Routing based on Form Meta Data

Meta data collection from Udocx form recognition can be used to construct the URL of the SharePoint scan destination to add efficiency to your business workflows.

Steps

1.Add form recognition to a new or existing App.

2.Select the [Application] tab and use a combination of explicit path information and form recognition meta data to construct your SharePoint destination URL.  Be sure to include the forward slash character as appropriate when contructing the URL.  A menu of available meta data fields is displayed by single mouse-clicking in the boxes.

3.When routing based on form recognition, it is best practice to define a URL to use when the resulting URL is invalid due to a poor quality scan or human error.  This is a fallback location to use if the initial routing fails.  In this case, we will route to the /invoices root folder.

4.Click [Save] to confirm the App, which will take you back to the App overview. 

NOTE: If you wish to use meta data routing while also storing meta data in columns, you can enter a specific folder first, import the columns, and then change the folder to a FieldName variable as shown above.