General

Form settings

UI element name	Description
Form ID	The name of the form. This name is available as a variable and it is placed in a linked index field.
Group	A list of available groups purely for organization purposes.
Record type	A list of record types configured in Document Records. The form definition can be linked to the selected record.
Description	A user-defined description for the form.
Tag	Tags can be mapped and used to populate an index field. Tags can also be used as an additional set of metadata to fine-tune the classification process. Tags do not refer to image tags. For details about image tag metadata, see Advanced Indexing: Image Tags or Image tag output. The Tag value can also be configured in the following product areas: When using the Advanced Classification Engine in the Classification module. Whether the Tag field is displayed in Standard or Advanced mode, as with other ACE settings, can be controlled with the Advanced options (button) next to the Default display mode field in the Index workflow settings. Also, Tag is displayed in the Classification Form Database Import dialog box.
Page count	For forms with specified page lengths, this count is used for page validation.
Usage ranking behavior	The rank of forms determines the order in which they are processed. Use Ranked position: Keep the current position in the queue. Override Ranking and process Form at the beginning of the Form list: Configure the current form to be the first in the queue to be processed. Override Ranking and process Form at the end of the Form list: Configure the current form to be the last in the queue to be processed.

Below the form settings, the classification rules are listed in a grid. The current classification form is applied to all pages that match the determined rules. The grid has the following columns:

Classification Rules

Column heading	Description
Match	Users can select a positive or negative match for each rule and combine these rules to define the form. For example, if two forms have "Form OFS 2" on the top, but only one form has "Version 2" on the bottom, a negative match for "Version 2" can be given to make sure the form without "Version 2" is identified.
Rule Type	Three types of rules are available: OCR Text: OCR is used to recognize text in the selected region. Bar Code: The bar code recognition engine detects a specific bar code within the selected region. Index Field: Links the rule to a preconfigured index field.
Search Region	Determines where on the page the OCR text is searched for. This column is disabled for any other rule type than OCR Text.
Index Field	Determines which index field is linked to the classification rule. This column can only be modified if the rule type is set to Index Field.
Rule Value	The regular expression that must match either the bar code value or an OCR text. This expression triggers the classification and settings for the record type.

If you have multiple rules, use the Rule match behavior options to logically combine them to define the overall match.

Rule matching behavior applies to all corresponding Classification areas, including ACE and database import settings.

You can select to match all rules, one rule, or a specific combination of rules:

Classify based on first matching rule: Classification is based on the first matching rule.
Positive Classification if all positive rules match and no negative rules match: The combination of all positive rules are required with no matches to negative rules.
Positive Classification if any positive rule matches and no negative rules match: At least one of the positive rules must match with no matches to negative rules.
Positive Classification if N or more positive rules match and no negative rules match: Specify a minimum number of positive rules that must match with no matches to negative rules.
Custom matching using Rule Sets: Create a group of custom rules, where each rule can have a different rule match behavior. Click Add to add rules to the appearing grid, then match the added rules with the appropriate behavior.

You can customize the matching process for your customized rule set with the Rule Set match behavior options:
- Positive Classification if all Rule Sets match: The combination of all the positive rule sets are required with no matches to negative rules.
- Positive Classification if any Rule Set matches: At least one of the positive rule sets must match with no matches to negative rules.
- Positive Classification if N Rule Sets match: Specify a minimum number of positive rule sets that must match with no matches to negative rules.

Rules are processed in the order of entry.

For each rule in the grid, the following icons are available:

Rule icons

Button	Description
Build a regular expression by selecting input text	Opens a dialog box, where the user can determine the text that is used to identify the form. This icon is only visible if the Rule Type is set to OCR Text.
Select rule from bar codes on current form	Opens the Bar Code Recognition dialog box, where the user can determine the bar code that is used to identify the form. This icon is only visible if the Rule Type is set to Bar Code.
Test rule against current form	Verifies that the application recognizes the defined text or bar code.
Edit rule in regular expression editor	Opens the Edit Regex dialog box, where the user can edit the Regex for the rule.
Delete rule	Deletes the rule.

Two tabs are available to determine rules:

Classification Rules:

The Classification Rules section of the module provides the ability to input one or more rules that define the form.
Last Page Classification Rules:

If Last Page Rule processing is enabled and a form definition contains Last Page Rules, then when that form is classified, all other Page Validation and classification is disabled and classification only searches for a matching last page for that form. Once is it is found, all pages up to that page are added to that form and classification switches back to normal processing (looking for matches for all defined forms). The rule also handles the special case where the first page of a form is also the last page.

If a form definition does not contain Last Page Rules, then the selected option under Page Validation is used (loose, strict, none). Users can mix both types of validation in case they are not able to use Last Page Rules for all of their forms.