Tech Tip: Customizing Templates and Fields in Quick Fields 8
March 16th, 2009 Comment on this articleNOTE: Since this is a preview, the details and appearances of certain elements may change between now and the final release.
In Quick Fields 8, templates and fields can be customized for each Document Class in Quick Fields without changing the settings in the Laserfiche repository. For example, you can hide fields that don’t need to be addressed, or add special fields pertaining to the documents you are working with. The ability to configure the exact fields you need in the desired format can help optimize processing and data entry speed.
You can choose from any template and any fields available to you in the Laserfiche repository associated with that Document Class.
Fields can be reviewed, rearranged, and modified in various ways, including:
- Added independently to the templates, as in Laserfiche 8.
- Hidden from scanner operators.
- Made required.
- Moved up or down in the template.
- Connected to zoom fields on the associated image to ease review and editing.
- Constrained to a particular format (e.g., social security number to format xxx-xx-xxxx).
When documents are processed in that Document Class, they will all be assigned the customized template with the appropriate data for each document, but your settings in Laserfiche will remain unaffected.
Template in the Laserfiche Client
Customizing the Template in Quick Fields
Scanner Operator View of Template in Quick Fields
Tags: Quick Fields