Transformation Modules - Project Builder Help
Welcome
Overview
Module order
Components
A typical Kofax Transformation solution
Process batches
Capture paper documents
Paper and print
Drop-out colors
Field positioning
Project Builder mode
Limited to online learning
Project Builder user interface
Project Builder ribbon
File menu
Quick Access toolbar
Project tab
Documents tab
Design tab
Process tab
View tab
Dockable Project Builder 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
Folder Field Details
Locators overview
Locator details
Folder details
Batch Structure Rules overview
Batch Structure Rule details
Document Structure Rules overview
Document Structure Rule details
Validation Rules overview
Single Field Validation Rule details
Multi-Field Validation Rule 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
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 Project Builder 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
Properties of 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
Document Review tab - Project Settings window
Document Review Script Method Properties windows
Customize Document Review Shortcut Keys and Hot Keys window
Correction tab - Project Settings window
Country Settings tab - Project Settings window
Localization tab - Project Settings window
Update XML window
Translations window
Recognition profile windows
Kofax Clarity Page Recognition Profile Settings window
Mixed Print Page Recognition Profile Settings window
OmniPage Page Recognition Profile Settings window
OMR Zone Profile Settings window
OmniPage Zone Profile Settings window
FormXtra Zone Profiles Settings window
FormXtra Zone Profiles Settings window - General tab
FormXtra Zone Profiles Settings window - Image Cleanup tab
Kofax Clarity Zone Recognition 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
Settings tab - Properties of Bar Code Locator window
Properties of Check Locator window
Settings tab - Properties of Check Locator
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
Validation Form Layout user interface
Validation Form Layout main menu
Validation Form Layout toolbar
Define Sequence window
Validation Form Layout shortcut menu
Document Viewer window
InPlace Editor pane
Properties pane
Class General Properties
Folder General Properties Window
Tab Properties
Button Properties
Database Lookup Button Properties
Database Lookup Button Properties - Relational Databases
Field Visibility window
Field Mapping window - Relational Database Lookups
Database Lookup Button Properties - Fuzzy Databases
Field Mapping window - Fuzzy database lookups
Database Lookup Button Properties - Associative Search Database
Field Mapping window - Associative Search Database lookups
Database Lookup Button Properties - Locator Alternatives
Field Mapping window - Locator Alternative lookups
Column Headers window
Field Label Properties
Field Properties
Column Properties window
Document Viewer Properties
Group Properties
InPlace Editor Properties
Label Properties
MiniViewer Properties
Table Properties
Properties of Multiple Selected Elements
Test Validation user interface
Validation menu bar
Validation toolbar
Validation status bar
Common Validation buttons
Validation panes
Validation Batch Content pane
Validation Document Result pane
Validation InPlace Editor pane
Validation Document Viewer pane
Settings window
Settings window - Colors tab
Settings window - Miscellaneous tab
Test Verification user interface
Verification menu bar
Verification toolbars
Verification panes
Verification Batch Content pane
Verification Document Result pane
Verification status bar
Common Verification buttons
Settings window
Settings window - Colors tab
Settings window - Miscellaneous tab
Other Project Builder windows
Other Project Builder windows (M-W)
Activate License window
Adaptive Feature Classifier- Auto Optimization window
Adaptive Feature Classifier Properties window
Choose Details 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
Copy and Split Subset window
Create a Custom Filter window
Create Knowledge Base Activation Code window
Create Knowledge Base window
Create New Class and Table Locator window
Document Separation Results window
Edit Configuration Sets window
Edit Document window
Import Classification Online Learning Data window
Import Extraction Online Learning Data window
Import Knowledge Base window
Insert Knowledge Base Activation Code window
Knowledge Base Activation Code window
Layout Classifier Properties window
License Utility window
New Project window
OCR Substitution window
Open Document Set window
Optimization Settings window
Paragraph Detection Settings window
Project Builder Options Window
Project Properties window
Read Protection Password window
Remote Fuzzy Database Advanced Properties window
Resolve Conflicts window
Save As Protected Project window
Save Benchmark window
Save Project As window
Script Code window
Script Resources window
Script Variables window
Select Knowledge Base window
Separation Benchmark window
Subtree Classifier Properties window
Testing Runtime Script Events window
Unprotect project window
Validation Method window
View Table for Field window
Warnings window
Write Protection Password window
Use Project Builder
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 a setting to the Quick Access toolbar
Remove a setting from the Quick Access toolbar
Activate the license
Page licensing
Create a new project
Open an existing project
Save a project
Project security
Read and write protect a project
Project protection
Protect a project
Unprotect a project
Manually update the online learning path
Locators and protected projects
Training Documents and Protected Projects
