---
title: "Lasernet Keep Applications - Keep Integration Guide"
slug: "autoform-dm-applications-1"
description: "On the Lasernet Keep applications page, you can create and manage your applications. To create a new application, follow the steps described."
updated: 2026-06-23T09:01:49Z
published: 2026-06-29T11:12:46Z
canonical: "kb.lasernetgroup.com/autoform-dm-applications-1"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://kb.lasernetgroup.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Lasernet Keep Applications

## Introduction

After the connection is established, navigate to the **Lasernet Keep** menu within the **Lasernet** module.

Click the dropdown menu to expand the list and select **Lasernet Keep applications**.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-Z77G6GT7.png)

## Lasernet Keep Applications

The **Lasernet Keep applications** page is where you create and manage your applications.

> [!NOTE]
> Note
> 
> Multiple applications can be created using different connections, mappings, and metadata keys.

To create a new application, follow these steps:

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-K3XH8XI5.png)

1. Click **New**.
2. Enter a unique name containing up to 20 characters in the **Application** field.
3. Select an option from the **Type** dropdown menu. Two options are available: **Search** and **Upload**.
4. Select an option from the **Connection id** dropdown menu. This displays the connections configured in **Lasernet** > **Setup** > **Connections**.
5. Select an option from the **Lasernet Keep application** dropdown menu. This displays the applications configured in Keep that can be used in Dynamics 365 Finance and Operations.
6. If you want to create a new label, click the **Label** dropdown menu to show the **Language text** form. From here, you can create your own label:

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-TPG7DGPV.png)

### Settings

The **Settings** section of the **Lasernet Keep applications** page enables you to configure which user or users can access the button created using Form Links (in this case, it will be the **Lasernet Keep documents** button).

Follow these steps:

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-CO86PSQY.png)

1. Select an option from the **Relation** dropdown menu to specify who can access the **Lasernet Keep documents** button. This can be a specific user, a group of users, or all users.
2. Select an option from the **User or user group** dropdown menu to define the user or user group to which the **Relation** option applies.
3. Select an option from the **Menu location** dropdown menu to define the location in Dynamics 365 Finance and Operations.
4. In the **Thread** field, enter the number of threads you are using in Dynamics 365 Finance and Operations to retrieve the documents in Keep. **1** is enough in most cases.
5. The **Number of threads** field is only available for **Search** type applications.

### Lasernet Keep Keys

The **Lasernet Keep keys** section of the **Lasernet Keep applications** page enables you to configure whether or not different keys should be shown in the **Result** and **Search** fields.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-22GXR0SB.png)

1. Click **Update** to retrieve or refresh the **Key**, **Label**, **Type**, **System**, **Result**, and **Search** columns and records from the Keep configuration.
2. The **Show** column contains a dropdown menu with the following options:
  1. **None**: If selected, results and searches are not shown anywhere.
  2. **Details:** If selected, results and searches are only shown on the **Details** pane.
  3. **Grid:** If selected, results and searches are only shown on the grid.
  4. **Both:** If selected, results and searches are shown on both the **Details** pane and the grid.

#### Search Type Application Lasernet Keep Keys

If you are using a **Search** type application key:

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-6PIP02KJ.png)

1. The **Key** name is retrieved from Keep. It cannot be changed or deleted.
2. The **Label** is retrieved from Keep, but can be edited.
3. The **Type** is retrieved from Keep. It defines the data type of the key. It can be **String**, **Date**, or **Number**.
4. The **System** checkbox shows whether the key is a system key in Keep. If the checkbox is not selected, it is a custom key. This cannot be changed.
5. The **Result** checkbox shows whether the key is set in the Keep server application as **Result**. This cannot be changed.
6. The **Search** checkbox shows whether the key is set in the Keep server application as **Query**. This cannot be changed.
7. The **Show** field enables users to set where the key should appear: on the left-hand side grid, in the **Details** section, in both places, or in neither.
8. The **Up** and **Down** buttons enable users to change the order of the keys in the form.

#### Upload Type Application Lasernet Keep Keys

If you are using an **Upload** type application key:

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-4YNACY0X.png)

1. The **Key** name is retrieved from Keep. It cannot be changed or deleted.
2. The **Label** is retrieved from Keep, but can be edited.
3. The **Type** is retrieved from Keep. It defines the data type of the key. It can be **String**, **Date**, or **Number**.
4. The **Source** field can be configured to associate the key with a specific data entry approach in Finance and Operations.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-BAZBNGPV.png)

- **Table/Field** provides the option to set a table and field (with query and columns to be shown) as the source to choose the **Key** value from.
- **Data type (EDT)** provides **Extended data type** lookup.
- **Base enumerator (Enum)** enables using the FO base enumerator as the source for the **Key** value.
- **Values list** enables entering a custom list of values to be used as the source for the **Key** value.
- **Fixed value** is not linked to any specific source.

> [!NOTE]
> Note
> 
> **Source** defines just the source, not the default value for the key.

1. The **Description** field displays the source.
2. The **Visible** checkbox enables users to show or hide the key from the **Upload** dialog.
3. The **Mandatory** checkbox enables setting **Key** as mandatory and requiring a value to be set for the file upload in the **Upload** dialog.
4. The **Editable** checkbox enables users to set the key as editable or not in the **Upload** dialog.
5. The **Up** and **Down** buttons enable users to change the order of the keys in the form.

### Export Configuration

It is possible to export your Keep configuration using the **Backup** > **Export Lasernet backup** feature and import it to a different legal entity.

To do so, select the **Lasernet Keep application** checkbox in the **Export Lasernet backup** dialog.

![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/image-75ZV2YIQ.png)