🏷️ 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? 🤔

• Consistency: Everyone uses the same field names.

• Speed: Tag whole batches in a single click.

• Accuracy: Fewer typos = better search results.

Create Your Template

1. Open Template Manager
   In the desktop or web client, navigate Tools > Template Designer. 🛠️

2. Click “New Template”
   Give it a friendly name like “AP Invoices – Quick”. 📝

3. Add Fields

   • Vendor (Pick List)

   • Invoice Date (Date)

   • Amount (Currency)

   • Department (Dropdown)
     Use Default Values or Regex Masks to keep entries clean. 🧽

4. Save & Share
   Check “Allow all users” if teammates should use it, or keep it private.

Apply in a Flash ⚡

• Drag‑drop files onto the repository explorer.

• In the import dialog, select your template.

• Hit Apply to All ✔️ to stamp every document in the batch.

Power Moves 🚀

• Bulk Update Existing Folders: Right‑click a folder, choose “Set Metadata”, and select your template to retro‑tag old docs.

• Dynamic Fields: Link Department to auto‑populate the correct folder path.

Tag smarter, not harder, and your future self will thank you! 🙌

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