Post on 14-May-2015
description
Quick Fields 9.0 in the Spotlight
Rebecca Ruckdashel
Assistant Product Manager
Conference Line: 1-855-244-8681Event Number: 923 692 969
Background
‣ Capture and Classify• Images • Electronic Documents
‣ Standardize names and folder paths‣ Secure documents‣ Extract information as metadata
Major features
‣ New processes‣ Processing stages‣ Tokens and token functions‣ User interface updates
New Processes
Retrieve PDF Form Content
Retrieve PDF Form Content
Conditional Process
Assign Token Value
Tokens and Token Functions
Tokens
Token Dialog and Functions
Token Function
Processing Stages
Page Identification Stages
Post-Processing
User Interface Updates
Sample Pages
PDF Handling
‣ Extract text‣ Flatten PDF Forms
Launch a Workflow
Copy OCR’d Image Text
Improvements to Quick Fields Agent
‣ Laserfiche Web Administration Console‣ Email Notifications
City of GracelandInvoice Processing
Graceland: Invoice Processing
‣ Invoices have two formats• Invoice Number on upper left• Invoice Number on upper right
‣ New Quick Fields 9 processes make this one document class, instead of two
Graceland: Invoice Processing
Next Steps and Resources
How to Upgrade
‣ Download from support.laserfiche.com‣ Migration Utility Required?
• From Quick Fields 7: Yes!• From Quick Fields 8: No!
Resources
‣ Learn about the new features from “What’s New in Quick Fields 9?”
‣ Use the Help Files to include new processes.
‣ Get inspired by your peers on the Solution Exchange.
‣ Certify your skills with the CPP.
Questions?
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Questions?