laserfiche quick fields 9.0 in the spotlight - webinar

Quick Fields 9.0 in the Spotlight

Misty Kalousek

Technical Writer

Conference Line: 1-855-244-8681Event Number: 924 789 621

What is Quick Fields?

‣ Automated data capture solution‣ Capture and classify

• Images • Electronic Documents

‣ Extract information as metadata‣ Standardize names and folder paths

Agenda

‣ Existing features‣ New processes‣ Processing stages‣ Tokens and token functions‣ User interface updates‣ Demo

Retrieve PDF Form Content

Retrieve PDF Form Content

Copy OCR’d Image Text

New Processes

Conditional Process

What is a token?

‣ Placeholder for a future value

Assign Token Value

Token Accumulator

Tokens

Tokens

Token Dialog and Functions

Token Function

Processing Stages

Page Identification Stages

Post-Processing

User Interface Updates

Sample Pages

PDF Handling

‣ Extract text‣ Flatten PDF Forms

Launch a Workflow

Improvements to Quick Fields Agent

‣ Laserfiche Web Administration Console‣ Email Notifications

Job Applications Demo

Next Steps and Resources

How to Upgrade

‣ Download from support.laserfiche.com‣ Migration Utility Required?

• From Quick Fields 7: Yes!• From Quick Fields 8: No!

Resources

‣ Papers• What’s New in Quick Fields 9?• Getting Started with Quick Fields 9

‣ Help Files (F1 or Help buttons)‣ Get inspired by your peers on the Solution

Exchange. ‣ Certify your skills with the CPP

Questions?