DocView Capture
Proof of delivery for logistics and warehousing: delivery notes and goods received notes are read for delivery note number, order number, delivery date, customer, delivery address and received-by name, with delivered lines captured as a table. Barcoded notes are separated and indexed by their barcode.
At a glance
| Region | Global |
| Industry | Logistics & trade |
| Document types | Delivery note, Goods received note |
| Workflow | Scan → OCR, separation & classification → Classification → Extraction & validation → Index / Validate → PDF generation & export |
| Straight-through processing | Yes — documents that pass every check skip Index / Validate |
| Separation | barcodes, each file |
| Output | searchable PDF with XML, CSV data |
| Dates read as | dd/MM/yyyy, d/M/yyyy, dd.MM.yyyy |
Use this template
- Go to Batch Setups and choose New Batch Setup.
- Filter by Global or search for "Delivery notes and proof of delivery", select it and choose Next.
- Name the Batch Setup, choose the export folder and create it.
- Try it with a few of your own documents on the Test tab, adjust fields and rules, then publish it — see Test a Batch Setup and Versions and publishing.
Batch fields
Entered once per batch, for example on the Scan screen.
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Batch reference | Text | entered by the operator |
Document types and fields
Delivery note
Recognised by words such as "delivery note", "proof of delivery", "received by", "despatch", "dispatch".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Delivery note number | Text | Yes | barcode | |
| Order number | Text | label "Order number", "Order no", "PO number" | ||
| Delivery date | Date | Yes | label "Delivery date", "Delivered", "Date" | Not in the future |
| Customer | Text | label "Customer", "Deliver to", "Consignee" | ||
| Delivery address | Text | label "Delivery address", "Ship to", "Deliver to" | ||
| Received by (print name) | Text | Yes | label "Received by", "Signed", "Print name" | |
| Goods condition | Choice | default "Good" | one of: Good, Damaged, Short delivery, Refused | |
| Delivered lines | Table | table under a header row |
Goods received note
Recognised by words such as "goods received", "GRN".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Delivery note number | Text | Yes | barcode | |
| Order number | Text | label "Order number", "Order no", "PO number" | ||
| Delivery date | Date | Yes | label "Delivery date", "Delivered", "Date" | Not in the future |
| Customer | Text | label "Customer", "Deliver to", "Consignee" | ||
| Delivery address | Text | label "Delivery address", "Ship to", "Deliver to" | ||
| Received by (print name) | Text | Yes | label "Received by", "Signed", "Print name" | |
| Goods condition | Choice | default "Good" | one of: Good, Damaged, Short delivery, Refused | |
| Delivered lines | Table | table under a header row |
Validation rules
- No duplicate delivery notes — checked across the whole batch
See Validation rules to change them or add your own.
Adapt it to your documents
- Add or rename fields and change how they are found: Fields and data extraction, Finders and zones.
- Improve document type recognition: Document classes and classification, Samples and classifier training.
- Send the documents and data to your systems — folders and servers, SharePoint, Google Drive and other cloud drives, S3, document management (FileNet, Alfresco, M-Files, DocuWare), SAP, Dynamics 365, Salesforce, Xero, QuickBooks, SQL, REST or a C# script: Output and export, Cloud and business-system destinations.
- Arrange the data entry screen: Screen designer.