Creating a Blank Session

A session contains configuration information that specifies how Quick Fields should handle documents. You can create a session using a number of different methods, one of which is creating a blank session.

Creating a blank session is the fastest way to create a session, as you are not guided through the process of defining any of the session's settings. This method is designed for experienced users who know how to manually set session settings and prefer this method to using a wizard.

Tip: If you need help creating a session, use the quick, standard, or full wizard.

To create a blank session

1. Perform one of the following actions.
   
   
   • On the Quick Fields Start Page, click New blank session.

     

   • If you have a session open and want to create a new session, click File, point to New, and select Blank Session.

     

2. Manually set all of the session's settings, such as selecting and configuring a scan source, creating a document class, session permissions, selecting how unidentified documents should be handled, and specifying when processed documents should be sent to the repository.