Save to Optimize

If Kofax ReadSoft Entrance assigns a document to the wrong sender, or if Kofax ReadSoft Entrance could not interpret many of the fields, you can select Invoice > Save to Optimize in Verify.

When you do this:

  1. A dialog prompts you to specify why the document needs optimization. Type an explanation so that whoever optimizes the document will know what to do.

    The comment you enter is displayed when the document definition is opened in Optimize. It can also be viewed by clicking the Optimize comment link in the Optimize taskbar.

  2. The document definition is marked "Yes" in the Optimize column in the Document definitions dialog.
  3. The document can be optimized.
    Note Save to Optimize can cause the maximum number of learning invoices specified in the Learning documents settings to be overridden.

Tips

  • In the Document definitions dialog you can see which documents were saved to Optimize: Those documents have 99 in the Optimize column, instead of 0.
  • A system administrator can adjust which options are available when you use Save to Optimize, namely by adjusting settings in the [SaveToOptimizeComments] section in Eiglobal.ini. See INI file help for more information.