Connection Information

When the name of a document class is selected, in the Properties tab of the Tasks Pane, you can update or change the settings for the Laserfiche repository where documents assigned to that document class will be sent. Your repository and server and type of authentication are displayed under Connection Information. Here, you can also update the latest information from the Laserfiche repository or associate the document class with a different repository.

Refresh

When you click Refresh, the latest settings for the Laserfiche Repository will be reflected in the document class settings in Quick Fields.

Example: Jean-Luc has a document class already configured in Quick Fields. He opens the associated repository and adds a field to the template associated with the document class, creates two new tags, and changes the default volume associated with that folder. When he clicks Refresh in the Properties tab in Quick Fields, all of these settings are updated in Quick Fields for that document class.

Migrate

Click Migrate to send the documents in a document class to a different repository from the one originally associated with that class, or to change the user logged in to the repository associated with the class. If the migration to a new repository produces conflicts, you will be prompted to resolve them. For example, if templates or fields associated with the document class are not found in the new repository, you will be prompted to choose a new template or decide which fields to keep as independent fields.