The Verifying dialog
Use this dialog when verifying single item fields and when adjusting the sender, sender number, and description on a document.
Documents are displayed for adjustment and approval. Each field on the document is outlined with a colored frame.
If you selected Adjust and approve in the Verify job description or inbox, the Verifying dialog contains the following information:
Receiver | The company that receives the
document.
Receivers from the
receiver registry are listed here. If
Kofax ReadSoft Entrance
is not sure that the correct
receiver is selected, a yellow triangular icon is
displayed next to the
Receiver box.
Optional: Configure how the Receiver box is displayed, using the settings in Eiglobal.ini:
|
Sender | The document definition’s name. If you change the sender, Verify looks for the document definition matching the given name. If the definition is found, you are given the option of reinterpreting the document according to the new document definition. |
Sender number | The
sender number is normally the number of the
sender in your financial system.
If a sender registry is used, the Sender number label becomes a link to the Senders dialog. (How to adjust the sender.) This setting cannot be edited if Allow Verify operators to choose senders from the sender registry only (not add new ones) is selected in the Master data policy dialog. |
Description | A unique
description for each
variant. Only displayed if the
sender has
documents with different appearances.
The ability to edit this field can be turned off using VerifyDisableSupplierDescriptionField in the [Options] section of eiglobal.ini. See INI file help for more information. |
Sender selection
If you click in the Sender entry box, these options become available in the dialog. Use them to specify/adjust the selected sender:
Sender information configuration button |
Use to configure the sender information columns that are visible in both the search pane and information panes below. Note that if this button is not available, the AllowVerifyOperatorToConfigureSupplierSelectionList flag has been turned off in the [Options] section of eiglobal.ini. See INI file help for more information. |
The sender search pane | A list of columns containing searchable sender information. See Sender information configuration button above for information on how to configure the sender columns that are displayed. |
The sender information pane | The information that is available for the sender currently selected in the sender search pane above. See Sender information configuration button above for information on how to configure the sender columns that are displayed. |
One-time sender button | Use to make the current sender a one-time sender. You can also type in <One-time sender> in the Sender box. |
New sender button | Use to make the current sender a new sender. You can also type in <New sender> in the Sender box. |
Table columns while verifying single-item fields
Name | The field name. |
Value | The interpreted value. |
# | The number of field proposals, if there are any alternatives. Click the numbers to choose a field suggestion, if there are two or more alternatives. |
Tips
- Use Zoom view to view the field, if desired.
- Many keyboard shortcuts are available for use in this dialog.
- You can adjust the field order and adjust the display.
- Advanced users can define custom background colors for the Value column, which makes it easier to find specific fields quickly.
Statuses
Icon | Field status |
Complete | |
Field proposal | |
Retype | |
Manual entry | |
Validation error | |
Field error | |
Interpretation error |
Field suggestions
Fields with these statuses can have field suggestions: Complete, Interpretation error, Validation error.
Scroll to additional document image tabs on multi-paged documents in Verify
If a document contains many pages, there may not be enough room to fit all of the tabs on the bottom of the Verify window. You can scroll through available tabs using the arrows on the bottom left of the Verify window.
Clicking this button scrolls the display of the tabs on the right of the screen to additional tabs that are further to the right.
Clicking this button scrolls the display of the tabs so that the last tab is visible.