🏷️ Metadata Magic: Build a Personal “Quick‑Tag” Template—No Admin Ticket Needed
Metadata may sound geeky, but it’s the secret sauce that powers instant search results. 🪄 Here’s how any Laserfiche user can build a one‑click “Quick‑Tag” to speed filing—no IT help desk required.
Why Quick‑Tag? 🤔
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Consistency: Everyone uses the same field names.
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Speed: Tag whole batches in a single click.
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Accuracy: Fewer typos = better search results.
Create Your Template
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Open Template Manager
In the desktop or web client, navigate Tools > Template Designer. 🛠️ -
Click “New Template”
Give it a friendly name like “AP Invoices – Quick”. 📝 -
Add Fields
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Vendor (Pick List)
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Invoice Date (Date)
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Amount (Currency)
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Department (Dropdown)
Use Default Values or Regex Masks to keep entries clean. 🧽
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Save & Share
Check “Allow all users” if teammates should use it, or keep it private.
Apply in a Flash ⚡
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Drag‑drop files onto the repository explorer.
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In the import dialog, select your template.
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Hit Apply to All ✔️ to stamp every document in the batch.
Power Moves 🚀
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Bulk Update Existing Folders: Right‑click a folder, choose “Set Metadata”, and select your template to retro‑tag old docs.
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Dynamic Fields: Link Department to auto‑populate the correct folder path.
Tag smarter, not harder, and your future self will thank you! 🙌