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Pre-fill label values

If you want to pre-fill all documents uploaded to a workflow folder with specific data (e.g., populate the Supplier label value for all invoices uploaded to this folder):

  • Access the settings of a workflow folder (see Workflow folder 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 workflow folder 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 workflow folder settings.

The pre-filled label values for a worklow folder will be displayed next to its breadcrumb path.