I'll note that if you can control the file name format, it can be much easier (and less error-prone) to use the Split function instead of Pattern Matching (regex) in Workflow.

E.g. Name the file like Name_Field1_Field2_Field3 and then split the entry name into a multi-value token using the underscore character as the delimiter.

It's common practice to have Import Agent import docs into an "Intake" folder. You then have a workflow with a starting condition for Document Creation within this folder. That workflow follows a sequence like so:

1. Parse out file and metadata information
2. Look up metadata from another system if appropriate
   1. E.g. A university might know the StudentID for a doc and use that to query an external Students database for other information like Name, DOB, Major, etc.
3. Assign appropriate template and metadata
4. Rename document to follow convention
5. Move document to appropriate folder location

Within that sequence you may have various Conditionals to determine different paths for different document types and such.

Thanks for the info!

I just had a follow up question about document names. It sounds like Workflow can rename files for me? Does it do this based on a template so it know's what metadata to name the file with?

Also, we want to essentially copy and paste existing folder structures into Laserfiche keeping the associated files. Renaming them would be super handy, and of course  we need to add metadata, however is there any way to make sure the existing folder structure gets put into Laserfiche? Or is this done automatically?