Administration Console Document Classes

You can access document classes stored on the Quick Fields Server (with appropriate permissions) from the Quick Fields Administration Console.

In the Quick Fields Administration Console

  1. Click Document Classes in the top toolbar.
  2. A list of document classes on the Quick Fields Server you are connected to will be displayed in the left pane. You can
    • Search for document classes in the Search by document class name search box at the top of the page.
    • Click the column header to sort by that specific column. For example, clicking Name in the Name column will sort the document classes in alphabetical order by name.
    • Hover over a column header to display its filter button . Press the filter button to display different column filters for that specific column. For example, clicking the filter button in the Creation date column header displays options to filter by a date range. You can also filter by multiple columns.
  3. Clicking on a document class name in the left pane will display its details in the right pane.
  4. Selecting the checkboxes next to multiple document classes lets you perform actions on multiple document classes at a time.

Import: Imports a previously downloaded document class (in zip format).

  1. Click the Import button .
  2. Browse to the previously downloaded document class you want to import and click Open.
  3. If there are name conflicts, you will see a Name Conflict dialog box. Hover over each option for an explanation of what it does. Choose if you want to:

    • Import as new version The document class will be imported as a new version of the existing document class on the Quick Fields Server.
    • Keep both: The document class will be imported and automatically renamed. The existing document class on the Quick Fields Server will not be affected.
    • Use existing document class: The existing document class on the Quick Fields Server will be used and linked to the session. The new document class will not be imported. When importing multiple document classes, this option will only cancel the import for the document class that encountered the name conflict. All other document classes will be imported normally.

      Note: This option only appears when importing a session containing a document class that already exists on the Quick Fields Server.

    • Skip:The new document class will not be imported.

      Note: This option only appears when importing document classes not associated with a session.

  4. The import status will be displayed in the Import Document Classes dialog box. Click Close when finished.

Download: Downloads selected document classes in zip format.

  1. Select the checkboxes next to the document classes you want to download.
  2. Click the Download button .
  3. Confirm the download in the Download Document Classes dialog by clicking Download.
  4. Choose where you want the downloaded zip files saved.

Delete: Deletes the selected document classes.

  1. Select the checkboxes next to the document classes you want to delete.
  2. Click the Delete button .

Customize Columns: Lets you modify the displayed columns.

  1. Click the Configure Columns button .
  2. In the Configure Columns dialog box, drag columns from Available columns to Displayed columns to display them. Drag each column up or down to reorder the columns displayed. Drag them from Displayed columns to Available columns to hide them.

  3. Click Save to save the column display or Reset to reset the columns to the default display.

Details Pane: Displays or hides the details of the selected document class.

  • Click the right arrow to hide the Details Pane . Click the left arrow to display the Details Pane .

Document Class Details

Clicking on a document class name in the left pane of the Document Classes section of the Quick Fields Administration Console will display that document class's details in the right pane. You can rename a document class by clicking the Rename button to the right of the document class name at the top of the details pane.

Overview

The Overview section in the right pane displays document class overview information, storage information, and the sample pages associated with the document class.

Document Class Overview

  • Created on: Date the document class was published from Quick Fields or imported via the Quick Fields Administration Console to the Quick Fields Server.
  • Last modified on: Date the document class was republished to the Quick Fields server after being modified in Quick Fields. The modified date will also update if you restore a version or import a new one. Changing the document class name, description, etc. will not update the modification date.
  • Server: The Laserfiche Server on which the repository is located.
  • Repository: The repository the document class is configured to send to.
  • User/Group:The user/group credentials used to sign in to the repository to send the documents.
  • Description: Description of the document class. Click Add description to add a description. Click Edit to modify an existing description.

Storage

  • Default document name:The name of the documents processed and stored.
  • Folder path: The repository location to which the documents will be stored.

Sample Pages

  • Sample pages associated with the document class will be listed here as thumbnails. Click on one to preview it.

Sessions

The Sessions section displays the sessions the selected document class is linked to. Click the name of a column to sort by that column.

Add session

In Quick Fields 10 and later, sessions and document classes exist independently of each other on the Quick Fields Server but can be linked together. This allows sessions and document classes to be more modular with less duplication. For example, a session contains configuration information for identifying documents. If you are scanning large batches of multiple types of documents, you can link the document classes to a session for identification purposes. If you are scanning one type of document, you can manually assign a document class to those scanned documents and do not need to link to a session for identification. In other cases, you may find it useful to have multiple sessions link to the same document class, instead of duplicating document classes across sessions.

  • To link additional sessions to the selected document class, click Add session and start typing the name of the session you want to link. Select the desired session from the list that appears and click Create links.

  • To unlink a session, select it from the list and click Remove. Confirm that you want to remove the link between the document class and the session by clicking Remove links in the dialog box. The session will not be removed from other document classes it's linked to, nor will it be removed from the Quick Fields Server.

Access Rights

The Access Rights section displays the users and groups who have access to the selected document class and what level of access they have. Click the name of a column to sort by that column.

Note: Administrators will always have full access and users without any access rights will have view only access by default. See Quick Fields Security for more information.

To add and configure users and groups for the selected document class

  1. Click Add user/group.

  2. In the Add Users/Groups dialog box, start typing the name of the user or group you want to add, then select the desired user or group from the list that appears.

  3. Under Access Rights, select if you want the added user or group to have Full rights, Viewer rights, or no rights.
    • Full: The user or group will have full access to the document class. They will be able to see, modify, and run the document class in the Quick Fields Administration Console, Quick Fields, and Quick Fields Scanning.
    • Viewer: The user or group will only be able to view and run the document class in the Quick Fields Administration Console, Quick Fields, and Quick Fields Scanning.
    • Denied:The user will not have any access to the document class in the Quick Fields Administration Console, Quick Fields, or Quick Fields Scanning.
  4. To edit the rights of a specific user or group, select the check box to the left of the user or group and click Edit rights. In the Set Access Rights dialog box, modify the user or group's rights and click Save.

  5. To remove a user or group, select the checkbox to the left of the user or group and click Remove.

For more information, see the Quick Fields Server Security topic.

Versions

The Versions section displays the current and old versions of the selected document class. You can filter the list of versions by when they were created or who created them.

  • Click Created anytime to filter by all dates, today, this week, this month, or define a custom date range.
  • Click Created by anyone and select the user you want to filter by.

Current Version

Displays the current version, the date it was versioned, and who it was modified by. Click Download to download the current version.

Older Version

Displays a list of the document class's previous versions, the dates they were versioned, and who they were modified by. Click Download next to the older version you want to download. Click Restore next to a version to designate it the current version. The restored version will replace the current version.

To import a new version

  1. Click Import new version.
  2. Browse to the document class file (zip format) you want to upload as the new version.