Create New Sticky 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. “GL Code”
Select “StickyField” from the drop down in the Data Field Type.
The Data Type is not used in Sticky fields.
Click on the small “+” icon under the Data Type field, to enter reference fields. When a reference field is found in a document the Stick Field Header will be populated which the same data that was used to populate the Stick field Header the first time a document matching the Reference Headers was processed.
For example, if a sticky field “GL Code” was created with the reference Field “ABN”, selected as illustrated below, the “GL Code” was added to the document (see How To Add Company Headers to Documents), then the “GL Code” was manually populated with the value “51000” and the document saved, the next time a document with the same “ABN” was processed by the system, the “GL Code” field would automatically be populated with the value “51000”.
Multiple Reference Fields can be selected.
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.
To add a Lookup Header into a document see How To Add Company Headers to Documents.