Document tab

Enter the document attributes on this tab.

Option Description
Rename Select this check box to rename the document. Enter the rename schema in the schema field. If this check box is selected but the schema field is left blank, the default schema ~LFC::FileName~_~LFC::Counter~ will be used.
Folder Type Select the desired type of the folder. There are two types available:
  • LaserficheFolder
  • RecordFolder
Folder Enter the folder into which the documents will be stored. You can click the browse button (...) to select an existing folder. If the entered folder does not exist on the server, it will be created. If the folder is not specified, the documents will be stored in the root folder of the repository.
You cannot create a file and a folder with the same names on one level. It is the Laserfiche Server restriction.
The type of the selected folder should match the folder type specified in the Type field; otherwise, documents will be rejected.
Schedule Specify a schedule for document retention. You can enter the schedule manually or click the browse button to open a Select a Schedule dialog box, that allows selecting a desired schedule in the list box got from the server.

You can specify schedule only for documents stored in folders of the RecordFolder type.

If this field is left blank, documents will inherit the schedule of the parent folder.
Tags Choose tags that you would like to apply to documents. Use the Add button to add a new tag and the Remove button to remove a selected tag.
Index all pages Select this option to index documents as they are created.
If a repository has been configured to Always index on document creation, the documents will be always indexed. However, if this option is not configured for a Laserfiche repository, a user can choose whether to index the newly created documents. (For more information, refer to the Laserfiche Administration Console help file.)