Rules and Automation

Rules and Data Entry Automation

Getting started with rules
The video above gives an overview of how to create data extraction rules. The app will extract the text from invoices and receipts.  You can th...
Mon, 7 Mar, 2022 at 1:26 PM
Rule Fine-tuning
This video shows you how to fine-tune data extraction rules. It goes through the different rule types and shows examples of how to use these rule types. ...
Mon, 7 Mar, 2022 at 1:28 PM
Rule Keyword Matching
The app analyses the document text and matches rules based on keywords. Keywords Keywords need to be unique for a contact and should not appear in t...
Mon, 7 Mar, 2022 at 1:29 PM
Capturing arbitrary data from an invoice
The app allows you to create rules to fine tune the data extraction process. If you have not created a rule before, please have a look at the getting start...
Mon, 7 Mar, 2022 at 1:30 PM
Testing rules and resubmitting documents for processing
Each plan includes a limited number of processed documents each month. When testing new rules or fine tuning existing rules it is sometimes necessary to pro...
Mon, 7 Mar, 2022 at 1:31 PM
Advanced Rule Settings
The rules section has advanced configuration settings that are hidden by default. To view the advanced settings, you need to click on the arrow located next...
Mon, 24 Oct, 2022 at 11:50 AM