The Master data policy dialog

To access this dialog: Using Manager, select Settings > Master data policy.

Use this dialog to specify whether Kofax ReadSoft Entrance uses master data to identify senders.

Please read overview information before using these settings.

Use imported sender data for identification, and display it in Verify when searching for a sender
  • Uses master data to identify senders.
  • Connects the master data to Verify so that you can use the master data when searching for senders.
Important After you enable this setting, you cannot disable it unless you clear the database of all suppliers.
Allow Verify operators to choose senders from the sender registry only (not add new ones)
  • Locks the Sender list in Verify so that you can only choose senders from the senderregistry. In other words, if this setting is selected, you cannot type in new senders while verifying. However, documents from new or one-time senders can still be handled. (How?)
  • Hides the Supplier numberSender numberand Description settings in the Verifying dialog.

This setting is highly recommended if "Use imported sender data..." is selected.