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Scanned Documents (Standard)

This portion of the Options dialog box enables you to define default properties for all future scanning sessions. If you encounter atypical scanning sessions and/or documents that should not inherit these properties, you can modify these values during the configuration and/or revision process.

To configure this node

  1. Select Options under File in the menu bar.
  2. Select the Scanned Document node.
  3. Configure the following:
    OptionDescription
    Document name

    Defines a default name for scanned documents.

    • Use client autoname settings: Documents will be named according to the default name defined in Tools, Options, Autoname, General in the Laserfiche Client.
    • Use last scanned document name: Documents will inherit the name of the last document scanned. This setting is dynamic.
    • Custom: Assign a custom default name.
    Template

    Defines a default template for scanned documents.

    • Use client import settings: Documents will be assigned the template defined in Tools, Options, New Documents, General in the Laserfiche Client.
    • Use folder last scanned into: Documents will inherit the template of the Laserfiche Client folder that was last scanned into. If the folder has no template, documents will not be assigned a template. This setting is dynamic.
    • Use last template assigned to scan: Documents will inherit the template of the last document scanned. If the last scanned document was not assigned a template, future documents will not be assigned a template. This setting is dynamic.
    • No template assigned: Documents will not be assigned a template.
    • Assign a custom template to scanned documents. Available templates will be listed.
    Volume

    Defines a default volume for scanned documents.

    • Use client import settings: Documents will be assigned to the volume defined in Tools, Options, New Documents, General in the Laserfiche Client.
    • Use folder default volume: Documents will inherit the default volume of the Laserfiche Client folder they are scanned into.

      Tip: To define a default volume to a folder in the Laserfiche Client, right-click the folder, select Properties, select the Folder tab, and select a volume from the drop-down box. Ensure that you have sufficient rights.

    • Use last volume scanned to: Documents will inherit the last volume used by Laserfiche Scanning. This setting is dynamic.
    • Assign a custom volume. Available volumes will be listed.
    Auto-sign

    Defines signing behavior for scanned documents.

    Note: This option will only be displayed if the repository is licensed for digital signatures.

    • Do not auto-sign: Documents will not be automatically signed.
    • Use client import settings: Automatic signing behavior, including the default signature, will match the settings in Tools, Options, New Documents, General in the Laserfiche Client.
    • Remember last scan session: Automatic signing behavior, including the default signature, will match the settings used the last time you performed a scan.
  4. This dialog box also allows you to delay loading document properties until the scan window is open. This allows the initial opening of Laserfiche Scanning to proceed faster, since some elements will load later.