How can I correct Data in the Headers?
Here is a way you can work with data in your headers to make it accurate. Effortlessly annotate and modify document data with precision.
Follow these steps to annotate document data effectively within the Procys platform. From selecting documents to modifying information, this guide ensures accurate data extraction. For more detailed instructions, check our blog.
- Open your account on the Procys page and go to “Dashboard”.
- Select the document to which you would like to change the data.
- Once the document data is processed, it will show the type, date, and document number, such as the period, supplier, etc.
- If any field you consider is missing, press Manage fields. If any data in the document has been extracted incorrectly, you can click on the box and modify the information.
- Review and validate that the data extracted from all document fields and the lines at the bottom of the header are correct. Finally, press save changes to the header data.
In case of any doubt, we have written a more extensive article on how to annotate document data on our blog. If something goes wrong, feel free to write to our support team - support@procys.com - and we will help you resolve it.