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  • Help for Kofax TotalAgility - Transformation Designer
  • Welcome
  • Overview
    • Capture paper documents
      • Paper and print
      • Drop-out colors
      • Field positioning
  • Transformation Designer mode
    • Limited to Online Learning
  • Transformation Designer user interface
    • Transformation Designer ribbon
      • File menu
      • Quick Access toolbar
      • Project tab
      • Documents tab
      • Design tab
      • Process tab
      • View tab
    • Dockable Transformation Designer windows
      • Project Tree window
      • Details window
        • Project details
        • Project Class details
        • Classes overview
        • Class details
        • Fields overview
        • Field Group Details
        • Field details
        • Table field details
        • Locators overview
        • Locator details
        • Instructions details
        • Instruction Properties window
        • Multiple selected project tree items details
      • Documents window
        • Toolbar in the Documents window
        • Shortcut menus for documents sets and subsets
        • List View in the Documents window
        • Hierarchy View in the Documents window
        • Thumbnail View in the Documents window
        • Assign Class pane
        • Edit Fields window
      • Document Viewer modes
        • Document Viewer
        • Document Viewer (table mode)
        • Document Viewer (zone mode)
      • Classification Results window
      • Extraction Results window
        • Property Change History window
      • Classification Benchmark window
      • Extraction Benchmark window
        • Extraction Benchmark window - Benchmark tab
        • Extraction Benchmark window - Comparison tab
    • Common Transformation Designer buttons
    • Project Settings window
      • General tab - Project Settings window
        • Advanced Online Learning Options window
      • Classification tab - Project Settings window
        • Layout Classifier Properties window
        • Adaptive Feature Classifier Properties window
      • Formatting tab - Project Settings window
        • New field formatter window
        • Amount Formatting window
        • Date Formatting window
        • Properties of Percentage Formatting window
        • Properties of Script Formatter window
      • Tables tab - Project Settings window
        • Properties of Table Model window
        • Edit Table Header Pack window
        • Edit Header Lines window
      • Dictionaries tab - Project Settings window
        • Dictionary Options window
        • Web Resource window
      • Databases tab - Project Settings window
        • Add New Connection window
        • Configure Microsoft SQL Server Connection window
        • Configure ODBC Connection window
        • Configure Oracle Connection window
        • Add New Database window
        • Properties of Associative Search Database window
        • Local Fuzzy Database Properties window
        • Properties of Remote Fuzzy Database window
        • Properties of Relational Database window
        • Credential Settings window
      • Validation tab - Project Settings window
        • New Validation Method window
        • Properties of Standard Validation window
        • Properties of Date Validation window
        • Properties of Regular Expression Validation window
        • Single Field Script Validation window
        • Properties of Multi-field Script Validation window
        • Properties of Invoice Validation window
          • General tab
          • Advanced tab
      • Image Cleanup tab - Project Settings window
        • Image Cleanup Profile Properties window
          • Advanced Despeckle pane
          • Despeckle pane
          • Remove Lines pane
      • Recognition tab - Project Settings window
      • Document Separation tab - Project Settings window
        • TDS Page Classifier Properties window
      • Country Settings tab - Project Settings window
      • Localization tab - Project Settings window
        • Update XML window
        • Translations window
    • Recognition profile windows
      • FineReader Page Recognition Profile Settings window
      • RecoStar Page Recognition Profile Settings window
      • Kofax Clarity Page Recognition Profile Settings window
      • Cursive Page Recognition Profile Settings window
      • Mixed Print Page Recognition Profile Settings window
      • OmniPage Page Recognition Profile Settings window
      • RecoStar Zone Recognition Profile Settings window
      • FineReader Zone Recognition Profile window
      • OmniPage Zone Profile Settings window
      • OMR Zone Profile Settings window
    • Locator methods
      • Properties of A2iA Zone Locator window
        • General tab - Properties of A2iA Zone Locator window
        • Zones tab - Properties of A2iA Zone Locator window
        • Zonal Subfields tab - Properties of A2iA Zone Locator window
        • Custom Subfields tab - Properties of A2iA Zone Locator window
          • A2iA Output Path for Custom Subfield window
          • Location for Custom Subfield window
          • Confidence for Custom Subfield window
      • Properties of Address Evaluator window
        • General tab - Properties of Address Evaluator window
        • Mapping tab - Properties of Address Evaluator window
      • Properties of Address Locator window
        • General tab - Properties of Address Locator window
      • Properties of Advanced Evaluator window
        • Subfields tab - Properties of Advanced Evaluator window
        • Evaluation Settings tab - Properties of Advanced Evaluator window
      • Properties of Advanced Zone Locator window
        • General tab - Properties of Advanced Zone Locator window
        • Registration tab - Properties of Advanced Zone Locator window
        • Anchoring tab - Properties of Advanced Zone Locator window
          • Properties of Anchor window
        • Zones tab - Properties of Advanced Zone Locator window
        • Subfields tab - Properties of Advanced Zone Locator window
        • Zone Wizard
        • Properties of Zone window
          • General tab - Properties of Zone window
          • Image Cleanup tab - Properties of Zone window
          • Anchors tab - Properties of Zone window
      • Properties of Amount Group Locator window
        • General tab - Properties of Amount Group Locator window
        • Document Type tab - Properties of Amount Group Locator window
        • Validation tab - Properties of Amount Group Locator window
        • Advanced tab - Properties of Amount Group Locator window
      • Properties of Bar Code Locator window
        • General tab - Properties of Bar Code Locator window
        • FineReader Settings tab - Properties of Bar Code Locator window
      • Properties of Classification Locator window
        • General tab - Properties of Classification Locator window
      • Properties of Database Evaluator window
        • General tab - Properties of Database Evaluator window
        • Advanced tab - Properties of Database Evaluator window
        • Test Results tab - Properties of Database Evaluator window
      • Properties of Database Locator window
        • General tab - Properties of Database Locator window
        • Fields tab - Properties of Database Locator window
        • Search Masks tab - Properties of Database Locator window
      • Properties of Format Locator window
        • General tab - Properties of Format Locator window
        • Format Definitions tab - Properties of Format Locator window
        • Evaluation Settings tab - Properties of Format Locator window
      • Properties of Invoice Group Locator window
        • General tab - Properties of Invoice Group Locator window
        • Advanced tab - Properties of Invoice Group Locator window
      • Properties of Invoice Header Locator window
        • Settings tab - Properties of Invoice Header Locator window
        • Invoice Number Keywords tab - Properties of Invoice Header Locator window
        • Invoice Date Keywords tab - Properties of Invoice Header Locator window
        • Order Number Keywords tab Properties of Invoice Header Locator window
        • Order Date Keywords tab - Properties of Invoice Header Locator window
      • Properties of Line Item Matching Locator window
        • Settings tab - Properties of Line Item Matching Locator window
        • Database tab - Properties of Line Item Matching Locator window
        • Online Learning tab - Properties of Line Item Matching Locator window
        • Disambiguation tab - Properties of Line Item Matching Locator window
        • Test Results tab - Properties of Line Item Matching Locator window
      • Properties of Named Entity Locator window
        • General tab - Properties of Named Entity Locator window
      • Properties of OCR Voting Evaluator window
        • General tab - Properties of OCR Voting Evaluator window
      • Properties of Order Group Locator window
        • General tab - Properties of Order Group Locator window
        • Advanced tab - Properties of Order Group Locator window
      • Properties of Relation Evaluator window
        • Settings tab - Properties of Relation Evaluator window
      • Properties of Script Locator window
        • Field Definition tab - Properties of Script Locator window
      • Properties of Sentiment Locator window
      • Properties of Standard Evaluator window
        • Settings tab - Properties of Standard Evaluator window
      • Properties of Summary Locator window
        • General tab - Properties of Summary Locator window
      • Properties of Table Locator window
        • Settings tab - Properties of Table Locator window
        • Master Item tab - Properties of Table Locator window
        • Cells tab - Properties of Table Locator window
        • Advanced tab - Properties of Table Locator window
        • Test Results tab - Properties of Table Locator window
      • Properties of Text Content Locator window
        • General tab - Properties of Text Content Locator window
        • Advanced tab - Properties of Text Content Locator window
      • Properties of Themes Locator
        • General tab - Properties of Themes Locator window
      • Properties of Trainable Evaluator window
        • General tab - Properties of Trainable Evaluator window
      • Properties of Trainable Group Locator window
        • General tab - Properties of Trainable Group Locator window
        • Advanced tab - Properties of Trainable Group Locator window
      • Properties of Vendor Locator window
        • General tab - Properties of Vendor Locator window
        • Purchase Order tab - Properties of Vendor Locator window
        • Banking Details tab - Properties of Vendor Locator window
      • Common locator methods tabs
        • Knowledge Base tab
        • Regions tab
        • Test Results tab
    • Non-dockable windows
      • Non-dockable windows (E-O)
      • Non-dockable windows (P-W)
      • Adaptive Feature Classifier- Auto Optimization window
      • Adaptive Feature Classifier Properties window
      • Add Connection window
      • Choose Details window
      • Choose Project Version with Desired Local Changes window
      • Class Based Precision and Recall window
      • Classification Benchmark Comparison window
      • Classification Benchmark Exceptions window
      • Classification Results window
      • Clustering window
        • Configure tab - Clustering window
        • Identify tab - Clustering window
        • Review tab - Clustering window
        • Assign tab - Clustering window
      • Create a Custom Filter window
      • Create Knowledge Base Activation Code window
      • Create Knowledge Base window
      • Copy and Split Subset window
      • Document Separation Results window
      • Download New Samples window
      • Edit Document window
      • Export Project window
      • Import Knowledge Base window
      • Import Project window
      • Insert Knowledge Base Activation Code window
      • Import Classification Online Learning Data window
      • Import Extraction Online Learning Data window
      • Knowledge Base Activation Code window
      • Layout Classifier Properties window
      • Modify Connection window
      • New Project window
      • OCR Substitution window
      • Open Project window
      • Open Document Set window
      • Optimization Settings window
      • Paragraph Detection Settings window
      • Transformation Designer Options Window
      • Read Protection Password window
      • Remote Fuzzy Database Advanced Properties window
      • Resolve Conflicts window
      • Create Password window
      • Save Benchmark window
      • Script Code window
      • Script Resources window
      • Script Variables window
      • Select Items to Merge window
      • Select Knowledge Base window
      • Separation Benchmark window
      • Subtree Classifier Properties window
      • Testing Runtime Script Events window
      • TotalAgility Connections window
      • Unprotect project window
      • Validation Method window
      • View Table for Field window
      • Warnings window
      • Write Protection Password window
  • Use Transformation Designer
    • Manage the user interface
      • Project Tree selection behavior
      • Open a window
      • Close a window
      • Float a window
      • Dock a window
      • Hide a window
      • Revert the layout
      • Minimize the Ribbon
      • Relocate the Quick Access toolbar
      • Add an option to the Quick Access toolbar
      • Remove an option from the Quick Access toolbar
    • Create a new project
    • Pass XValues to a Transformation activity
    • Export a project
    • Open an existing project
    • Save a project
    • Project security
      • Project protection
        • Protect a project
        • Unprotect a project
        • Locators and protected projects
        • Training Documents and Protected Projects
    • Project upgrades
      • Merge Training Sets manually
      • Merge project with local changes to new version
    • Deployment and staging
      • Configuration setting preservation
      • Centralized relational database connections
    • Manage document sets
      • Preconfigured document sets
        • Classification Set
        • Extraction Set
        • Exclude training document sets from database
        • Selection Document Set
        • New Samples Document Set
          • Sort New Samples for vendor name and ID
      • Custom document test sets
        • Test sets
        • Attach a test set or benchmark set to a project
        • Benchmark document sets
        • Change a test set to a benchmark set
      • Document subsets
        • Default document subset
        • All documents subset
      • Upgraded projects and document set conversion
        • Extraction Training Set conversion
        • Classification Training Set conversion
        • Convert a New Samples database
      • Use a document set to configure a project hierarchy
      • Document set attachment
      • Document set views
        • Switch the document set view
        • Documents List View
          • Add columns to the List View
          • Sort documents by columns in the List View
          • Filter columns in the List View
          • Create a custom filter in the List View
        • Documents Hierarchy View
        • Documents Thumbnail View
          • Classify documents using the Thumbnails View
          • Delete pages using the Thumbnails View
          • Filter documents in the Thumbnail View
          • Merge documents using the Thumbnails View
          • Split a document using the Thumbnails View
          • Move pages using the Thumbnails View
          • Rotate pages using the Thumbnails View
          • Edit content in the Thumbnail View
        • Perform OCR for documents
        • Assign a class to documents
        • Classify documents
        • Perform extraction for documents
        • Process documents
        • Clear classification and extraction data from documents
        • Load classification and extraction data from documents
        • Add documents to the selected class for classification training
        • Add documents to the selected class for extraction training
        • Open a document in the Document Viewer
        • Open a document in Windows Explorer
        • Open a document in XDoc Browser
      • Documents and clustering
        • Configure and perform clustering
        • Clustering keyboard shortcuts
      • Process new samples
        • Refresh New Samples
        • Import extraction new samples
      • Add a custom test set
      • Convert a custom test set into a benchmark set
      • Set a default document subset
      • Add a document subset
      • Duplicate a document subset
      • Split a document subset
      • Add documents to a document subset
      • Add documents to a document subset using drag-and-drop
      • Delete documents from a document subset
      • Rename a document subset
      • Save a document subset
      • Copy documents using drag-and-drop
      • Move documents using drag-and-drop
      • Set a document set as the Classification Training Set
      • Set a document set as the Extraction Training Set
      • Confirm a training document
      • Exclude a document subset from a training set
      • Remove a document subset
      • Work with multiple document sets
      • Remove a document set
    • Manage recognition
      • Optical Character Recognition (OCR)
      • Optical Mark Recognition (OMR)
      • What is an XDoc?
      • Recognition engines
        • FineReader recognition engine
        • OmniPage recognition engine
        • RecoStar recognition engine
        • Kofax Clarity recognition engine
          • Kofax Clarity image guidelines
        • Cursive Page or A2iA recognition engine
      • Recognition profile types
      • Recognition profiles
      • Default recognition profiles
      • Preconfigured recognition profiles
        • Mixed Print
        • OP_HandAlphanum
        • OP_HandNum
        • OP_MachineAlphanum
        • OP_MachineNum
