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Contents
How to Use This Guide ............................................................................................... 7
Introduction ............................................................................................................ 7
Related Documentation ........................................................................................... 7
Installation Guide for Kofax Transformation Modules ......................................... 7
Kofax Transformation Modules Configuration Guide ........................................... 8
Help .............................................................................................................. 8
Scripting Help ................................................................................................ 8
Release Notes ................................................................................................. 8
Training ................................................................................................................. 8
Technical Support .................................................................................................. 9
Overview .................................................................................................................... 11
Kofax Transformation Modules ............................................................................... 11
Module Order .............................................................................................. 11
Components .................................................................................................. 12
A Typical Kofax Transformation Solution ........................................................ 15
Batch Processing ........................................................................................... 16
How Do I Use Document Review? ............................................................................. 19
Processing Batches with Document Review .............................................................. 20
Reviewing Documents ................................................................................... 21
Fixing Problems ............................................................................................ 21
Foldering and Fixing Problems ....................................................................... 26
Editing Batch Structure .................................................................................. 27
Editing Classes ............................................................................................. 29
Shortcut Keys ....................................................................................................... 30
Quick Tour of Document Review ............................................................................... 33
Menu Bar ............................................................................................................. 34
Toolbars ............................................................................................................... 37
Kofax Transformation Modules User's Guide
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Contents
Panels .................................................................................................................. 40
Batch Content Panel ...................................................................................... 40
Document Viewer ......................................................................................... 41
Current Problem Panel ................................................................................... 41
Status Bar ............................................................................................................. 41
Windows .............................................................................................................. 42
Open Batch Window ..................................................................................... 42
Settings Window ........................................................................................... 43
Application Language Window ....................................................................... 44
Rejection Note Window ................................................................................. 45
Adjusting the Panel Layout .................................................................................... 45
How Do I Use Correction? ......................................................................................... 47
Processing Batches with Correction ......................................................................... 48
Single Character Correction ............................................................................ 49
Whole Field Correction .................................................................................. 50
Overriding Fields .......................................................................................... 51
Inserting the Previous Field Value ................................................................... 51
Inserting the OCR Value ................................................................................ 51
Validation Rule Failures ................................................................................. 52
Viewing the Full Image ................................................................................. 52
Navigating Within a Batch ............................................................................. 53
Closing a Batch ............................................................................................ 54
Field Order ................................................................................................... 54
Shortcut Keys ....................................................................................................... 55
Quick Tour of Correction ........................................................................................... 57
Menu Bar ............................................................................................................. 58
Toolbars ............................................................................................................... 61
Panels .................................................................................................................. 64
Correction Viewer ......................................................................................... 64
Image Viewer ............................................................................................... 66
Status Bar ............................................................................................................. 66
Windows .............................................................................................................. 67
Application Language Window ....................................................................... 67
Open Batch Window ..................................................................................... 67
Settings Window ........................................................................................... 69
4
Kofax Transformation Modules User's Guide
Contents
How Do I Use Validation? .......................................................................................... 71
Processing Batches with Validation ......................................................................... 71
Validate a Document ..................................................................................... 72
Batches with No Invalid Documents ................................................................ 73
Batch Editing ................................................................................................ 73
Character Exact Editing ................................................................................. 77
Masked Areas ............................................................................................... 77
Show Field Contents in Batch Tree ................................................................. 78
Online Learning ............................................................................................ 78
Shortcut Keys ............................................................................................... 79
Read-Only Fields .......................................................................................... 79
Force Valid Field .......................................................................................... 79
Auto Completion For Fields ........................................................................... 79
Assign a Class .............................................................................................. 80
Reject Documents or Pages ............................................................................ 82
Table Indexing .............................................................................................. 82
Shortcut Keys ....................................................................................................... 84
Quick Tour of Validation ............................................................................................ 87
Menu Bar ............................................................................................................. 88
Context Menus ...................................................................................................... 94
Toolbars ............................................................................................................... 99
Status Bar ........................................................................................................... 105
Panels ................................................................................................................. 105
Batch Content Panel .................................................................................... 105
Document Result Panel ................................................................................ 106
InPlace Editor Panel .................................................................................... 108
Document Viewer ........................................................................................ 109
Adjusting the User Interface ......................................................................... 109
Windows ............................................................................................................ 110
Application Language Window ..................................................................... 110
Kofax Capture Objects Window .................................................................... 111
Make Available for Generic Online Learning Window ..................................... 111
Open Batch Window .................................................................................... 112
Page Properties Window ............................................................................... 113
Rejection Note Window ............................................................................... 114
Select Folder Class Window ......................................................................... 114
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Contents
Settings Window ......................................................................................... 115
How Do I Use Verification? ...................................................................................... 119
Processing Batches with Verification ..................................................................... 119
Verification Mode ........................................................................................ 121
Confirm ...................................................................................................... 121
Blind Double Keying ................................................................................... 122
Read-Only .................................................................................................. 123
Rejecting Documents and Pages .................................................................... 124
Navigating Within a Batch ........................................................................... 124
Closing a Batch ........................................................................................... 125
Shortcut Keys ..................................................................................................... 125
Quick Tour of Verification ........................................................................................ 127
Menu Bar ........................................................................................................... 128
Context Menus .................................................................................................... 132
Toolbars ............................................................................................................. 133
Panels ................................................................................................................. 137
Batch Content Panel .................................................................................... 137
Document Result Panel ................................................................................ 138
Document Viewer ........................................................................................ 138
Status Bar ........................................................................................................... 139
Windows ............................................................................................................ 139
Application Language Window ..................................................................... 139
Open Batch Window .................................................................................... 140
Settings Window ......................................................................................... 141
Rejection Note Window ............................................................................... 143
Page Properties Window ............................................................................... 144
Glossary ................................................................................................................... 145
Index ......................................................................................................................... 155
6
Kofax Transformation Modules User's Guide
Introduction
This guide describes how to use Kofax Transformation Modules and is for use by keyboard operators correcting and validating data and batch structure. It provides a brief introduction to each of the modules and gives the instructions necessary to operate these
modules.
