The consolidate documents line feature instructs the platform whether to read the document as having line items or not. When implemented, the platform combines all line items into one and treats them as a singular item.
It is important to use this function to ensure the accurate extraction of information.
When to use:
- If you have a document that either does not have line items or does not need them such as a utility bill. Or you simply don't need to encode the lines.
- Anytime there's no table as there is no way for the system to know where one line ends and the next one starts
- If you have line items that are not structured in a table with unit price, quantity, line total, etc, as they are not identified as line items.
For example, this document has a single-line description not within a table in the middle of the page.
The platform will not recognise that description as a line item and will have issues mapping this document.
How to use:
From the AI Assistant tool, toggle both the "This document does not have/need line items" switch and the "Consolidate document lines" switch.
You should now be able to finalise the document using the AI Assistant.