        • FR_HandAlphanum
        • FR_HandNum
        • FR_MachineAlphanum
        • FR_MachineNum
        • RS_HandAlphanum
        • RS_HandNum
        • RS_MachineAlphanum
        • RS_MachineNum
        • OMR_Auto_Single
        • OMR_Auto_Multi
        • OMR_Manual
      • Recognition and print type fonts
        • Unknown Print Type
        • Fixed Print Type
        • Normal Print Type
        • Typewriter Print Type
        • Matrix Print Type
        • Index Print Type
        • Hand Print
        • Machine Print
        • OCR-A Font
        • OCR-B Font
        • Farrington 7B Font
        • E-13B Font
        • CMC-7 Font
        • Receipt Print Type
      • Recognition content types for zones
        • Alphanumeric content type
        • Numeric and amount content types
        • RecoStar character set and pattern
      • RecoStar recognition trigram modes
        • Logical context
      • Add a page recognition profile
      • Add a mixed print page recognition profile
      • Determine the optimized threshold for handwritten text
      • Add a zone recognition profile
      • Add an OMR recognition profile
      • Rename a recognition profile
      • Modify a recognition profile
      • Delete a recognition profile
      • Copy a recognition profile
      • Set a default recognition profile
      • Import a recognition profile
      • Export a recognition profile
      • Substitute common OCR misreads
      • Paragraph detection
        • Paragraphs and the Classification Locator
        • Scripts and paragraph detection
        • Enable paragraph detection
    • Manage formatters
      • Formatter types
      • Add a formatter
      • Rename a formatter
      • Modify formatter properties
      • Delete a formatter
      • Set up a script formatter
      • Assign a formatter to a field
    • Manage image cleanup
      • Global Image Cleanup
      • Local Image Cleanup
      • Image cleanup methods
        • Advanced Despeckle
        • Character Smoothing
        • Despeckle
        • Fill Line Breaks
        • Fill Line Breaks and Preserve
        • Light Thicken Filter
        • Remove Lines
        • Smooth and Clean
        • Smooth, Clean and Preserve
        • Thicken Filter
        • Thinning Filter
      • Layer order
      • Add a Global Image Cleanup profile
      • Delete an image cleanup profile
      • Copy an image cleanup profile
      • Rename an image cleanup profile
      • Modify an image cleanup profile
      • Import an image cleanup profile
      • Export an image cleanup profile
    • Manage dictionaries
      • Dictionary replacement text
      • Dictionaries and regular expressions
      • Dictionaries and recognition
      • Sample dictionaries
      • Create a new dictionary text file for RecoStar recognition
      • Add a dictionary
      • Configure a dictionary to update automatically
      • Delete a dictionary
      • Rename a dictionary
      • Modify a dictionary
      • Manually update a dictionary from source
    • Manage databases
      • Fuzzy databases
        • Fuzzy database CSV and text file formats
        • Local Fuzzy Database automatic updates
        • Load a Local Fuzzy Database in memory
        • Fuzzy database processing and optimization
        • Local Fuzzy Database column header names
        • Fuzzy database field delimiter characters
        • Fuzzy database characters to ignore
        • Fuzzy databases, fields, and documents
        • Fuzzy databases and filtering
        • Add a Local Fuzzy Database
        • Modify Local Fuzzy Database properties
        • Import a Local Fuzzy Database
        • Add a Remote Fuzzy Database
        • Configure load balancing and high availability for remote fuzzy databases
      • Relational databases
        • Access rights for an Oracle database
        • Access rights for a Microsoft SQL Server database
        • Create a connection to a relational database
        • Configure a Microsoft SQL Server relational connection
        • Configure an ODBC relational connection
        • Configure an Oracle relational connection
        • Relational database authentication
        • Create a relational database
      • Associative Search Databases
        • Associative search vs. fuzzy databases
        • Add an Associative Search Database
        • Modify an Associative Search Database
      • Rename a database
      • Delete a database
    • Image rotation
      • Enable automatic rotation during full text recognition
      • Enable automatic rotation during layout classification
      • Enable comprehensive orientation detection
      • Rotation and mixed print recognition
      • Save rotated documents during runtime
    • Supported file types
      • Image files
        • TIFF image files
        • JPEG image files
        • PNG image files
      • Text files
      • PDF files
      • Color images
      • Black and white images
      • Reset black and white images
    • Project validation
      • Quick Capture solution projects
    • Name conventions
    • Manage language and country-specific settings
      • Projects, language, and country-specific settings
      • Extraction, language, and countries
      • Localized error messages
      • Localization fall-back mechanism
      • XML structure of localization files
      • Set the project design language
      • Add a language to a project
      • Remove a language from a project
      • Update a language
      • Translate a table column name
      • Add a new country for tax settings
      • Remove a country from tax settings
      • Add a tax rate to a country
      • Delete a tax rate from a country
      • Countries and languages for RecoStar recognition
      • Countries and languages Cursive Page recognition
      • FineReader, OmniPage, and RecoStar supported languages
      • Additional FineReader 12.2 languages
    • Word separation characters
    • Regular expressions
    • Manage string substitutions
      • Add a string substitution
      • Modify a string substitution
