The original problem has now caused other problems. I have limited experience with Quick Fields (8.3) and that's where this problem starts.

The basic process involved starts at a workstation where documents are scanned. The resulting documents are stored in a folder in the repository. There is another workstation used for nothing but running Quick Fields which picks up the documents and completes the process. The problem started when Quick Fields could not identify certain document classes. Pattern Matching is being used for identification of all four document classes. When I started, Invoices were the primary concern because when they came into Quick Fields they showed up in the document manager as unidentified documents. I got some help from Laserfiche Support and even sent a copy of the configuration. The reply I got back was that the configuration could have never worked and the Identification process needed to be done with Zone OCR. I worked on trying to convert those processes without any success. I went back to working on the Pattern Matching solution and had some success. Then we ran a batch to test and Invoices went through but Packing Lists were not being identified. I tweaked the pattern that was being used in the token dialog and what I did passed the test. It did not work during the process however.

My immediate problem is with documents sitting in the Document Manager that I have to do something with. I have unidentified Packing Lists that I can right-click and assign to a document class but when I do that they go somewhere and I'm not sure where that is. I also have documents above the unidentified section that have icons that look like a document with a red circle in the bottom right corner. I've been told to get those unidentified Packing Lists into a specific folder in the repository with the matching Invoice and Sale Order. I'm not sure at this point how to get that done.