The Document definition dialog

To access this dialog: Click the Settings button in the Learning dialog, or open a document definition in Optimize and select Settings.

Use these settings when optimizing a document definition. Note that the settings that appear can vary depending on where you access the dialog.

Note The name of this dialog is hidden if the dialog is docked (as it is by default).
General
Sender Displays the sender. (See How the sender, sender number, and description values are used.)
Description Displays the description.
Status Displays the document definition status.
Identification - see instructions
(Selection box) Specifies an identifier to use when identifying the document.
AND / OR Specifies a logical relationship between the selection boxes. This setting is only used if the document definition uses more than one identifier. (More info.)
Currency
Use currency Determines whether currency settings are used.
Default currency Determines which currency is assumed when interpreting amount fields. This setting also sets the default currency to use if Kofax ReadSoft Entrance cannot identify the document currency or find a value for the Currency field.

If the currency you want to use does not appear in the Default currency box, you can specify additional currencies.

Note You cannot adjust the currency unless Use currency is already selected in the document profile.
Document
Automatically approve documents with Complete status When this setting is selected, documents that are Complete in Interpret are automatically approved and sent to Transfer. Use this setting only if the document definition has a long history of correct interpretation.
Note A receiver must be defined and the supplier must also be identified in order for the document to be approved automatically.