Question

Clear Metadata on Laserfiche Scanning for subsequent documents scanned

Scanning Laserfiche

Updated July 26, 2023

asked on July 18, 2023

When scanning is performed and metadata is assigned, once the document is stored, when you pull in a new scanned document, the metadata appears from the first document. The users have to clear each field with the new information.

Is there a setting or attribute that can clear the fields? I realize they could close scanning and re-open it but that all adds time to the process.

Thanks

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Replies

replied on July 18, 2023

Hi Shaun,

I can't recreate the issue you're describing.

In Laserfiche Scanning, there is a section for "Default properties" where you can assign a default template and field values to be applied to all documents that are scanned in. Can you confirm if that's what you might be seeing, where the metadata is actually being assigned under the "Default properties" section?

If that's not the cause of the observed behavior, then please open a support case and provide screenshots or a video that demonstrate the issue.

Regards

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replied on July 18, 2023

If I'm understanding correctly - it sounds like when you are scanning, you are hitting the button to save that document and start scanning a new one - rather than hitting to button to save that document and close the scanning window. And all of the fields remain populated for the new document.

It's done that for ages (at least since version 8 or 9) and I always found it to be a time saving measure since I didn't have to wait for the scanning window to be closed and re-opened between each document, and if I'm scanning several documents there is at least some similar fields that don't have to change between each one, so I can spend less time re-populating every field each time.

I could be wrong, but I think this is the intended functionality, and probably not something that is configurable.

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replied on July 18, 2023

Hi Matthew,

Yes you've got it correct. Yes this has been done it this way for ages. I have a new client that would rather have those fields cleared every time rather than keeping the values.

It would be nice if there was an option or an attribute that would set to use or not use existing values, as nice as we all love to save time it actually works against them in their scenario where every scan is unique information.

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replied on July 18, 2023

I can't test it, because I'm remote without a scanner - but this setting might help (in the scan utility > File > Options).

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replied on July 26, 2023

The process you are describing is the way Laserfiche scanning has worked for a long time and in some cases the data remaining can be a big benefit. However, as you mention you would like the data removed after storing the document.

Here is the trick: If you type in the metadata before scanning and store the document the metadata will remain. If you scan the document first and the populate the metadata and store the document the metadata will NOT remain.

You will notice when you type the data first the template box has a brown color to it and when you type the data after scanning the template box on the right has a blue color to it. Hope this helps!

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Clear Metadata on Laserfiche Scanning for subsequent documents scanned

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