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.
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. document profile.
You cannot adjust the currency unless Use
currency is already selected in the
|
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.
receiver must be defined and the supplier must also be
identified in order for the
document to be approved automatically.
A
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