Deployment and staging
Configuration Sets
Add a Configuration Set
Assign a Configuration Set to a project
Edit a Configuration Set
Remove a Configuration Set
Centralized relational database connections
Manage document sets
Preconfigured document sets
Classification set
Extraction Set
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
Create a classification and separation benchmark set
Create an extraction golden files benchmark set
Create an all-purpose golden files benchmark set
Save your golden files
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 sets and folder 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
Edit a batch
Drag and drop
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 a batch 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
Create a class and table locator using a problem new sample
Mark a new sample from the problems subset as complete
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
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
OmniPage recognition engine
Kofax Clarity recognition engine
Kofax Clarity using Google Vision
Kofax Clarity image guidelines
FormXtra recognition engine
A2iA recognition engine
FineReader recognition engine
RecoStar recognition engine
Recognition profile types
Recognition profiles
Default recognition profiles
Preconfigured recognition profiles
Mixed Print
OP_HandAlphanum
OP_HandNum
OP_MachineAlphanum
OP_MachineNum
OMR_Auto_Single
OMR_Auto_Multi
OMR_Manual
Zone recognition and printer types
OmniPage printer type mappings for deprecated engines
Auto printer type
Handprint printer type
OCR-A printer type
OCR-B printer type
Dot 9 Matrix / Dot 24 Matrix printer types
MICR CMC-7 printer type
MICR E-13B printer type
Recognition content types for zones
Alphanumeric content type
Numeric and amount content types
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
Train paragraphs
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 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
Image cleanup examples
Remove repeating patterns
Remove specific boxes
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 for validation form combo boxes
Sample dictionaries
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 database 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
Name conventions
Problem reporting
Add comments for problem reporting
Modify problem reporting comments
Delete problem reporting comments
Rearrange problem reporting comments
Enable Validation users to write comments
Manage language and country-specific settings
Projects, language, and country-specific settings
Extraction, language, and countries
Localized validation forms
Localized error messages
Localization fall-back mechanism
Test language customization
XML structure of localization files
Select the application language
Set the project design language
Add a language to a project
Remove a language from a project
Update a language
Translate Document Review custom menus and commands
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
OmniPage language mappings for deprecated engines
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
Scripts on project folder level
Scripts on folder 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
Preliminary validation testing
Preliminary verification 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
Batch-level log files
SecurityBoost
SecurityBoost modules
Configure batch operations
Edit batches
Edit a Batch with Document Review
Edit a batch with Validation
Edit a batch with Thin Client Validation
Add pages and documents
Add a page before the current page
Add a page at the end of a document
Add a document before the current document
Add a document to the end of a batch or folder
Copy pages and documents
Copy a document
Copy a page
Create documents and folders
Create a document from one or more pages
Create a folder from one or more documents
Create a new empty folder
Delete pages, documents and folders
Move pages, documents and folders
Move one or more pages
Move a document
Move a folder
Merge documents and folders
Merge documents
Merge folders
Split documents and folders
Split a document
Split a folder
Rename folders
Rotate pages
Multiple selection
Select multiple consecutive items
Select multiple non-consecutive items
Drag pages and documents
Restructure a batch
Script events
Route batches, folders, and documents
Route batches
Route folders and documents
Assign a new batch class
Set up classification
Layout classification
Content classification
Upgraded projects and classification
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 with golden files
Generate a separation benchmark
View and filter separation benchmark results
Set up Document Review
Document Review methods
Add a Document Review method
Modify a Document Review method
Rename a Document Review method
Delete a Document Review method
Predefined document structure rules
Every document with a suggested class must be reviewed
Every document must have a class
Configurable structure rules
Add batch structure rules
Add document-level rules
Every document of this class must have N pages
Add Document Review methods as scripted rules
Rename document structure rules
Batch Open window configuration for Document Review
Configurable shortcut keys, hot keys, and custom menu commands
Default shortcut and hot keys
Enable Document Review users to customize shortcuts
Modify shortcut keys
Modify hot keys
Import a set of shortcuts
Export a set of shortcuts
Reset shortcuts
Add a custom menu and custom menu commands
Rename a custom menu
Rename a custom menu command
Delete a custom menu command
Set up online learning
