Current Session: Unidentified Documents

The Unidentified Documents node under Current Session in the Options dialog box enables you to specify what should happen to a session's unidentified documents.

Tip: You can define these settings when creating a session if you are using the full or standard wizard (select the Unidentified Documents option on the Additional Session Settings screen).

To configure unidentified document options

1. For Document name, specify the name that should be applied to unidentified documents. Documents that share the same name will be automatically renamed when they are stored. For example: UnidentifiedDocument, UnidentifiedDocument(2), UnidentifiedDocument(3).

   Note: Do not use tokens to name the document.

2. By default, unidentified documents will not be sent to the repository; they will stay in Quick Fields waiting to be manually identified and/or stored. To change this setting, select Allow documents to be stored into a repository and complete the steps below. If you do not select this option, skip the following steps.

   Note: This option requires the Document Classification add-on or Quick Fields Agent.

   Note: If this option is enabled, unidentified documents will be sent to the repository according to the session's delivery schedule settings.

3. Select Modify to specify the destination location for unidentified documents.
4. In the Session Connection Manager dialog box, configure the following options and click OK.

   

   • Server: Enter the name of your Laserfiche Server.
   • Repository: Select the repository you want the unidentified documents to be stored in.
   • Select one of the following options to specify the login credentials Quick Fields should use to access the repository.
     
     
     • To require users to provide login credentials each time unidentified documents are stored, select Require login when connection is needed.
     • Select Windows Authentication to automatically log in using the Windows credentials associated with the user running the session.
     • Select Laserfiche Authentication to enter credentials associated with a Laserfiche account. These credentials will be used to automatically log in to the repository.
5. For Template, select a template to be added to all unidentified documents. If you do not want to assign a template, select No template assigned from the drop-down list.
6. For Volume, select a volume for unidentified documents. Optionally, select Default Folder Volume to store documents in the default volume assigned to the destination folder.

Note: If you select Default Folder Volume, the folder in question must have a default volume. If it does not, the session will be unable to store unidentified documents.

7. For Folder Path, specify where unidentified documents should be stored. Click the Browse button to select a location in your repository. If no folder path is defined, unidentified documents will be stored in the repository's root directory.