asked on July 9, 2021
I'm trying to set up a QuickFields session, and need to identify what kind of document is being imported. We have standardized file names and would like to be able to extract the user ID (which is the first 11 digits of the filename) and the document class by the next part of the file name (like 'W-2' or 'i-9').
Under document classification, I attempted to Assign a Token value but CREATE TOKEN is dimmed. (Even though I can add the Assign Token task to the Document Classification section)
- Why cant I create a token?
- Is this the best way to achieve my goal ? (Extract the User ID and Document Type from the file name)?
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