SmartSoft Invoices - Online Help

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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
Data Verification
Batch Verification
Auto Complete
Multi-page Documents
Automatic Detection
Manual Separation
Blank Pages
Selecting ERP
Software settings
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
Customizing the Form
Form Template Designer
Adding New Fields
Adding New Line Items
Validation Formula Language
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
Input Station
Verify Station

Image view panel

The image view panel allows the user to select what data to assign into fields and columns, to draw, enlarge or shrink regions and to remove them. It will also display hints as to where the relevant information should be and thus help the user to better navigate through the document.

In order to shrink or enlarge regions the user must enable mouse manipulation of regions. This option allows the user to grab regions by the edge in order to decrease or increase their size and to also merge and unmerge them.

Hints appear after the user clicks into an empty field or a column. The software will display a blue rectangle around the data that it considers as the relevant one for that field. This feature must be enabled from Tools->Settings->Interface->Enable geographic hints for unassigned field.

In order to remove or refresh a region, the user must right click on that region and select the appropriate option. 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.

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