Optimizing a document definition

  1. Start an Optimize session.

    The document definition image, Learning dialog, and Field learning dialog are displayed. The first Data object in the Learning dialog with the Not Learned status is automatically selected.

  2. Optimize the data objects:

  3. Adjust the sender, sender number, and description.

  4. Adjust the document definition settings.

  5. Click Approve. The document definition is now Learned.

During optimization, you can also:

Tips

Optimizing document definitions: Overview

Statistics about document definitions

What are learning documents?