Check your knowledge

• 2 Min.

1. 

Choose the correct statements.

(Select 4 correct answers)

To add a field to a source template, you normally copy the field from the master template.
Master templates can be updated with additional fields.
Source templates define which fields and values should be identified in a document received from a particular vendor.
All fields in a master templates must be applied to a source template.
Source templates can define which processes should be applied to documents received from a particular vendor.
If you create a new field in a source template, it is automatically added to the master template.
2. 

What’s the purpose of a master template?

(Select 2 correct answers)

The master template contains configurations that are copied to source templates.
The master template is used to identify the vendor of a document.
The master template is copied if the source template is not found for a document.
The master template specifies which vendors use the related source templates.
3. 

After you have updated a source template, how do you apply the changes to other documents from the same vendor in the document journal?

You need to repeat adding the field to documents if they have already been imported into the document journal.

Delete the document and re-import it.

All documents in the document journal will be updated, regardless of the source template.

Use the Recognize Fields action.
4. 
Match the common tasks with processing invoices, and how you can handle them with source templates in Document Capture.
A. 
Use different posting setup for different amounts on the same invoice.
B. 
Match all invoices from a vendor to purchase orders.
C. 
Send all invoices from a vendor for approval.
D. 
Capture a field that exists in only some invoices.
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