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Question

Question

How to assign a naming scheme to a template?

asked on March 31

Hello, I want to know if it is possible to create a naming scheme based on a chosen scanning template.  This is what the user wants:

 

The data entered into the form shall be populated into the title of the document to be filed.

Metadata Form Title:  Human Resources – Personnel Related Documents

Fields – each of the below shall be separated by a space, -, space in between when populated into the title of the document. Last name and first name shall be separated by a comma.

  1. Related Topic
  2. Year applicable to
  3. Municipality/Department
  4. Last Name
  5. First Name
  6. Document name
  7. Document completion date or saved date

 

Is this something that's possible to do in Laserfiche Administration Console?  We are on the Windows client of Laserfiche 11.

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Replies

replied on March 31

You can do this with Workflow. It can take metadata fields from your templates and use them to complete your naming convention.

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