The modules must be configured for a specific document set before use. This is done using the configuration tools and is not covered in this guide. If you need more detailed information on configuring a solution, read the Help. Complete details of the Kofax Transformation Modules documentation are included in the section Related Documentation.
This guide assumes that you have a thorough understanding of Windows standards and
interfaces, and Kofax Capture.
To use this guide, briefly read the Overview chapter to gain an overall understanding of
Kofax Transformation Modules. Then read the chapter that describes the specific module
that you will be operating.
How to Use This Guide
Note The Overview chapter is supplementary information, so you may wish to go direct-
ly to the chapter for the module you will be using.
Related Documentation
In addition to this Kofax Transformation Modules User's Guide, the following documentation is available.
Installation Guide for Kofax Transformation Modules
This installation guide is provided as a separate document in the Kofax Transformation
Modules software package. The installation guide provides instructions for installing Ko-
Kofax Transformation Modules User's Guide
7
How to Use This Guide
fax Transformation Modules. In addition, it contains information about implementing
your installation, certified operating systems, and other system requirements.
Kofax Transformation Modules Configuration Guide
The Kofax Transformation Modules Configuration Guide provides an overview of Kofax
Transformation Modules. It contains information about the configuration modules and
how to use them, as well as detailed information about the technology provided by Kofax
Transformation Modules.
Help
Kofax Transformation Modules Help is available from the application components as follows:
■
From any of the Kofax Transformation Modules components, press F1, click Help
from the toolbar, or select Contents from the Help menu.
■
From any application window, press F1 or click Help to display context sensitive
help information for the window.
Scripting Help
Information about scripting is available from the Help menu of any Project Builder interface that allows you to write or access scripts. Select Help and then the desired help component.
Release Notes
Late-breaking product information is available from the release notes. You should read
the release notes carefully, as they contain information that may not be included in other
Kofax Transformation Modules documentation.
Training
Kofax offers both classroom and computer-based training that will help you make the
most of your Kofax Capture solution. Visit the Kofax Web site at www.kofax.com for
complete details about the available training options and schedules.
8
Kofax Transformation Modules User's Guide
Technical Support
For additional technical information about Kofax products, visit the Kofax Web site at
www.kofax.com and select an appropriate option from the Support menu. The Kofax
Support pages provide product-specific information, such as current revision levels, the
latest drivers and software patches, online documentation and user manuals, updates to
product release notes (if any), technical tips, and an extensive searchable knowledgebase.
The Kofax Web site also contains information that describes support options for Kofax
products. Please review the site for details about the available support options.
If you need to contact Kofax Technical Support, please have the following information
available:
■
Kofax Transformation Modules software version
■
Kofax Capture and KCN Server software versions
■
Operating system and service pack version
■
Network and client configuration
How to Use This Guide
■
Copies of your error log files
■
Scanner make and model
■
Scanner engine (board) type
■
Special/custom configuration or integration information
Kofax Transformation Modules User's Guide
9
10
Kofax Transformation Modules User's Guide
Introduction
This chapter introduces the components included with Kofax Transformation Modules, as
well as their key features.
Kofax Transformation Modules
Kofax Transformation Modules provides additional automatic classification, separation,
and extraction, as well as advanced user interactive functionality such as, indexing and
validation to Kofax Capture.
