Tutorial: Set Up Automated Coding Rules

Goal: Reduce manual data entry and improve coding consistency by configuring Zudello's business rules to automatically populate fields based on document content or relationships.

Manual coding of documents can be repetitive and prone to errors. Zudello's powerful business rules engine allows you to automate much of this process, saving time, improving accuracy, and ensuring consistency across your organisation. By setting up rules, you can teach Zudello how to populate fields based on keywords found in the document, default values associated with suppliers or items, or logical dependencies between different coding fields.

This guide provides a comprehensive walkthrough of configuring the three primary types of coding automation available: Keyword Rules, Default Coding, and Dependencies. Let's embark on this journey to streamline your coding processes.

Sections:

1. Configure Keyword Coding Rules
2. Configure Default Coding (Supplier/Item/Customer)
3. Configure Dependencies

Let's start by setting up Keyword Coding Rules.