      • Delete a string substitution
      • Import a string substitution
      • Export a string substitution
    • Manage scripts
      • Script programming
        • Special characters in script
        • Scripts on project class level
        • Scripts on class level
      • Script resources
      • Add a script resource
      • Delete a script resource
      • Provide translations for script resources
      • External script variables
      • Add a script variable
      • Delete a script variable
      • Change the value of a script variable
    • Manage natural language processing
      • Natural Language Processing engine
      • Custom entities
        • Custom entity folder structure
        • Custom entity file format
        • Custom entities sample in production
        • Create a custom entity file
        • Edit a custom entity file
      • Custom sentiments
        • Add custom sentiments
    • Test and optimizing a project
      • Open files for testing and optimization
      • Preliminary tests
        • Preliminary classification testing
        • Preliminary extraction testing
        • Preliminary combined classification and extraction testing
        • Test runtime script events
        • Other preliminary tests
      • Normalize the image source file structure
    • Statistical information
    • Keyboard shortcut keys
    • Log files
      • Application log files
        • Application log file contents
  • Set up classification
    • Layout classification
    • Content classification
    • Update a project after document type changes in TotalAgility TotalAgility Designer
    • Classes and the class tree
    • Manage classes
      • View class contents
      • Add a class
      • Rename a class
      • Cut and paste a class
      • Move a class using drag-and-drop
      • Bulk edit multiple selected classes
      • Delete a class
    • Manual versus automatic classification techniques
    • Classification and the order of processing
    • Define the default classification result
    • Layout classifier
      • Initialize the layout classifier for your project
      • Enable layout classification training for a class
      • Configure the layout classifier
      • Train the layout classifier
    • Initialize the content classifier for your project
    • Train the content classifiers
    • Adaptive Feature Classifier
      • Enable content classification training for a class
      • Configure the Adaptive Feature Classifier
      • Thresholds, precision, and recall
      • Enable auto optimization and improve classification
    • Text classifier
    • Instruction classifier
      • Add a classification instruction
      • Modify a classification instruction
      • Delete a classification instruction
      • Combine several phrases in an instruction
      • Export classification instructions
      • Import classification instructions
      • Import classification instructions using Import as New
    • Subtree classifiers
      • Enable subtree classification for a class
      • Add a subtree classifier
      • Modify a subtree classifier
      • Delete a subtree classifier
    • View Classification Results
    • Classification rules and hierarchical evaluation
      • Classification based on extraction
      • Configure classification redirection
      • Subtree classification hierarchical rule
      • Single child wins over parent
      • Parent represents competing children
      • Local not-flag
      • Propagated not-flag
      • Confident and unconfident classification results
      • Reclassification of documents via script
    • Evaluate multi-page classification
    • Redirect the classification result
    • Classification benchmarks and optimization with the Result Matrix
      • Generate a classification benchmark using all classification settings
      • Generate a classification benchmark for a specific classifier
      • Save classification benchmark results
      • Optimize classification results using the Selection document set
      • Compare Classification Benchmark results
        • Compare two classification benchmark files
        • Change the classification benchmark baseline
      • Add classification benchmark exceptions
  • Set up document separation
    • What type of document separation to use
    • Document separation and the Classification Training Set
    • Classification settings and their effect on document separation
    • Trainable Document Separation
      • Configure Trainable Document Separation
      • Import an old Project Planner TDS model
      • How pages are classified for Trainable Document Separation
    • Standard Document Separation
      • How to handle unclassified pages with Standard Document Separation
      • Configure Standard Document Separation
    • Train document separation
    • Test document separation
    • Separation benchmarks
      • Generate a separation benchmark
      • View and filter separation benchmark results
  • Set up online learning
    • Enable Online Learning
    • Classification online learning
      • Classification online learning and training documents
      • Enable classification online learning
      • Dynamic online learning for classification
      • Enable dynamic classification online learning
      • Classification New Samples and the project life cycle
      • Import classification online learning documents
    • Extraction online learning
      • Enable Extraction Online Learning
      • Extraction New Samples and the project life cycle
      • Dynamic Knowledge Bases
      • Knowledge Bases
      • Trainable locator methods
        • What locator to use
        • Specific training of trainable locators
        • Layout ID and Extraction Online Learning
        • Vendor name and ID recognition
      • Best practices for extraction training
      • Extraction online learning and training documents
      • Automatically flag documents for extraction online learning
      • Scripts and extraction online learning
      • Train your project for extraction
      • Conflict management
