Adding an Invoice Header Locator keyword

To improve the confidence levels of the returned alternatives, add keywords for the following invoice fields:

  • Invoice number

  • Invoice date

  • Order number

  • Order date

Adding keywords improves the results by filtering the alternatives and returning only those that are found near the provided keywords.

You can add an Invoice Header Locator keyword by following these steps:

  1. Open the locator properties.
  2. Select one of the following tabs:
    • Invoice Number

    • Invoice Date

    • Order Number

    • Order Date

  3. For the selected tab, enter a value in the Keyword field.
  4. Select the Keyword option.
  5. Enter a Weight or use the slider to adjust the value.
  6. Click Add Add icon.

    The keyword and weight appear on the list of keywords.

  7. Optionally, add more keywords as needed.
  8. Open a test document and click Test to test your settings.
  9. Optionally, click Close to close the locator properties window.
  10. Save the changes to your project.