The Edit inbox folders dialog

To access this dialog:

Use these settings to create or edit an inbox:

Add root node

Creates a new folder.

Add child node

Creates a new item inside the currently selected folder.

Move up/Move down

Moves the currently selected item up or down.

Move up/Move down

Moves the currently selected item up or down.

Delete

Deletes the currently selected item.

 Rename

Renames the currently selected item.

Auto-create folder structure

Creates default folders and "nodes" based on receivers. You can then edit those items.

User authorization role

Determines which INVOICES users can see the selected folder and its contents.

(To use this functionality, you must first create roles and assign users to those roles.)

Apply selection criteria to this folder/group

Specifies that the subfolder is to represent a group of documents. You select which documents in the Criteria settings that are displayed when you select this option.

Verify mode

Defines which mode to use in Verify:

  • Adjust

    With this setting, you can change and correct field values. If you see that a field on a document is incorrectly interpreted, you can edit the value instead of rejecting the entire document. You can also choose this option if you simply want to check data, not necessarily change it.

  • Approve

    When this option is selected, you cannot change field values. Instead, you tell Verify whether a document is approved. If you do not approve a document, you can reject or skip it.

  • Adjust and approve

    This option allows you both to edit field values and to approve a document when verifying. If a document is correctly interpreted except for one field, for example, you can adjust the incorrect field and then approve the document.

  • Correct uncertain separations

    Allows you to correct document separation. If you select this mode, be sure to select Uncertain separation on the Statuses tab of this dialog.

Reinterpret

When opened, interpreted documents are reinterpreted according to the most recent document definition. In addition, documents are reinterpreted if you select a different sender. (More info.)

Reverify

Allows the Verify operator to verify a document more than once. After the Verify operator has approved or rejected a document, he or she can go back to the document any number of times. The operator can change the document data and then approve, reject, or delete the document. The operator cannot re-verify a document after it is transferred or after it is deleted.

To use this option, you must also select Adjusted, Rejected, and Approved as statuses to verify.

Related topics

Creating an inbox

Defining what columns to display in the document list

The Inbox configuration dialog