        • Resolve training conflicts
        • Best practices for conflict resolution
      • Edit training documents
        • Train table fields
        • Assign a single value
        • Assign split values
        • Edit keywords
        • Field navigation
        • Document validation
      • Importance of value coordinates
  • Set up extraction
    • Extraction methods
    • Locator method types
    • Evaluator method types
    • Trainable locator method types
      • Trainable locator inheritance
    • Locator alternatives
    • Manage locators
      • Add a locator
      • Open locator properties
      • Rearrange locator order in a class
      • Rename a locator
      • Delete a locator
      • Export locators
      • Import a locator
      • Import a locator as new
      • Assign a locator to a field
      • Locator inheritance
      • Overwrite an inherited locator
      • Locator order
      • Configure regions
        • Add a region to a locator
        • Locate an item on any page using regions
        • Locate an item on the first page using regions
        • Locate an item on the last page using regions
      • Knowledge Bases
        • Protect Knowledge Bases
        • Create a knowledge base activation code
        • Display a knowledge base activation code
      • Test locators
        • Dependent locator tests
        • Change the test execution mode
    • Manage field groups
      • Upgrades and field groups
      • Field group inheritance
      • Add a field group
      • Delete a field group
      • Rename a field group
      • Rearrange the field group order in a class
      • Move fields between field groups
    • Manage fields
      • Project-level fields
      • Class-level fields
      • Simple fields
      • Table fields
      • Add a field
      • Rename a field
      • Delete a field
      • Rearrange the field order in a field group
      • Modify a field
      • Assign a field to a locator
      • Field inheritance
      • Edit inherited field details
      • Bulk edit multiple selected fields
      • Field confidences
      • Field formatting
      • Fixed value
    • Manage tables
      • The Column Pool
        • Global columns
        • User-defined columns
        • Add a new user-defined column
        • Delete a user-defined column
        • Rename a global or user-defined column
      • Table models
        • Add a table model
        • Modify a table model
        • Rename a table model
        • Delete a table model
      • Table header packs
        • Add a table header pack
        • Modify a table header pack
        • Rename a table header pack
        • Delete a table header pack
        • Export a table header pack
        • Import a table header pack
    • Manage zones
      • Add a reference document to a zone
      • Open a reference document
      • Add a zone
      • Resize a zone
      • Configure background removal
      • Add a blank-out region
      • Remove a sample image
      • Rename a zone
      • Move zones
      • Map a zone to a subfield
      • Delete a zone
      • Test zones on the reference document
    • Extraction benchmarks
      • View extraction results
      • Perform an extraction benchmark
      • Save an extraction benchmark
      • Extraction benchmark comparison
      • Export an extraction benchmark
    • A2iA Zone Locator
      • A2iA FieldReader
      • A2iA CheckReader
      • A2iA Document Type
      • Modify a zone for an A2iA Zone Locator
      • Create custom subfields for an A2iA Zone Locator
      • Modify a custom subfield for an A2iA Zone Locator
      • Delete custom subfields for an A2iA Zone Locator
    • Address Evaluator
      • Configure an Address Evaluator
    • Address Locator
      • Reduce address alternatives with regions
    • Advanced Evaluator
      • Add a predefined subfield to the Evaluator Subfields List
      • Remove a subfield from the Evaluator Subfields list
      • Create a custom subfield for evaluation
      • Rename a custom subfield
      • Reorder the Evaluator Subfields list
      • Delete a custom subfield
      • Subfields for evaluation
      • Evaluation steps
      • Define input locators for a subfield
      • Add an evaluation step
      • Configure evaluation steps
      • Reorder evaluation steps
      • Delete an evaluation step
      • Advanced Evaluator test results
    • Advanced Zone Locator
      • Advanced Zone Locator and registration
      • Advanced Zone Locator and global registration
      • Advanced Zone Locator and local registration
      • Advanced Zone Locator subfields
      • Zones and the Document Viewer (zone mode)
      • Manual Zone Recognition
      • Automatic zone recognition with the Zone Wizard
        • Tips for optimal zone discovery
        • Zone Wizard and existing zones
        • Presets and automatic zone recognition
        • Add zones with the Zone Wizard
        • Zone selection in the Zone Wizard
      • Modify a zone for an Advanced Zone Locator
      • Add zones for a group of check boxes
      • Add image cleanup for a zone
      • Create a local image cleanup profile
      • Change the recognition profile for a zone
      • Combine the results from multiple zones
      • Use the best result from multiple zone results
      • How to duplicate zones
      • Hide anchors and zones on a document
      • Add a subfield
      • Copy a zone for voting
      • Anchor zones
        • Manual anchoring
        • Anchor reference points
        • Suitable and unsuitable anchors
        • Text anchor zone recognition
        • Locator anchor zone recognition
        • Can intersect border
        • Anchor confidence
        • Add a manual anchor
        • Add a text anchor
        • Modify an anchor
        • Rename an anchor
        • Delete an anchor
        • Move or resize an anchor zone
        • Map a zone to an anchor
        • Map multiple zones to an anchor
        • Remove a zone from an anchor
        • View corresponding zones and anchors
    • Bar Code Locator
      • Bar code types
