Update a Record with VISDOM
  • 30 Jan 2024
  • 1 Minute to read
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Update a Record with VISDOM

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Article summary

Update a Record with IntelliXtract

Update Record with IntelliXtract

To provide maximum convenience, CobbleStone® allows users to update records with IntelliXtract text extraction, contrasted to the user having to do it manually.

To update a record with IntelliXtract:

 

1. Navigate to the desired record              

Update with IntelliXtract from the side menu of a record

             

2. If not already attached, upload the applicable attachment

3. Select Process

Select the process

 

4. Select File                                  

Select the file

 

Note: File desired must be OCR’ed prior to being available for processing

 

 



 


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