Current Session: Unidentified Documents

The ClosedUnidentified Documents node under Current Session in the Options dialog box enables you to specify what should happen to a session's unidentified documents.

Tip: You can define these settings when creating a session if you are using the full or standard wizard (select the Unidentified Documents option on the Additional Session Settings screen).

To configure unidentified document options

  1. For Document name, specify the name that should be applied to unidentified documents. Documents that share the same name will be automatically renamed when they are stored. For example: UnidentifiedDocument, UnidentifiedDocument(2), UnidentifiedDocument(3).

    Note: Do not use tokens to name the document.

  2. By default, unidentified documents will not be sent to the repository; they will stay in Quick Fields waiting to be manually identified and/or stored. To change this setting, select Allow documents to be stored into a repository and complete the steps below. If you do not select this option, skip the following steps.

    Note: This option requires the Document Classification add-on or Quick Fields Agent.

    Note: If this option is enabled, unidentified documents will be sent to the repository according to the session's delivery schedule settings.

  3. Select Modify to specify the destination location for unidentified documents.
  4. In the ClosedSession Connection Manager dialog box, configure the following options and click OK.

    1. Select the Network Repository radio button.
    2. Next to Server, specify the server where the repository is located.
    3. Once a server has been specified, the repositories on that server will be listed in the Repository drop-down menu. Select the repository you want to connect to.
    4. To configure Quick Fields to use secure network communications when connecting to Laserfiche, select the Use TLS Connection checkbox.
    5. Click Configure authentication and select if you want to sign in using Windows authentication, password authentication, or Laserfiche Directory server authentication
      • Select Windows authentication to log in using the Windows credentials associated with the user running the session.
      • Select Laserfiche authentication to enter credentials associated with a Laserfiche account.
      • Optionally, select the Laserfiche Directory Server tab to sign in using Laserfiche Directory Server.
        • Enter your Laserfiche Directory Server username and password.
        • Click Windows Authentication and sign in using your Windows account.
        • Sign in using SAML authentication.

          Note: Laserfiche Webtools Agent lets Quick Fields and Quick Fields Scanning connect to a Laserfiche repository with Laserfiche Directory Server authentication using a longer session so you will not have to enter credentials continuously to stay connected.

      1. Select the Cloud Repository radio button.
      2. Click Configure Authentication.
      3. Enter your Laserfiche Cloud account ID and click Next. You can find the ID in Account Administration under the Plan tab (if you are signed in as an administrator) or in Repository Administration under Summary (if signed in as a user with appropriate access).
      4. If single sign-on (SSO) has been configured, you can sign in using your identify provider or enter your Laserfiche Cloud username and password and click OK.

        Note: Windows authentication cannot be used to connect to Laserfiche Cloud.

        Note: The Laserfiche Cloud session connection will only be connected for a certain amount time. After this time period, users will have to authenticate the session connection again.

      5. Click Apply.
  5. For Template, select a template to be added to all unidentified documents. If you do not want to assign a template, select No template assigned from the drop-down list.
  6. For Volume, select a volume for unidentified documents. Optionally, select Default Folder Volume to store documents in the default volume assigned to the destination folder.

    7. Note: If you select Default Folder Volume, the folder in question must have a default volume. If it does not, the session will be unable to store unidentified documents.

  7. For Folder Path, specify where unidentified documents should be stored. Click the Browse button to select a location in your repository. If no folder path is defined, unidentified documents will be stored in the repository's root directory.