Getting Started with Quick Fields LAB 103 Jonathan Lai.

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Presentation transcript:

Getting Started with Quick Fields LAB 103 Jonathan Lai

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.

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

The Interface Session Pane Output Pane Image Pane Task Pane

1.Laserfiche Client 2.Quick Fields

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?

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

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

Exercise 1 – Creating a QF Session

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

Image Processing

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

Image Processing

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

Exercise 2 – Setting Up Image Processes

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

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

Exercise 3 – Modifications

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

Assessment

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?

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