Verifying single item fields

An identified document has been matched and interpreted against a Learned or Known document definition. If master data is used, the document is matched to an existing sender.

To verify identified documents:

1. Start to verify a document. The Verifying dialog and document image are displayed.

2. If all the fields are Complete, and the field values, sender, and sender number are correct, go to step 6.

   • If field suggestions exist, click in the # column and scroll through the suggestions until you find the correct one.

   • If Interpret could not find the field you want to capture, double-click the field you want to capture on the document image. Verify draws a frame around the value and interprets it.

   • You can also draw a rectangle around the text you want to capture for the field (including vertically oriented text).

   • If the correct field is interpreted, but the value was interpreted incorrectly due to poor image quality, type the correct value in the Value box.

3. The first incomplete field, if one exists, is automatically selected. Just below the field, the zoom view is displayed.

   Look at the zoom view or on the document image to see if the correct field is selected. Note that you can use the mouse wheel to zoom in on/out from the document image and click the image with the mouse to move it around.

   Ensure that the interpreted value displayed in the Value box is correct.

4. If the document has appendices, see Verifying documents with appendices.

5. When the correct value is in the Value box, press Enter to complete the field.

6. When all the fields are Complete, the OK button appears at the bottom of the Verifying dialog. Click OK to approve the document.
    

Unidentified documents have not been matched to a document definition (or existing sender if master data is used). This is because either the document is new to the system, or the program failed to identify it.

If the receiver has been identified, it is listed in the Receiver box. If it is not found there or the box is highlighted in yellow (indicating that the selection is uncertain), verify the name of the receiver and type it in or select the name from the dropdown list. This will determine which senders are automatically available in the sender list (if receiver and sender registries are used).

Before the rest of the fields on the document can be verified, the sender needs to be entered in the Sender box. This can be done in various ways:

After you identify the document, you can verify the single item fields as described under Identified documents, above.