Server-side setup of a workflow component and the Invoice Reader

To be able to use workflow components and an Invoice Reader component in edoc invoice in your organization, you must first configure the components for your organization on the server side. You use a workflow to guide an invoice through the individual verification steps. The Invoice Reader component is used to automatically read and index the data from an invoice.

The following workflow components are available to you:

• edoc workplace

• d.3 mailbox

The following Invoice Reader components are available to you:

• edoc document reader invoice

• d.velop document reader / index plus

Here's how

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

2. Click on Settings > Global settings > Server settings.

3. In the Interfaces section, select the workflow and the Invoice Reader.

The information in the edoc workflow settings section differs depending on which workflow you have selected.

• edoc workplace: In the URL of the d.velop documents file field, enter the URL as the address where you collect the documents in your organization. Enter the URL according to the following pattern and add the placeholder {docId} at the end of the URL. In this way, you ensure that the document with a specific document ID is saved in the correct file, for example: https://base-URL/{docId}.

• d.3 mailbox: In the Host for d.3 workitem view (without https) field, enter the IP address of the d.3 server on which d.3 workitem view has been configured.

Save your configuration.

Next, you can configure the corresponding e-mail settings for the notifications of the workflow steps:

• Set up the e-mail server connection for "edoc workplace"

• Set up the database connection for workflow e-mails for "d.3 mailbox"

For more information about configuring the corresponding Invoice Reader component, see the following articles:

• Configure "Invoice Reader (edoc)" for a company

• Configure "Invoice Reader (d.3)" for all companies