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Using the software

Using the software

• Input - Loading Documents
  • Manual
    • Document and page manipulation
  • Automated
    • Automated Input Service
      • Configuring and using the Automatic Input Service
    • Watched folder settings
      • General Settings
      • Import
        • Single directory - fixed batch size
        • Subfolder as a Batch
        • Single Directory - interval batch creation
      • Submit settings
      • Image Processing Client
  • Multi-page Documents
    • Automatic document separation via the Classification client
    • E-mail Input
      • Server Login
      • Email Settings
        • Email Configuration
• Verify User Interface
  • Panels
  • Arranging the Workspace
• Verification
  • Batch loading and verification
  • Verification of characters with low confidence
  • Verification of regions with low confidence
  • Invalid data
  • Manual verification
  • Document manipulation
  • Document/Batch navigation
  • Batch Return
    • Save and return batch
    • Return batch without saving
• Training the system
  • Teaching the layout of field or header and footer data
  • Teaching the layout of tables
  • Matching an item as defined in your ERP system to an invoice description
  • Fixing wrong characters
    • Training Fixed Forms
      • Checkmark Groups
      • Fixed Form Fields
• Classification
  • Loading Documents for classification
  • Verifying Classification Results
  • What next?
• Export
• Advanced Topics
  • Exceptions
    • Common examples:
    • Automatically generated exceptions
    • Manually marked exceptions
      • Documents
      • Batches
      • Exception reasons
        • Predefined exception reasons
    • Resolving Exceptions
      • Exception batches
      • Exception documents (only in the Desktop Client)
  • Bypassing Verification and Batch Split
    • Bypassing Verification
    • Batch Splitting
  • Machine Learning Data Capture
    • Machine learning model
      • Assigning a ML model to a document type
      • Training the ML model
      • Installing the ML module