Use Configuration Studio to Create or Modify Document-Configuration Templates
Configuration Studio Overview
Configuration Studio helps you implement trading partners by giving you a way to finish an essential task at the heart of the onboarding process: creating a configuration profile that defines that customer’s or vendor’s documents. AI does most of the work in developing the configuration profile, but Configuration Studio provides the tools to refine what AI has produced. The end result is a configuration profile that enables computers to read documents with 100% accuracy.
The Configuration Process
In Configuration Studio, refine configuration profiles for trading partners that you bring into the Conexiom Platform. The overall process that it offers is relatively simple, but some individual operations can appear complex at first. The four basic steps to the process are:
- Documents: Select documents and allow Conexiom’s AI to create the initial configuration profile from those documents.
- Configuration: Refine the configuration profile for accuracy.
- Business Logic: Add business logic statements and cross references.
- Validation: Confirm the configuration profile’s accuracy and completeness.
The Configuration Studio Process
Using Configuration Studio to Create or Modify Document Templates
You can use Configuration Studio to create or modify configuration templates. After uploading the document, do one of the following:
Creating a New Configuration Template
To create a new configuration template, begin by defining each section of your document. See Creating & Modifying Sections in Configuration Studio. From there work at defining fields. See Creating & Modifying Fields in Configuration Studio.
Retrieving and Modifying an Existing Configuration Template
Instead of creating a new layout by going through the whole document-configuration process, you can use Configuration Studio’s Document Layout Service to find existing layouts for documents. See Retrieving a Previously Created Document Template.