Alternate Export

Step 1: Create a New Export

1. Navigate to Settings > Document Processing > Export.

2. Click on Create New Export to define a new export configuration.

3. Save the configuration and ensure the export is disabled.

Step 2: Enable Alternate Export

1. Go to Settings > Global Settings > Document Type > More Settings.

2. Locate the Alternate Export setting and toggle it on.

3. Configure the following:

   • Document Status: Specify the status of documents after the alternate export.

   • Export Configuration: Select the newly created export configuration to be used for the alternate export.

Using the Alternate Export

In the PO-Matching Screen

• After enabling the alternate export, you will have the option to select the alternate export directly in the PO-Matching screen.

With the Workflow Card

• The Alternate Export workflow card can also be used to automate this process. Configure the card as needed to apply the alternate export logic to your workflow.