Icon DC template optimize

Optimize templates for efficiency and business rules

  • 21 Min.
  • Modul
  • 5 Einheiten
  • Document Capture

How do you refine source templates further to add automation and streamline your data recognition?

There are many powerful features in Document Capture's templates that can make your document processing more consistent and accurate. In this module, you'll learn about how to add automation to various features, and how to streamline the way that templates are applied to incoming documents.

Lernziele

By the end of this module, you'll be able to:

  1. Create new master template fields available for source templates.
  2. Remove unneeded header and line fields from source templates.
  3. Use translations on templates to convert document data into required formats.
  4. Add formulas and fixed values to templates to speed up document processing.
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