General

In the General tab of the Laserfiche Capture Engine setup dialog box, you can select a repository to retrieve documents from, and determine how to retrieve documents and what to do with the originals.

Laserfiche Repository and Authentication

The repository and authentication method you selected when first selecting Laserfiche Capture Engine will appear under Laserfiche Repository and Authentication.

• Click Change... to specify a new server, repository, or authentication method.
• When Remember login information is selected, you will not need to enter your login information each time you connect to the repository using Laserfiche Capture Engine. When it is cleared, you will need to log in each time.

Image Sorting

When Presort images to reflect document structure is selected, imaged documents will enter Quick Fields organized into documents as they were in the Laserfiche repository.

When Presort images to reflect document structure is cleared, all the image pages will enter Quick Fields as a single set, and will only be sorted into documents according to the settings in Quick Fields. This is useful if you have pages that have not already been defined into documents, or if you want to change the document structure.

Note: This selection is one factor in how pages will be grouped into documents by Quick Fields. The others are the Document Length settings in the Document Properties and the Identification conditions. All of these factors will apply to the pages, and whichever condition is met first will cause the creation of a new document. It is important to consider all the factors so you get the desired results.

Post Processing Action

Under Post Processing Action, you can choose what will happen to the original documents and shortcuts once they have been processed in Quick Fields.

To specify post processing actions

1. Select the Document or Electronic Document row.
2. Click Configure...
3. The Configure Post Processing Action dialog box will appear.
4. You can specify actions for image documents, document shortcuts, electronic documents and electronic document shortcuts.

Depending on the selection, the original documents or shortcuts will be handled as follows:

• None: Remain in their original locations in the Laserfiche repository.
• Delete: Removed from the Laserfiche repository.
• Move to: Move to a different location in the Laserfiche repository. You can use tokens to create the new folders in the repository or browse to an existing folder.
• Assign tag: Be assigned the specified tag. You can then use the tags to search for the documents in Laserfiche and move, delete, or otherwise revise them in the repository.

When Confirm the deletion of the source documents is selected, a dialog will appear when you click the Scan button, asking you to confirm that you want to delete the documents in the repository. When it is cleared, the documents will be deleted without requiring confirmation.