MetaServer Online Help

MetaServer Introduction

The basics of MetaServer and its main setup screen explained

 

Import
Import documents from different sources

 

  • Import Email
  • Import from Folder
Check Validity
Check the validity of the document and send it to another action based on its state

 

  • Check Validity
Organize
Organize documents based on their file type

 

  • Organize
Classify
Classify documents based on their file type

 

  • Classify
Extract
All Extract rules explained in detail with screenshots

 

  • How Does Extract Work?
  • Barcode
  • Text
Extract - Find
All Extract Find rules explained in detail with screenshots

 

  • Find Line with Mask / Words
  • Find Number
  • Find Word with Mask / Words
  • Find Word with Type
Extract - Edit
All Extract Edit rules explained in detail with screenshots

 

  • Remove Spaces
  • Replace Text
  • Set Field Value