Metadata and Annotations
Metadata
Laserfiche metadata is user-provided information about a document as a whole. For instance, you might want to add search terms to a document, connect a message to its attachment, or provide a client's phone number alongside one of that client's documents for future reference. All of these things can be done with metadata.
There are five types of metadata: fields and templates, tags, links, versions, and digital signatures. All five types can be applied to any kind of document; in addition, fields, templates, tags, and document relationships can be applied to folders. (Shortcuts do not have metadata.) Each metadata type has its own benefits and drawbacks, and using metadata wisely can make it much easier to find the information you need quickly.
See a video on metadataAnnotations
Annotations are pieces of information applied directly to an image or text page in a document. For instance, you might choose to highlight or redact a line of text, add additional information via a sticky note, or draw a box around a particularly important part of an image. Every annotation has a specific location in a document's pages.
There are many types of annotations, but they fall into two broad categories: linkable annotations and all other annotations. Linkable annotations, such as redactions and highlights, can be applied to both text pages and image pages, and can be "linked" so that the same portion of the document is redacted, highlighted, underlined or struck out on both image and text. Other annotation types can only be applied to image pages. If a document has neither text pages nor image pages, you cannot annotate it. (Since folders and shortcuts never have text or image pages, they cannot be annotated.)
