Testing a document profile

Normally, before you begin using Entrance to process documents with a particular document profile, it is essential that you take the time to test the document profile. Your tests reveal adjustments that you can make to improve Entrance's interpretation rate.

Test the document profile

To test a document profile, use the document profile in production with some representative test documents, checking the statistics as you work and comparing the actual documents with the transfer file. Define several additional document profiles with different settings and validation routines to determine which works best for the documents.

Follow these instructions to create a new document profile based on an existing one:

  1. Right-click an existing document profile and select Save as.

  2. Type a new name and click OK to save.

  3. Select Edit > Settings.

  4. In the General settings, select Inactive.

Now you can make any changes you wish in the new document profile. You must reactivate and resave it before you can use it.

Creating a new document profile for XML documents

Preparing document profiles and associated objects for production

Testing your setup using image files

Testing transaction descriptions

Fine-tuning interpretation