How to validate documents

When validating documents in Transact, you need to approve any fields that are highlighted in red. If the information is correct, you can move on to the next field by clicking Validate or using the keyboard shortcut Ctrl + E.

Four options are available to enter data into the required fields:

  • Manual entry

  • Single click to OCR

  • Multi-click to OCR

  • Rubber band OCR

Manual entry

You can click the highlighted field and enter any missing data by typing it in the field.

Single click to OCR

To copy a word or number (without spaces) into an index field, select the highlighted field, and left-click the value on the image.

Multi-click to OCR

To copy multiple words, select the highlighted field and hold the Ctrl key while clicking the values on the image.

Rubber band OCR

To copy a line or block of text, drag your cursor over the information. Select the highlighted field and right-click the preview image to define a corner of the selection rectangle. Then right-click again to define the opposite corner.