If you want to pre-fill all documents uploaded to a directory with specific data (e.g., populate the Supplier CIF label for all invoices uploaded to this directory):
- Access the settings of a main directory (see Directory settings for details).
- Select Workflow > Update data from the left panel, then click Pre-fill label values.
- Enter the values for the labels you want to pre-fill.
- Click Save.
To add a label to the list of pre-filled labels, access the label settings in Labels for capture.
Important note: All documents uploaded to a directory configured with labels that have pre-filled values will have these labels populated with the specified values during processing. If you want labels to be detected automatically during processing, delete the pre-filled value from the directory settings.
The pre-filled label values for a worklow folder will be displayed next to its breadcrumb path.