Editing the Contents of Fields and Other Metadata

During the Revision phase, you can review and modify the contents of fields and other metadata before sending the documents to Laserfiche.

To review and modify document metadata

  1. Select the document in the Document Revision Pane.
  2. Review the document properties in the Tasks Pane. You can review Closeddocument name, fields, tags, and volume.

  3. Make any desired changes.

Note: Multi-value field groups are supported in Quick Fields 10.1 and later.

Tip: If a document image has text associated with it, you can draw a rectangle around the desired text on the image in the Display Pane and copy and paste it elsewhere to help define the document (field value, document name, etc.).