ABBYY FlexiCapture 9.0 Project Setup Guide © 2009 ABBYY. All rights reserved.
aear user> qhis guide describes the actions performed during project setupK ff you still need more informationI try the followingW · · rse other help filesK vou can open them using the program menu or by clicking “cN” or ptart [ mrograms [ A__vv clexiCapture VKM ptations[ eelpsK pystem Administrator’s duideW ptart [ mrograms [ A__vv clexiCapture VKM ptations [ duides [ pystem Administrator’s duideK · lperator’s duideW ptart [ mrograms [ A__vv clexiCapture VKM ptations [ duides [ lperator’s duideK · A dui
Contents NK fntroductionKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKK 4 NKNK qhe murpose of aata CaptureKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKK 4 NKOK aata Capture Automation KKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKK 4 NKPK aocuments vou Can mrocess in A__vv clexiCapture VKMKKKKKKKKKKKKKKKKK
K RK Configuring mroject mroperties KKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKK P4 Configuring _atch qypes KKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKK PR RKNK deneralKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKK PR RKOK fmage mreprocessingKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKK
A__vv clexiCapture VKM is an efficacious data capture automation solution allowing easy control over work progress and qualityK N.P. aocuments You Can mrocess in ABBYY clexiCapture V.
select the necessary batch typeK vou can also specify the settings for the whole batchK qhese settings will be applied to projects with the type set as “aefault”K cirstI the project settings are specifiedI and thenI on their basisI batch types are formed Eproject settings are default settings for batch typesFK tork Batches are used for document processingK Test Batches are used during aocument aefinition debuggingK qhe difference between these batch types is that qest _atches make use of the local Eunpublis
aefinition bditorI click mroject > aocument aefinitions…I then select the definition name and click bdit…K qo create a new definitionI click mrojects > aocument aefinitionsKKK andI in the dialog box that opensI click kew…K qhe aocument aefinition Creation tizard will openK fn the Create kew aocument aefinition windowI you can specify the main properties of the definitionW the nameI commentI language and styleK qhen set the text typeW select fCo Efor handJprinted textF or lCo Efor machineJprinted textF from
cieldsW ptatic blementsW J text entry field J anchor J checkmark J separator J checkmark group J static text J barcode J barcode J picture J table J group Eof fieldsF A barcodes can be either a recognizable field or a static elementK Care must be taken when selecting the mode that depends on the barcode purpose – if information is to be captured from the barcodeI mark its region in cield oegions jodeI and if it is used for definition identification and matchingI mark it in ptatic blement jodeK Cre
PKNKNKOK cields with no marking qhere can be fields having no corresponding region on the imageK cields with no marking are marked with a red asterisk in the listK puch fields can be used to store calculation results for values in recognized fieldsK cields with no marking have all the properties characteristic of their typeW they can be sent to the lperator for serificationI the format check can be executedI and the field values can be exportedK qo create a field with no markingI do one of the followingW NK
qo create a field with multiple regionsI create one of the field regionsI select itI then rightJclick itI andI on the shortcut menuI click Continue oegion… qhenI select a place for the region to continue atK oepeat the procedure the required number of timesK PKNKNKRK cields with multiple instances vour document can include repeated objects – fields or field groups that are present in several instances and that describe similar objectsI for exampleI the same information about employees or their childrenI or
cigure OK bxcluding an unrecognizable region PKNKNKTK aeleting fields qo delete a fieldI select it and press aelete or click aelete on the shortcut menuK qo delete marking onlyI leaving the field in the document structureI press phiftHaelete or click aelete oegion on the shortcut menu of the fieldK P.1.O.
ff a barcode is used for data captureI it is a fieldK Create it when you are working with fieldsK qhe mroperties dialog box of such barcode has all the tabs of the cield mroperties dialog boxW deneralI aata qypeI oecognitionI serificationI and oulesK qhe value of such barcode will be recognized andI if the settings provide for itI sent to verification and exportK P.1.P.
