Creating a Document Class Using the Full Wizard

The full document class wizard is designed to guide you through configuring the settings for a document class.

To create a new document class using the Full 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 Full Wizard, then click Next

    Full Document Class Creation Wizard

  5. In the Laserfiche Repository step, select the repository where documents in this document class will be stored and the login information that will be used to connect to the repository.

    1. Select the Network Repository option.
    2. For Server, enter or select the name of your Laserfiche Server.
    3. For Repository, select the repository where you want documents from the class to be stored.
    4. To configure Quick Fields to use secure network communications when connecting to Laserfiche, select the Use TLS checkbox.

      Note: If you do not use the fully qualified domain name (i.e., servername.laserfiche.com) when entering the server name, you will not be able to authenticate using TLS. You will receive an Internal SSL error when attempting to validate the connection.

    5. Click Configure authentication to specify the sign-in credentials the document class will use to connect to Laserfiche.
      • 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.

    6. To ensure the sign-in credentials you have provided are valid, click Validate. If the information is valid, click Next to proceed to the Sample Pages step.

      Note: The user specified must have rights to perform all the actions the session calls for. For example, if the user cannot create documents in the repository, the session will not be able to store processed documents.

    7. To configure the Laserfiche Cloud repository connection for the document class

    8. Select the Cloud Repository option.
    9. Click Configure authentication to specify the sign-in credentials the document class will use to connect to Laserfiche.
    10. If 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).
    11.  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.

    12. Click OK.
  6. Click Next to proceed to the next step.
  7. In the Sample Pages step, scan or import sample pages that will be used by your session's first document class.

    Sample Pages

    Note: Though you are not required to add your own sample page, keep in mind they can help you optimize your session without having to scan a large number of test images. If you do not add a custom sample page, the default page will be used.

  8. Click Add a sample page. Give the sample page a name and press Enter.
    • Click Import under Image to browse to and select an image on your machine or a network drive.
    • Click Scan under Image to scan an image.
    • Click OCR under Text to OCR the imported or scanned image.
    • Click Import under Text to import a text file.
  9. Under Page, double-click the page number and specify which page the sample image should represent. You can also drag the grip icon Grip icon to the left of the page number and move it to the desired page location.

    Example: Ed selects a sample image and configures it to represent page 2. When configuring his session, Ed decides to apply an image enhancement to this page. When he selects the enhancement, Quick Fields shows Ed the sample image that represents page 2. This allows Ed to configure and test the enhancement using the correct page.

  10. Optional: You can use the Preview toolbar to zoom in/out, rotate the image, pan, view the image in a maximized window, and view the samples page's image or text. You can also set a page as the default page by clicking the star next to it to turn it yellow. To delete a sample page, like the one that comes with Quick Fields, click the trash can Delete next to the page you want to delete.

    Note: The first sample page configured for each document class will be available as a sample page in Pre-Classification Processing.

    Tip: To zoom in to a certain part of the image, click on the image and draw a box around an area. To set the zoom to fit the screen, double click the image.

  11. Repeat the steps above for each additional sample page you want to add.

    Tip: You should only add more than one sample image if you plan on applying processes or image enhancements to different pages in your documents.

    Tip: Quick Fields comes with a default sample page. You can replace this page with your own by selecting it and performing one of the actions in step 1.

  12. Click Next to proceed to the next step.
  13. In the Document Metadata step, specify the template and volume that should be associated with your session's first document class.

    Document Metadata step of the Full Document Class wizard

    1. For Template, select a template to be added to processed documents. If you do not want to assign a template, select No template assigned from the drop-down list.
    2. For Volume, select a volume for processed documents. Optionally, select Default Folder Volume to configure the session to store documents in the default volume assigned to the folder where the document will be stored (the folder can be assigned on the following screen).

      Note: If you select Default Folder Volume, the folder in question must have a default volume or the session will be unable to store documents.

      Tip: If the template or volume you want to use is not available, click Refresh to update the items in the drop-down boxes.

  14. Click Next to proceed to the next step.
  15. In the Document Location step, specify the name and destination location for documents in that class.

    Document Location step in the Full Document Class Creation wizard

    • For Document Name, specify a default name for processed documents. Enter static text, click Token button to use tokens, or use a combination of the two.

      Tip: Documents that share the same name will be automatically renamed when they are stored (e.g., MyDocument, MyDocument(2), MyDocument(3)). To avoid this issue, use tokens to create unique names.

    • For Folder Path, specify where processed documents should be stored. Click Browse button to select a location in your repository. You can also enter static text, click Token button to use tokens, or use a combination of the two.
  16. Click Next to review all settings for the document class and finish the wizard.

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.