Document Types

In DOC² you will find the SETTINGS menu in the upper bar on HOME screen.

If you are logged in to DOC² as an admin, you will find all fields of a document that can be extracted under the respective document type.

Open the menu Document Types.

In the following overview you will find all the standard document types available to you:

To see which fields can be extracted, from an invoice for example, click on FIELDS for this document type.

FIELD SETTINGS

Here you will find all the fields that can be extracted:

INVOICE DETAILS	PAYMENT DETAILS	VAT & AMOUNTS	VENDOR DETAILS
INVOICE NUMBER	IBAN	CURRENCY	ADDRESS
INVOICE DATE	PAYMENT TERMS	NET AMOUNT FULL	SUPPLIER NAME
DELIVERY DATE		NET AMOUNT REDUCED	VENDOR ID
PO NUMBER		NET AMOUNT FREE	VENDOR VAT
ORDER DATE		TAX AMOUNT FULL
		TAX AMOUNT REDUCED
		TAX AMOUNT FREE
		VAT RATE FULL
		VAT RATE REDUCED
		VAT RATE FREE
		TOTAL NET AMOUNT
		TOTAL TAX AMOUNT
		TOTAL AMOUNT

For every overpoint you can also CREATE FIELDS like freight, postage or any field with an amount you want to extract from your invoices.

For each field you can check the boxes if they are:

• REQUIRED: Here you can define if the field must contain a value to continue.

• READ ONLY: Here you can define if a field can only be displayed but not edited.

• HIDDEN: Here you can define whether a field should be hidden or displayed in extraction view.

• FORCE VALIDATION: Here you can define whether a field must always be validated manually, even if it has been confidently read (100%) by DOC².

• OCR and MATCH SCORE: Setting as described below, per field.

• FORMULA: Creation of a formula per field.

If you have completed all your settings, and you wish to save them, please confirm this with the SAVE SETTINGS button. If this is not done, the settings will not be applied.

RECOGNITION SETTINGS

OCR:

Here you can set the sensitivity of the OCR (Optical Character Recognition) function for all fields. This value determines the sensitivity with which a field is marked in red if it could not be extracted with 100% certainty (OCR related!).

MATCH SCORE:

Here you can set the sensitivity of the MATCH SCORE function for all fields. This value determines, when a field is marked in red, if DOC² has not extracted the field with 100% confidence. In this case the field needs to be validated manually.

The button RESTORE DEFAULTS will reset both values back to "50".

PROFILE

Here you can define the profile that will be used, either Default or ZUGFeRD.
In profile ZUGFeRD there are predefined fields that are mandatory for this type of invoice.
If you do not explicitly use ZUGFeRD, please select "Default".