MetaServer Online Help
Import documents from different sources
- Import Email
- Import from Folder
Automatically separate documents based on rules
Organize documents based on their file type
- How Does Organize Work?
All Extract rules explained in detail with screenshots
Extract - Edit
All Extract Edit rules explained in detail with screenshots
- Remove Spaces
- Replace Text
- Set Field Value
- Calculate Date
- Calculate Number
- Calculate Time Span
Classify documents based on their file type
Automatically edit documents based on the different Edit actions’ setup
- Delete Page(s)
All Validate rules explained in detail with screenshots.
- How does Validate work?
MetaServer troubleshoot and FAQ
- When opening the Client and when trying to select a MetaServer, I get the following message: No MetaServer found
- I can’t see preview thumbnails of my PDF files in Windows File Explorer or MetaServer’s Go To window