This article applies to the standalone version, which is easier to install for test purposes. You might also want to check the Server version
To process documents, follow these steps:
- Start Smartsoft Invoices
- Load one or multiple documents using one of these options:
- Click Scan to scan a document.
- Click Open to load an image or PDF file from your hard drive.
- Copy multiple documents to the Scan folder (Watched folder).
- Monitor the OCR process and if needed provide manual input by selecting a region for missing field or typing into an empty field.
- Click Export and select one of the Export options.
- Use Tab and Shift+Tab to quickly move forward and backward between fields in the Form View Panel.
- Use Page Down and Page Up to quickly move between invoice documents.
- To quickly fill an empty field in the Form View, make sure you are positioned on that field and then click on the corresponding text region in the Image View.
- If the text region has not been properly recognized , use the mouse to draw a rectangle around the appropriate text in the Image View.
- Type in missing field when selection is not possible. Note: After identifying a missing field for a particular vendor, the program memorizes the template and recognizes the field automatically for the next invoices from the same vendor.
- Create a form specific for your business and for your needs. Go to .
- Check out the 10 Tips for better results or schedule an online demo.
Need assistance? Schedule an online demo now.