cigure PK qhe cield mroperties dialog boxI deneral tab PKNKPKOK aata qype aata Type defines the set of possible field values and the allowed field formatK ff the value entered in the field doesn’t correspond to the specified data typeI the operator will receive a verification error messageK qhe text data type usually has a simple area of valid valuesW the dateI timeI addressI taxpayer’s account number EfkkFI and sumK As for the checkmarksI the data type means values the field assumes when the checkbox is s
pelect a category from the Content listK fn the aetails fieldI the description of one of the data types Echosen by defaultI or specified manually earlierF that belong to the category will be displayedK ff the mrocess value as text option is selectedI the values of fields with any content will be processed and exported as textK qhe field format check will not be carried out eitherK qo change the recognition ianguage or specify a more restricted data typeI click the bdit… button located to the right of the de
cigure QK cield mroperties dialog boxI aata qype tab Etext entry fieldF Automatic processing of the recognized value can be carried out for any data typeK rnnecessary spaces will be deletedI capitalization and spelling correctedK qo start automatic processingI click the bdit… button located to the right of the oeplace characters fieldK fn the dialog box that opensI specify the necessary text processing parameters Ecigure RFK cigure RK qhe Autoreplace pettings dialog box vou can also configure the program
periodI for text fieldsI if the value is valid and if it has the required formatI etcKFK qo specify value restrictions for a fieldI click the bdit… button located to the right of the salue Check fieldK Ecigure SFK cigure SK salue Check pettings dialog box P.N.P.2.2.
cigure TK cield mroperties dialog boxI aata qype tab Echeckmark not in the groupF P.N.P.2.P.
cigure UK cield mroperties dialog boxI aata qype tab Echeckmark groupsF PKNKPKPK cield recognition properties A__vv clexiCapture VKM allows specifying recognition settings for each fieldK cield properties defined correctly on the oecognition tab of the cield mroperties dialog box will increase recognition quality and minimize the possibility of errorK qhe properties differ for various field typesK qhe recognition properties by field are as followsK P.N.P.P.N.
automaticallyFK qhe pimple type is used for fields with no markingI usually for texts printed on typographic printersK vou can select the ietter case for letters of a particular case to be foundK ff the field can be filled with both small and capital lettersI choose AutoK pelect either the horizontal or vertical text lrientationK cor a oneJline fieldI select lne lineK cor a field that will always contain one word EiKeK without spacesFI select lne wordK ppecify the image preprocessing propertiesK cor example
vou can allow corrections for certain checkmarks – if a checkmark was put incorrectlyI the person who did it can shade the whole checkmarkK Completely shaded checkmarks will be deemed voidK eoweverI if you selected the Auto typeI you won’t be able to allow correctionsK fmage preprocessing can be configured for checkmarks just like for text fieldsK ff checkmarks are groupedI they will share the same propertiesK oecognition properties are defined likewiseI but for the whole checkmark groupK cigure NMK cield
PKNKPK4K serification settings serification is checking recognized data by an operatorK auring aocument aefinition creationI you can configure the verification settings on the serification tab of the cield mroperties dialog box Ecigure NNFK rncertainly recognized characters will be highlighted by the program and sent to an lperator for checkingK eoweverI it is also possible to configure verification in such a wayI that the field will be sent to an lperator even if there are no uncertain charactersI or vic
· Color type – colorI grayscaleI halftone EbCwFK qo specify the resolution of the exported imageI select Change resolution to and enter your resolution or select a predefined resolution from the listK PKNKPKSK oules Check oules are needed to automatically check recognized dataK qhe rulesI along with data typesI allow imposing data restrictionsI iKeK defining the conditions the field values must meetK ff notI pages with such fields will be flagged and marked with the corresponding messageK oules are mai
cigure NOK cield mroperties dialog boxI oules tab PKNKPKTK Custom actionLscript editing ft is possible to create a custom scriptK As opposed to the script action triggered automaticallyI the userJ defined custom action is triggered by the user during field verification or when viewing the document in the aocument bditorK qhe script is triggered by pressing the … button located to the right of the field valueK qhe script language is described in the help file of the applicationK Custom action is configure
cigure NPK cield mroperties dialog boxI Custom Action tab P.1.4.
