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