Read the documents
Reads the attachments: invoices, delivery notes, waste transfer notes, purchase orders, or your own kinds of document.
Where it goes: after Identify the contact.
How it works
Choose a document type from the field library, such as Invoice. Its fields are added to the workflow, and the AI reads each of them from the attachments. Large document types are read in several passes automatically.
Settings
| Setting | Choices | Default |
|---|---|---|
| Document type | A published document type: Invoice, Purchase order, Delivery note, Waste transfer note, Credit note, Statement, or your own | Required |
| Split files that hold several documents | On or off. Splits a PDF holding several documents into one work item each, when the document type allows it | On |
| When a document is missing | Carry on. Ask the sender. Hand to a person. Stop | Carry on |
What can happen
| What happened | What happens next |
|---|---|
| Read | Carries on |
| One PDF held several documents | This work item carries on with the first. A new work item is made for each of the others, and each runs the rest of the workflow |
| A split could not be done with certainty | Goes to a person. It never guesses |
| No readable document | As set in "When a document is missing" |
| The document could not be read | Goes to a person |
| The AI service is unavailable | Waits, then carries on |
What you see on the work item
On the Document tab, the documents beside the values read from them.
Use it for
- Supplier invoices: the Invoice document type, with batches split.
- Orders: the Purchase order document type.
- Your own documents: copy a document type, or make your own, and read it the same way.