      • Bar code orientation
      • Bar code confidence
      • Enhanced bar codes
      • Bar code voting
      • Change the bar code type
      • Specify bar code length restrictions
      • FineReader and certain bar codes types
    • Classification Locator
      • Add a reference project
      • Update the reference project automatically
      • Set the classification result to 100%
      • Configure by paragraph classification
    • Database Evaluator
      • Map database fields to locator subfields
      • Specify the criteria needed to match a database record
      • Specify the data returned by the Database Evaluator
    • Database Locator
      • Exclusion database
        • Adjust exclusion database settings
      • Set the group index for database fields
      • Set the importance of a database field
      • Set the distance for database fields
      • Set the distance for a group of database fields
      • Ensure a database field does not replace an OCR value
      • Add a database search mask
      • Delete a database search mask
    • Format Locator
      • Simple expressions
      • Levenshtein format definitions
      • Trigram format definitions
      • Use results from another locator
      • Enable OCR substitutions
      • Add custom formats
      • Add predefined formats
      • Add Simple expressions
      • Add Levenshtein format definitions
      • Add Trigram format definitions
      • Insert a dictionary
      • Refresh dictionaries in format definitions
      • Modify format options
      • Delete formats
      • Test format definitions
      • Add keywords for evaluation
      • Lasso keywords for evaluation in the Document Viewer
      • Ignore characters in a keyword or phrase
      • Configure a keyword or phrase to match exactly
      • Match all words as a phrase
      • Add a dictionary as a keyword
      • Configure the keyword weight
      • Configure the keyword distance
      • Configure the keyword direction
    • Invoice Header Locator
      • Invoice Header Locator keywords
      • Adding an Invoice Header Locator keyword
      • Adding a dictionary as a keyword for an Invoice Header Locator
      • Deleting a keyword from an Invoice Header Locator
    • Line Item Matching Locator
      • The principles of price calculation
      • Input locators
      • Line items and match by script
      • Activate the Match Remark feature
      • Disable purchase order discovery
      • Define and map purchase order database columns
    • Named Entity Locator
      • Add a table for entity extraction
    • OCR Voting Evaluator
      • Evaluation type
      • Assign locators and subfields for voting
      • OCR Voting Evaluator and test results
    • Relation Evaluator
      • Specify locators for the Relation Evaluator
      • Limit the number of alternatives
    • Script Locator
      • Define a group field output subfield
      • Delete a group field output subfield from the list
      • Insert the script function
      • Create results for a simple field Script Locator
      • Create results for a group field Script Locator
    • Sentiment Locator
    • Standard Evaluator
      • Add a locator to a Standard Evaluator
      • Remove a locator from a Standard Evaluator
      • Return the best alternatives
      • Return the alternatives from the first successful locator
      • Limit the number of possible alternatives
    • Summary Locator
    • Table Locator
      • Automatic table extraction
      • Select a table detection mode
      • Make a Table Locator trainable
      • Automatic registration in manual table mode
      • Enable automatic table registration
      • Optional rows and comments in manual table mode
      • Define table cells in manual table mode
      • Define a master item
      • Define model column mappings
      • Start-of-table detection
      • Beginning-of-table dictionary
      • End-of-table detection
      • Add a dictionary to find the start or end of a table
      • Order numbers
      • Embedded columns
      • Test Table Locator results
      • Use expert mode for testing tables
    • Text Content Locator
      • Configure the Text Content Locator
      • Add a Text Content Locator subfield
      • Map a Text Content Locator subfield
      • Delete a Text Content Locator subfield
      • Rename a Text Content Locator subfield
      • Train the Text Content Locator
    • Themes Locator
    • Trainable Evaluator
      • Add a Trainable Evaluator subfield
      • Rearrange Trainable Evaluator subfields
      • Train the Trainable Evaluator
      • Delete a Trainable Evaluator subfield
    • Vendor Locator
      • Vendor Locator fields
      • Define the company code input
      • Define the Tax ID or VAT ID input
      • Define the Vendor ID detection
      • Define the banking details input
    • Trainable Group Locator
      • Trainable Group Locator subfields
      • Group locator training type
      • Group locator weak keywords
      • Set the generic training search confidence
      • Set the generic training evaluation confidence
    • Amount Group Locator
      • VAT-based locations
      • Add keywords to an Amount Group Locator
      • Add currencies to an Amount Group Locator
    • Invoice Group Locator
    • Order Group Locator
    • Extraction change history
  • Set up Validation
    • Validation sequence
    • Validation methods
      • Standard Validation method
      • Date Validation method
      • Regular Expression Validation method
      • Invoice Validation method
      • Script Validation methods
      • Add a validation method
      • Validation error messages
      • Modify a validation method
      • Rename a validation method
      • Delete a validation method
      • Test single field script validation methods
      • Invoice field validation and field reconstruction
      • Invoice field validation and rounding mode
      • Invoice field validation and discount rates
      • Test invoice field validation methods
      • Test a multi-field validation method

