Anchor text is a tool for document templates. Businesses can use anchor text to specify where fields/tags should be placed when matching transaction documents to existing templates.
Who can use this
Any user in your organization with an owner, admin, team member, and sender role can perform the action below.
Benefits
- Using anchor text allows you to get very specific about where a tag should be placed on a document in relation to text on the document.
- Moving tags one by one is no longer necessary.
- Anchor text is available for any document field, including annotations.
Limitations
Anchor text is not available via the API or white-text tagging.