The Identity Indexing action gives you a simple way to update your Record with the Identity data that was extracted from your invoice 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 W2 Indexing.


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.