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Edit your own template

If you have created your own template, you can quickly edit the options that you selected. Using the correct options will make the data extraction process more accurate.

To use this feature, right-click on the template that is displayed under ‘My banks’ in the template list and select ‘Edit’. Next select a scanned document as you did when you first created the template. Then, use the wizard to change the template options, as required. Don’t forget to save the template, either by overwriting the existing template or by creating a new one.

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