Validating documents for
Kofax AP Agility
is a manual step that ensures that the extracted invoice data is accurate. Documents that are displayed for validation
usually have low confidence or no extracted value at all for one or more mandatory fields. Documents that are fully valid are not
displayed in the
Validation activity
at all.
When a document requires validation, it is listed in the
Work Queue and can be opened by a validation user. You can validate any fields that are not confident.
You can also manually enter data that was not found on the document.
Ensuring that your documents are fully validated means that line pairing has all of the necessary information it needs. If a
vendor, invoice number, or other fields are incorrectly extracted, line pairing can fail.
Search results
Search tips
The search returns topics that contain terms you enter. If you type more than one term, an OR is assumed, which returns topics where any of the terms are found. Enclose your search terms in quotes for exact-phrase matching.
The search also uses fuzzy matching to account for partial words (such as install and installs). The results appear in order of relevance, based on how many search terms occur per topic. Exact matches are highlighted.
To refine the search, you can use the following operators:
Type + in front of words that must be included in the search or - in front of words to exclude. (Example: user +shortcut –group finds shortcut and user shortcut, but not group or user group.)
Use * as a wildcard for missing characters. The wildcard can be used anywhere in a search term. (Example: inst* finds installation and instructions.)
Type title: at the beginning of the search phrase to look only for topic titles. (Example: title:configuration finds the topic titled “Changing the software configuration.”)
For multi-term searches, you can specify a priority for terms in your search. Follow the term with ^ and a positive number that indicates the weight given that term. A higher number indicates more weight. (Example: shortcut^10 group gives shortcut 10 times the weight as group.)
To use fuzzy searching to account for misspellings, follow the term with ~ and a positive number for the number of corrections to be made. (Example: port~1 matches fort, post, or potr, and other instances where one correction leads to a match.)
Note that operators cannot be used as search terms: + - * : ~ ^ ' "
