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4.3.8. Setting up the recognized data view
Once the data are recognized, the user will see them in the document window. By default, the data are
sorted by order and the labels correspond to the template field names. You can however change the view
of the recognized data and make it more convenient, for example by changing the order of data
presentation or by adding an explanatory text. The recognized data view can be changed in the bottom
right-hand side of the Document Template Editor window.
You can move fields, change their names or other properties. To add a label, from the context menu
select Insert Label Box.
You can specify the font and text size of field names and recognized data values on the Data Form tab
of the Document Template Properties dialog box (Template > Document Template Properties…).
See how the recognized data will be displayed in the document window. You can retain the default data
presentation or change it.
This step concludes template creation.
4.3.9. Editing and publishing a template
Once you have created a template, save it and test it on several images. If you are happy with the result,
publish the template so that it is available for document recognition.
To publish a template, click Publish from the Document Templates dialog box (Project > Document
Templates… in the main program window).
To return to template editing, in the Document Templates dialog box select the template and click Edit.
The template will be unavailable for editing by other users, and the recognition function will use the
latest published version of the template. Template editing will therefore not hinder the work of
operators. Once you have edited the template, publish it. The new version will become immediately
available for all users. If you do not wish to publish the new version, you can discard the changes and
return to the latest published version of the template. To do so, select the template in the Document
Templates dialog box and click Discard Changes.
4.1.10. Testing the template
Before you start processing your documents, be sure to test the template.
You can test the template directly in the template editor, on the image that was used to create the
template. To start testing the template, select Document>Run Test.
Further testing is performed on documents that are added to the test batches, as these batches use the
local version of the template. The test batches can be accessed from Project>Test Batches List in the
main window. You can also access these batches from the template editor by selecting Tools>Switch to
Test Batch.
If the program detects any rule errors during testing, invalid field properties, etc., you will need to edit
the template to correct them. Once all the errors are corrected, publish the template. Now you can start
processing your documents.
First, test your template on the source image (Document>Run Test), than on the filled-out image of your
questionnaire (see Working with a Set-Up Project). Make any changes that may be necessary and publish the
template.