{"id":21632,"date":"2022-04-11T13:59:50","date_gmt":"2022-04-11T11:59:50","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-smart-capture\/user-guide\/creation-modification-of-third-parties\/"},"modified":"2026-05-13T09:37:32","modified_gmt":"2026-05-13T07:37:32","slug":"creation-modification-of-third-parties","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-smart-capture\/user-guide\/creation-modification-of-third-parties\/","title":{"rendered":"Creation \/ Modification of third parties"},"content":{"rendered":"\n<p>When a document is interpreted, Smart Capture tries to determine if the third party already exists in the folder&#8217;s &#8220;third-party repository.&#8221;<\/p>\n\n<h2 class=\"wp-block-heading\" id=\"Cr&#xE9;ation\/Modificationdetiers-D&#xE9;tectiondutiers\">Third Party Detection<\/h2>\n\n<h3 class=\"wp-block-heading\">Third Party Detected<\/h3>\n\n<p>If one or more of this information matches that of a third party&#8217;s record in the &#8220;third-party repository&#8221;, then Smart Capture will automatically assign that third party to the document without opening its record (you can still access and edit the third party&#8217;s record with the pen button).<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/276922564.png\" alt=\"\"\/><\/figure>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/276922565.png\" alt=\"\"\/><\/figure>\n\n<h3 class=\"wp-block-heading\" id=\"Cr&#xE9;ation\/Modificationdetiers-Tiersnond&#xE9;tect&#xE9;\">Third Party Not Detected<\/h3>\n\n<p><strong>If none<\/strong> of this <strong>information<\/strong> matches a third party, the third party&#8217;s field will be red<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/276922629.png\" alt=\"\"\/><\/figure>\n\n<p>Open Bee Smart Capture will ask you to tell them the name of the third party to use for this document:<\/p>\n\n<ul class=\"wp-block-list\"><li><em>If the party already exists<\/em>: This will be displayed in a list as you enter its name and you can select it.<\/li><\/ul>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/276922630.png\" alt=\"\"\/><\/figure>\n\n<p>If the third party was not positioned when the document was opened, it means that the information contained in the third party&#8217;s record did not allow Open Bee Smart Capture to identify it. We therefore advise you to correct or complete the information entered in the third party&#8217;s file.<\/p>\n\n<p><em>If the third party does not exist<\/em>: Open Bee Smart Capture will create this new third party using the name entered and offer you the information it has detected on the document to directly enrich its third-party file.<\/p>\n\n<h2 class=\"wp-block-heading\" id=\"Cr&#xE9;ation\/Modificationdetiers-D&#xE9;tailsdelafichetiers\">Third-party listing details<\/h2>\n\n<p>When Open Bee Smart Capture offers a third party to the user, its sheet can be composed of several colors:<\/p>\n\n<p><strong>Blue:<\/strong> In the case of a new third party, if a value has been detected, it is pushed directly into the third party card<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/276922631.png\" alt=\"\"\/><\/figure>\n\n<p><strong>Green:<\/strong> The information detected corresponds to the third-party record and has made it possible to identify the third party on the current document<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/276922632.png\" alt=\"\"\/><\/figure>\n\n<p><strong>Yellow: <\/strong>The information detected is different from the third-party record, the icon <img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/276922633.png\"\/> allows you to change between the detected value and that of the record<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/276922634.png\" alt=\"\"\/><\/figure>\n\n<h2 class=\"wp-block-heading\" id=\"Cr&#xE9;ation\/Modificationdetiers-Lesidentificateursdetypemots-cl&#xE9;s\">Keyword identifiers<\/h2>\n\n<p>Keyword identifiers allow for a simple third-party search by directly comparing the keywords entered by the user with the recognized text for the document.<\/p>\n\n<p>You have two methods to create keywords<\/p>\n\n<p>or you type manually in the field<\/p>\n\n<p>Either you circle the password directly in the document<\/p>\n\n<p>You can specify the location of the key mount search by clicking on the keyword <img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/276922635.png\"\/> and then selecting the search box.<\/p>\n\n<p>You can add the keyword as a favorite by clicking on this icon <img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/276922637.png\"\/>, Capture will only use that keyword there to find the provider.<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/276922636.png\" alt=\"\"\/><\/figure>\n\n<p>Keyword Groups: This option allows you to search for the vendor name based on a group of words:<\/p>\n\n<p>If he does not find a word among this group, the result is zero<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/276922638.png\" alt=\"\"\/><\/figure>\n\n<p>Finally, click Save  <\/p>\n\n<h2 class=\"wp-block-heading\" id=\"Cr&#xE9;ation\/Modificationdetiers-Validationdudocument\">Document Validation<\/h2>\n\n<p>Once this verification step is complete, you can press the &#8220;Validate&#8221; button below the previously verified fields. The list of documents will refresh and you can process the other documents.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>When a document is interpreted, Smart Capture tries to determine if the third party already exists in the folder&#8217;s &#8220;third-party repository.&#8221; Third Party Detection Third Party Detected If one or more of this information matches that of a third party&#8217;s record in the &#8220;third-party repository&#8221;, then Smart Capture will automatically assign that third party to [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":21566,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"templates\/ob-help-products.php","meta":{"footnotes":""},"class_list":["post-21632","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21632","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=21632"}],"version-history":[{"count":3,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21632\/revisions"}],"predecessor-version":[{"id":21655,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21632\/revisions\/21655"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21566"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=21632"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}