Document Properties Pane (Basic)

This pane enables you to specify the name, template, field values, tags, and volume to be associated with a scanned document, as well as whether the document should be automatically signed if the repository is licensed for digital signatures. This information can be assigned before or after scanning.

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

Note: Default document names are inherited from the Autoname setting in the Laserfiche Client.  To edit this preference, select Tools, Options, Autoname.

Note: If your repository is licensed for digital signatures, you can sign documents by selecting Auto-sign documents in the Settings tab. See Signing a Document in Scanning for more information.