Activate and manage the "Post-indexing" workflow step (manual indexing)

To make it easier to edit documents (invoices) in the capture form, you can use indexing software to map certain properties from the documents to specific fields in advance. Your users will then find fields with data in the capture form that they still need to check for accuracy. All fields that are not filled in must be completed manually.

You may also import documents without prior indexing, in which case all data must be entered manually.

Regardless of how you have organized the receipt of your documents (invoices), you can now assign the indexing step to a separate workflow group. The workflow step takes place before the review by the teams (departments) involved, so that the review process is accelerated.

You can set up a group, e.g. with the name Indexing group, which deals specifically with manual checking (post-indexing) of the data. The regular factual check takes place after this workflow step.

When the indexing group is set up, all documents are sent to this group first.

Here's how

1. Click on edoc invoice in the sidebar to open the edoc invoice dashboard.

2. Click on Settings to open the overview of global settings and company settings.

3. Under Company settings, click on the company for which you want to set up the workflow group for post-indexing.

4. Select a group in the Workflow - Post-indexing section.

5. Click on Save in the ribbon.