Automated Document STORAGE Part 3 / REGEX & Variables / Invoice Processing Document Management
Part 3
This is the INNOVATIVE guide on how to automate document filing thanks to REGEX.
Through the simple settings explained in this multi-part workshop video, you will be able to:
Train each document with just a couple of clicks for future automated filing
Extract desired content from any document using regular expressions (also called REGEX).
Thanks to the teaching, each document is intelligently recognized (intelligent recognition)
Reading the document variables
Values such as total sum, order number, delivery date, customer number or any other values are read out without any problems.
Full automation
As a result, all subsequent documents are automatically filed with keywords based on the learned-in template without further intervention.
PaperOffice is the innovative solution for the paperless office.
▬ Contents / Part 3 ▬▬▬▬▬▬▬▬▬▬▬▬
Use date split for automated subfolder creation 00:44
Use variable "Invoice Date" 01:43
Use variable "Delivery Date" 02:08
Use variable "Order number" 02:31
Custom fields meaning 02:40
Use variable "Invoice number" 03:09
Use variable "Order" 03:23
Use variable "Total" 04:27
Receiptt entry in PaperOffice 04:31
save storage mask 04:45
Check storage mask values 05:08
Storage in PaperOffice - Result 05:20
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▬ Mentioned external videos ▬▬▬▬▬▬▬▬▬▬▬▬
Automated document storage with PaperOffice DMS / Create document templates / Define storage masks • Automated document storage with Paper...
Automated document storage Part 2 / Define, read out document values / Variable aquisition • Automated document storage Part 2 / D...
▬ Mentioned external videos ▬▬▬▬▬▬▬▬▬▬▬▬
Automated document storage with PaperOffice DMS / Create document templates / Define storage masks • Automated document storage with Paper...
Automated document storage Part 2 / Define, read out document values / Variable aquisition • Automated document storage Part 2 / D...
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▬ About PaperOffice (the paperless office) ▬▬▬▬▬▬▬▬▬▬▬▬
Thanks to the world's best PaperOffice OCR text recognition, live keyword search and SQL-based revision-proof data storage, you are guaranteed to find every document, even according to its content, in seconds and with ease.
PaperOffice allows documents to be recorded in a wide variety of ways. Existing electronic files are integrated into PaperOffice via drag & drop from the file system, by mass importing individual files or by importing the Windows folder structure.
The powerful and extensive workflow module PaperOffice Control enables the assignment and processing of complex processes, controls document information and tasks efficiently through the company.
Both simple and complex multi-level workflows with branches can be defined. In addition to the simple approval workflows, extensive checking and approval processes can also be implemented, such as an invoice approval by defining multi-level work processes with branches through red-green queries, like a traffic light.
In addition, digital releases can be requested and further actions can be carried out. So the process overview is always kept in mind.
Benefit from our experience and trust in the PaperOffice document management system: digitization of paper documents, audit-proof e-mail archiving, additional advanced search and document management - everything is integrated in PaperOffice and thus enables the perfect conversion to a paperless office.
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Find out more at:
https://help-en.paperoffice.com
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