Creating a Session: Standard Wizard

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 using the standard wizard.

The standard wizard is designed for users who are generally familiar with creating a session but prefer a moderate amount of help. It guides you through the process of configuring most, but not all, session settings, such as selecting (but not configuring) a scan source, creating a document class (excluding the configuration of sample pages), session permissions, selecting how unidentified documents should be handled, and specifying when processed documents should be sent to the repository. Settings that are not defined in the wizard should be manually configured once the session is created.

Tip: After using the standard wizard while you become accustomed to the settings in Quick Fields, you may want to use a different method to speed up the session creation process.

To use the standard wizard

1. Open the wizard using one of the following methods.
   
   
   • On the Quick Fields Start Page, click New session wizard.

     

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

     

2. In the New Session Wizard dialog box, name the session, select Standard Wizard, and click Next.

   

3. In the Scan Source step, select Universal Capture, ScanConnect, TWAIN, WIA Scan Engine, or Laserfiche Capture Engine, then click Next.

   

4. In the Laserfiche Repository step, specify the login credentials that your session's first document class should use to access the repository.

   

   1. For Server, enter the name of your Laserfiche Server.
   2. For Repository, select the repository you want the document class to be associated with.

   3. Select Use TLS connection to use an encrypted connection.

   4. Click Configure authentication and specify how the document class should log in to the repository.

      

      • 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.

        Note: The user specified must have rights to perform all of 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.

      • To ensure the login credentials provided are valid, click Validate. If the information is valid, the wizard will display Success! Click OK. You cannot proceed until you provide valid credentials.

5. Click Next.

6. In the Document Class Properties step, you will create your session's first document class. Give the document class a name, then click Next.

   

7. In the Document Metadata step, you will specify the template and volume that should be associated with your session's first document class.

   

   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 in question (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.

8. Click Next .
9. In the Document Location step, you will specify the name and destination location for documents processed by your session's first document class.

   

   1. For Document Name, specify a default name for processed documents. Enter static text, click 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.
      

   2. For Folder Path, specify where processed documents should be stored. Click the browse button to select a location in your repository. Enter static text, click the token button (right arrow) to use tokens, or use a combination of the two.

10. Click Next .
11. In the Additional Session Settings step, you can configure miscellaneous settings associated with your session. These settings include what actions scanner operators should have the ability to perform, how unidentified documents should be handled, when processed documents should be sent to the repository, and more.

    

    • General
    • Permissions
    • Unidentified Documents
    • Slide Show
    • Send Documents

    Note: Each option on this screen has a default setting. If you do not configure an option, the default will be used. If this is your first time creating a session, we suggest you explore the available options.

12. Click Next
13. In the Completing the Session Wizard step, review your selections. To modify a selection, click Back. Click Finish to complete the wizard and open the session.