When the name of a document class is selected, you can configure the default name for documents assigned to that document class at the top of the Tasks Pane. You can specify text to be used in the name of every document, use tokens to dynamically generate the name, or a combination of both methods.
Note: Process tokens will only be available after you have configured a data extraction process.
To create the default document name
- Type text in the
Default document name box. - Click the token button (right arrow)
to insert a token into the document name. The token will be replaced with a value upon processing or storage.
Example: Chloe types the phrase "Building Permit" into the Default document name box. She also uses a Field token for a Laserfiche field named "District." The default document name will look like Building Permit %(Fields.District). Upon storage, the value in the field will replace the token in the document name. When the documents are stored in Laserfiche, the names will look similar to Building Permit District 4.