Kofax Capture scans paper-based documents, creating a series of scanned image files. Alternatively, Kofax Capture Import Connector - Email can retrieve emails (including attachments) from a server. Kofax Capture then routes the files through Kofax Transformation Modules, which separates pages into documents, classifies documents and extracts
information. Within Kofax Transformation Modules these classification, separation and
extraction results are presented for review by users. After all documents have been validated in the attended modules, the batch is analyzed to increase the recognition of documents with the same layout by an “online learning” algorithm. Finally, the accurate, validated data and images are exported to a back-end system using Kofax Capture.
Chapter 1
Overview
Kofax Transformation Modules consists of a set of components, either Kofax Capture
custom modules or additional tools. In this documentation, the components are also referred to by their module or tool name, omitting the product name as a prefix.
Module Order
The following diagram shows Kofax Capture as the platform for the Kofax Transformation Modules components, linking them together into the complete solution. The configuration tools are used to tailor the modules for the particular documents being processed.
Kofax Transformation Modules User's Guide
11
Chapter 1
Figure 1.1. Kofax Transformation solution (all modules)
One of the key features of Kofax Transformation Modules is its flexibility. There are
many different ways in which the modules can be configured, ensuring maximum accuracy and efficiency regardless of the type of documents being processed. Each solution is
unique, features and modules documented in this guide may not be used in your solution.
In addition, shortcut keys may have been changed or additional options implemented in
your installation's configuration. Please ask your solution integrator which areas of functionality are relevant to you.
Components
12
Kofax Transformation Modules consists of a set of components, either Kofax Capture
custom modules or additional tools.
Table 1.1. Configuration Tools
Component Description
Kofax Transformation - Project Builder A configuration tool that is used to devel-
op, train, and test Kofax Transformation
Modules configurations.
Kofax Transformation - Project Planner
(Professional Add-on license only)
A configuration tool that is used to manage
document sets and configure trainable document separation.
Kofax Transformation Modules User's Guide
Overview
Component Description
Kofax Transformation - Synchronization A setup component that is integrated in-
to the Kofax Capture Administration module as a custom panel. It is used for linking
Kofax Capture document classes and index fields to classes and fields in the Kofax
Transformation project and is installed with
Kofax Transformation Modules - Server.
Kofax Transformation - Knowledge Base
Administration
Kofax Transformation - Service Configuration
A configuration tool that is used to create
and maintain extraction Knowledge Bases.
A configuration utility that is used to set up
and change settings for the Kofax Transformation Modules - Batch Processing Service
and the Kofax Transformation Modules Knowledge Base Learning Service. It is installed with Kofax Transformation Modules - Server.
Table 1.2. Server Modules
Component Description
Kofax Transformation Modules - Server A module that automatically separates a
batch into documents and then classifies
and extracts information from each document. It also groups documents into folders based on common features if foldering
is enabled.
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Chapter 1
Component Description
Kofax Transformation Modules - Knowledge Base Learning Server
A module that performs online learning
tasks to improve recognition based on validation input for documents with unsatisfactory extraction results.
Table 1.3. User Interactive Modules
Component Description
Kofax Transformation Modules - Validation
A user interactive module that is used to review extraction results for an entire document and to ensure that all information is
valid. Documents can also be marked for
online learning.
Kofax Transformation Modules - Correction
A user interactive module that is used to review extraction results for individual fields
and correct low confidence characters extracted with zonal OCR in a speed-optimized environment.
Kofax Transformation Modules - Document Review
A user interactive module that is used to review batch structure and ensure that each
document contains the correct pages and is
correctly classified.
14
Kofax Transformation Modules - Verification
A user interactive module that is used to
double key critical data to ensure greater
accuracy from extracted data.
Table 1.4. Other Tools
Component Description
Kofax Transformation - Statistics Viewer A tool that is used to monitor classification
and extraction performance.
Kofax Transformation - XDoc Browser A tool that is used to view and analyze ex-
tracted data within XDocs.
Kofax Transformation Modules User's Guide
Component Description
Kofax Transformation - OCR Server A tool that is used to quickly create XDocs
from batches of images to expedite configuration.
Kofax Transformation - Image Classifier A tool that is used to quickly test image
classification on large numbers of images.
Once Kofax Transformation Modules is installed, you can add the unattended and attended modules to any batch class already defined in the Kofax Capture Administration module. Typically, the Server module is placed directly after the Scan module and replaces
the Recognition Server module in the Kofax Capture workflow. Documents are classified
and processed for data extraction and then routed to the attended modules, Knowledge
Base Learning Server and/or the Release module.
A Typical Kofax Transformation Solution
A typical Kofax Transformation solution will have multiple dedicated stations for each
module. For example, there may be a scanner station, stations automatically running
Server and Knowledge Base Learning Server, computers dedicated to running the Document Review module, several more computers running Correction, Validation, and Verification, and a Release station, as shown in the following illustration. Depending on the
documents being processed and the requirements of the system, some modules in the Kofax Transformation Modules may not be used.
