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Intelligent Document Capture with Ephesoft by Clifford Laurin, Michael Muller, Ike Kavas, Pat Myers

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Creating fields

Ephesoft stores information about a document in document level fields. Typically, field content is extracted from the document, but the fields can be populated in a number of other ways. The field content can be manually entered by the operator, for instance, or populated from a database, or calculated programmatically based on 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 we created. From the Batch Class Management tab of the administrative interface, select and edit the batch class (My First Batch Class Invoices). From the Document Types tab, select and edit ...

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