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