Knowledge Base

POCR Guide: How to create Vendor Variants

03/04/2025

1. Go to the Administration tab.  

  1. Click on the dropdown arrow underneath “Types” > Click on “List Types” 

     

  1. In the List Types window, you should have a list called “POCR Vendor Variants” or something similar. Select that list and then click on “Edit List Type”  

  2. You should see a list like the one below. Fill out each column with the appropriate information. Once you’ve entered the information, click “Add Row” and then “OK”. Close the List Types window.  

  3. Click on the dropdown arrow all the way to the right of the Administration ribbon, then hover over “OCR” and click on “OCR Data Lists”.  

  4. On the “Manage Data Lists and Workflows” window, select each record and then click on “Refresh List”. While it’s refreshing, the date under “Last Refreshed” will disappear.  
    You’ll know that the refresh is done when the date reappears.  

  5. Once the date reappears, you can close the “Manage Data Lists and Workflows” window and then process some documents from the Vendor to make sure the Variant works.