Overview
Kofax Transformation Modules User's Guide
15
Chapter 1
Figure 1.2. A typical Kofax Transformation solution
Batch Processing
When documents are first scanned they are collated into batches. These are sets of documents that can be processed efficiently as a unit through the transformation process.
There may be a link between all the documents in a batch. For example, they may have
16
Kofax Transformation Modules User's Guide
Overview
all arrived from a specific site, or they may be independent. A typical batch will contain
between 50 to 500 documents.
Kofax Transformation Modules User's Guide
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18
Kofax Transformation Modules User's Guide
Chapter 2
How Do I Use Document Review?
Introduction
The purpose of Document Review is to ensure that every document in a batch contains
the correct pages and has the correct classification. Operators are presented with a list of
problems that need to be fixed before a set of documents can be processed further.
Kofax Capture Workflow
A batch is processed through Kofax Capture and is classified, separated, and optionally extracted by the time it reaches Document Review. If there are any problems with the
classification and separation, they can be solved in Document Review.
After a batch has passed through Document Review, it will be sent for further extraction
for any document with an altered structure. The data extracted at this stage of the workflow is critical, so it is important that any problems are fixed in Document Review beforehand.
After extraction is complete, the batch is passed on to additional modules to further process the extracted information. Finally, each document along with its extracted information is released to a back-end system for storage or further processing.
Problems in Document Review
The solution integrator decides which Document Review rules will be applied when a
Kofax Transformation solution is configured. If any of these rules are not met when a
batch is run, they appear as problems to be fixed in Document Review.
A problem consists of one or more failed Document Review rules that appear on a document or at the global level in the batch. This means that a batch may have several problems, each with one or more rule failures.
Kofax Transformation Modules User's Guide
19
Chapter 2
For example, a project has been configured requiring that a batch contain at least 50 documents, ten of which are application forms. These requirements are configured using
two separate rules: one rule to specify the minimum number of documents needed in the
batch, and a second rule to specify that there need to be at least ten applications in the
batch.
After the batch is processed, there are only nine application forms and 49 documents due
to poor separation. When Document Review starts, there is a single problem at the batch
level that lists both of the Document Review rule failures as specified above.
Processing Batches with Document Review
You can start Document Review manually like a standard Windows application or from
the Kofax Capture Batch Manager module. If you use the Batch Manager module, Document Review opens the batch and automatically shuts down when the batch is closed or
suspended.
Document Review can be configured to open the next batch automatically. In this case,
after starting the module or closing the current batch, any waiting batch opens automatically.
20
Note If no batches are waiting a message “No waiting batches” is displayed instead.
To configure the option to open batches automatically
➤
From the Options menu, select Settings.
1
Select Open next batch automatically.
2
If required, select Poll for next batch (seconds) and type a value in the box.
3
If required, select Include suspended batches.
4
If the Open next batch automatically option is cleared, different behavior occurs when
starting the module or closing the current batch. The Open Batch window is displayed, allowing you to choose a waiting batch.
To open a batch
➤
In the Open Batch window, select a batch from the list.
1
Kofax Transformation Modules User's Guide
How Do I Use Document Review?
Click OK. The batch opens and the first problem is displayed.
2
Important If a batch contains folders, several batch editing options are not available in
Document Review.
Reviewing Documents
Document Review is a comprehensive interface that allows you to fix problems using the
following features:
■
Batch Content Panel provides a clear structure of the batch, including thumbnail
images of pages.
■
A panel provides details of the current problem, particularly the Document Review
Rules which has not been met.
■
The first page of the selected document is displayed in the Document Viewer. You
can display others by using simple navigation.
Fixing Problems
A problem is displayed in Document Review if any of the following batch rules are not
met:
■
This batch must have N documents.
■
This batch must have N documents of class X.
Document Review identifies problems if any of the following document level rules are
not met:
■
Every document of this class must have N pages.
■
Every document must have a class.
■
Every document with a suggested class must be reviewed.
This Batch Must Have N Documents
This batch has an incorrect number of documents. You can resolve this problem by performing one of the following actions:
Kofax Transformation Modules User's Guide
21
Chapter 2
Drag and Drop
If a document contains a page that belongs to a previous or subsequent document, you
can drag this page to the correct document. Similarly, if the pages within a document are
in the incorrect order, you can drag and drop the pages to reorder the document.
To move a page, select the page you want to move and use your mouse to drag-and-drop
the page to the desired location.
Merging Documents
If a document has been incorrectly separated, you can merge it with the previous document to make a complete document.
In order to merge a document, you need to select the document that was incorrectly separated from its previous document. From the Document menu, select Merge to Previous
to combine the selected document with the previous document listed in the Batch Content
panel.
