SmartSoft Invoices - Online Help

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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

Importing files from e-mail inbox

SmartSoft Invoices has a built in e-mail import feature which allows the user to import documents directly from their mail inbox. SmartSoft invoices automatically logs into an email account and downloads all supported attached documents into an output directory.

Here is the settings dialog:

Currently this feature supports only IMAP mail servers, please make sure that your server supports IMAP. You have to fill-in required information - mail server, user, password and output folder. After you click OK or APPLY the software will try to connect with your mail server. If unsuccessful SmartSoft Invoices will show an error message.

SSI will automatically download and import the received files from your Inbox for processing.

Make sure that the output folder's location is the same as the location of the Shared Watched folder

Downloaded extensions

The email client doesn't download all attachment files from an email. It will download only those files that have a supported extension. The list of these extensions is:

  • .PDF
  • .TIF
  • .TIFF
  • .JPG
  • .JPEG
  • .PNG
  • .BMP

    Note: Be sure that the connection from application is enabled for your account, if your server forbids it.

    The speed and quality of invoice processing is greatly affected by the quality of the documents.

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