Manage Metadata

You can customize the metadata that will be applied to the documents in each document class. In the Metadata Management dialog box, templates and fields can be customized for each document class in Quick Fields without changing the settings in the Laserfiche repository.

Note: To manage metadata, you must have the appropriate permissions.

To open the Metadata Management dialog box

1. Select the name of the document class in the Session Configuration Pane.
2. Select Manage Metadata from the Action menu or the bottom of the Tasks Pane.
3. The Metadata Management dialog box will open.

General

In the General tab of the Metadata Management dialog box, fields can be reviewed, rearranged, and modified in various ways, including:

• Added independently to the templates, as in Laserfiche 8.
• Hidden from scanner operators.
• Made required.
• Made read-only.
• Moved up or down in the template.
• Connected to zoom fields on the associated image to ease review and editing.
• Constrained.

Tags

In the Tags tab, you can also customize the tags and tag comments for the document class.

Real-Time  Processes

In the Real-Time Processes tab, you can create processes that can update or compare data during Revision.