Glossary of Terms
Anchor
A special type of selection used to allow Invoice Automation to locate the document field even when it is not in the same place on every document.
Document
A specific related set of information (e.g., an Invoice) contained within a file.
Document Status
The overall position of a document in its lifecycle as it moves through Invoice Automation, from being uploaded to being exported to your connected ERP solution.
File
A PDF file that contains one or more documents and is uploaded to Invoice Automation.
Original Document
The original unmodified PDF file uploaded to Invoice Automation.
Rescan
An attempt to use the data from the document to reassign it to a template and replace all document values.
Readonly Document
A document that is not scanned with the intention of matching it to a template and is uploaded for reference when viewing other documents.
Template
A set of document fields used to identify and extract information from a document.
Template Key
A specific type of document field that allows Invoice Automation to identify and link uploaded documents to a specific template.
Validation Error Ignore
Allows the document to proceed with the validation error and suppress future warnings about the issue.