to create a separate section for each pageI and then set the document structureI iKeK section order and number of repetitionsK A more complex case is a definition containing several sections that include more than one page eachK cor exampleI it can be a aocument aefinition consisting of nonJflexible section and a multiJpage flexible sectionI or a aocument aefinition describing documents consisting of a doubleJfaced page that can repeat a certain number of timesK Assume you have to create a aocument aefiniti
cigure NQK aocument structureI qhumbnails view mode vou can also specify the order and number of section repetitions by clicking aocument aefinition > aocument aefinition mroperties… in the aocument aefinition bditor windowK ln the Assembly tab Ecigure NRFI specify the minimum and maximum number of section repetitions in the document Ethe default number is NFK ff you want to check the key field valuesI select Check equality of key fields and then select a key field for each sectionK pelection is made by do
cigure NRK aocument aefinition propertiesI Assembly tab P.1.R.
P.1.S.
pelect lverwrite existing files if you want newer files to overwrite the existing ones with the same name during exportK kextI specify the file naming options for the exported filesK qo do itI click cile kaming lptions… and select the necessary optionsK Click kext to proceedK pelect the file type ECpsI a_cI quqI uipI or ujiF and adjust additional propertiesI for exampleI you can change text encodingK Click kext to proceedK ff images are exported together with dataI configure the image export parameters Eas
bnter a destination name and click cinishK PKNKSKPK bxporting to pharemoint A__vv clexiCapture VKM allows exporting document to the jicrosoft тм pharemoint libraryK bach documrnt will have matching columns with values from document fieldsK qhese values can be used for document search and indexingK kotesK NK qo configure export to pharemointI you must have the Administrator’s rightsK eoweverI to carry out the export itselfI the rights of a Contributor will be enoughK OK pharemoint columns that are intend
ff you need to change the initial image resolution in order to reduce file sizeI select Change resolution to and enter a resolutionK ff you select the mac format and select the Create searchable mac optionI the document image will be searched in fullJtext modeI and the recognized text will be saved in the selected formatK fn this caseI you will be able to specify the recognition languageW you can either choose to keep the language that was used in the aocument aefinitionI or select one or more languages fro
ff rule errors occur during testingI or if invalid field property values are foundI edit the aocument aefinition to correct these errorsK then all errors are correctedI you can publish the aocument aefinition and proceed to mass document inputK P.1.9.
kow you need to specify field properties just like for a structured documentK Configure the recognitionI verificationI and export properties as well as rulesK P.O.1.
As a ruleI key fields Efor exampleI a contract numberF are searched using a clexiiayout created in A__vv clexiiayout ptudioK ff automatic key field search is impossibleI the values can be entered by an lperatorK qo allow itI create a aocument aefinition with one field Eor severalI if necessaryF andI in the oecognition mroperties of the fieldEsFI select aon’t recognize Ehey from fmage field – will be entered manuallyFK qhe lperator will be prompted to enter the key field value manually when verification is s
option may be useful when you have many different clexiiayouts as it will decrease the overall recognition timeK A aocument aefinition can be temporarily disabledK qo do itI clear the bnabled option in the list of aocument aefinitionsK qo enable the aocument aefinitionI select this optionK RK Configuring Batch qypes A__vv clexiCapture VKM supports document processing in batchesW a batch is created before processingI and document images are added to the batch to be processed togetherK _atches can be created
· Create new documentK A new document can be created automatically when aocument aefinition is matchedI for every image fileI or for image files separated by blank pages or pages with a barcode Eof certain type or valueFK ff the separator pages are not to be processedI they can be deleted by selecting aelete separator pagesK · fmage mrocessingK qhe following image processing parameters can be specifiedW Ø aespeckle imagesX Ø Convert color and gray images to black and whiteX Ø ootate images by EVMº Ecounter
ff you needI a script can be triggered automatically when the export is completeK qo enable script triggeringI select oun script after exportK qo edit the scriptI click bdit… Efor detailed description of the scripting language with examplesI see the help fileFK qo export images of unrecognized documents Ewith no aocument aefinitions matchedFI select bxport unrecognized documentsK qo change image export parametersI click pettings… and specify the new parameters Esee bxporting imagesFK R.S. torkflow R.S.1.
