Variable length separators

You may select from the following folder separation options:

  • Separate on specific Bar Code values and patterns: Regular expressions can be used to create a desired pattern. If a bar code matches the pattern, separation occurs. For example, if the value is 990008:

    • Option 1: If the value 990008 exists anywhere in the bar code, separation occurs.

    • Option 2: When ^990008$ is entered as the value, only a bar code containing the exact string ("990008") causes separation.

    • Option 3: If the user wants to separate on certain positions, the user should use these brackets [] to enter value options. For example, if [0-3][a-f] was entered as the value, then separation would occur when the first character of a bar code is 0, 1, 2, or 3 and the second character of the bar code was a, b, c, d, e, or f (in that order).

  • Separate when Bar Code changes: Select this option when scanning documents that contain the same bar code value on more than one sequential pages. These documents have only one bar code per page or zone.

  • Separate when Bar Code N on page changes: Separation occurs when the Nth bar code on a page changes.

  • Separate on any Patch Code: Separation occurs when a patch code is detected on a page.

  • Separate on specific Patch Code: Select from patch code types I, II, III, IV, VI, or T.

  • Separate on new file (Import Only): Folder separation occurs each time a new file is encountered.

  • Separate on new Data Index file (Import Only): Separation occurs when a new data index file is called upon during import.

  • Separate when child Folder N of selected directory changes (Import Only): Separation occurs when the Nth child folder changes. Example: Set N to 2 if the desired new folder for the document is the value of the second folder level down C:\A007-19D\C57183.

    • Child Folder N: Select the value of the Nth level of the desired child folder.

  • Separate on specific Zone OCR/ICR values and patterns: Detecting a user-defined word in a zone or the entire page causes separation. Example: If the user enters "Page 1" into the field, PSIcapture creates a new folder (separation) each time the word "Page 1" is read within the specified OCR/ICR zone.

  • Separate when Zone OCR/ICR value changes: Select this option if the scanned document contains a value that was read by zone OCR/ICR on more than one sequential pages and if the user desires to separate only when that value changes. Example: If you draw a zone around the "Invoice Number" when processing invoices, it separates whenever the number changes.

    Separation happens when any value in that zone changes.

  • Separate when Zone OCR/ICR Match value changes: Select this option and specify a regular expression to search the page or zone for specific patterns and separate when the pattern changes. Example: Enter the regular expression "\d{6}" and draw a zone around where the invoice number is located. This method searches the zone, then if a six digit number is located within that zone, PSIcapture checks to see if the number is different from the previous match and separation occurs when it changes.

  • Separate on any PDF Bookmark: Select this option when scanning documents that contain PDF bookmarks. Separation occurs if any bookmark is found.

  • Separate on specific PDF Bookmark values and patterns: Select this option when the user would like to separate on a specific PDF bookmark.

  • Separate on new Email (Import Only): Any new email causes separation.

Some separators unlock additional options:

UI element name Description
Zone to search

Lists the areas where the selected separator object can be searched for.

"Entire Page" is selected by default, but you can select a different zone that was previously defined or click the Define Zones button to open the Zone Configuration dialog box, where you can define a new zone.

Separation values

Lists the separation values that are defined for this profile.

Clicking Add Multiple opens the Add Multiple Separation Values dialog box, where you can enter multiple separation values or regular expressions at the same time. This button is only available when using values or patterns as a separator.

In the Add Multiple Separation Values dialog box, each new line is a new separation value. Clicking Help opens the Regular Expression Help dialog box, which contains examples for pattern matching using regular expressions.

Populate value with

Determines how to populate the value after the separation values are entered.

  • Entire Separator Value

  • Matching Word Only

  • Matching Word Only (Custom Format)

    To see which custom formats are available, click the question mark icon.

Separate only when the Document separator value changes

Performs separation only when the document separator value changes.

Zone processing type

Offers to use OCR or ICR as the zone processing type.

Only separate on a specific PDF Bookmark level

Performs separation on a specific PDF bookmark.

If a PDF has multiple levels of bookmarks, separation can only occur on a single level.