DocView Capture
Besides folders and servers, a Batch Setup can deliver to Microsoft 365 (SharePoint, Teams, OneDrive), Google Drive, Dropbox, Box, ShareFile, Amazon S3 and S3-compatible storage (IBM Cloud Object Storage, Wasabi, MinIO …), Azure Blob Storage, FTP, WebDAV, e-mail, CMIS repositories (IBM FileNet, Alfresco, Documentum), M-Files, DocuWare, and business systems: SAP S/4HANA, SAP Business One, Dynamics 365, Business Central, Salesforce, Xero, QuickBooks Online, ServiceNow and any OData service. File destinations can fill columns or properties from the document; business systems get one record per document with the PDF attached. This setup exports to a folder, with SharePoint, Xero and SAP S/4HANA destinations prepared and switched off.
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: Import invoices.pdf and complete the batch: the files are in the export folder. On the Export tab, open the SharePoint, Xero or SAP S/4HANA destination, fill in your sign-in (secrets under Settings › Secrets), click Test and switch it on. The field mappings show how invoice fields become columns and records.
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 "Cloud drives and business systems", 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 | pattern in the text | |
| Invoice date | Date | Yes | label "Invoice date" | |
| Order number | Text | label "Order No" | ||
| Supplier VAT number | Text | pattern in the text | UK VAT number | |
| Net amount | Amount | Yes | label "Subtotal" | at least 0 |
| VAT | Amount | label "VAT" | at least 0 | |
| Total | Amount | Yes | label "Total due" | at least 0 |
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.