Incoming Documents

Form ID: (AP301110)

You use this form to submit for recognition one document or multiple documents at once by dragging the files to the file upload area of the form, which is located between the form toolbar and the table. Also, you can click the area and upload the files by following the standard uploading steps (which depend on your browser).

Alternatively, you can submit for recognition multiple uploaded documents at once by selecting the unlabeled check boxes for these documents, or submit all the documents that are pending processing.

Documents are distributed between the following three tabs by their current status:

All Records: The tab lists all the uploaded documents, regardless of their status.
Pending Processing: The tab lists the documents with the Pending Processing status.
Processed: The tab lists the documents with the Processed status.

Tip:

Recognition accuracy depends on the quality, language, size, and complexity of the submitted file. Because recognition is performed by the model and tools provided by a third party, complete accuracy cannot be guaranteed.

For best results, use files with the en-us locale. For example, invoice dates are more likely to be recognized in the MM/DD/YYYY format. Files in other locales may also be recognized successfully, but this behavior is not guaranteed.
To improve recognition results, avoid large PDF files of more than 10 MB, because recognition quality may decrease as document size and complexity increase.

The form is available if the AP Document Recognition Service feature is enabled on the Enable/Disable Features (CS100000) form.

Form Toolbar

The form toolbar and More menu include the buttons and commands described below.


Button	Description
Recognize	Starts the recognition process for the uploaded PDF files with the Pending Recognition status that are selected in the table (that is, those for which you have selected the unlabeled check boxes in the table). When recognition runs and a Bill Upload Tag has been selected for the active processor on the External Payment Processor (AP205500) form, the system automatically adds the tag to the file after the AP document is created and the file is attached. Tip: If the recognition process failed or was interrupted (for example, due to an unstable internet connection), the system assigns the uploaded document the Error status. You click the Recognize button again and the system restarts the recognition process.
Recognize All	Starts the recognition process for uploaded PDF files with the Pending Recognition status that are listed in the table.
Search for Vendor	Starts searching for a vendor by its email address for a recognized document. For details, see AP Documents from PDFs: Search for a Vendor by Email Address.
View History	Opens the History dialog box with the details of failed recognition attempts of a document. You can pass this information to a support engineer to help investigate this failure. The button is available for a document with the Error status in the Status box.

All Records Tab

On this tab, you can review and process all the uploaded documents.

Tip: Table columns on the other tabs of the form (Pending Processing and Processed) are the same.

The table toolbar has only standard buttons.

Table 1. Table Columns
Column	Description
Included	An unlabeled check box that you select to include this PDF document in processing.
Summary	The name of the uploaded PDF file. Click the link to review or process the document on the Incoming Documents (AP301100) form.
Status	The status of the document, which can be one of the following: New: No PDF file has been submitted for recognition. Pending Recognition: A PDF file has been uploaded to the system and is ready for recognition. In Progress: Recognition of the uploaded PDF file is in progress. Recognized: Recognition has been completed successfully, and the recognized data is ready for validation. Error: Recognition has not been completed for some reason. Processed: The system has created the AP document by using the recognized data and saved it in the system.
Document Link	The link to the existing AP document that the system created by using the recognized data on the Bills and Adjustments (AP301000) form.
Created Date	The date when the document was uploaded.
From	The email address from which the PDF file was submitted for recognition.
Recognized Vendor	The recognized vendor of the document.
Recognized Amount	The recognized amount of the document.
Owner	The name of the user who uploaded the PDF file.

Side Panel

On the side panel, you can preview the PDF file attached to the document selected in the table. When you click the View PDF icon on the side panel, the system opens the PDF file in the right pane, which partially overlaps the screen. When you select another document in the table, the system updates the side panel view and displays the PDF file attached to the newly selected document.