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Question

changing template in scanned document

Version 9 Laserfiche Scanning Security
Updated May 13, 2014
asked on May 13, 2014

 I have scanned a document using the wrong template (client 9.0) and the template field is locked (no drop down box like before scanning).  Is there a way to change it?  I have searched help but what it says to do, I can't.  There is no drop down box for template that allows me to change it.  Please see attached example

template example.docx (384.03 KB)
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replied on May 13, 2014

Looking at your screenshot, you do not have rights to edit the field "Test Start". If you cannot edit one of the fields in an applied template, you are unable to change the template. It is still possible to assign the template in the first place because that is covered by the "Create" right, which is different from the "Edit" right.

 

I believe you will have to get someone with permissions to edit the field to change the template.

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replied on May 13, 2014

THANKS !!!!!!!!!!!!!!!  I actually am the administrator but did not realize that was the item standing in my way.  I think Test Start was inserted by my reseller during a testing period because it isn't used and doesn't mean anything to any workflow we run.

 

Thanks so much - it is fixed.

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