To access this dialog: Start an Optimize session.
This dialog is displayed when you optimize document definitions. It displays information about the current document definition. Use this dialog to adjust sender information and to select the fields you want to adjust using the Field learning dialog.
Note: The name of this dialog is hidden if the dialog is docked (as it is by default).
Close
Skip
Settings
| Sender |
Specifies the sender. |
| Description |
Specifies the description. |
| Sender number |
Displays the Senders dialog. |
| Status |
Displays the document definition status. |
| Type | Either XML (for XML documents) or Paper (for all non-XML documents, for example scanned or imported images). |
| Approve |
Confirms changes you make to the document definition. |
| Close |
Closes the current document definition. |
| Skip |
Skips the current document definition when in an optimize session. |
|
Settings |
Displays the Document definition dialog. |
|
Data objects |
Lists the fields that are defined in the document profile. For each field, you can see its:
Click a field to display its settings in the Field learning dialog. |
Optimizing complex line item tables
Optimizing bank account tables