Add Laserfiche Application Credentials

The Staff Portal (formerly CivicPlus Organization) service supports the storage and access of Application Credentials for Laserfiche. Organization Owners are able to add a credential to an existing Application. The credentials enable integrations in the Integration Hub.

Important Note

• Laserfiche is a premium integration and can be added to your solution for an additional cost. To get access to third-party integrations, please contact your CivicPlus Customer Success Manager.

Who can use this feature?

Organization Owners

Create Laserfiche Credentials

1. Create a Service Principal: Service Principals | Laserfiche Developer Documentation

   1. Log in to Laserfiche Cloud

   2. Click the app switcher icon in the top right and select Account

   3. Select Users in the left-hand navigation, then the Service Principals tab

   4. Create the Service Principal by giving it a Username

   5. Select Full Rights and Allow next to the correct repository to be used as the destination in the Integration Hub integration

   6. Navigate back to the Service Principal user detail and click Create Service Principal Key(s)

   7. This will create two keys. Copy these to a secure location as they cannot be viewed after initial creation.

2. Register your Service App in the Developer Console: Create OAuth Service App | Laserfiche Developer Documentation

   1. Select Create a new app

   2. Select Service, Name the app, and click Create Application

   3. Under Service Account, select the Service Principal created earlier from the drop-down

   4. Under the Authentication Tab, select Create a long-lasting Authorization Key secret to obtain Laserfiche API access tokens for the integration

   5. Enter the Service Principal key created earlier

   6. Copy or download the Authorization Key to a secure location. This is the JWT (JSON Web Token) token that will be saved in the CivicPlus Integration Hub application to enable the Laserfiche integration.

   7. Select the repository.Read and repository.Write OAuth 2.0 Scopes

   8. Click Update Scopes to ensure the key/token created has the appropriate permissions

Create the CivicPlus Application Credential

1. Sign in to the Staff Portal

2. Navigate to the Applications tab

3. Select Actions and then Manage Credentials next to a Laserfiche application

4. Click New Credential

5. Fill out the credential fields

   • Name: Enter a name for the credential (such as "Laserfiche Credentials")

   • JWT Token: Fill out the token information for your organization's Laserfiche account. View Laserfiche's documentation on how to obtain the token.

6. Select the Repository you want to use as part of the integration

   Note: If a repository does not appear in the drop-down, you will need to check either the Service Principal access rights or JWT (JSON Web Token) OAuth scopes.

7. Click Save