Setting a Default Template and Field for Snapshot

The default template that will be assigned to documents created from Laserfiche Snapshot can be specified from the Template tab of the Laserfiche Snapshot Configuration dialog box. There you can select from a list of the templates in the currently selected repository. You can also input default field values from this dialog.

To specify template and field information

  1. From the Laserfiche Snapshot Configuration (Current User) or the Laserfiche Snapshot Configuration (Shared Printer) dialog box, click the Template tab.
  2. Under Template, select the Laserfiche template that will be assigned by default to processed documents.

    3. Note: You can select No template assigned in the Template option to specify no template. If you select this, you can determine whether the Windows client's default template should be applied, or whether the document should be applied with no template. To use the Windows client's default template, select the When no template is assigned, assign the Laserfiche Windows client's default template option. To create the document with no template, clear this option.

  3. Optional: Type default field values into the fields. You can use the token button (>) to select token values that will automatically be populated when the document is created.
  4. Click OK to save your changes.

Note: If a template contains a required field, that field must be populated before the document can be saved to the repository. You can either set a default value for those required fields, or leave them blank; if you leave them blank, the user will be prompted to populate them when they Snapshot a file.

You can also apply a field independently, just as in the Laserfiche Windows client. To do so, click Add/Remove Fields and select the field, and populate it as above.