How to Publish Laserfiche Documents to Executive Board Website
- Locate files for Board Meetings that should appear on the Board website|
- Select file by clicking on the box to the left of the file name
- Under Fields in left column, select template - Executive Documents
- Select Document Category – Board
- Select Document Sub-Category based on selected document
- Fill in Effective Date = Date of Board Meeting
- Date must be filled in or the workflow won't work
- 32-day window to allow for change in meeting date
- Under Board Access – Publish Document
- If nothing is select, it will not appear on the Board website
- If nothing is select, it will not appear on the Board website
- If the wrong document is select, Board Access – Remove Shortcut
- When finished, select Save
Additional Notes
- Multiple Document Import/Drag-n-Drop
- Apply template only
- Do NOT populate fields during Import
- CHECK box at bottom to apply to all documents
- New Board Meeting - Automation
- Add Agenda with newest meeting date first
- Automation will move current documents into Past Board Meetings folder
- After Agenda, can add Minutes with older dates
- If Minutes are added first, Automation will not work
- Add Agenda with newest meeting date first
- Adding Documents or Folders that do NOT move with each new bo ard meeting
- Apply the Executive Documents template to the Folder or the Document
- Fill out the below fields:
- Document Category = Board
- Document Sub-Category = Other
- Board Access = Publish Document
- Fill out the below fields:
- Apply the Executive Documents template to the Folder or the Document
- Workflow is set to ignore any document or folder with the Document Sub-Category of 'Other'