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Question

Question

Is it possible to change the metadata in a form and uploaded document at the same time once in Laserfiche

asked on June 23, 2014

If documents have been uploaded using forms, once they are in Laserfiche does the metadata update if it is changed? So, if I submit a form with an uploaded document and I change a field in the form, will it also change that field on the document I uploaded with the form?

 

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Replies

replied on June 23, 2014

Hopefully I didn't misinterpret your question, but once a form is saved in Laserfiche any changes you make to the form won't be reflected on that saved document. If you make changes on the Form side, those changes will affect any new forms or documents you save to Laserfiche. You will need to make sure that you're applying the metadata for your attachments as well. You can always have a Workflow that update information for the existing documents already in Laserfiche as well.

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