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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 fields

Ephesoft stores information about a document in document-level fields. Further, Ephesoft stores information common to all the documents in a batch in batch-level fields. Typically, field content is extracted from a document, but the fields can be populated in a number of other ways. The field content can be manually entered by an operator, for instance, or populated from a database, or calculated programmatically on the basis of the values of other fields.

For the invoice document type, we would like to extract the customer number, invoice number, and invoice date. In order to accomplish this, we must first create the fields in the document type that we created. From the Batch Class Management interface, select and edit the Accounts ...

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