Field profiles: Overview

A document profile contains a field profile for each area of the document that has data that you need to capture. An document profile and its field profiles can be used for hundreds, even thousands, of different types of documents.

Kofax ReadSoft Entrance uses the information in the field profile to:

Find the field when you scan in a document from a new sender.
Create a field definition for the field.
Validate the field.

Different field profiles are already included in the various document profiles, depending on which country profile you are using.

Different predefined field types are also available when you create a new field profile. When you choose one of these field types in the General settings, built-in validation rules and business logic are applied.

Types of field profiles

There are several types of field profiles. You use the type that describes the information you need to capture.

Single item field profiles describe individual fields, such as date, purchase order number, and so on (See Adding a single item field profile).
Barcode field profiles describe barcode fields you want to capture (See Adding a barcode field profile).
Table field profiles describe a collection of fields that are related to each other physically or logically (such as line item fields). There are several types of table profiles. (See Adding a table field profile.)

Problems will occur if you add a line item field to a Kofax ReadSoft Entrance profile using the name of a single item field that was deleted previously. To avoid this, be sure to always differentiate names given to single item and line item fields when adding them to Kofax ReadSoft Entrance profiles. For example, always start the names of line item fields with LI_. Then, if you had a single item field called VATrate that was deleted previously and add a line item field called LI_VATrate, the problems will not occur.”