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?

Upcoming: Workflow Made Easy

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http://www.laserfiche.com/conference

Questions?