Kofax Brand LogoTransformation Toolkit - Project Builder Help
  • Welcome
  • Overview
    • 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
      • 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
  • 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
 › Set up Verification › Field and folder field settings

Field and folder field settings

The User Interactive Modules group in the Field Details enables you to configure:

  • Whether this field is displayed for verification

  • The verification mode for this field