Creating a Session: Full Wizard

A session contains configuration information that specifies how Quick Fields should handle documents. You can create a session using a number of different methods, one of which is using the full wizard.

The full wizard is designed for users who are new to Quick Fields. It guides you through the process of configuring virtually every session setting, such as selecting and configuring a scan source, creating a document class (including the configuration of sample pages), session permissions, selecting how unidentified documents should be handled, and specifying when processed documents should be sent to the repository.

Tip: After using the full wizard while you become accustomed to the settings in Quick Fields, you may want to use a different method to speed up the session creation process.

To use the full wizard

1. Open the wizard using one of the following methods.
   
   
   • On the Quick Fields Start Page, click New session wizard.

     

   • If you have a session open and want to create a new session, click File, point to New, and select Session Wizard.

     

2. In the New Session Wizard dialog box, name the session, select Full Wizard, and click Next.

   

3. Configure each of the following screens.
   
   
   • Select a Scan Source
   • Configure Scan Source
   • Specify a Laserfiche Repository
   • Specify Document Class Properties
   • Specify Sample Pages
   • Specify Document Metadata
   • Specify Document Location
   • Additional Session Settings
   • Completing the Session Creation Wizard