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Field Selected – Sample Document(s)

When a field is selected and the Sample Document(s) tab is selected, the following options are displayed.

Sample Documents – Positions

The Positions pane is used to define where the Content field starts and ends on the page.

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The items shown in the Positions pane are described in Table 80.

Table 80. Terminology: Data Definition Positions

Term

Meaning

New Position

Creates a new Position. A Position defines how to find the location of a possible field value on a page. It consists of a Start line, End line and regular expression. It does not specify how the field value is validated, only where the field value can be found.

A field may consist of several Positions. Each Position is checked in order, until a match is found. If Single Field Value is not selected, the list of Positions is gone through until either the number of matches is equal to the Maximum number of values, or all the Positions are checked.

If Single Field Value is selected, the list of Positions is gone through until either a match is found, or all the Positions are checked.

Select the type of Position from the drop-down list:

  • Text Position – The Position is defined for text documents.
  • PDF Position – The Position is defined for PDF documents.

Add to Library

  • Add to public library – Adds the regular expression to the Public Library of Regular Expressions. Regular Expressions in the Public Library are available to all users.
  • Add to private library – Adds the regular expression to the Private Library of Regular Expressions. Regular Expressions in the Private Library are available to only you.
  • See “Sample Documents – Library.

(Regular expression text box)

Define the field in terms of a regular expression. In the above graphic, the regular expression .+ matches all characters in the Position Area.

(Start Column, Start Line) (End Column or To End of Line, End Line or To Bottom)

Defines the start column and start line number and the end column and end line which define the Position Area.

Alternatively, To End of Line can be configured instead of an end column. This ensure that, if other documents have more columns than the Sample Document, the Position area will always be defined to the end of the line.

Similarly, To Bottom can be configured instead of an end line. This ensure that, if other documents have more lines than the Sample Document, the Position area will always be defined to the bottom of the page.

See To Bottom and To End Of Line" below.

When multiple Positions are defined for a single Index field or Transaction field, they are displayed in order.

The and buttons can be used to change the order in which the Positions are checked. The X button is used to delete the Position.

The Position Area can be changed by moving and resizing the highlighted box.

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The Position Area can also be changed by clicking the expand button (as shown below).

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Enter new values for the Top (start line), Left (start column), Bottom (end line) and Right (end column).

To Bottom and To End Of Line

To ensure the selected Position always extends to the bottom of the page, select To Bottom. The end line setting for Bottom is then ignored and the Position always extends to the bottom of the page.

To ensure the selected Position always extends to the end of the line, select To End of Line. The end column setting for Right is then ignored and the Position always extends to the end of the line.

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Font Settings

The Font Settings button is available for PDF Positions only.

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This button enables you to configure the font family, size and colour of the text in the PDF document you want to match the Position.

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The items shown in the PDF Font Settings window are described in Table 81.

Table 81. Terminology: PDF Font Settings

Term

Meaning

Font Attribute Usage

Select an option from the drop-down list:

  • Include line if match – Return the line of text if any text matches these settings.
  • Include line always – The font settings in this window are ignored.
  • Exclude non matching text – Return only the parts of the line of text which match these settings.

Font Name

Select a font from the drop-down menu. All fonts present in the sample document are listed.
Alternatively, use the font attribute picker to determine the font (see Font attribute picker" below).

Minimum Size

Select this option and enter the minimum size the font can be.
Alternatively, use the font attribute picker to determine the size of the font (see Font attribute picker" below).

Maximum Size

Select this option and enter the maximum size the font can be.

Alternatively, use the font attribute picker to determine the size of the font (see Font attribute picker" below).

Font Rotation

Selecting any of the values below will change the order in which words are located on the page. The effect of the setting on rotated text is shown below. Refer to the text in the sample documents and the results returned when the Font Rotation setting is changed.

Example: Horizontal text on the page:
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[ None ]
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180°
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Example: Vertical text on the page:
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90°
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-90°
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Use Font Colour

When you use the font attribute picker, this option is automatically selected and the colour of the selected font is shown (see Font attribute picker" below). If you do not want to specify the font colour, clear this option.

