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OpenScan SnapIt

Overview of SnapIt

Entering data from documents into AutoCapture forms can be a time-consuming and repetitive task, especially if the amount of data and the number of documents is large. Even with documents that are in digital format (scanned or native digital), there is a need to locate the relevant data quickly and efficiently for transfer into an AutoCapture form.

SnapIt is a fast and easy way of capturing data from an OCR-processed image into AutoCapture form fields with a simple click of the mouse. SnapIt drastically improves the speed and quality of data entry (indexing) by eliminating manual data entry into AutoCapture fields value.

For details on SnapIt operation, please refer to the QuickCapture Pro documentation.

Configuring SnapIt for an AutoCapture Form

When you configure AutoCapture form fields with SnapIt, you are specifying which AutoCapture form fields can be indexed by QuickCapture Pro SnapIt user.

To control how a field is supported by SnapIt, click the browse button (...) under the S column of the AutoCapture form fields. The SnapIt configuration dialog opens. Configure the following:

Using SnapIt

SnapIt is designed for use with the QuickCapture Pro application. If you are not using QuickCapture Pro, you are not required to configure SnapIt.

For details of the SnapIt functionality, refer to QuickCapture Pro documentation.

The following provides a hi-level step-by-step procedure for using "SnapIt"-enabled fields of an AutoCapture form:

  1. Decide which of the AutoCapture fields values need to be populated using the QuickCapture Pro SnapIt.
  2. Configure the AutoCapture form fields with the desired SnapIt Data Types and Formats.
  3. Complete the configuration of the remaining components in your process workflow.
  4. Save the configuration file and start the service with the newly saved configuration.
  5. Start the QuickCapture Pro application and load the AutoCapture form(s).
  6. The QuickCapture Pro user opens the file in the Image Viewer. This file contains the information that is used for populating the AutoCapture form field values.
  7. The QuickCapture Pro user selects the desired form and the corresponding form fields are displayed.
  8. If the AutoCapture form field was configured with SnapIt, the QuickCapture Pro user:
    1. Moves the mouse to the QuickCapture Pro AutoCapture form viewer and highlights a field value.
    2. Moves the mouse to the QuickCapture Pro Image Viewer.
    3. Clicks the desired character string that is highlighted in the QuickCapture Pro Image Viewer.
    4. The highlighted character string is automatically entered into the field in step (1).

SnapIt has provided the QuickCapture Pro user a way to use rule-based visual cues of SnapIt for speedy indexing of documents.

The AutoCapture form fields are now populated with speed and accuracy; the file and associated metadata have entered the workflow process.

Data Type Tab

SnapIt is equipped with a number of predefined data types. You can customize the data types to your business application needs by adding additional data types. Some data types are country-specific, such as telephone numbers and post codes while others are internationally standardized, such as email addresses.

  1. The Data Types dialog shows all the available data types. You may add additional data types to the default set. Click Add to Add New Data Types.
  2. To remove a data type, highlight the data type and click Remove.
  3. To modify a data type setting, highlight the data type and click Edit.

Formats Tab

SnapIt is equipped with a number of predefined formats. You can customize the format of data types to your business application needs.

  • You may add additional formats to the default set. Click Add to Add New Formats
  • To remove a format, highlight the format and click Remove.
  • To modify a format setting, highlight the format and click Edit.

Add New Data Types

You can add additional SnapIt data types to the list. The Data Type dialog contains settings for the currently active data type. The following attributes need to be configured:

  • Name — Enter the name of the data type. This name describes the data type and is not displayed anywhere within the QuickCapture Pro SnapIt GUI.
  • Expression — Enter a regular expression script for defining the data type. The regular expression entered triggers a search and match on the OCR-processed file within the QuickCapture Pro Image Viewer. SnapIt displays the regular expression matches in the QuickCapture Pro Image Viewer GUI as highlighted text.
  • Sample Input Data — This field lets you test the script you entered in the Expression field. Enter a series of characters and click Run Match. A pop-up window reports the match result.
Example
If you want the QuickCapture Pro user to enter a zip code in an AutoCapture field, the data type display will aid you in locating the zip code on the document that is displayed in the QuickCapture Pro's Image Viewer. SnapIt simply highlights all entries that can be detected as zip code. With the AutoCapture field value highlighted, the user simply clicks on the desired zip code. The zip-code is transferred to the field value within the AutoCapture form. All with a simple click.

Add New Formats

You can add additional formats to the list. The formats dialog contains settings for the currently active format. The following attributes need to be configured:

  • Name — Enter the format name describing the format. This name is not displayed anywhere within the QuickCapture Pro SnapIt GUI.
  • Expression — Enter a regular expression script for defining the format. The regular expression entered triggers a formatting operation on the data. The reformatted data is then transferred to the AutoCapture field value.
  • Sample Input Data — This field lets you test the script you entered in the Expression field. Enter a series of characters and click Run Match. A pop-up window reports the match result.
Example
You may want the telephone number data to be formatted prior to transfer into the AutoCapture field value. Let's say the "-" separator must be removed from the telephone number. Simply select the Numbers-only option. When the user clicks on the telephone number in the QuickCapture Pro Image Viewer, the telephone number (without the "-") is transferred to the AutoCapture Field value.