When you optimize a document definition, you see the document definition image on the screen and you confirm the field proposals or show where the fields are located. The first field that requires optimizing is selected. If you want to adjust a different one, click the field name in the Learning dialog.

You can select any field and see its location, format, and the value that Interpret captured for it.

You can confirm the fields that Interpret found and optimize the fields that Interpret was not able to find.

Fields can be learned by clicking the desired field text that is aligned vertically can be used as identifiers. This is done by clicking the field and using the cursor to draw a box around the desired text.

You can use the Field learning dialog to change field definition settings:

• Apply background filters.
• Adjust the sender, sender number, and description.
• Adjust the document definition settings (General, Identification, Currency, and Invoice).

After you optimize each document field, and after you specify the supplier, the following happens:

• The document definition gets the Learned status and can be used for interpreting and verifying the documents that fit that definition.
• The document is ready to be verified.
• A learning document is created if none exists.

You can also check document identification, if documents are not being identified as they should be.

Recommended: Create a maintenance plan that automatically deletes unwanted document definitions at regular intervals.