Creating a Default Setting for Unassigned Documents

If you have the Document Classification add-on or Quick Fields Agent, you can create default properties for documents that have not been assigned to any document class. You can send them all to the same folder in a repository. This is helpful if you want someone other than the scanner operator to be able to review the documents that were not processed in the session.

To set default properties for unidentified documents

1. Select the Unidentified Documents node.
2. In the Tasks Pane, click Modify settings.
3. The Unidentified Documents dialog box will appear.

   

4. By default, all unidentified documents will be given the name Untitled. You can change the default name, and all documents in the Unidentified Documents section will be assigned that name.
5. If desired, specify a Laserfiche repository where unidentified documents will be sent.

To send all documents in the Unidentified Documents section to the same place in a Laserfiche repository

1. Select Allow documents to be stored into a repository.
2. Click Modify. The Session Connection Manager dialog box will open.

   

3. Select your server and repository.
4. Specify the login information.

• Require login when connection is needed: The Quick Fields user sending documents to Laserfiche will need to enter login credentials each time they connect.
• Windows Authentication: The login will be authenticated with the Windows user logged in to the computer running Quick Fields.
• Laserfiche Authentication: Specify a username and password for the Quick Fields session to remember when logging in to the repository where unidentified documents will be stored.

5. Click Validate to confirm that the specified connection works.
6. Once you have established a valid connection, you can select the default template, volume, and folder path for unidentified documents.

• Template: Use the drop-down list to choose from the templates available to you in the specified repository.
• Volume: Use the drop-down list to select a volume.
• Folder Path: Specify a folder path or click the Browse button to navigate to an existing folder path.

7. To apply these settings, click OK.