DocView Capture
The Azure AI Document Intelligence finder sends each document to Azure's ready-made invoice model and gives every value it finds — supplier, invoice number, dates, totals — and the line items, which fill the Line items table. Change the finder's model for receipts, identity documents, bank statements, cheques, contracts, payslips or your own custom model.
Try it
Create a Batch Setup from this template (Batch Setups › New Batch Setup, tab System features), and download its sample documents from the template's card (Download samples). Then: Switch on Azure under System › AI connections and enter the endpoint and key. Import invoices.pdf and open a document: the fields and the line items are filled by Azure.
At a glance
| Region | Global |
| Industry | System features |
| Document types | Invoice |
| Workflow | Scan → OCR, separation & classification → Extraction & validation → Index / Validate → PDF generation & export |
| Straight-through processing | No — every batch is checked on screen |
| Separation | keywords at the top of a page |
| Output | searchable PDF with XML 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 "Azure AI Document Intelligence", 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.
Document types and fields
Invoice
Recognised by words such as "invoice", "subtotal", "total due".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Invoice number | Text | Yes | entered by the operator | |
| Invoice date | Text | entered by the operator | ||
| Supplier | Text | entered by the operator | ||
| Total | Text | entered by the operator | ||
| Line items | Table | entered by the operator |
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.