Setting up Document Categories and Templates

All documents belong to a document category, which serves as a sort of container for all documents of a specific type. For example, all purchase invoices and credit memos belong to the document category PURCHASE, whereas all sales orders belong to the SALES category.

Within each document category you can have one or more templates, and each template includes a number of rules and configurations that determine how documents should be captured and processed. There are different types of templates used for different purposes, including templates for identifying document sources (for example, vendor) and templates specifying exactly how to capture and process documents.

Document Capture comes with a default configuration that sets up a number of document categories, including categories for handling purchase and sales documents. These categories are ready to use, but you can adjust them to your liking if you have specific needs or requirements. You can also create new categories if you want to process certain types of documents.

Learn about working with document categories and using settings to match your needsWorking with Document Categories
Configure which fields should be used when finding the document source (e.g., vendor)Setting up Identification Fields
Understand identification templates and how they’re used to identify the document source (e.g., vendor)Understanding Identification Templates
Customize the way incoming documents are OCR-processedConfiguring Advanced OCR Options

See also

Working with Document Categories
Setting up Identification Fields
Understanding Identification Templates
Configuring Advanced OCR Options