Folder Path

There are several ways to define the default folder path for documents Folder Path assigned to a particular document class.

Browse

You can insert the folder path for a folder that already exists in your Laserfiche repository.

To browse for a folder path

  1. Click Browse....
  2. In the Browse Folders dialog box, browse to the existing Laserfiche folder where you want to store documents assigned to this document class.

    Note: The path should start with either the name of the first folder or a "\" representing the repository root. Do not include the name of the repository in the folder path; this will create a new folder off the root with the repository's name.

  3. Click OK.
  4. The path to that folder will appear in the Folder Path box.

Text

Specify the name of a folder to be created in Laserfiche by typing text in the Folder Path box. When the documents are stored, a new folder with that name will be created in the Laserfiche repository.

Tokens

You can dynamically generate folders and folder paths by inserting tokens in the Folder Path box. Using this method, you can send documents assigned to a single class to different folders in Laserfiche, depending on a particular value.

You can use standard tokens, process tokens, or field tokens in the Folder Path. Process tokens will only be available after you have configured a data extraction process.

To generate a folder path using tokens

  1. Click in the Folder Path box where you want to insert the token.
  2. Click the Token button ().
  3. Select the name of the token you want to insert.
  4. The token will be inserted in the Folder Path box in token syntax. It will be replaced with a value on processing or storage. A folder will be created for each value.

Combination

You can generate a folder path using Browse, Text, and Tokens all together. You can browse to an existing folder and then add text or tokens to create new sub-folders.


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