Document aliases

Document aliases

AuditBot uses advanced AI to recognise documents and extract data. The AI technology has been trained on millions of documents which makes it capable of understanding typical document layouts and wording.

Sometimes client companies use different wording. For example a company might use the label “PO Number” for the order reference on their sales orders and invoices. Aliases allow you to customise the scanning behavior for each of your client companies, so that AuditBot can understand any custom wording that is used.

You can access the Aliases screen from the Settings menu.


Hover your mouse over Settings and then click Aliases.


The first and most important thing is to select the client name using the dropdown at the top of the screen. Aliases are defined per client company, always make sure you have the correct one selected before making changes.

In this section you will find every document that is required by tests in AuditBot. Under each document is a list of the required fields that AuditBot needs to complete tests.

For each field, there are 3 columns of data: Key, Name and Aliases.

Column name
Description
Key

This is AuditBot’s internal name for this field. You don’t need to change this. It’s just here for reference.

Name

The name column shows how this field appears to you in AuditBot. This is the user-friendly name for the field. You can change this if you want, to make it clearer to your team what the field is asking for.

Aliases

These are the alternative labels that AuditBot should look for in the documents that you upload. You can add as many aliases as you need for each field in AuditBot. We have provided a default set of aliases which should help when scanning documents. You can remove these if needed.

Adding an alias

Find the field that you would like to change and double click anywhere inside the row. The row will change to display text fields which allow editing.


You can edit the name of the field by making changes to the text in the Name column.

You can add an alias using the following steps:

  1. Click in the grey area below the existing aliases, this will reveal a dropdown box.

  2. Type in your new alias e.g. “PO Number”. Aliases are case insensitive, which means that the example we have added will also work for “po number” and “PO NUMBER”.

  3. Click the first item in the dropdown, which should match what you have typed in. This will commit your new value to the aliases field.

  4. You can now see your value displayed alongside the other aliases for this field. You can remove aliases by clicking the X icon next to any value.

  5. Press the Save icon (floppy disk) on the far right of the row. The row will collapse and should look like the other rows on the screen.

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