Installation guide

11. Send the document through the SMTP Mail connector. The validation screen of the Forms
Processing Extender will display the correct values.
The From form of the connector should also automatically recognize the relevant value based on
Data Publishing.
The Send form will display the relevant, configured To, Subject and Notes values.
19 - Troubleshooting
It is important to understand the relationship between the Templates, documents, and Template Libraries.
Template Libraries can contain multiple Templates as only the Template Library is specified during the FPE
setup. This is because the Template is matched automatically to the scanned document based on content of
the scanned documents.
The following points should be considered:
n Template documents should be unique if they are used within one scanning batch and/or Template
Library.
n Even though Templates may have different Zones specified and different Static fields, the entire
document is read for the purposes of matching. Therefore, if multiple templates have the same
content, all Zone data may fail.
Example:
Two Purchase Order documents that are identical and have unique Templates in the same Library:
n Purchase Order 1 has a static zone for the top title.
n Purchase Order 2 has a static zone for the Bill To field.
If you scan a document as Purchase Order 1 + 2 pages, plus Purchase Order 2 + 2 pages, everything on both
Purchase Orders matches both Templates and failures may occur.
Recommended action:
Create separate Template Libraries for the two templates and create two profiles within FPE.
19.1- No matching template
If the Forms Processing Extender cannot establish a template matching, you most likely face an issue with
finding the static zones.
The possible reasons for this issue can be a wrong filter assigned to the static zone, a wrong barcode (if using
static barcodes), or the zone being defined to the wrong location.
Recommended action: