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


The software can store a backup copy of each processed document.

To enable this feature click Tools -> Settings -> Archive and select a folder.

To store scanned pages as PDF select Convert to PDF

To store removed documents, select Archive removed

To store exported documents, select Archive exported

To delete source files after archiving, select the options Delete source files...

To archive all opened files in SSI when closing application, select the option Auto-archive when closing application

Grouping archived data based on captured data

The software can automatically name the archived files and store them in folders and subfolders based on the captured data. For example, you might want to have a separate folder for each vendor, then group files by month inside that folder and use the invoice number for a file name. To achieve this set Archive Path Expression to:


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