MetaServer Online Help

MetaServer Intro
The basics of MetaServer and its main setup screen explained

 

Import
Import documents from different sources

 

Separate Document
Automatically separate documents based on rules

 

Organize
Organize documents based on their file type

 

  • How Does Organize Work?
Extract

All Extract rules explained in detail with screenshots

 

Extract - Find
All Extract Find rules explained in detail with screenshots

 

Extract - Edit

All Extract Edit rules explained in detail with screenshots

 

  • Calculate Date
  • Calculate Number
  • Calculate Time Span
Extract - Format

All Extract Format rules explained in detail with screenshots

 

Classify
Classify documents based on their file type

 

  • Classify
Edit
Automatically edit documents based on the different Edit actions’ setup

 

  • Delete Page(s)
Validate
All Validate rules explained in detail with screenshots.

 

  • How does Validate work?
  • Database
  • Date
  • Number
  • Text
Export
Export documents to email, folder(s), FTP Server, etc.