Quick Fields Videos

Quick Fields is an automated data capture solution. These videos explore how to configure and use Quick Fields.

ClosedConnecting Quick Fields Scanning to a Quick Fields Server

This video shows how to connect Quick Fields Scanning to a Quick Fields Server so it can access sessions and document classes. Users enter and test the server URL on the Server tab and can later change or reset the connection from the File > Server menu.

ClosedOpening and Running a Session in Quick Fields Scanning

This video shows how to open and run a published Quick Fields session in Quick Fields Scanning. Users can run the session as is, make minor local adjustments, save it as a workspace, and reopen it later from the Start Page or Recent list.

ClosedChanging a Session or Document Class in Quick Fields Scanning

This video explains how to change the session or document class used to identify and process documents in Quick Fields Scanning. Users can select from linked document classes, revert to the original configuration, choose recent configurations, or manually select a different session or document class before scanning.

ClosedIdentifying Documents in Quick Fields Scanning

This video explains how to identify documents in Quick Fields Scanning when they are unidentified or misidentified. Users can assign or correct a document’s class from the document list, which then allows processing to run and enables editing of names, metadata, and storage settings.

ClosedModifying Documents in Quick Fields Scanning

This video explains how to modify documents in Quick Fields Scanning, including editing document properties, pages, and metadata. Users can rename, reprocess, split, rearrange, store, or delete documents and pages individually or in bulk using the document list, pages view, metadata pane, and ribbon options.

ClosedChanging the Document Storage Location in Quick Fields Scanning

This video explains how to change a document’s repository storage location in Quick Fields Scanning using the Metadata Pane. Users can manually edit folder paths, reorganize folders by dragging and dropping, apply changes to multiple documents, and then store documents in the updated location.