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Extracting fields using the OCR

barcodes or OCR zones. The prerequisite is that the document must be assigned to a template that define a list of extended attributes. Extract the fields with the Zonal OCR In the Capture tab, open the OCR Template drop-down list and select one of the...

Folder's Metadata

Properties tab of the folder's settings panel. Here you can select a template and configure default values for each custom attribute, click on Save to confirm the modifications. Whenever someone insert a new document, its metadata will be pre-filled...

Linking documents together

right-click on a target document and select Paste as link. Now you can see the new link appearing in the Links tab. The attribute Type can be used to better qualify the link, and you can change it inline by double-clicking on the cell. As usual, a...