› New customer account setup › Additional settings › Editing extraction settings › Editing extraction fields

Editing extraction fields

Each document type is equipped with the most popular extraction fields predefined. You can edit existing fields, disable fields you do not need and add custom fields.

Editing extraction fields

To edit an extraction field:

  1. Navigate to the Extraction service that corresponds to the account level you want to adjust.
  2. Select EDIT and select the document type that you want to edit. The document type view appears.
  3. Select Header fields or Line-item fields, depending on the type of field you want to edit.
  4. Select the NAME of the field you want to edit and use the view that appears to edit its settings.
  5. Select OK to return to the previous view, and select SAVE to save your changes.

    After you save the settings, the changes are immediately available during verification.

Enabling and disabling extraction fields

To enable or disable fields in a document type:

  1. Navigate to the Extraction service that corresponds to the account level you want to adjust.
  2. Select EDIT and select the document type that you want to edit. The document type view appears.
  3. Select Header fields or Line-item fields, depending on the type of field you want to enable or disable.
  4. Select the checkbox next to the names of the fields you want to extract, and deselect the checkbox next to the names of the fields that you do not want to use. In other words selected fields are enabled, and deselected fields are disabled.
  5. Select OK to return to the previous view, and select SAVE to save your changes.

    After you save the settings, the changes are immediately available during verification.