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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