Dive into metadata! Metadata templates and fields allow you to easily categorize documents, improve searchability, and empower automation. During this hands-on training, you’ll see how to power up existing templates using new metadata enhancements and learn how to use administrative features to do more with metadata. You’ll gain valuable insights for how to build user-friendly, intuitive metadata templates to categorize documents in Laserfiche while paving the way for future enhancements.
In this course, you’ll learn how to:
- Enhance templates with new metadata features like checkbox and radio button fields, table view for multi-value field groups, options to dynamically show and hide fields and more!
- Simplify metadata entry with field formulas to perform logic, date, and math calculations
- Leverage constraints, field security, and dynamic fields to simplify end user interactions with templates
- Identify when to use additional metadata tools, such as tags and links