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


Image View

  • Enable mouse manipulation of regions – If checked the user will be able to decrease or increase the size of regions under the image view. Grab regions by the edge and drag your mouse in order to resize them;
  • Enable geographic hints for unassigned fields – when the user clicks into an empty field or column and the software will display a blue hint rectangle and show you where the field data should be located on the document under the Image view. Works only with sufficient header information or after training;
  • Display table row numbers – Shows table lines numbering under the Image view.
  • Form View

  • Enable auto-assign on field edit – If the user makes a manual edit into a field or a form and the data they enter has already been located on the document, the software will automatically assign it after the user presses the TAB button;
  • Show pop up zoom window above current field – Displays a pop-up with the currently assigned data for the active field, if there are any low confidence characters;
  • Session view

  • Show page numbers – When enabled the software will display page numbers on the document thumbnails. A very useful feature for multi-page documents;
  • Show page numbers if document contains more than X pages – The user can adjust the software so that it does not display page numbers for single page documents.
  • Zoom view

  • Frame opacity – controls the opacity of the zoom view’s frame.

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