Welcome > New customer setup > Additional settings > Services overview > The Document field dialog

The Document field dialog

Use these settings to add a custom field to a document type.

To access this dialog: Select a Services node in the administration tree-view , select the Extraction service, click Configuration and click  or  in the dialog that appears.

Use these settings to add a custom field to a document type:

Type name Use this name when you:

Precede the Type name with "LIT_" to specify a line-item field. By default, a custom line-item field captures values up to 100 characters in length (alphanumeric characters and special characters), unless you specify another format in the Format settings.

Name The name of the field as it appears in the output that is sent to the target system.
Display name The user-friendly name of the document type as it appears in the interface. You can type your own text here, or choose a value from the list.

If you choose a value from the list, it is automatically translated in the document view, depending on the language settings of the browser. Click  to see the translations for each value.

If you leave this setting empty, the value in the Name setting is used.

Type Specifies the field type:
  • String - You can optionally define a Field format using regular expressions when you choose this type.
  • Date - Specifies a date field.
  • Amount - Specifies an amount field.
Skip extraction

When you select this setting, ReadSoft Online does not look for this field on incoming documents, however the field is available for manual entry during verification. This is helpful if you want to manually add information to documents by setting a value on a field that does not exist on the incoming documents.

This setting is only available for custom header fields. It is not available for line-item fields.

Accept empty value When selected, the field is interpreted if it is found, but no validation is performed on the field and the field status is always Complete, even if the field is not found.
Empty and hidden by default When selected, the field is initially empty and hidden from Office users. Office users can toggle the visibility of the field.
Enforce validation Determines whether the field must pass validation. If this setting is selected, you cannot complete the invoice verification until the field passes validation and the field status is Complete.
Use master data to suggest field values When selected, the master data that you select in the box is used to suggest field values for this field.
Use master data to improve extraction

When selected, Name and Description values from generic master data are used to find fields and improve extraction results.

This setting only applies to custom fields that use generic master data.

Use master data to validate the field value When selected, the master data is also used to validate the field value. For example, if you type a field value that does not exist in the master data, a validation warning is displayed; however, you can press Enter  to override the warning (unless Enforce validation is selected).
Master data display format Determines how the master data appears when verifying invoices.
Default value Specifies the default value of the field, if the field is not found during extraction.

If you select Save default value per supplier, the default value is updated, on a supplier basis, each time the value is changed during verification. For example, if you set the default value to "ABC", the value is initially "ABC" for all suppliers. However, if an Office user changes the field value to "XYZ" during verification, the new default value for that particular supplier will be "XYZ". The other suppliers will keep the original default value of "ABC".

Note Save default value per supplier does not work if Skip extraction is enabled.

This setting is only available for custom header fields whose type setting is set to String.

Field format (regular expression) Specifies a regular expression that the field must match in order to pass validation. We recommend regex101.com for testing regular expressions. Make sure you select javascript as the "flavor" at regex101.com.
Field format (compact) Specifies a compact field format that the field must match in order to pass validation. You can edit this setting for custom fields and these predefined fields:
  • BuyerContactPersonName
  • BuyerContactReference

Select all of the character types that can appear in the field: Numeric, Uppercase letters, Lowercase letters, Special characters, Space.

Test field format Use this box to test the field format. Type en example field value and click Test to see if the example value matches the Field format.

This setting is only available for custom fields.

Note: When testing the compact format, negative signs are ignored.