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
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Customizing Data Fields


SmartSoft Invoices allows you to customize the data extraction process and the user interface in order to fit the specifics of your business process.

You can change the appearance and layout of the data fields by adding additional fields of various types, define custom validation rules, and field dependencies.

To start the Field Designer , go to File-->Edit Form Templates

Field options

You can change the appearance and layout of the data fields by adding additional fields of various types, define custom validation rules, and field dependencies. For more detailed info please visit Fields.

Reordering the Fields

To reorder the fields on the input form use the Move Up and Move Down buttons.

Creating a New Form Templates

To create a new form template click the Add button in the Field Templates frame. When creating a new template the software will let you use one of the existing templates to start from.

Select the Use as default document template check box and then load new document to switch to your new form template.

Testing a Template

Click the Preview button to test your new form while editing. The validation rules and expressions work in preview mode.

Working with Multiple Form Templates

You can create and use more than one form layouts for different document types. For example you might want to be able to process both invoices and purchase orders.

Importing and Exporting a Form Template

A form template is stored as a file with an .FTF extension, so it is easily portable. You might want to create a template and install it on all your computers. Or our support staff can create a template for you and send an FTF file to you to import.

  • To export an FTF file click Export.
  • To import an FTF file either click Import or just drag the file and drop it onto the software.

    Mapping

    Field mapping is a very powerful feature, where a couple of fields could be setup so that one fills in based on the value of the other. For more details please visit Mapping


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