The following sections provide information about selected features on the Processing page.
For more information on processing electronic invoices in XML format, see also Importing electronic invoices.
Indexing
Index fields
Texts that are read out from the document and entered in an Index Field can be defined more precisely using the Edit 
function. As of DocuWare version 7.7, you can also edit dynamic entries in this way.
Text field
Define text
Here you can specify a subarea of the read out text that is to be used for the indexing. Determine whether to use only the text after, before, or between a specific string. You can also specify the exact position or (e.g. for a barcode) define a field delimiter and select a specific entry. If a barcode contains several lines, you can only select the line(s) to be written to the index field. Invoice contents can therefore be completely transferred from barcodes and distributed to individual fields.Correct text
You can have individual characters replaced and correct readout errors by doing this. This is useful if, for example, the digit 1 is mistakenly read as an uppercase I or the digit 0 is read out as an uppercase O during scanning.Replace text
You can have all the read-out text of an area replaced with other text. For example, the term "invoice" read out in a document can be replaced by "invoice - output" for indexing. You can do this by creating a list of all the entries to be replaced. Select whether all values or only those listed are to be replaced.
If all values are to be replaced: In the event that a value to be read out is missing, you can choose whether the default value is to be accepted or an error created and the process aborted.
Additional options for date field and numeric field
For the date field, you can also specify in which formats either only the date or the date and time are listed in the corresponding readout area. The formats corresponding to your computer's regional settings are used by default. Specifying the formats is important so that the date read out can be interpreted correctly.
For the numeric field, you can also specify the format in which the number is defined in the associated readout area. By default, the number format that corresponds to the regional settings of your computer is used. Specifying the format is important so that the read-out number can be interpreted correctly.
Identify
If you have created several configurations, DocuWare can automatically select the correct configuration, depending on the type of documents you wish to store or print. You control the automatic selection under Processing > Identity. When scanning, importing from a file cabinet or printing, no further intervention is required for the documents to be processed with the appropriate settings. For example, for incoming invoices, the configuration created solely for these documents is always selected.
If a configuration is to be selected automatically, you must first enable the following function under Source : Select configuration automatically as defined under "Processing." Under Processing the section Identify then appears in the sidebar.
If you use DocuWare Printer as the source, you can also have the correct configuration identified by the source application, e.g. MS Word, from which your documents originate. However, this option only works if you printed the sample document with DocuWare Printer. This will ensure that the sample document contains the required metadata (file name, etc.) that you see under Application.
Splitting
For bulk jobs, you can specify whether and how a document should be split. Three criteria are available for this: after a number of pages, according to text criteria that you specify, or when a barcode change is detected.
Example of splitting after a fixed number of pages
You frequently need to print two-page form letters, e.g. from MS Word. If you specify in the configuration that the document is split after two pages, the letters will be present in DocuWare as individual two-page documents.Example of splitting according to text criteria
You frequently print invoices whose last pages contain your terms and conditions of business. Select "Total" as the text criteria to always split the document after the end of the invoice and before the start of the terms and conditions, as these are included at the end of every invoice.Example of splitting after barcode change
You batch scan paper documents, each of which has its own barcode. Each time a barcode with a different value is detected, DocuWare automatically creates a new document.
To split a document according to text criteria, you require a sample document. Without a sample document you can only carry out a split according to page number.
Letterhead
You can add a letterhead or logo to your documents, which will be displayed on your document. You can add a letterhead either just for the first page or also for all other pages. This is for example important if you wish to put a letterhead on the first page of a document, but only a logo on all additional pages. The letterhead is automatically positioned left-aligned at the top, i.e. if letterheads or logos are too large they may be cut off. In order for your letterhead to occupy the desired area of the page, you must prepare a corresponding PDF as a sample document.
To print documents with a picture or color background, under Processing > Letterhead enable the function Letterhead always in foreground. Otherwise, your letterhead may be covered. If you use this feature together with the Electronic Signature feature, no PDF/A can be created. A PDF will be created instead.
XML documents and PDFs that contain an XMLas attachement do not support Letterhead as a function.