You can merge documents as many times as necessary.
22
Splitting Documents
If a document contains one or more pages that do not belong to it, you can separate these
pages from the current document and create a new document with them.
In order to split one or more pages from the current document, you need to select the first
extraneous page in the current document and then, from the Document menu, select Split
before Current Page.
This separates the current document into two documents. The selected page becomes the
first page of the new document, which is not classified and requires attention. If your
project has a default classification, the new document is assigned this class. If the assigned class is incorrect, you can change it.
You can split documents as many times as necessary to return the documents to their correct structure.
This Batch Must Have N Documents of Class X
This batch has an incorrect number of documents in a specific class.
Kofax Transformation Modules User's Guide
How Do I Use Document Review?
You can resolve this problem by performing one of the following actions:
Change Class
If the class is incorrect, change it as follows:
To change the class
➤
Click the assigned class to activate the drop-down list box.
1
Select the correct class from the drop-down list box.
2
Drag and Drop
If a document contains a page that belongs to a previous or subsequent document, you
can drag this page to the correct document. Similarly, if the pages within a document are
in the incorrect order, you can drag and drop the pages to reorder the document.
To move a page, select the page you want to move and use your mouse to drag-and-drop
the page to the desired location.
Merging Documents
If a document has been incorrectly separated, you can merge it with the previous document to make a complete document.
In order to merge a document, you need to select the document that was incorrectly separated from its previous document. From the Document menu, select Merge to Previous
to combine the selected document with the previous document listed in the Batch Content
panel.
You can merge documents as many times as necessary.
Splitting Documents
If a document contains one or more pages that do not belong to it, you can separate these
pages from the current document and create a new document with them.
In order to split one or more pages from the current document, you need to select the first
extraneous page in the current document and then, from the Document menu, select Split
before Current Page.
Kofax Transformation Modules User's Guide
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Chapter 2
This separates the current document into two documents. The selected page becomes the
first page of the new document, which is not classified and requires attention. If your
project has a default classification, the new document is assigned this class. If the assigned class is incorrect, you can change it.
You can split documents as many times as necessary to return the documents to their correct structure.
Every Document of This Class Must Have N Pages
This document has an incorrect number of pages.
You can resolve this problem by performing one of the following actions:
Change Class
If the class is incorrect, change it as follows:
To change the class
➤
Click the assigned class to activate the drop-down list box.
1
24
Select the correct class from the drop-down list box.
2
Drag and Drop
If a document contains a page that belongs to a previous or subsequent document, you
can drag this page to the correct document. Similarly, if the pages within a document are
in the incorrect order, you can drag and drop the pages to reorder the document.
To move a page, select the page you want to move and use your mouse to drag-and-drop
the page to the desired location.
Merging Documents
If a document has been incorrectly separated, you can merge it with the previous document to make a complete document.
In order to merge a document, you need to select the document that was incorrectly separated from its previous document. From the Document menu, select Merge to Previous
Kofax Transformation Modules User's Guide
How Do I Use Document Review?
to combine the selected document with the previous document listed in the Batch Content
panel.
You can merge documents as many times as necessary.
Splitting Documents
If a document contains one or more pages that do not belong to it, you can separate these
pages from the current document and create a new document with them.
In order to split one or more pages from the current document, you need to select the first
extraneous page in the current document and then, from the Document menu, select Split
before Current Page.
This separates the current document into two documents. The selected page becomes the
first page of the new document, which is not classified and requires attention. If your
project has a default classification, the new document is assigned this class. If the assigned class is incorrect, you can change it.
You can split documents as many times as necessary to return the documents to their correct structure.
Every Document Must Have a Class
This rule is displayed in the Problem Display panel when a document does not have a
class.You can resolve this problem with one of the following actions:
Assign a Class
If there is no class, use the “Class” drop-down list box to assign a new class.
To assign a class
➤
Select the problem document to be updated.
1
Select the Class drop-down list box.
2
Begin typing the name of the class.
3
The typed characters select the matching value from the drop-down list box of
available classes.
Kofax Transformation Modules User's Guide
25
Chapter 2
Press Enter to confirm the correct value.
4
You can also assign the class by using the mouse to click on the current class,
and then selecting a new class from the drop-down list box.
Every Document With a Suggested Class Must Be Reviewed
This message is displayed in the Current Problem panel when there is no class assigned
to a document due to a result below the confidence threshold. When this happens, Document Review makes a suggestion based on the class alternatives that were below the confidence threshold. This can happen if a document was poorly scanned.
You can resolve this problem with one of the following actions:
Confirm the Class
If the class is correct, confirm the class for the document that is below the confidence
threshold.
