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Typless Training Doc Setup

Setup a new training document

 

Select the Line item invoice option

 Setup a new document type configuration

Ensure that the name does not contain any spaces and no funny characters $!*@? etc

  

 Setup all the field names

 

Once all the fields have been setup, create document type

  

After the document has been saved, click on Training room to train the document

 

Setup the Metadata fields

 

 

Match fields from the document to the metadata

 

Setup the line data

 

Confirm all the changes

 

Finalizing the document

 

Click to train the document

 

Go back into the training room to check if the document read the data correctly

 

Train again