Setting Sender fields to Complete automatically

When you set a field in Optimize as a Sender field, its field status in Verify is either Complete or as needing to be verified manually , depending on whether the field was found on the document and/or if it contained errors.

However, there is a way to always set the field to Complete, regardless of whether the field is found or not, or whether it contains validation errors. This way, a document can be approved by the Verify operator without examining the field. To do this, select the No interpretation option in Optimize.

Example

Suppose you want to transfer the receiver contact name for a batch of documents, but this name does not appear on them:

Optional
Inactive
Contact name
Last page
First page
  1. In Optimize, enter the Value for the field that will appear in Verify.

  2. Select Sender field and No interpretation.

  3. The value appears in Verify, and the field status is set to Complete.

John Smith
Sender field
Freeform
Freeform in area
Show in Optimize
No interpretation
Option
Page:
Value
John Smith

The Field learning dialog