correct assembly errorsI and not to process streaming documentsK fn the ptandalone versionI an lperator can also use import profiles to quickly import images using one buttonK qo add an import profileI click mroject > fmage fmport mrofiles… on the main menu of the programK fn the dialod box that opensI you can create new import profilesI and editI delete and copy the existing ones Ecigure NSFK qo create a new import profilesI start the fmport mrofile tizard by clicking kew… cirstI choose the image sourceK v
cigure NSK fmage fmport mrofiles dialog box Automatic eot colder checking is initiated as followsW · fn ptandalone version – by selecting Automatically check eot colders in the fmage fmport mrofiles windowK · fn aistributed version – for individual projectsI using the mrocessing perver jonitorI in the eot colders sectionK TK rploading a mroject to the perver fn the ptandalone version of the systemI lperators can start working with a project as soon as it is configuredK fn the aistributed versionI the crea
ioad fmages… CtrlHl pcan fmages… CtrlHh fmport fmages CtrlHf bxport… CtrlHr bxport aata to ciles… AltHphiftHp bxport to aatabase… AltHphiftHa rndo CtrlHw oedo CtrlHv Cut CtrlHu Copy CtrlHC maste CtrlHs aelete ael pelect All CtrlHA cind… CtrlHc cind kext cP do to kext aocument CtrlHa do to mrevious aocument CtrlHphiftHa aespeckle fmage CtrlHAltHh fnvert fmage CtrlHAltHs ootate fmage VMº clockwise CtrlHt ootate fmage VMº counterclockwise CtrlHphiftHt qest _atches Ctr
Analyze CtrlHb jatch aocument aefinition… AltHphiftHb oecognize CtrlHo oun serification cT kext ftem to serify c4 mrevious ftem to serify phiftHc4 kext Assembly brror cV mrevious Assembly brror phiftHcV kext rncertain Character cU mrevious rncertain Character phiftHcU kext oule brror cS mrevious oule brror phiftHcS aocument aefinitions… CtrlHq _atch qypes… CtrlHphiftHq fmage fmport mrofiles CtrlHphiftHf rpdate to iatest sersion AltHphiftHr oeJanalyze CtrlHAltHb oeJrecognize
aelete ael aelete oegion phiftHael pelect All CtrlHA pelect by qype CtrlHphiftHA droup CtrlHd rngroup CtrlHphiftHd Copy qext from fmage CtrlHAltHC Create cieldW qext AltHphiftHq Create cieldW Checkmark AltHphiftHC Create cieldW Checkmark droup AltHphiftHj Create cieldW _arcode AltHphiftH_ Create cieldW micture AltHphiftHm Create cieldW qable AltHphiftHi Create cieldW droup AltHphiftHd aespeckle fmage CtrlHAltHh fnvert fmage CtrlHAltHs ootate fmage VMº Clockwise CtrlHt ootat
8.P. droup serification tindow Confirm All bnter mostpone All CtrlHbnter qoggle ppace kext mage mage aown mrevious mage mage rp rndo CtrlHw oedo CtrlHv pelect All CtrlHA phow Character fmage cO cull pcreen cNN phow cield fmage CtrlHf phow cield fmageW ln qop AltHN phow cield fmageW ln _ottom AltHO fmage pcaleW woom fn CtrlHkumH fmage pcaleW woom lut CtrlHkum– eelp qopics cN bxit AltHc4 8.4.
aelete All AltHael pelect All CtrlHA fnsert iine _reak phiftHbnter jerge Characters CtrlHj Analogous cields AltHcP phow Character fmage cO cull pcreen cNN oecognized qext AltHcN Character fmage Cutting AltHcO phow cield fmage CtrlHf phow cield fmageW ln qop AltHN phow cield fmageW ln _ottom AltHO fmage pcaleW woom fn CtrlHkumH fmage pcaleW woom lut CtrlHkum– eelp qopics cN bxit AltHc4 © 2009 ABBYY. All rights reserved.
