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Glossary of Terms

Document

A specific related set of information (e.g. an Invoice) that is contained within a file.

File

A PDF file that contains one or more documents and is uploaded to Invoice Automation.

Template

A set of document fields which provide a way to identify and extract information from a document.

Template Key

A specific type of document fields which allow Invoice Automation to identify and link uploaded documents with a specific template.

Document Status

The overall position a document is in the lifecycle of a document has it traverses Invoice Automation from being uploaded to being exported to your connected ERP solution.

Original Document

The original, unmodified PDF file that was uploaded to Invoice Automation.

Rescan

Attempt to use the data from the document to reassign to a template and replace all document values.

Validation Error Ignore

Allow the document to proceed with this validation error & suppress future warnings about the issue.

Readonly Document

A document that is not scanned with the intention of matching to a template & is uploaded for reference when viewing other documents.

Anchor

A special type of selection that is used to allow Invoice Automation to locate the document field even when it is not in the same place on every document.