Local OCR match rule (and matches) (Beta)

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

Here you can view the details and matches of the OCR match rule, Under Matches are all the documents whose details meet the criteria in the corresponding OCR match rule.

A user with the 'Back office' role in the domain or the 'Management', Financial administration' or 'External accountant' role can view the details and matches of the OCR match rules.

Only a user with the 'Backoffice' role in the domain can delete or change an existing OCR match rule.

From this screen, a user can:

• view the details of an OCR match rule
• view the matches of an OCR match rule
• view the document
• view the contact.

From this screen, a user with the 'Back office' role in the domain can:

• change an OCR match rule
• delete an OCR match rule.

To view the details and matches of an OCR match rule, hover the mouse over the line of that OCR match rule. Click on the button with the three dots and then select the View OCR match rule menu option from the dropdown menu.

The following screen is opened:

Here you will find the criteria, result and priority of the OCR match rule as you entered them when creating the match rule,

You will also see any comments and under Log the user and the date and time the OCR match rule was created or modified.

View OCR match rule matches

To view the matches of the OCR match rule, click on Matches at the top of the screen. The following screen is opened:

Here you see all documents whose data meet the criteria in the corresponding OCR match rule.

View document

To view the matched document, hover over the line of the corresponding document. Click on the button with the three dots and then select the View document menu option from the dropdown menu.

In the now-opened screen, if necessary, the document can be changed or actions can be performed on the document.

View contact

To view the contact of the matched document, hover over the line of the document in question. Click on the button with the three dots and then select the View contact menu option from the dropdown menu.

The contact card of the contact is opened.

Change OCR match rule

To change an OCR match rule, click on the Edit button. 

The following screen is opened:

For a detailed description of the criteria and the desired result you can enter, see article Create local OCR match rule.

Delete OCR match rule

To delete an OCR match rule, click on the Delete button.

The following screen is opened:

Click on the Delete button to actually delete the OCR match rule.