How the sender, sender number, and description values are used

Each document definition has a sender, a sender number, and an optional description that you use to specify who sent the document.

How new documents are processed by Interpret depends on whether or not a sender registry is used (described below).

Interpret tries to automatically assign a sender. If sender identification fails, then Sender, Sender number, and Description remain empty.

The document is interpreted, but it is not connected to a document definition because of the lack of learned identifiers.
Interpret tries to automatically learn the document and find sender information using the sender registry.
If the sender is identified, Interpret also checks whether there is a document definition associated with the sender.
- If Interpret finds a document definition associated with the sender, the document is identified as belonging to that document definition.
- If no document definition is associated with the sender, a new document definition is created and Interpret tries to learn it automatically. This document definition is used the next time a document from this sender is processed.

When using a sender registry, the sender name and number are required. Otherwise, they are optional.

Interpret tries to automatically assign a sender. If sender identification fails, then Sender, Sender number, and Description remain empty.

The document is interpreted, but it is not connected to a document definition because of the lack of learned identifiers.
Interpret tries to automatically learn the document and find sender information using the sender registry.
If the sender is identified, Interpret also checks whether there is a document definition associated with the sender.
- If Interpret finds a document definition associated with the sender, the document is identified as belonging to that document definition.
- If no document definition is associated with the sender, a new document definition is created and Interpret tries to learn it automatically. This document definition is used the next time a document from this sender is processed.

The document is interpreted, but it is not connected to a document definition because of the lack of learned identifiers.
Interpret creates a new document definition and tries to learn it automatically. This document definition is used the next time a document from this sender is processed.