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

Importing Lists

Lists are a quite helpful feature, because they can increase processing speed, can be used for validation and also help to reduce OCR error rate - if the OCR engine misreads text, the software can correct that mistake by looking for that value in the list.

Lists can be automatically imported from your accounting or ERP system or manually imported as CSV or TXT files.

To import a list go to File ->Import -> Chose relevant type of list from the menu and then select the location of the CSV or TXT file which contains the list values. You can check the contents of your lists by going to Tools->Settings->Internal databse.

On the left side there are all of the predefined lists. In order to see the list contents, the user must select the list on the left side and the contents will show up on the right side of the window. The buttons on the right side provide the user with the capability to Add and Remove one line entries, to Import entire lists or to Clear the entire currently highlighted list.

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