Question:
When using the Automatic Invoice Process for Connect to Outlook, which takes precedence when filling in index fields?
Answer:
When storing with Automatic Invoice Process for Connect to Outlook, the Document Processing configurations take precedence when filling in index fields.
(Note: If you edit the index entries on the Store dialog when storing, the Document Processing configurations will still take precedence)
When using the Automatic Invoice Process for Connect to Outlook, which takes precedence when filling in index fields?
Answer:
When storing with Automatic Invoice Process for Connect to Outlook, the Document Processing configurations take precedence when filling in index fields.
(Note: If you edit the index entries on the Store dialog when storing, the Document Processing configurations will still take precedence)
The Outlook Email configuration would come next, then finally the Document Name field, which can be designated from File Cabinets > Database Fields, but only when the field is not set up in the other two configurations.
KBA is applicable for both Cloud and On-premise Organizations.
KBA is applicable for both Cloud and On-premise Organizations.
