For instance, specifying "2@2" would include all even-numbered pages, whereas specifying "2@3" would specify every third page starting with page two.

5. Apply annotations: Selecting this option allows you to specify what annotations will be included in the attachment. You can choose Redactions only, All (except redactions), or All (including redactions). This option has no effect on electronic documents.

   Note: Included annotations will permanently 'burned' onto the copy of the image or text and cannot be removed.

6. Exclude if larger than: Selecting this option allows you to specify the maximum size for an attached document. If a document is being included in a zip file, the zipped size will be used; if it is not, the sum total of all included files will be used. Documents over the size limit will not be attached.

   Note: This setting can override the general attachment size limit in Advanced E-mail Settings.

7. Attach as zip file: Selecting this option will collect all of the files that make up this attachment (pages, text, and/or electronic files) and include them in a single zip file, which will then be attached.
8. Encrypt PDF: Selecting this option will allow you to set a password for imaged documents that you are attaching as PDFs. When you select the option, you will be prompted to specify and then confirm the password used to encrypt the PDF.

   Note: This option does not effect PDF electronic documents.

4. Click Ok.

Using the Attachment Properties dialog for folders

1. In the Attachment Name box, specify the name that the folder will be attached as. The default token, %(Attached Entry's Name), will be replaced with the name of the entry in the repository.  Use the token button to rename it using another token, or type a name in the box.

   Note: If you are attaching the folder as a shortcut or zip, the name you provide will be used as the name of the shortcut or zip file; if you are not, the name will be used as the name of each individual document attachment. We therefore recommend, if you are not attaching the folder as a shortcut or zip, that you leave the name set to the default token.

2. Specify whether you want to attach a shortcut or a copy of the folder.
   
   
• To attach a shortcut, select Attach a shortcut (.lfe) to the document. This will attach the shortcut as an .lfe file, which will allow the recipient to launch the client and jump directly to the folder in the repository.

Note: The Laserfiche shortcut format, .lfe, is a file that contains a pointer to a particular document or folder in Laserfiche. When a user clicks the .lfe shortcut, the shortcut will attempt to launch the Laserfiche Client and take them to the specified document or folder. This is the recommended way to share documents with other users who have access to your repository, because it respects auditing and security settings and allows the user to see all elements of the document, including metadata.  However, this format should not be used to share documents with people who do not have access to the repository, as it will not work for them.

• To attach a copy of the folder's contents, select Attach a copy of the document.
3. If you chose to attach a copy of the folder contents, you can optionally configure additional folder attachment settings. If you did not, skip to step 5.
   
   
1. Only include: Selecting this option specifies that the attachment should only include Laserfiche documents or Electronic documents. To include both, clear this option.
2. Include subfolders: Selecting this option specifies that subfolders and their contents should also be attached. The final attachment would include the folder's contents, the subfolders and their contents, and folders within those folders, and so on until the end of the folder tree.
3. Attach as zip file: Selecting this option will collect all of the files that make up this attachment (all pages, text, and/or electronic files included in the folder's contents) and include them in a single zip file, which will then be attached.

   Note: If the folder contains many documents, we strongly recommend using this option.

4. Include documents that match: Limit the attachment to only files with a certain name. You can use * as a wildcard.

   Example: Report would only include documents exactly named Report. Report* would only include documents whose name contains the word Report (e.g., Report 546 and Report 12234342J).

5. Exclude documents that match: Exclude files with a certain name. You can use * as a wildcard.
4. You can optionally specify the document attachment properties for documents contained within the specified folder. To do so, click Show Document Properties. See above for information about specific document properties.
5. Click Ok.