Field Setup


To define metadata fields that are extracted, indexed, validated, and exported.

❖ Functionality:

  • Create fields such as Invoice Number, PO Number, Total Amount, and Due Date.
  • Define field type (text, date, number, dropdown).
  • Set field properties (mandatory, unique, searchable, exportable).
Field Setup

❖ Example:

  • A “PO Number” field with alphanumeric validation and mandatory status.

❖ Benefit:

  • Provides structured metadata for searching, reporting, exporting, and automation.