Create a variant
Create variants when the same sender sends documents with different layouts, for example.
Examples of when to do this.
Example 1 – no variant needed
A sender has one kind of document.
-
Set
Sender and
Sender
number to values that you use in your financial system to
identify this
sender.
Example: Leaf Organs Corp, 26369842.
-
Either leave
Description blank, or set it to something
useful for
Kofax ReadSoft Entrance
users, such as Leaf Organs Corp.
Kofax ReadSoft Entrance will use one document definition for this sender.
Example 2 – create a variant
A sender has two kinds of documents, and you always pay to the same sender account.
-
Set
Sender and
Sender
number to values that you use in your financial system to
identify this
sender.
Example: Leaf Organs Corp, 26369843.
-
Set
Description to a different value for each
kind of
document. Example: Eastern Div. and Western Div.
Kofax ReadSoft Entrance will use two document definitions for this sender.
Use this procedure during the verification process
-
Specify
the
sender, if the selected one is not correct.
If sender number and description are not displayed, and you cannot change the supplier, see other instructions.
- Type a description in the Description box. This is important because it is the only thing used to distinguish variants from each other.
- When the document is ready to be approved, click Approve to save the new document definition, or variant, to the database.