MetaServer Online Help

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

 

Import
Import documents from different sources

 

  • Import Email
  • Import from Folder
Separate Document
Automatically separate documents based on rules

 

  • How Does Separate Document Work?
Organize
Organize documents based on their file type

 

  • Organize
Extract
All Extract rules explained in detail with screenshots

 

  • Barcode
  • Text
Extract - Find
All Extract Find rules explained in detail with screenshots

 

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

 

  • Remove Spaces
  • Replace Text
  • Reserve
  • Set Field Value
  • Calculate Date
  • Calculate Days Between Dates
  • Calculate Number
Extract - Format
All Extract Format rules explained in detail with screenshots

 

  • Change Case
  • Date
  • Number
  • Text
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.