Help Centre › Building Processes
These are the Document Processing steps. Add one from the Add step tab in the process designer.
- Adjust invoice number – Adjust the invoice number on an already-extracted invoice.
- Capture a url – Capture text from a web page URL using OCR.
- Capture text from file – Extract text from an image file using OCR.
- Capture text from screen – Extract text from the full screen using OCR.
- Capture text from screen area – Extract text from a screen region using OCR.
- Capture text from window – Extract text from a specific window using OCR.
- Convert invoice to statement – Convert a valid invoice in state into a statement structure.
- Extract credit note data – Extract and validate credit note data from a document.
- Extract CV data – Extract data from a CV/resume document using AI.
- Extract delivery note data – Extract and validate delivery note data from a document.
- Extract EMP201 (SARS) data – Extract and validate EMP201 (SARS Monthly Employer Declaration) data.
- Extract invoice data – Extract and validate invoice data from a document.
- Extract purchase order data – Extract and validate purchase order data.
- Extract quote data – Extract and validate insurance quote data.
- Extract statement data – Extract and validate bank statement data.
- Extract SWIFT MT940 data – Extract bank statement data from an MT940, camt.053, OFX or QIF file, exactly and without AI.
- Extract text from image – Extract text from an image using OCR.
- Extract timesheet data – Extract timesheet data from a document.
- Filter line item references – Filter statement references using the existing statement data from state,.
- Identify document type – Identify a document's type (invoice, PO, quote, CV, etc.).
- Search in statement transactions – Search for a keyword in statement transaction descriptions.
- Search invoice for text – Search for a keyword in invoice line item descriptions.
- Split multi-document file – Split a PDF containing multiple document types (invoices, statements, etc.) into separate files.