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Question

Quickfields for generating pages for .PDF files

asked on October 26, 2015

Hi!

i have a series of documents coming into LF. (attachments from LF forms)

they are mostly .PDF's.

i am coming up against the issue of needing to generate the LF pages automatically.

in fact, the electronic file could be discarded. its generally only a scan from a MFD.

i've read the way to do this is use QF. so i set up a session to test.

the laserfiche capture has a nice 'If it is a .PDF, generate pages' tick box....but

It doesn't do it.  It picks up the file ok, but there are still no pages.

Does anyone have suggestions as to why this might not work?

 

Also, my other issue, i would like this to simply process the document and move it to another 'output' location. currently my session creates a new entry. it seems neater to just move the existing one.

 

Looking at this issue from Another direction, does webaccess have any way to preview .PDF yet?

If i could view a .pdf with no generated pages in web access, the above issue wouldn't be.

 

Thanks

 

Mark

 

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Replies

replied on October 26, 2015 Show version history

Did you get an error on the Quick Fields server? I had the same issue, for me it was the security on the PDF that did not allow printing or making changes to the document.

here is a link to the discussion about my similar issues. https://answers.laserfiche.com/questions/83544/Object-reference-not-set-to-an-instance-of-an-object#85286

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replied on October 28, 2015

Hi!

no, no errors, it just doesn't seem to generate the pages.

our goal it to be able to use a URL to view the document that is in Laserfiche.

It doesn't seem to display .PDF's correctly unless we have pages generated. i think i'm going to take a step back from QF for a bit and investigate possibilities in web access, weblink etc.

Perhaps there is some setup i can do to display it differently without the need for the complexity of a QF session.

I'm also looking into changing the URL that workflow generates. if i could get the document to open in a standard browser window (not web access, with no metadata) that would be enough.

 

Thanks

Mark

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replied on October 28, 2015

Does this happen for any PDF or just certain ones in Quick Fields?

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replied on October 28, 2015

All that I have tested so far. I admit it's only a small test pool so far.

i have a figured out a workaround outside of QF which takes the pressure off, but figuring out this QF session seems like something that will be useful to know in the future.

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replied on October 28, 2015

Any chance these documents already have pages (maybe from extracting text from the PDF)? There's a checkbox in the PDF section in Capture Engine that says "If the document already has pages, overwrite them". Check that and give it another try.

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replied on October 29, 2015

Thanks, that seems to be the answer i was looking for. Everything was telling me there are no pages (client, web access etc) but ticking "If the document already has pages, overwrite them" fixes it.

i just setup the doc naming and metadata and the process seems to work nicely. The output document is just what  i was after

one last wrinkle;

it seems to create a new document with the pages in it rather than move and process the .PDF. this is a cleanup issue i'll have to look into. Do you have any suggestions on doing all this to the original document? if not, how about QF cleaning up the old file?

 

Thanks

Mark

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replied on October 29, 2015

Capture Engine also has an option to delete processed documents. Look in the  Post-processing tab in its options.

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replied on October 29, 2015

I ended up pointing the output to the same location as the original and setting the merge options.

this results in only1 file with the correct name and all metadata, ready for my workflow.

i think I'm now read to send it to the customer for testing.

Thanks a lot for your help.

Mark

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replied on October 29, 2015

No problem. Merging into the original is the better solution if you want to keep the electronic component of the documents.

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