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5 results found

  1. Send email to the partner contact when 80% of the Intelling credit is reached

    Right now only the customer contact receives an English message when 80% of Intelligent Indexing credit is used

    The message should be in the langage configured in the portal and more important a copy should be send to the partner. So the partner could act before 100% of the limit is reached.

    8 votes

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  2. Zoom to intelligent index zone

    Similar to many capture products Intelligent Indexing should have a configurable option to "zoom to zone" so that when the user is focused on a certain field (say the Invoice Number) the document viewer will zoom into that highlighted location on the document. This helps achieve a quicker review of the document. An example of this is attached.

    8 votes

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  3. Utilize one of the Intelligent Index fields to name the documents in the tray

    Many documents land in the tray to be indexed but sorting through them to find a specific document would be simplified if one of the Intelligent Indexing fields was displayed as the doc name.

    5 votes

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  4. Vote system for intelligent indexing

    A nice feature would be the ability to Vote Thumbs Up or Down on a Repeat Intelligent Indexing result.

    As I understand it, currently there is no way to reset or change intelligent indexing results on the cloud. This would be a good way to provide instant feed back and possibly reset field values to original results and try a different template on the next run?

    3 votes

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  5. Intelligent Indexing Expand Into Checks

    As intelligent indexing is essentially only available on vendor invoices, it would seem the logical next place to allow for intelligent indexing would be customer checks.
    Reading a check number and customer name would be desirable, along of course with the auto-identification of the document type of check.

    2 votes

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