Tech Tip: Customizing Metadata in Laserfiche Quick Fields 9

2 min read
  • Information Technology
  • Intelligent Data Capture

By: Misty Kalousek
Technical Writer

In Laserfiche Quick Fields 9, templates and fields can be customized for each document class, without changing the settings in the Laserfiche repository.  For example, fields that scanner operators or reviewers don’t need to address can be hidden. By strategically hiding fields, you can ensure the reviewers don’t get distracted by irrelevant information. Not only can fields be hidden, but they can also be added to documents in a certain document class. This ability to configure the exact fields displayed can help optimize processing and data entry speed when reviewing documents.

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 to the templates.
  • Hidden from scanner operators.
  • Made required.
  • Moved up or down in the template.
  • Designated as zoom fields on the associated image to make reviewing and editing fields easy.
  • 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 display the customized template, but your settings in Laserfiche will remain unaffected.

Template in the Laserfiche Client

Customizing the Template and Fields in Laserfiche Quick Fields

Scanner Operator View of Template and Fields in Laserfiche Quick Fields

For more information, see the Customizing Templates and Fields topic in the online help files.

Watch a 2-Minute Demo

Discover how your organization can go paperless, manage digital content, automate day-to-day processes and more.

Take a Product Tour

Enable the teams closest to your business processes to evolve and transform how your organization gets things done.


Related Blogs

Intelligent Automation in Healthcare: What Motivates Investments in the Next Generation of EHR Integrations?
What Is Vendor Sprawl? And How You Can Solve It.
Top Use Cases for Intelligent Content Capture
Top Use Cases for Enterprise Content Management (ECM)
Top Use Cases for Business Process Management (BPM) and Automation

Book a Personalized Laserfiche Consultation Today