Fields

Overview

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The Fields setting provides a user interface where administrators can manage the properties and behavior of individual data fields associated with a document type. Each field can be adjusted to optimize the accuracy and efficiency of data capture and validation.

Key Features and Options

1. Fields Configuration:

   • Field Names: Lists the names of the fields, typically corresponding to the data elements within the document, like "Invoice Number" or "Purchase Order Date".

   • Required: Administrators can mark fields as required, making sure that data must be entered or captured for these fields to complete the document processing.

   • Read Only: Fields can be set to read-only to prevent modification after data capture or during certain stages of document processing.

   • Hidden: Fields can be hidden from view in the user interface, useful for sensitive information or for simplifying user workflows.

2. Advanced Settings:

   • Force Validation: Ensures that data entered into a field passes certain validation rules before being accepted.

   • OCR (Optical Character Recognition): This toggle can be switched on to enable OCR processing for a specific field, useful for automated data extraction from scanned or digital documents.

   • Match Score: Administrators can define a match score, a threshold used to determine the confidence level of data recognition or matching, impacting how data validation and quality checks are performed.

3. Action Buttons:

   • Create New Field: Allows adding new fields to the document type.

   • Edit Icons: Each field has an edit icon that allows administrators to further configure field-specific settings, such as data type, default values, or connected business logic.

   • Save Settings: Commits the changes made to the field configurations.

Fields

DOCB-2494 • CLOSED / COMPLETED • Daniel Jordan