Space is used to delimit words that are on different lines

When matches are found on different lines, select this option to delimit the values with a space.

Font attribute picker

Drag the font attribute picker to the text on the PDF sample document to automatically put the font name, size and colour in the appropriate fields in this window.

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Note: If you do not want to use all the font attributes, clear the settings you do not require

Sample Documents – Matched Results

When a Content field has been created and a document has been loaded, the Position can be tested. Click the Start Match button (see “Start Match). The results are displayed in the Matched Results pane.

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Successful matches can be viewed by expanding the Page (as shown above). Failed matches are shown with a white cross in red circle.

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Sample Documents – Library

Regular expressions can be saved in either a private or a public library. This can be done, either by clicking Add to library in the Positions pane, or by clicking the Add button in the Regular Expression Library pane.

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The items shown in the Regular Expression Library pane are described in Table 82.

Table 82. Terminology: Data Definition Regular Expression Library

Term

Meaning

Public

Regular Expressions in the Public library are available to all users.

Private

Regular Expressions in the Private library are available to only you.

Add

Add a new Regular Expression to the selected library.

Edit

Edit the selected Regular Expression.

Remove

Delete the selected Regular Expression from the library.

Add to Position

Use the selected Regular Expression in the currently selected Position.

Sample Documents – Zonal Zooming

Note: Zonal Zooming is a feature which is used in Indexing Studio. Since Transaction fields cannot be indexed in Indexing Studio, this feature is not available for Transaction fields. It is a configurable option for Standard Index fields only.

Zonal Zooming enables you to define (for each Index field) an area of the document to zoom in on in Indexing Studio. This can be used, for example, by people who scan and index cheques. The Data Definition creator can create a Zonal Zooming area to zoom in on the area where the amount is written on a cheque so the person indexing the cheque can more easily read the amount and manually enter it into the Amount index field.

Note: Zonal Zooming is more easily configured with an open Sample Document.

The items shown in the Zonal Zooming pane are described in Table 83.

Table 83. Terminology: Data Definition Zonal Zooming

Term

Meaning

Enable zonal zooming

When selected, Zonal Zooming is enabled.

When cleared, the Zonal Zooming options are ignored.

Test Zoom

Toggles the Zonal Zooming test window.

Click to select (highlight) the Test Zoom button and see the results of the current Zonal Zooming values.

Click again to clear the Test Zoom button and hide the results of the current Zonal Zooming values.

Top

Defines the top edge of the Zonal Zooming area. The value shown is the number of pixels from the top of the page. Use the up arrow to increase the value and the down arrow to decrease the value.

Left

Defines the left edge of the Zonal Zooming area. The value shown is the number of pixels from the left of the page. Use the up arrow to increase the value and the down arrow to decrease the value.

Width

Defines the width of the Zonal Zooming area, in pixels. Use the up arrow to increase the value and the down arrow to decrease the value.

Height

Defines the height of the Zonal Zooming area, in pixels. Use the up arrow to increase the value and the down arrow to decrease the value.

Rotate

  • None – the Zonal Zooming area is not rotated.
  • 90 – the Zonal Zooming area is rotated 90 degrees clockwise.
  • 180 – the Zonal Zooming area is rotated 180 degrees clockwise.
  • -90 – the Zonal Zooming area is rotated 90 degrees anticlockwise.

Zoom

Enter a value. For example, a value of 2 displays the contents of the Zonal Zoom window at twice the regular size.

The Zoom cannot be set lower than 2 or higher than 5.

The Zonal Zoom area can also be changed using the mouse. With the Test Zoom button (see Test Zoom in Table 83), select the area of the document on which you want to zoom in on and click Test Zoom. To increase (or decrease) the magnification, increase (or decrease) the value in Zoom. Click Test Zoom twice to see how the changes to the value in Zoom have affected the Zonal Zooming.

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