SyteLine Doc-Trak: Creating a Laserfiche Document Saving Rule

NOTE: The Laserfiche integration was removed in Doc-Trak 2025. This lesson applies to Doc-Trak 2023 and earlier. If you are on Doc-Trak 2025 or later, see the SharePoint and cloud storage lessons instead. Set up a Doc-Trak document saving rule that archives customer purchase orders into a Laserfiche repository. Opens the Document Saving Rule form, selects Laserfiche as the provider, maps the customer orders template to the customer, order and PO field tags, and builds the path and file name from those tags. Ends on the Attach Options tab with order verification bundling and tests the rule against customer order 1079. In this lesson: 0:00 Laserfiche document saving rules 0:33 The call out diagram example 1:01 The archive strategy flowchart 1:43 The Document Saving Rule form 2:14 Archive location and provider 2:29 Mapping the template fields 3:24 Building the file name rule 4:36 The Attach Options tab 4:54 Testing with a customer PO Learn more: lakeco.com | orders@lakeco.com