The General Forms Indexing action gives you a simple way to update your Record with the General Forms data that was extracted from your image(s)

In order to use this action properly, make sure your documents were split prior to being processed and are already OCR'd using General Forms Indexing or one of the other indexing types that support the General Forms option.


Map the incoming data into the fields you wish to place them. The simplest way to do this is to use the field selectors to select into which fields the associated values are placed.

do this is to use the field selectors to select into which fields the associated values are placed.