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FlexiCapture for Invoices ships with a built-in Document Definition designed specifically for processing invoices. Each time a new version of FlexiCapture for Invoices is released, the built-in Document Definition is also updated. Users who created an invoice processing project in earlier versions of FlexiCapture for Invoices may update their Document Definition for invoices, preserving all their custom settings (the appearance of the data form, custom fields, rules, and so on) and benefiting from the improvements introduced in the newer version of FlexiCapture for Invoices.
ComponentUpdated or addedRemains unchanged
FieldsThe settings used for the main fields of the FlexiCapture for Invoices Document Definition are updated (see the list of fields).

Any new fields introduced in the new version of the FlexiCapture for Invoices Document Definition are added to the user’s Document Definition.

If the user has created a new field in their own Document Definition and there is a rule with the same name in the new version of the FlexiCapture for Invoices Document Definition, the update is interrupted and an error message is displayed. To continue with the update, the user needs to rename the conflicting field in the Document Definition.		The fields created by the user.
RulesThe settings used for the main rules of the FlexiCapture for Invoices Document Definition are updated (see the list of rules).

Any new rules introduced in the new version of the FlexiCapture for Invoices Document Definition are added to the user’s Document Definition.		The rules created by the user. In the event of a conflict of rule names, the conflicting rules created by the user are automatically renamed (the suffix _1 is added to each conflicting name).

The user’s scripts for all fields.
Data sets—The standard and the user’s data sets.
FlexiLayoutsThe main FlexiLayout.The additional FlexiLayout.
Invoice processing settingsAny new keywords, tax rates, and country- and language-specific field formats are added to the user’s Document Definition.The invoice processing features enabled by the user.

The countries and languages enabled by the user.

Any keywords, tax rates, and field formats specified by the user.
Event handlersAny event handlers disabled in the user’s Document Definition are updated.Any event handlers enabled in the user’s Document Definition.
External assembliesThe standard assemblies included in the FlexiCapture for Invoices Document Definition.Any assemblies added by the user.
The export settings, the data form, and the localization of the Document Definition remain unchanged.

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Update the Document Definition

1

Open the Document Definitions dialog box

On the main menu, click Project → Document Definitions…. The Document Definitions dialog box opens, where you can manage your Document Definitions.
We recommend backing up your Document Definition before updating it. To create a backup copy, select it in the list and click Duplicate.
2

Update the Document Definition

Select the Document Definition in the list and click Update.
3

Publish the changes

Click Publish to publish the changes.
If you want to discard the changes made by the update, click Discard Changes.

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Possible errors and warnings

Your Document Definition is updated even if error messages and warnings are displayed during the updating process. You can open, edit, and publish your updated Document Definition, or you can discard the changes made by the update. If an error occurs when you update your Document Definition, the cause of the error is indicated in the corresponding error message. The changes that cause the error are not included in the updated Document Definition. If you see error messages and warnings while updating your Document Definition, this means that some manual editing is required. We do not recommend using a Document Definition that was updated with errors and warnings.