Hi Lori,

Can you clarify in what way you're unable to change template field values when using Snapshot? Is it that after you print the document, the Laserfiche Snapshot window with the document properties doesn't appear, so you are unable to modify field values? If it's something else, please provide more context as to what's occurring.

Thanks

I used to be able to enter values in the template of the document properties tab and then save it as my default profile so I would not have to enter them every time.  Example: I have 200 invoices from one vendor, I was able to select that vendor and save it as my default profile so every time I printed with Snapshot, the vendor was already filled in.

To clarify, are you having an issue going into the Laserfiche Snapshot Confiugration and setting a template to use by default with a specific Vendor value filled in the vendor field? Or is the issue the inability to change the field value away from the default?

In the below screenshots, this is how you would normally have things configured where you set a default template and field values and then not have to manually specify them after each Snapshot print job.

If you are wanting the ability to be able to modify the field values after a print job and use something different than what's set by default, then you would want to use the option "Prompt to configure properties"

If I'm still not understanding the issue you're experiencing, please provide additional details to add more context. Another option may be to contact your Laserfiche reseller to open a support case if that's easier for you.

Regards

I want to be able to modify additional field values such as the invoice number and amount as well as the approval status.  Currently, if i set the values that I want to be maintained on every print job that is done, i am no longer able to.  It sets all values back to the original default of the template. As the example below, the only way to get Livestock Express to stay as the vendor, is if I change the default for the field.

Thanks for clarifying. I wasn't able to recreate the issue. Snapshot is configured to prompt for document properties. It had been configured to use the Invoices Template where the Vendor Name field had a default value set. After I Snapshot a document, I'm able to change the Vendor Name value from the default to a different value and save the document. Then in Laserfiche, I can see my document using the new field value.

One thing to note is that I'm using Laserfiche 9.2.0 SP1 from KB 1013588 although there weren't any specific Snapshot fixes.

At this point I would recommend contacting your Laserfiche reseller to open a support case so this matter can be further investigated.

I can also manually change the values each time but what I want to do is when I have 200 invoices with the same vendor and GL Account I want to fill it in only once and then have it repeat every time I select print with snapshot. 

I used to be able to do this on 9.1 but now that I am on 9.2 it no longer works.

We've experienced the same issue. I believe it started in 9.1 and you'd need to look back to 9.0 or earlier to see the desired behavior. Snapshot used to store my preferred value for each list field in my profile, rather than reverting to the field's default value every time the profile loads.

I have this issue as well. This is very frustrating for my users, for over 7 years they have been able to override default values by setting their choice in snapshot configuration and it has worked. Not modifying the template values is not an option.  Additionally, I have run into the same issue when creating a new document from pages of an existing document. Instead of bringing the document field values, it enters the default field value. Now I am unable to update them to the 9 client because of this feature. Is Laserfiche working to remedy this issue?