Modifying Metadata and Volumes (Standard)

While reviewing scanned documents, you can modify their metadata and volume setting.

Tip: A default set of metadata and a volume setting can be assigned to all documents in a scanning session by configuring default properties.

Tip: In addition to modifying a scanned documents metadata and volume setting, you can also edit its destination.

To edit metadata and volume

1. Select a document in the Scanning Explorer Pane.
2. In the Document Properties Pane, edit the document's name.

   

   Note: All documents must have a unique name. For example, if you assign a default name of My Scanned Document, only the first document sent to a Laserfiche repository will retain this exact name. All additional documents will be appended with (number), such as My Scanned Document (2). The token button can be used to name the document, before scanning, under Default Properties.

3. In the Fields tab, edit the document's template and/or field values.

   

   Note: A white exclamation point icon indicates an error associated with a field. Hover over the icon for more information.

   Note: A document's name, template, and volume cannot be edited when scanning pages into an existing document.

4. Select the Tags tab. Assign and/remove tags and tag comments.

   

5. Select the Settings tab.

   

6. Specify a volume for the document(s) to be stored in.

Tip: When you have finished reviewing and modifying documents, store them in a Laserfiche repository