Automate Sliding same fields

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    Rocky Dohmen

    Hi Ramona, 

    While we don't have any functionality that you described exactly, I might have a workaround for you. 

    First I would upload the one Invoice and place the fields where needed. Then I would duplicate that invoice:

    I understand the second invoice may be different, so in the duplicated copy you will then Replace the Source Document with the other invoice:

    Once this is done, the uploaded document will change behind the Fields. If the new source document is slightly different you may have to move the fields to the correct place. 

    While this does not do exactly what you are looking for, it does save steps of creating roles, and adding fields each time. 

    Thanks!

     

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