Help videos about Conrab Opto

Below you will find instructional videos about Conrab Opto.

Watch our 2-5 minutes long tutorial videos on how to use Conrab Opto.

Select a chapter and get started

Manage documents in the inbox (All users)

How to use the inbox
How the codings tab works
How to import account coding lines
The robot automatically suggests adding it to your favorites
Favorites, automatic coding
Favorites, suggest coding
Allocation, automatic on supplier
Attachments
Show document message again

Various document features (All users)

Handle documents approve and send back
How does the investigation function work?
How does the reminder feature work?
How does the comment feature work?
How do conversations work?
How does the absence feature work?
Conversation Notifications Settings

Home screen dashboard (All users)

How to create your own dashboard

How does the archive work? (All users)

Introduction to the Archive
Create a chart with group and aggregate
Accumulation chart
Search by account
How to use a saved search in the archive
Share a saved search
Distribute reports
Approve invoices in the archive (administrators)
Automatically approve invoices (administrators)
Cancel invoices (administrators)
Add pages to a document in the archive (administrators)
Send manual reminders from the archive (administrators)
Search administrator conversations in the archive (administrators)
How to handle documents sent back to administrator (administrators)

Registration (Administrators)

Return invoice in the registration
Introduction to Translation, Formatting, and Constants
Fixed values for a supplier
Formatting for a supplier
Formatting with regular expressions
Translate the interpreted values for all suppliers
Translate interpreted values for a supplier
Error codes when automatic registration fails

Managing interpreter templates (Administrators)

Ocr template introduction
Create identifier
Ocr template, various fields
Ocr template, line numbers
Ocr template, line hint
How to create a template on a credit invoice
How to create template on multi-page invoice
Share a template with other companies
Update image on an existing template
How to ignore uncertain ocr
How to interpret credit notes - using credit phrases

Folder Settings (Administrators)

Introduction to Automatic Registration
Temporarily disable automatic registration
Schedule automatic invoice entry
Automatic final approval
Schedule automatic final approval
Introduction to Document Notifications
Document notification in the registry
Document notification in the inbox
Document message with an audit user
Document message added as a comment
Document message added to conversation
Introduction coding message
Coding message
A posting message must apply to multiple accounts
Flow escalation
How to interpret credit notes - using credit phrases
Message to administrators when integration status has failed

Administration (Administrators)

System message

Supplier Agreement

Register a new supplier agreement (administrators)
Create contract types (administrators)

Document functions

Handle documents approve and send back

How does the investigation function work?

How does the reminder feature work?

How does the comment feature work?

How do conversations work?

How does the absence feature work?

Conversation Notifications Settings

Contact