Creating a Session: Quick Wizard

A session contains configuration information that specifies how Quick Fields 8 should handle documents. You can create a session using a number of different methods, one of which is using the quick wizard.

The quick wizard is designed for users who are familiar with creating sessions. It guides you through the process of selecting (but not configuring) a scan source and specifying the login credentials that your session's first document class should use. Session settings that are not defined in the wizard (e.g., sample image configuration, when documents should be sent to the repository, metadata options) should be manually configured by the user once the session is created.

Tip: If you need more help creating a session than the quick wizard provides, use the standard or full wizard.

To use the quick wizard

1. Open the wizard using one of the following methods.
   
   
   • On the Quick Fields 8 Start Page, click New Session Wizard.
   • If you have a session open and want to create a new session, click File, point to New, and select Session Wizard.
2. In the Create Session Wizard dialog box, name the session, select Quick Wizard, and click Next.
3. Configure each of the following screens.
   
   
   • Select a Scan Source
   • Specify a Laserfiche Repository