--- title: "Smart Document Posting with Cegid Docs" slug: "lançamento-inteligente-de-documentos-via-cegid-docs" tags: ["Documents"] updated: 2026-10-27T17:09:33Z published: 2026-10-27T17:09:33Z canonical: "help.ila.cegid.com/lançamento-inteligente-de-documentos-via-cegid-docs" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.ila.cegid.com/llms.txt > Use this file to discover all available pages before exploring further. # Smart Document Posting with Cegid Docs - [x] PT - [ ] ES - [ ] AO - [ ] CV - [ ] MZ - [x] Professional - [x] Executive - [ ] Public Sector - [ ] Omnia - [x] Evolution --- > [!WARNING] > This feature will be available under licensing, which can be purchased by the end of November 2026. This will be announced promptly, as soon as it becomes available. Cegid Docs provides **different levels of document reading and interpretation,** applied when documents are uploaded to the platform or received by email. Among the available processing levels, **Basic Reading** and **Smart Reading** stand out, letting you **automatically extract information from documents** and **use it to speed up posting** in the ERP. The extracted information is made available in the document reconciliation process, letting you automate data entry and reduce the need for manual intervention. --- ## Document Reading and Interpretation Levels **Basic Reading** is based essentially on **interpreting the QR code** present on documents issued in the Portuguese market. Through this mechanism, you can **automatically obtain relevant information** for posting the document, namely: - The issuer's and the purchaser's Tax ID; - The document's issue date; - The document's total amounts. This information makes it faster to **identify the entity** and **fill in the general data**, making the document matching and reconciliation process easier. **Smart Reading** provides a **more complete** interpretation of the document, using automatic information recognition and extraction mechanisms. In addition to the general data obtained through Basic Reading, this level lets you **identify the document's line details**, namely: - Item references and descriptions; - Quantities and units of measure; - Unit prices; - Discounts; - VAT rates; - Line total amounts. Having this information available makes it possible to automate much of the posting process, including identifying and matching existing items in the ERP. --- ## Processing Document Posting Smart Posting lets you turn the traditional process of manually entering documents into a significantly more automated workflow. Combining Cegid Docs' document interpretation mechanisms with **automatic entity identification and item mapping** reduces the time needed to post documents, minimizes entry errors, and increases operational efficiency. **Reusing previously defined mappings** also contributes to progressively automating the process. To process document postings, follow these steps: **Step 1. Select the document** The posting process is started from Cegid Docs' **document grid**, on this application's **Document Reconciliation** menu screen, by selecting the desired document and the posting option available in the corresponding grid. When you start this operation, a **form** is shown where you should specify: - the **module** in which you want to perform the posting; - the **type of document** to create; - the document **series** to use. **Step 2. Identify the entity** After selecting the posting parameters, the system tries to automatically identify the entity associated with the document, using the **Tax ID** obtained through Cegid Docs' reading and interpretation mechanisms. If a **matching entity** is found in the company, it is **automatically suggested** for the posting. If the entity does **not yet exist,** you can use the entity lookup and creation mechanism, which speeds up the registration process. **Step 3: Identify and map items** When the document is processed through **Smart Reading**, the information extracted from its lines is used to identify the corresponding items in the ERP. At this step, the system checks for the **existence of previously defined mappings** between the item references present on the document and the items registered in the ERP. - **Items with an existing mapping:** when a mapping was previously defined, the corresponding item is **automatically identified**; - **Items without a mapping**: for items that do not yet have a defined match, you must manually select the ERP item that corresponds to the reference identified on the document. To make this easier, the item search (F4) uses a description-matching algorithm that **gives preference to showing** items whose description has some degree of match with the description extracted from the document, making it easier to identify and select the desired item. After completing the process, you can save the new mappings for future use, letting the same items be automatically recognized in later postings. **Step 4: Maintaining item references by entity** In addition to the mapping performed during the posting process, the matches between items and entities can be viewed and maintained directly in the ERP, on the **Entity References** tab, available in the **Items** form. This lets you manage the matches between the references used by different entities and the internal items, ensuring they can be reused in smart posting processes. **Step 5: Classifying special lines** During the item identification and mapping process, you can also **classify certain lines** of the document as: - Comment - Goods Value Discount - Services Value Discount - Adjustment - Shipping - Other Services - Additional Costs - Calculation Difference - Ignore This classification helps ensure the different lines identified on the document are handled properly. **Step 6: Validating and saving the document** Once the entity identification and item mapping process is complete, the editor corresponding to the selected document type is shown automatically. The editor is filled in with the information gathered and validated during the previous steps, including the document's general data and, when available, the details of the corresponding lines. At this stage, Cegid Docs' document preview panel **remains open**, letting you view the original document at the same time as the information shown in the editor. You should **review the data**, **make any necessary adjustments**, and proceed to **save the document.** > [!NOTE] > The entity and document line identification features are also available through the **document association** process, available in the Cegid Docs menu of the document editors.