SmartSoft Invoices - Online Help

Online documentation

Contact Us




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

Session View Panel


The session view panel displays thumbnails of all documents in the current session. Here the user can change between documents, merge and split pages and document, rotate and remove documents and pages. The session view will also display page numbers for multi-page documents. The feature must be enabled from Tools->Settings->Interface: Show page numbers.

Remove page – removes the currently selected page. The user can remove only a single page from a multi-page document with this option.

Remove document – removes the entire document with all its pages.

Process pending pages – processes pages that are marked as pending. This feature will work only in the case where automatic document processing has been turned off. The user can turn it on or off by checking “Enable auto process pages” from the Session menu. This feature is useful if the user does not wish to process all of the loaded pages or documents.

Rotate page clockwise 90 degrees, Rotate page counter clockwise 90 degrees, rotate page 180 degrees – rotates the currently active page at the appropriate degree. Rotated pages cannot be automatically re-processed. The user must fill in the form fields and column manually by typing into them.

Move current page up – Moves the selected page upwards. Can be used to re-arrange multi-page documents. If done on separate pages, the software will merge them. The keyboard shortcut for this feature is CTRL+PgUp;

Move current page down – Moves the selected page downwards. Can be used to re-arrange multi-page documents. If done on separate pages, the software will merge them. The keyboard shortcut for this feature is CTRL+PgDown;

Move current page to a new document – This feature can be used to separate pages from multi-page documents. The keyboard shortcut for this feature is CTRL+SHIFT+N;

Append current page to previous document – Appends the currently active page to the page or document above it. The keyboard shortcut for this feature is CTRL+SHIFT+PgUp.

Append current page to next document – Appends the currently active page to the page or document below it. The keyboard shortcut for this feature is CTRL+SHIFT+PgDown.

Merge current document to previous document – Merges the currently selected document to the one above it. Useful for multipage documents where the user needs to merge more than one page to a previous page or a document. The keyboard shortcut for this feature is CTRL+SHIFT+M.


Copyright ©, Smart Soft. All rights reserved.