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
Deployment
Input Station
Verify Station
Licensing
Support

General settings


Pre-processing

  • Enable auto-despeckle of images - when enabled this feature improves performance on images with digital noise and dithering.
  • Enable auto-orientation – when enabled this feature allows the software to automatically rotate your documents. Manual rotation can be done if the user rights clicks on a thumbnail and uses one of the rotation options.
  • Keep blank pages – when enabled the software will not automatically remove blank pages.
  • Graphics clean up mode – with this feature enabled the software will automatically clean up handwriting and stamps. Disable the setting if it clears off parts of usable data from colour documents.
  • Input files

  • Enable automatic document merge
  • Merge-mode – when enabled this feature allows the software to automatically rotate your documents. Manual rotation can be done if the user rights clicks on a thumbnail and uses one of the rotation options.
  • Enable poor quality warning
  • Folders

  • Watched folder
  • Shared Watched Folder
  • Session

  • Enable backup and restore - enables the backup feature for documents that you have loaded in the current session.
  • Restore last session on start-up - when enabled the software will restore your last session the next time you start it. Processed and validated documents will be kept so the user will not have to re-process them. If there were un-processed documents in the last session the software will ask the user if they want them processed.

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