To confirm the class, right-click the class that needs to be confirmed and select Confirm
Class.
Change Class
If the class is incorrect, change it as follows:
To change the class
➤
Click the assigned class to activate the drop-down list box.
1
Select the correct class from the drop-down list box.
2
Foldering and Fixing Problems
When foldering is enabled, the folder levels are not displayed in Document Review. As
a result, there is a flat hierarchy structure, and documents are shown at the same level regardless of their folder structure.
The following Document Review actions are not available when a batch with folders is
processed:
■
Drag and Drop
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Kofax Transformation Modules User's Guide
How Do I Use Document Review?
■
Merging Documents
■
Splitting Documents
This prevents accidental restructuring of the folders.
However, the following actions are available to correct any problems that are displayed in
Document Review:
■
Rejecting Documents
■
Deleting Documents and Pages
■
Changing a Class
■
Confirming a Class
■
Assigning a Class
In addition, the following actions may help when solving a problem:
■
Unrejecting Documents
■
Rotating Pages
Editing Batch Structure
The following actions allow you to edit the batch structure:
Drag and Drop
If a document contains a page that belongs to a previous or subsequent document, you
can drag this page to the correct document. Similarly, if the pages within a document are
in the incorrect order, you can drag and drop the pages to reorder the document.
To move a page, select the page you want to move and use your mouse to drag-and-drop
the page to the desired location.
Merging Documents
If a document has been incorrectly separated, you can merge it with the previous document to make a complete document.
In order to merge a document, you need to select the document that was incorrectly separated from its previous document. From the Document menu, select Merge to Previous
Kofax Transformation Modules User's Guide
27
Chapter 2
to combine the selected document with the previous document listed in the Batch Content
panel.
You can merge documents as many times as necessary.
Splitting Documents
If a document contains one or more pages that do not belong to it, you can separate these
pages from the current document and create a new document with them.
In order to split one or more pages from the current document, you need to select the first
extraneous page in the current document and then, from the Document menu, select Split
before Current Page.
This separates the current document into two documents. The selected page becomes the
first page of the new document, which is not classified and requires attention. If your
project has a default classification, the new document is assigned this class. If the assigned class is incorrect, you can change it.
You can split documents as many times as necessary to return the documents to their correct structure.
28
Rejecting Documents
If you cannot fix a problem in a batch, you can reject a document. This sends the entire
batch to Quality Control where it can be reviewed and fixed by a Quality Control operator.
To reject a document
➤
From the Document menu, select Reject.
1
Type the reason for rejecting the document in the window or select a reason
2
from the pre defined list.
The document is marked with the rejection symbol.
Unrejecting Documents
To unreject a document, from the Document menu, select Unreject.
Kofax Transformation Modules User's Guide
How Do I Use Document Review?
Rotating Pages
If a document has a page with the wrong orientation, you can rotate the page.
To rotate a page
➤
Select the page that is incorrectly oriented.
1
2
Click Rotate Left ( ) or Rotate Right ( ) from the toolbar as appropriate.
Click rotate as many times as needed to correct the page orientation.
Deleting Documents and Pages
If a batch contains extra or duplicated documents, you can delete them. Similarly, if a
document has extra or duplicate pages, you can delete them.
Note The option to delete a page or document may be disabled by your solution integra-
tor.
To delete a document
➤
Select a document to delete.
1
From the Document menu, select Delete Document.
2
Important If you delete a document or page, it is permanently removed from a batch.
Only delete a document or page if there is no other way to fix the problem. Always consider rejecting the document instead.
To delete a page
➤
Select a page to delete.
1
From the Page menu, select Delete Page.
2
Editing Classes
The following actions allow you to edit the class assigned to a document. This may be
necessary if a document has no class or an incorrect class.
Kofax Transformation Modules User's Guide
29
Chapter 2
Assign a Class
If there is no class, use the “Class” drop-down list box to assign a new class.
To assign a class
➤
Select the problem document to be updated.
1
Select the Class drop-down list box.
2
Begin typing the name of the class.
3
The typed characters select the matching value from the drop-down list box of
available classes.
Press Enter to confirm the correct value.
4
You can also assign the class by using the mouse to click on the current class,
and then selecting a new class from the drop-down list box.
Change Class
If the class is incorrect, change it as follows:
To change the class
➤
Click the assigned class to activate the drop-down list box.
1
Select the correct class from the drop-down list box.
2
Confirm the Class
If the class is correct, confirm the class for the document that is below the confidence
threshold.
To confirm the class, right-click the class that needs to be confirmed and select Confirm
Class.
Shortcut Keys
Document Review provides the following shortcut keys which make processing batches.
