Managing Metadata During Revision

During Revision, you can change the template and fields associated with a document.

Note: Changing the template will remove any template and field customizations associated with the document class. For example, if the template you remove had a field for Social Security Numbers with a constraint created in Quick Fields to limit them to the format xxx-xx-xxxx, that constraint will disappear along with the template.

To change the template and fields of a document during Revision

1. Select the document in the Document Revision Pane.
2. Select Configure fields from the Action menu or the bottom of the Tasks Pane.
3. The Document Metadata dialog box will open, and you can assign a new template and fields to the selected document.

   

Changing the Template

Under Set the template is a drop-down list of all the templates available to you in the Laserfiche repository associated with the document class.

To change the template

1. Select a template from the list.
2. Click Set. If a different template was previously assigned to that document, a dialog box may appear asking you to choose which of the existing fields you'd like to keep after reassigning the template.
3. Make a selection and click OK. If you choose a particular setting and select Do not show me again, that will become the default setting and the dialog box will no longer appear.

Adding Fields

Under Add/Remove Fields is a drop-down list of all the fields available to you in the Laserfiche repository associated with that document class.

To add a field

1. Select Add/Remove Fields.
2. In the Choose Fields dialog box, select the fields you want to add and click OK.

Tip: If a document image has text associated with it, you can draw a rectangle around the desired text on the image in the Display Pane and copy and paste it elsewhere to help define the document (field value, document name, etc.).