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Question

Quickfields for use on Server

asked on April 1, 2016

We want to be able to use Quickfields on the server level to process documents using Workflow.  This is our current thought process on how we believe it to work.  My question is:  What version of Quickfields do we need to pull this off?  We currently have a seat of Quickfields Classification Package that we have not installed yet.

1  Scan docs to a network drive (as PDFs)

2  Using import agent pull docs from the drive into Laserfiche

3  Execute a Workflow which would kick off a QF session

4  QF session would need to identify the doc by location and doc class and using zone OCR and barcode to template and store docs in correct LF folder

5  Workflow would then execute additional processes depending up folder in which document would reside.

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Replies

replied on April 1, 2016

Workflow cannot start Quick Fields sessions at this time. Quick Fields Agent can be used to schedule the automated run of sessions.

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replied on April 1, 2016

Miruna,

Seeing what we would like to accomplish, how would you see us structuring our installation?

Michelle

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