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Removing Fields and Templates

You can remove fields and templates from an entry (document or folder) in the Fields tab of the Metadata dialog box, or in the Fields tab of the Metadata Pane in the Document Viewer.

Removing a template will remove all of its fields and their values, but will not affect any fields applied individually. Fields assigned as part of a template must be removed along with the template--you cannot remove an existing field from a template in the Laserfiche Client or Web Access. Individual fields can be removed without affecting any template or other fields on the document.

Warning: When you remove a template and/or fields, the field values will be permanently removed as soon as you save the entry. If the entry is a document and version tracking has been enabled, you can retrieve those values from the version history; if version tracking is not enabled, the values will be permanently deleted.

To remove a template from an entry

  1. Open the Metadata dialog box or Metadata Pane for any entry.
  2. Select the Fields tab.
  3. In the Template option, select No template assigned.
  4. Click OK to save your changes.

To remove a field from an entry

  1. Open the Metadata dialog box for any entry. See Metadata dialog box for information about viewing the Metadata dialog box in the Folder Browser, or Metadata Pane for information about viewing the Metadata dialog box in the Document Viewer.
  2. Select the Fields tab.
  3. Click Add/Remove Fields. This will open the Choose Fields dialog box.
  4. Clear the field or fields you want to remove.
  5. Click OK to close the Choose Fields dialog box.
  6. Click OK to save your changes.

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