30
Kofax Transformation Modules User's Guide
Shortcut Key Description
Ctrl + O Opens a batch
Ctrl + L Closes a batch
Ctrl + S Suspends a batch
Ctrl + F Navigates to the first document
Ctrl + Shift + P Navigates to the previous document
Ctrl + P Navigates to the next document
Ctrl + Shift + F Navigates to the last document
Ctrl + Shift + N Navigates to the previous problem
Ctrl + N Navigates to the next problem
Ctrl + H Changes a class
Ctrl + D Confirms a class
Ctrl + J Rejects a document
Ctrl + Shift + J Unrejects a document
How Do I Use Document Review?
Ctrl + Del Deletes a document
Ctrl + M Merges the selected page to the previous document
Ctrl + T Splits the selected page from the document and creates a new
document
Del Deletes a page
Ctrl + Shift + R Rotates a page left
Ctrl + R Rotates a page right
Customizing Shortcut Keys
You can customize the shortcut keys.
To customize a shortcut key
➤
Right-click on the toolbar and select Customize. The Customize window is dis-
1
played.
Kofax Transformation Modules User's Guide
31
Chapter 2
Click Keyboard. The Customize Keyboard window is displayed.
2
In the Commands list, select a menu command whose shortcut key you want to
3
customize.
In the Specify a Shortcut list, select the new shortcut key.
4
32
Kofax Transformation Modules User's Guide
Quick Tour of Document Review
Introduction
Document Review has a menu and toolbar for quick access to various features and commands. In addition, a status bar is displayed along the bottom of the window and provides
additional information. If the Document Viewer and Current Problem panels are visible,
you can undock and reposition them.
Chapter 3
Kofax Transformation Modules User's Guide
33
Chapter 3
Figure 3.1. Kofax Transformation Modules - Document Review Layout
Menu Bar
Document Review provides a standard, Windows-style menu bar with the following
menus:
■
■
■
■
■
34
Batch
View
Document
Page
Options
Kofax Transformation Modules User's Guide
■
Help
Batch Menu
The following options are available:
■
Open - a list of available batches that you can open is displayed.
■
Close - closes the current batch.
■
Suspend - suspends the current batch.
■
Exit - closes the module.
View Menu
The following options are available:
■
Zoom In - increases the magnification of the selected page in the image viewer.
■
Zoom Out - decreases the magnification of the selected page in the image viewer.
Quick Tour of Document Review
■
Best Fit - fits the image size to the image viewer.
Document Menu
The following options are available:
■
First - navigates to the first document in the batch.
■
Previous - navigates to the previous document in the batch.
■
Next - navigates to the next document in the batch.
■
Last - navigates to the last document in the batch.
■
Previous Problem - navigates to the previous problem in the batch.
■
Next Problem - navigates to the next problem in the batch.
■
Change Class - opens the class list for the selected document.
■
Confirm Class - confirms the class for the selected document.
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35
Chapter 3
Page Menu
The following options are available:
■
Reject - flags the selected document so it is sent to Quality Control and opens the
Rejection Note window. Reject is enabled in the menu only when you have selected
a document or page that is not already rejected.
■
Unreject - removes the rejection flag for the currently selected document. Unreject
is enabled in the menu only if you have selected a document that is already rejected.
■
Delete Document - removes the selected document.
■
Merge to Previous - combines selected documents into a single document.
■
Split before Current Page - splits the current document. This item is not available
for the first document or page or if a document is a single page in length.
■
Delete Page - removes the selected page.
■
Rotate Left - rotates the page 90° to the left.
■
Options Menu
The following options are available:
■
■
■
Help Menu
The following options are available:
■
36
Rotate Right - rotates the page 90° to the right.
Show Script - shows the script window if script debugging is enabled.
Select Language - allows you to select one of the available languages for the appli-
cation.
Settings - allows you to configure settings.
Contents - opens the Help for Document Review.
Kofax Transformation Modules User's Guide
■
Toolbars
The toolbars provide shortcuts to many menu items and gives quick access to all important features.
Use the Batch toolbar to manage batches.
Table 3.1. Batch Toolbar
Icons Description
Quick Tour of Document Review
About - shows information about Document Review.
Open Batch
A list of available batches that can be opened is displayed.
Suspend Batch
Suspends the current batch.
Close Batch
Closes the current batch.
Use the View toolbar to adjust the size of the image in the document viewer.
Table 3.2. View Toolbar
Icons Description
Zoom In
Increases the magnification of the current page.
Zoom Out
Decreases the magnification of the current page.
Best Fit
Adjusts the size of the image displayed in the viewer.
Use the Document toolbar to navigate between documents and problems in a batch.
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37
Chapter 3
Table 3.3. Document Toolbar
Icons Description
First
Navigates to the first document in the batch.
Previous
Navigates to the previous document in the batch.
Next
Navigates to the next document in the batch.
Last
Navigates to the last document in the batch.
