Verifying table fields
When the information you need to extract on a document is found in a table, the appears at the bottom left of the Production module. The table displayed contains the values extracted from the document using the table field specification specified in the Administration module.
If the is not automatically displayed, select > .
Finding the values in tables
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When verifying table fields in a new document, DOCUMENTS can find table fields automaticallly if you follow the instructions in Generating table field values.
Table field validation
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Table fields are validated according to the validation rules specified in the Administration module.
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Line items with validation errors are shown with a yellow background. You cannot approve the invoice until all the fields pass validation.
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If you correct a value, the field is validated again.
Confirming and correcting values
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If there are errors in the field extraction, you can correct the values manually.
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You can draw a rectangle around a column value to extract that value. The value is copied to the active cell in the .
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Press to confirm and save the field value and go to the next incomplete field that needs confirmation or manual correction.
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When the last field requiring confirmation or correction is approved, you are prompted to approve the entire invoice. Press , (if the button is green/in focus) or click .
Adding and deleting rows
You can add and delete line-item rows as required:
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To add a new row at the end of a table, move the cursor or click inside the last row, marked with an asterisk.
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To add a new row anywhere else in a table, press .
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To delete a row, highlight the entire row and press or .
Additional instructions
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Running the DOCUMENTS Knowledge Store Service improves extraction of data from fields, and makes verifying them easier. If Knowledge Store is running, you see this icon in the bottom of the window. In that case, see additional instructions. |
