Document Forms

Document forms or document types are a kind of document templates that we will have available from our Series or Apps.

The document forms define:

• Available fields to store information for a kind of document. 
• Automatic document sorting setup.

Document form fields

For every form, it is possible to define fields that might be filled out by users, automatically or from third-party apps. 

White and black words

More than words, these are text expressions. This means, they can be a combination of words or a patron. They are used for automatic document classifying. 

• White words: This expressions can be found in the text of our documents and are used for Athento in order to recognize a document type or document form. For an instance, you can configure Athento to set "Invoice" as a document form or document type if it finds the expression "invoice number" within the text of a document. 
• Blackwords: These words appear within the text but they help us to discard the document as belonging to a certain documentary type.

White and black words usage needs to enable the Text Classifying operation for our Series or App.

 

How to access the Document form administration? 

From the Document forms menu - accessible from your nav bar on the left side of your screen- you will see the list of all of your document forms. Click on the one you want to manage.