1. Getting Started with Quick Fields LAB 103 Jonathan Lai

2. Quick Poll How would you rate your experience with QF? 1.I have never used QF before. 2.I use QF to scan but I have never configured a session. 3.I know how to configure a session but would like to know more.

3. Introduction of Quick Fields (QF) Functions: -Automatic indexing -Automatic folder routing

4. The Interface Session Pane Output Pane Image Pane Task Pane

5. 1.Laserfiche Client 2.Quick Fields

6. The Seven “How’s”: 1)How does QF know where to get the documents from? 2)How does QF know when a new document starts? 3)How does QF extract information from documents? 4)How can QF improve the quality of documents? 5)How does QF auto-populate templates? 6)How does QF know where to route the documents to? 7)How is QF organized?

7. Where do the documents come from? Sources -Laserfiche Capture Engine -Universal Capture -ScanConnect -Kofax -TWAIN

8. How does QF know when a new document starts? Identification -Unique identifier (document name, optical marks, certain codes, bar codes, forms identification)

9. Exercise 1 – Creating a QF Session

10. How do you extract information off the page? Image Processes –Database lookup –Zone OCR –Optical Mark Recognition –Barcode

11. Image Processing

12. What if the documents aren’t clean? Image Enhancements -Permanent vs. temporary -Hardware or software? -Order

13. Image Processing

14. How do the templates get automatically populated? –Zone OCR –Pattern Matching –Barcode –System Tokens

15. Exercise 2 – Setting Up Image Processes

16. How does QF know where to route the documents to? Document Properties -Configure folder destination -Configure document names -Configure templates used for the class

17. In a perfect world… Quality Control -We are relying on the quality of the images -Not everything gets scanned in properly -Zoom Field

18. Exercise 3 – Modifications

19. How is QF organized? -Identification -Image Processes Process Enhancement -Document Properties -Document Classes -Sessions

20. Assessment

21. Recap 1)How does QF know where to get the documents from? 2)How does QF know when a new document starts? 3)How does QF extract information from documents? 4)How can QF improve the quality of documents? 5)How does QF auto-populate templates? 6)How does QF know where to route the documents to? 7)How is QF organized?

22. Continuing Education Conference Labs - Optimizing Quick Fields – LAB 211 - Forms Processing – LAB 209 - Preview of QF 8 – PO 104 Help Files – QF | Help | Contents Support site – support.laserfiche.com Support Forums Advanced QF Training