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

Custom Lists

The software comes with some predefined lists: Vendors, Accounts, Purchase Orders, etc. If those are not enough more can be easily added. Click File -> Import -> Custom List. A Wizard window will open.

On step 1 enter the name of your new list.

On step 2 enter the ID of the field which you would like to bind to the list. The ID of the field is defined in the Form Designer. You can also click on the drop down menu and select a field ID. Make sure it matches the one in your form. You can also type the field ID in if you are sure about its ID name. Click Finish.

Next, the software will ask you to select a file that contains your list. Navigate to the place where the file which contains the list is and select it.

Next, another window will appear from which you can select the column which contains the list values. You can import only a single column per list. If you need to create and connect a list that has more than one column you can check the Synchronous list section.

NOTE: In case you don’t have access to the file that contains the list or it’s not ready yet you don’t have to select it immediately, you can just press Cancel when asked to select it and the list will stay empty. If you want to select a file for it later go to File->Import-> and select your new list's name. Then select the CSV file containing the list values.

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