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Question

Question

Display a group of retrieved document to user and start a workflow when metadata is changed

asked on April 9, 2021

We will soon start the process of scanning over 6 million pages into Laserfiche. I have created a workflow to identify the doc types (we have over 150). and move the documents to the correct structure (i.e., folder/sub-folder) within the repository. Every document is assigned a template with key information (including doc type) initialized. However, there are some documents that the workflow cannot identify due to the output from the OCR (caused by age, quality of the document, holes in the pages, hand-written documents, etc.)  These are moved to a separate folder for manual review. These are assigned a document type of "Doc Type Not Found" or "Text Not Found".

I can do a repository search and find all of the documents that need to be manually reviewed. What I am looking for is a method of displaying each of theses documents (along with its metadata) to an end user who can look at the document and pick the correct document type from the dropdown list. When the document is saved, I want to start another workflow to move the document from the 'manual review' folder to its accurate location within the structure. This will be an iterative process until all of the retrieved documents have been reviewed and had their metadata changed to the correct doc type. 

Any suggestions will be appreciated.

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Replies

replied on April 12, 2021

You're on the right track - since the unidentified documents are already in a folder, have the users browse with the web client to the folder.  They can then select a document, change the metadata, and save the changes.

You would have a workflow that monitors that folder for document changes and it would move the documents to the correct folder, when the user saves the metadata changes.

 

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