Your search for returned results.

Search tips

The search returns topics that contain terms you enter. If you type more than one term, an OR is assumed, which returns topics where any of the terms are found.

The search also uses fuzzy matching to account for partial words (such as install and installs). The results appear in order of relevance, based on how many search terms occur per topic. Exact matches are highlighted.

To refine the search, you can use the following operators:

  • Type + in front of words that must be included in the search or - in front of words to exclude. (Example: user +shortcut –group finds shortcut and user shortcut, but not group or user group.)
  • Use * as a wildcard for missing characters. The wildcard can be used anywhere in a search term. (Example: inst* finds installation and instructions.)
  • Type title: at the beginning of the search phrase to look only for topic titles. (Example: title:configuration finds the topic titled “Changing the software configuration.”)
  • For multi-term searches, you can specify a priority for terms in your search. Follow the term with ^ and a positive number that indicates the weight given that term. A higher number indicates more weight. (Example: shortcut^10 group gives shortcut 10 times the weight as group.)
  • To use fuzzy searching to account for misspellings, follow the term with ~ and a positive number for the number of corrections to be made. (Example: port~1 matches fort, post, or potr, and other instances where one correction leads to a match.)

Note that operators cannot be used as search terms: + - * : ~ ^ ' "

Welcome > Use Transformation Designer > Manage databases

Manage databases

Databases can be used throughout a project in several locator methods to aid in extraction, validation forms, and in scripts.

To manage the databases in your project, you can do the following:

  • Add an Associative Search Database

  • Add a local fuzzy database

  • Add a remote fuzzy database

  • Add a Microsoft SQL Server relational database

  • Add an Oracle relational database

  • Add an ODBC relational database

  • Rename a database

  • Delete a database