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Intelligent Document Capture with Ephesoft - Second Edition by Jon Solove, Michael Muller, Ike Kavas, Pat Myers

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Creating a document type

Now that the accounts payable batch class exists, we must tell Ephesoft about the types of documents that this batch class will process. Each batch class can process many different document types, but we will begin by defining just one document type: an invoice.

Select the newly created batch class and click on the Open button.

When editing batch classes, Ephesoft displays a navigation tree on the left that allows the user to select the aspect of the configuration to be modified. The Document Types item is the default, so it should already be selected, as shown in the following screenshot:

Creating a document type

The batch class document type list ...

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