Creating a Document Class Using the Standard Wizard

The standard document class wizard is designed to help you configure all the basic, necessary settings for a document class.

To create a new document class using the Standard Wizard

1. Select the Classification node in the Session Configuration Pane.
2. From the Action menu, select New Document Class.

   

3. Specify a name for the document class.
4. Choose Standard Wizard.

   

5. Go through the steps of the wizard, as listed below:

• Laserfiche Repository
• Document Metadata
• Document Location

After using the wizard to create a document class, you can configure additional properties, such as document length settings, real-time processes, field values, and more.

• Document Class Properties
• Configure Fields
• Document Class Options
• Multiple Document Classes