SmartSoft Invoices - Online Help

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Overview
Quick Start
10 Tips for Best Results
Using SmartSoft Invoices
User Interface
Main Window
Image View Panel
Form View Panel
Session View Panel
Loading Documents
From a Folder
From a Scanner
From an Email Account
From a Watched Folder
From Shared Watched Folder
Training the System
Validation
Data Verification
Verification
Batch Verification
Auto Complete
Multi-page Documents
Automatic Detection
Manual Separation
Blank Pages
Selecting ERP
Software settings
General
Interface
Scanner
Macros
Exporting
Exporting to CSV
Exporting to PDF
Exporting to XML
Exporting to TIFF
Exporting to SQL Database
Exporting to QuickBooks
Exporting to SAP
Exporting to MS Dynamics
Archiving
Customizing the Form
Form Template Designer
Adding New Fields
Adding New Line Items
Mapping
Validation Formula Language
Lists
Importing Lists
Importing Custom Lists
Synchronous Lists
Selective Processing
Migrating to a new computer
Migrating document templates
Migrating custom forms
Scan Quality
Client/Server Deployment Option
Deployment
Input Station
Verify Station
Licensing
Support

Form View Panel


The form view panel consists form fields and a line items table and is where the user assigns document data. The form itself can be completely changed from the field designer.

In order to fill in a field with data from the current document, the user must click inside the field and then click on the value which they want to populate into that field.

Depending on what kind of field or column is active at the moment the user can use some right click features.

The Add to list option appears only for list fields, such as the Vendor field(list fields). It’s important to add entries to the list because the software will include them into its own data base for later use and this also helps with OCRing. The Remove from list option removes the currently populated entry from the list. This option will appear only if the Current ERP is set to CSV. In order to add entries to a field connected to a data base, the user must add those to their own data base first and then to refresh the field contents with the F5 button.

Refresh region - Refreshing the region updates its contents in case the OCR did not provide accurate results. If the document quality is low refreshing will not fix faulty values.

Approve – Forces the validation for the currently selected field. Works only for fields that have a SoftValidation flag (flags).

Fill column with “” – The user can fill in the entire column with the content of the first cell for that column. CTRL+F is the keyboard shortcut for this feature;

Clear column data – Clears the data of the currently selected column. CTRL+D is the keyboard shortcut for this feature;

Swap column data with – Allows the user to swap data between two different columns;

Move column data to – Allows the user to move the column data from the currently selected column to another one. This action will overwrite the data in the second column and will not leave any data into the first column;

Line items grid:

If users need to extract line item data, they can use the line items capability of the software. In order to fill in a line cell with data from the current document, the user must click inside the cell and then click on the value which they want to populate into that cell. The software offers an automatic auto correct feature, so after the user populates the entire first row, the software will automatically populate the rest after the user assigns the first value from the second row of the table.


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