How Identification Works

When pages scanned into Quick Fields reach the Identification stage, Quick Fields compares each page to the identification conditions defined within the processes there to see whether that page should become the first page of a new document in that document class. A page is defined as image or text. According to the default Quick Fields settings, a page that matches the identification conditions will be assigned to the document class. Each following page that does not match the identification conditions will be appended to the first page as additional pages of the document. When another page does meet the identification conditions, it will become the first page in a new document.

Example: The Human Resources Department is processing job applications. Each application packet consists of a standardized application form followed by supplementary materials such as resumes, letters of recommendation, transcripts, writing samples, and so on. They configure a Quick Fields session with a document class named "Job Applications." In the Identification node under that document class, they configure a Form Identification process to recognize their standardized job application form. When they place the documents into the scanner, they organize them so the standardized form precedes the supplemental materials for each applicant. When scanned, the applications will be grouped into packets with the standardized form as the first page of each.

Advanced Options and Identification

When you configure advanced options in other areas, they can affect the Identification stage as well. All the following factors affect how pages are sorted into documents in Laserfiche:

• Identification processes and conditions.
• The default Document Length configured for the document class.
• Using Laserfiche Capture Engine and enabling the presort setting to keep pages organized into documents as they were in Laserfiche.
• Scanning electronic documents.

When more than one of these properties is configured, they will all apply. The first criteria met will be used to organize the pages into documents. If a page meets none of the conditions, it may be sent to Unidentified Documents. In some cases they can help you sort out unnecessary pages or reorganize documents. Since they can also interfere with each other, it is best to carefully plan your session and configure them with care.

Using multiple document classes also involves special considerations.