Hey. This seems like a simple problem that Quick Fields should be able to solve, but I'm at a loss. I have documents that have been processed through Quick Fields and are now located in a specific folder within our repository. I want to move them to a different folder based on their Vendor Name meta-data field. I would like to create a session that 1)Goes through the existing folder and finds all the documents with a specific name in the meta-data field 2)Routes only those matching documents to a different folder. Unfortunately, I don't have access to create this through workflow (which I think may be a better choice) so I'm looking for suggestions on how to do this. Any help would be greatly appreciated. Thanks!
Question
Question
Using existing meta-data to file in quickfields
asked on October 27, 2014
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replied on October 27, 2014
You can set Laserfiche Capture Engine in Quick Fields with a template/field filter and it will get only the documents you want. But you're right, Workflow would be a much better choice for this.
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replied on October 31, 2014
Hi Tonya,
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