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Question

Quickfields - Ignore rest of document after first page

Quick Fields
Updated May 31, 2024
asked on May 31, 2024

I am trying to have a quickfields session that will classify a document, once it reads the information on that first page, I want it to add the entire document to the document manager, I do not want quickfields to see the rest of the pages on that document. 

 

Is there a way to skip pages after a classification?

 

Thank you,

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Answer

SELECTED ANSWER
replied on May 31, 2024

So you have a stack of pages... and that stack of pages contains:
1) packets that contain multiple documents, some of which would be identified by other document classes
2) individual documents that are identified by document classes

In this case, I recommend having multiple Quick Fields sessions.  The first session would identify and separate out the packets, with all their pages, from all the other pages.  The second session would be run on the "other pages" to form them into documents (or it might be better to do the reverse and separate out the other documents first if they're already separated by file or something--it'll depend on your specific situation).

Alternatively, you might want to take a step back and look at your overall process and why packets are ending up in the "same stack of pages" as the other documents and see if there's a process improvement that can be made.

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Replies

replied on May 31, 2024

If you set up identification conditions on the first page of the document that are sufficiently specific, such that no other pages in the document will satisfy them, then Quick Fields will do exactly what you're asking for (unidentified pages are added to the same document as the previously identified page).

If your documents are always the same length, you can instead use the Last Page Identification condition to "Limit documents to __ pages".

I'm not sure what you mean by "I do not want quickfields to see...".  Do you mean you don't want it to spend time evaluating conditions on them? Or don't want it to run Pre-Classification processes on them? Or...?

Note that there are also some other settings that can affect this behavior, such as "Keep each file as a separate document".

For more information about how Quick Fields performs document identification, I recommend the online documentation.

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replied on May 31, 2024

Thank you for your reply Jacob.

 

The issue we are experiencing is we have a packet that has a coverpage, we want quickfields to identify the coverpage and move the entire document to the document manager, we do not want quickifields to attempt to identify any other pages on that document. 

The packet contains other documents that would be classified and split up by Quickfields, we want to avoid any splitting of the document after the first page is identified. 

 

The packet does not have a static number of pages, so we cannot limit the number of pages. 

 

We already have "keep each file as a separate document" enabled, we do not want to change this as it may affect the classifications for other documents.

 

Thank you, 

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SELECTED ANSWER
replied on May 31, 2024

So you have a stack of pages... and that stack of pages contains:
1) packets that contain multiple documents, some of which would be identified by other document classes
2) individual documents that are identified by document classes

In this case, I recommend having multiple Quick Fields sessions.  The first session would identify and separate out the packets, with all their pages, from all the other pages.  The second session would be run on the "other pages" to form them into documents (or it might be better to do the reverse and separate out the other documents first if they're already separated by file or something--it'll depend on your specific situation).

Alternatively, you might want to take a step back and look at your overall process and why packets are ending up in the "same stack of pages" as the other documents and see if there's a process improvement that can be made.

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