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Question

Question

document properties

asked on May 26, 2017

Staff in the various departments scan documents into a holding folder in Laserfiche, which I then process through Quickfields.  Is there a way I can maintain the identity of the original creator and the creation date?  Right now, all items I am processing get my information and the date I have processed it.  Basically, it creates a new document.

I am mainly using the sessions to pull metadata.  Can I simply alter the scanned copy without making a completely new document?  Am I simply missing a setting somewhere?

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Replies

replied on May 26, 2017

Yes, you can store the processed pages and metadata back to the original document. See Document Merging in the help file. You'll want to either tag the documents when sending the data back so Quick Fields knows not to reprocess them over and over or have Workflow move them out of that holding folder.

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