Configure Fields

In the Configure Fields dialog box, templates and fields can be customized for each document class in Quick Fields without changing the settings in the Laserfiche repository.

Note: To configure fields, you must have the appropriate permissions in Laserfiche.

To open the Configure Fields dialog box

1. Select the name of the document class in the Session Configuration Pane.
2. Select Configure fields from the Action menu or the bottom of the Tasks Pane on the right. You can also double-click the template name or No template assigned at the top of the Fields tab.

   

3. The Configure Fields dialog box will open.

General

In the General tab of the Configure Fields dialog box, fields can be reviewed, rearranged, and modified in various ways, including:

• Added independently to the templates
• Hidden from scanner operators.
• Made required.
• Made read-only.
• Moved up or down in the template.
• Connected to zoom fields on the associated image to ease review and editing.
• Constrained.

Real-Time  Processes

In the Real-Time Processes tab, you can create processes that can update or compare data during Revision.