Question

Import electronic document into quick fields session

Quick Fields

Updated May 17, 2016

asked on May 16, 2016

Currently when a user receives a document via email, they print out the document, scan it into a Quick Fields session.

Is there a way to just save that document on desktop temporarily, import it into Quick Fields and process it the way a scanned document is normally processed?

0 0

Replies

replied on May 16, 2016

You should be able to accomplish this, though the best way to do it will depend on what type of documents they are. Are they PDFs attached to emails? The emails themselves?

0 0

replied on May 17, 2016

Why not use Snapshot to "print" the document directly to Laserfiche?

You could drag it from your email to the desktop or to Quick Fields' start folder, but I'm guessing your process depends on having image pages, not an electronic document.

0 0

replied on May 17, 2016

It would more than likely by a PDF, that would be saved to the desktop from an email for now.

Using Snapshot would send the document straight to Laserfiche, but I would like to go through our Quick Fields process first, so that the metadata could be entered and Workflow kicked off to do it's thing.

If I send straight to LF, I would just have to create another workflow, which I am trying to avoid if possible.

0 0

replied on May 17, 2016

You could have Snapshot send it to an "incoming" folder and then have Quick Fields pick them up from there through Capture Engine.

0 0

replied on May 17, 2016 • Show version history

For PDFs, another alternative would be to use Universal Capture to capture straight from your computer into Quick Fields.

0 0

You are not allowed to follow up in this post.

Question

Question

Import electronic document into quick fields session

Replies

Sign in to reply to this post.