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Question

Question

Use QF to update document metadata *only*

asked on June 23, 2014

Using LF 8.3.1.

 

Can QF be used to update the metadata of a document without making any other change to the document?  I.e. without creating or deleting any documents?

 

 

 

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Answer

SELECTED ANSWER
replied on June 23, 2014 Show version history

Yes. You can configure the Capture Engine settings in your Quick Fields session to keep each entry as a separate document and only retrieve fields and nothing else. Then for the document class, use %(Name) for the default document name and %(Path) for where to store the documents in. Lastly, configure the document class options to merge the documents and to overwrite field values with the new values specified in Quick Fields.

 

The end result is that Quick Fields will scan in the existing documents, but only grab the field values. Then you can update the metadata and when storing the documents back into the repository, it will merge back in with the original documents so that no new documents are created, while also using the new field values specified.

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Replies

replied on June 23, 2014 Show version history

Here are the help files on merging documents in Quick Fields 8.3.

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replied on June 25, 2014

Alexander and Misty - thank you.  I tried what you suggested, and it worked for us.  In fact, we may go back and re-do some of our older QF sessions to take advantage of this knowledge.

 

Thanks again.

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