Enable Online Learning
Classification online learning
Enable classification online learning
Classification online learning and training documents
Dynamic online learning for classification
Enable dynamic classification online learning
Classification New Samples and the project life cycle
Import classification online learning documents
Clean up of old classification training data
Mark documents for classification online learning via script
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
Enable Validation users to mark 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
Folder 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 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
Migrate an 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
Check Locator
Check Locator amounts
Test results for checks
Country-specific settings
Countries A - F
Countries I - U
Check endorsements
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
Databases and the Database Locator
Database search masks
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 settings
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
Add an Invoice Header Locator keyword
Add a dictionary as a keyword for an Invoice Header Locator
Deleting a keyword from an Invoice Header Locator
Invoice Header Locator example
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 foldering
Enable foldering for a project
Folder hierarchy
Add a folder to your project
Add folder fields
Work with folders
Scripted automatic folder creation
Test automatic foldering
Set up Correction
Field settings
Batch Open window configuration for Correction and Thin Client Correction
Identification of unconfident characters
Set up Thin Client Correction
Thin Client Correction checklist
Display a field for correction
Always use whole field correction
Correct a whole field when a percentage of fields are unconfident
Correct a whole field when X characters are unconfident
Whole field correction
Set up Validation
Validation sequence
Set up multiple steps of Validation
Batch Open window configuration for Validation and Thin Client Validation
Field properties and validation
Field formatting and validation
Re-populate line items in Validation
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
Validation rules
Single field validation rules
Multi-field validation rules
Inherited validation rules
Validation rule sequence
Add a single field validation rule
Add a multi-field validation rule
Rename validation rule
Modify a validation rule
Delete a validation rule
Validation forms
Simple, table, and folder fields
Default validation form
Customized validation forms
Define a custom validation form for a class
Define a customized validation form for a folder
Validation form field types
Validation form elements
Ensure Thin Client Validation is configured to use custom validation forms
Add a tab to a custom validation form
Change tab alignment on a custom validation form
Remove a tab from a custom validation form
Change folder pane layout
Enable automatic field completion
Active language
Force field valid
Add a masked area
Considerations and limitations of masked areas
Multiple selected form elements
Character exact editing
Validation form button shortcuts
Read-only fields
Always valid setting
Configure a default area for a field
Anchor validation form elements
Dock and zoom settings
Validation form database lookups
Add a relational database lookup button to a validation form
Add a fuzzy database lookup to a validation form
Add a Locator Alternative Lookup button to a validation form
Add an Associative Search lookup to a validation form
Map fields for relational database lookups
Field mapping for fuzzy lookups
Database lookup field visibility
Thin Client Validation considerations for database lookups
Validation forms for Thin Client Validation
Custom validation forms in Thin Client Validation
The default validation form and Thin Client Validation
Validation form design best practices
Validation form design field order
Validation form design and labels
Validation form design and MiniViewers
Validation form design and grouped fields
Validation form design and buttons
Validation form design and layout anchoring
Validation form design and tabs
Validation form design and tables
Configure custom rejection notes for Validation
Set up a validation form script event
Test Validation
Use database lookups
Search a database using multiple column fields
Search a database using a single field
Select from read-only search results
Shortcut keys
SecurityBoost
Set up Thin Client Validation
Differences between Validation and Thin Client Validation
Multiple steps of Thin Client Validation
Masked areas in Thin Client Validation
Section 508 compliance in Thin Client Validation
Thin Client Validation checklist
Set up Verification
Kofax Capture workflow
Field and folder field settings
Display field for verification
Verification mode
Confirm a field
Confirm a field with no editing allowed
Blind double keying
Blind double keying without showing field values
Applying read-only
Batch Open window configuration for Verification and Thin Client Verification
Verification script events
Set Up a Script Event for a Field
Set Up a Script Event for a Folder Field
Set up Thin Client Verification
Test Verification
Sample projects
Classification Locator sample
Foldering sample
Multiple Validation steps sample
Create a project using multiple Validation steps
Synchronize with Kofax Capture
Document routing sample
Drill down combo boxes sample
Getting help with Kofax products
Get the product version
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Manual Zone Recognition
Manual Zone Recognition