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Creating an analyzer

Use this path when you are creating a new analyzer:

  1. Open Sifterra Analyzers.
  2. Select New.
  3. In Document Type, choose the business result you want.
  4. Enter an Analyzer Code and Description that make the purpose obvious.
  5. If a default field template is offered, use it to start faster.
  6. Review the suggested fields and remove anything you do not need.
  7. Add any missing fields that appear on your documents.
  8. Finish the analyzer, then open the card to review the settings that came with that document type.
  9. Make sure the analyzer is Active.
  10. Run the available sync or test actions before using it with live documents.

Tips while setting it up

Section titled “Tips while setting it up”
  • Start with the business outcome, not the file name.
  • If two documents create the same kind of record, they usually share the same document type.
  • If the built-in field list does not fit, keep the document type and add or change the mappings.
  • Use clear analyzer names such as VENDOR-INV, EMP-RECEIPT, or CUSTOM-INTAKE.
  • Turn on the analyzer only after you finish reviewing the mappings and settings.
Section titled “Read next”