Interpreting documents from DOCUMENTS

If you use ReadSoft DOCUMENTS (formerly known as CLASSIFY) as an invoice source:

You must keep batches together in DOCUMENTS.
You must specify XML output in DOCUMENTS. Use a transformation (XSL) file that creates XML files that INVOICES can understand—they must conform to the CLASSIFY-Input_v1.xsd schema found in the INVOICES Bin directory. As a starting point, you may use this transformation:

<?xml version='1.0' ?>

<xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform">

   <xsl:template match="node()">

      <batch>

         <BatchInformation>

            <xsl:attribute name="CreateDate">

               <xsl:value-of select="@CreateTime"/>

            </xsl:attribute>

         </BatchInformation>

         <documents>

            <xsl:for-each select="Members/Document">

               <document>

                  <xsl:attribute name="name">

                     <xsl:value-of select="@Name"/>

                  </xsl:attribute>

                  <DocumentInformation>

                     <xsl:attribute name="CreateDate">

                        <xsl:value-of select="@CreateTime"/>

                     </xsl:attribute>

                  </DocumentInformation>

                  <pages>

                     <xsl:for-each select="Pages/Page">

                        <page>

                           <xsl:attribute name="path">

                              <xsl:value-of select="@PageFileName"/>

                           </xsl:attribute>

                           <xsl:attribute name="pagetype">

                              <xsl:value-of select="@IsAppendix"/>

                           </xsl:attribute>

                        </page>

                     </xsl:for-each>

                  </pages>

               </document>

            </xsl:for-each>

         </documents>

      </batch>

   </xsl:template>

</xsl:stylesheet>

Using the Administration module, specify your XSL file on the Output tab of the Batch specification editor.
Appendices (if any) must follow the last page of the document. You cannot have an invoice page followed by an appendix page and then another page of the same invoice.
If you store images on the network, ensure that the account running INVOICES can both read and write the image files.
Set up the INVOICES Interpret job accordingly, and select Use batch mode in the General settings.

For details on how to configure DOCUMENTS, please see the Administrator Help that is installed with that product.

For additional information about using DOCUMENTS with INVOICES, please refer to Processing Documents Using DOCUMENTS and INVOICES, a ReadSoft document that you can obtain from your DOCUMENTS installation CD or from ReadSoft.

Document separation: Overview