In DOC² you will find the
SETTINGS menu in the upper bar on
If you are logged in to DOC² as an admin, you will find all fields of a document that can be extracted under the respective document type.
Open the menu Document Types.
In the following overview you will find all the standard document types available to you:
To see which fields can be extracted, from an invoice for example, click on
FIELDS for this document type.
Here you will find all the fields that can be extracted:
|INVOICE DETAILS||PAYMENT DETAILS||VAT & AMOUNTS||VENDOR DETAILS|
|INVOICE DATE||PAYMENT TERMS||NET AMOUNT FULL||SUPPLIER NAME|
|DELIVERY DATE||NET AMOUNT REDUCED||VENDOR ID|
|PO NUMBER||NET AMOUNT FREE||VENDOR VAT|
|ORDER DATE||TAX AMOUNT FULL|
|TAX AMOUNT REDUCED|
|TAX AMOUNT FREE|
|VAT RATE FULL|
|VAT RATE REDUCED|
|VAT RATE FREE|
|TOTAL NET AMOUNT|
|TOTAL TAX AMOUNT|
For every overpoint you can also CREATE FIELDS like freight, postage or any field with an amount you want to extract from your invoices.
For each field you can check the boxes if they are:
REQUIRED: Here you can define if the field must contain a value to continue.
READ ONLY: Here you can define if a field can only be displayed but not edited.
HIDDEN: Here you can define whether a field should be hidden or displayed in extraction view.
FORCE VALIDATION: Here you can define whether a field must always be validated manually, even if it has been confidently read (100%) by DOC².
OCR and MATCH SCORE: Setting as described below, per field.
FORMULA: Creation of a formula per field.
If you have completed all your settings, and you wish to save them, please confirm this with the
SAVE SETTINGS button. If this is not done, the settings will not be applied.
Here you can set the sensitivity of the OCR (Optical Character Recognition) function for all fields. This value determines the sensitivity with which a field is marked in red if it could not be extracted with 100% certainty (OCR related!).
Here you can set the sensitivity of the MATCH SCORE function for all fields. This value determines, when a field is marked in red, if DOC² has not extracted the field with 100% confidence. In this case the field needs to be validated manually.
RESTORE DEFAULTS will reset both values back to "50".
Here you can define the profile that will be used, either DEFAULT or ZUGFeRD.
In profile ZUGFeRD there are predefined fields that are mandatory for this type of invoice.
If you do not explicitly use ZUGFeRD, please select DEFAULT.