9.0
Table Of Contents
- 1. Introduction
- 2. Creating a Project
- 3. Creating Document Definitions
- 3.1. Creating a Layout
- 3.1.1. Definition Objects’ Geometric Marking
- 3.1.2. Static Elements
- 3.1.3. Field Properties
- 3.1.4. Creating a Document Definition for Multi-Page Documents
- 3.1.5. Creating a Document Definition with Annex Pages
- 3.1.6. Export Settings
- 3.1.7. Configuring Recognized Data Presentation
- 3.1.8. Testing Document Definitions
- 3.1.9. Editing and Publishing a Document Definition
- 3.2. Creating a FlexiLayout
- 3.3. Specifics of Non-structured Documents
- 3.1. Creating a Layout
- 4. Configuring Project Properties
- 5. Configuring Batch Types
- 6. Configuring Image Import
- 7. Uploading a Project to the Server
- 8. Keyboard Shortcuts
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As a rule, key fields (for example, a contract number) are searched using a FlexiLayout created in ABBYY
FlexiLayout Studio.
If automatic key field search is impossible, the values can be entered by an Operator. To allow it, create a
Document Definition with one field (or several, if necessary) and, in the Recognition Properties of the
field(s), select Don’t recognize (Key from Image field – will be entered manually). The Operator will
be prompted to enter the key field value manually when verification is started.
To store documents, you need to configure the export. Key field values can be exported to files or a
database, and document images can be saved in the desired format. To export images, on the Image tab of
the Export Settings dialog box, click Save Document Images and configure the image saving parameters.
You can save document images to graphic files or searchable PDF documents.
Consider page assembly into documents carefully. In the case of non-structured documents, it may be hard
to define which document a page refers to. It is recommended to separate documents with empty pages or
pages with barcodes to allow automatic assembly of non-structured documents. Then, when adding images
to a batch (from a scanner, file, or during Import Profile creation), select For images separated by and,
from the dropdown list, choose either blank pages or pages with barcode, depending on the pages used
as separators. Pagesd will be assembled into documents automatically – pages will be added to the current
document until a separator page is encountered.
4. Configuring Project Properties
Project properties can be configured in the Project Properties window. To open it, click Project >
Project Properties…
The Project Properties window has six tabs. The General tab describes general project properties – the
name, description, and other. The rest of the tabs are identical to those in the Batch Type properties
window (see Configuring Batch Types) and describe the properties of Default-type batches.
The General tab allows configuring the following project properties:
· Name;
· Description;
· Export root path — path to a folder, from which relative file export paths will stem after a project
has been uploaded to the server. The path is specified in UNC format.
You can also view the project file name and its location in the folder tree (or for projects on the
Application Server, its GUID.
The rest of the tabs are identical to those in the Batch Type properties window and are used to configure
the Default batch type.
When configuring project properties, you can specify the order list of the Document Definitions used. As
opposed to the batch types, this operation is carried out from the Document Definitions window (Project
> Document Definitions…).
FlexiLayouts are matched in the same order they are listed in this window (top to bottom). To change the
order of a document, use the Up and Down buttons.
As a rule, the recognition process consists of consecuting matching of all added FlexiLayouts and checking
their quality, after which best one is selected. To speed up Document Definition matching, select Use first
acceptable flexible layout. In this case, if a FlexiLayout is matched, the rest won’t be considered. This