Create New Company Headers

There are three types of Company Headers, Normal fields, Sticky field and Lookup fields.

Normal fields are used to extract additional information from a document, while Sticky and Lookup fields allow additional information to be added to the document.

To create a new Company field in select Settings and then Header.

 

Select Header Type: “Sheet Header” to create a company header associated with the information regarding the entire documents or select “Table Header to create a Company Header associated with the Invoice Line item table.

 

Select the small “+” icon on the right hand side of the screen.

 

Enter the name of the new Company Header e.g. “Ship To”

The Data Field Type will be “NormalField”

 

Select the Data Type.  This will perform data validation on the field to ensure that only valid information is extracted.  “String” is appropriate in most cases as it does not valid the data extracted.

 

 

Default Order dictates where the field will appear in the order of metadata field. To have the field appear as the first field enter 0 or to appear as the last field enter a large value.

 

Now the Company Header is defined, Keywords need to be associated with it. See How to Add Keywords to Headers help topic.