How the sender, sender number, and description values are used
Each document definition has a sender, a sender number, and an optional description that you use to specify who sent the document.
How new documents are processed by Interpret depends on whether or not a sender registry is used (described below).
Regardless of those details, you can use Verify or Optimize to adjust the sender, sender number, and description.
How new documents are processed if a sender registry is used
Interpret tries to automatically assign a sender. If sender identification fails, then Sender, Sender number, and Description remain empty.
- The document is interpreted, but it is not connected to a document definition because of the lack of learned identifiers.
- Interpret tries to automatically learn the document and find sender information using the sender registry.
-
If the
sender is identified, Interpret also checks whether
there is
a
document definition associated with the
sender.
- If Interpret finds a document definition associated with the sender, the document is identified as belonging to that document definition.
- If no document definition is associated with the sender, a new document definition is created and Interpret tries to learn it automatically. This document definition is used the next time a document from this sender is processed.
When using a sender registry, the sender name and number are required. Otherwise, they are optional.
How new documents are processed if no sender registry is used
Interpret tries to automatically assign a sender. If sender identification fails, then Sender, Sender number and Description remain empty.
- The document is interpreted, but it is not connected to a document definition because of the lack of learned identifiers.
- Interpret tries to automatically learn the document and find sender information using the sender registry.
-
If the
sender is identified, Interpret also checks whether
there is
a
document definition associated with the
sender.
- If Interpret finds a document definition associated with the sender, the document is identified as belonging to that document definition.
- If no document definition is associated with the sender, a new document definition is created and Interpret tries to learn it automatically. This document definition is used the next time a document from this sender is processed.
- The document is interpreted, but it is not connected to a document definition because of the lack of learned identifiers.
- Interpret creates a new document definition and tries to learn it automatically. This document definition is used the next time a document from this sender is processed.