This is my first project with Laserfiche and Quick Fields so please excuse any misconceptions or errors as a result of my inexperience. I'm trying to learn as much as I can but the sheer volume of information is a bit overwhelming.
I am trying to set up a session to be run on folders that contain three types of documents: meeting agendas, staff reports, and staff report attachments.
The agendas have been pretty straightforward in their processing because their format is standardized and I have been able to set up Zone OCRs to get what I need.
The other types of documents are where I'm hitting a wall.
Most of the identifying information that I would like to use to classify the document and populate metadata is found in the file name and not within the document itself. Is there a way to extract that information and have QuickFields use it to populate metadata? Or classify the document to set off certain processes?
Example File Name: Staff Report Veterans Park Parking Lot Awarded Sturgeon and Sons- mj
From this I would like to pull out and populate to metadata as follows:
Document Type: Staff Report
Agenda Item: Veterans Park Parking Lot Awarded Sturgeon and Sons
Submitter: MJ