Next Problem
Navigates to the next problem in the batch.
38
Previous Problem
Navigates to the previous problem in the batch.
Change Class
Opens the class list for the selected document.
Confirm Class
Confirms the class for the selected document.
Delete Document
Deletes the selected document.
Reject
Rejects the selected document and opens the Rejection Note
window. Reject is only enabled in the menu when you have selected a document or page that is not already rejected.
Kofax Transformation Modules User's Guide
Icons Description
Unreject
Unrejects the selected document.
Table 3.4. Page Toolbar
Icons Description
Delete Page
Deletes the selected page.
Rotate Left
Rotates the page 90° to the left.
Rotate Right
Rotates the page 90° to the right.
Quick Tour of Document Review
Customizing Toolbars
You can customize the toolbars as follows.
To add a menu command to the toolbar
➤
Right-click on the toolbar and select Customize.
1
The Customize window is displayed.
Select the Commands tab.
2
In the Commands list, select the desired menu command and drag it onto the
3
toolbar.
To remove a menu command from the toolbar
➤
1
On the right side of a toolbar, click Toolbar Options ( ).
Select Add or Remove Buttons, then select the name of the toolbar containing
2
the menu command.
Kofax Transformation Modules User's Guide
39
Chapter 3
3
Clear the option for the menu command ( ).
Panels
The following panels are available in Document Review:
■
Batch Content Panel
■
Document Viewer
■
Current Problem Panel
Batch Content Panel
The Batch Content panel is on the left side of the Document Review application and contains the navigation tree and the batch contents. The batch content cannot be hidden or
moved within the Document Review window.
40
Figure 3.2. Batch Content Panel
The name of the batch.
Kofax Transformation Modules User's Guide
Quick Tour of Document Review
A problem document. By default, the first problem is displayed.
A document with its class name and page count.
Document Viewer
By default, the the first page of the currently selected document is displayed in the Document Viewer. To display a subsequent page in a multi-page document, click on its thumbnail in the Batch Content panel.
This panel can be floated to any position on the screen, inside or outside of the Document
Review window.
In order to see a document or page more clearly, you can zoom in or out using “Zoom
In” and “Zoom Out” ( or ) on the toolbar or the mouse wheel. If you want to move
around a zoomed document, hold Shift while you hold the left mouse button and drag.
Current Problem Panel
Document or global problems are displayed in the Current Problem panel. A problem
may contain one or more Document Review rule failures.
Figure 3.3. Current Problem example
You can navigate between problems by clicking “Next Problem ”( ) and “Previous
Problem ”( ) on the toolbar.
Status Bar
Kofax Transformation Modules User's Guide
41
Chapter 3
The status bar provides the state of the Insert (OVR), Num Lock (NUM) and Caps Lock
(CAP) keys.
The state of Document Review, the number of documents, pages in the currently selected
document, and the number of problems are also displayed.
Figure 3.4. Document Review Status Bar
Windows
The following windows are available in Document Review:
■
■
■
■
Open Batch
Settings
Application Language
Rejection Note
Open Batch Window
The Open Batch window allows you to choose which batch to open. It is displayed when:
■
Batches are ready for Document Review when the module is started, and the Open
next batch automatically option is not selected.
■
Batches are ready for Document Review when you close a batch, and theOpen next
batch automatically option is not selected.
■
The window is opened from the main menu or toolbar.
The window provides a list of batches that are ready for Document Review, one of which
can be selected for processing.
List of Batches
A list of available batches that are ready to be processed with Document Review is displayed. You can sort the list by column by clicking on the corresponding column's label.
42
Kofax Transformation Modules User's Guide
Quick Tour of Document Review
Name
The name of the batch.
BatchClass
The name of the batch class.
Date
The date and time when the batch was created.
Status
The current Kofax Capture batch status. For further details, see Kofax Capture Help.
Priority
The priority level for processing the batch from 1 to 10, with 1 as the highest priority.
For further details, see Kofax Capture Help.
StationID
The station ID for the workstation where the batch was created. For further details
see Kofax Capture Help.
Buttons
The following buttons are available on the Open Batch window:
OK
Saves your settings.
Cancel
Closes the window and discard any changes made.
Refresh
Updates the list of batches that are waiting for Document Review.
Help
Help for this window.
Settings Window
Use the Settings window to define the behavior of the batch, for example after the last
problem has been fixed.
End of Batch Behavior
The following options are available for configuring the end of batch behavior:
Kofax Transformation Modules User's Guide
43
Chapter 3
Prompt before closing batch
When all documents in the batch have been processed, this message is displayed
by default. To turn off this prompt, clear the option. The batch automatically closes
without prompting.
Open next batch automatically
By default, this option is enabled so that when one batch closes, the next batch automatically opens. If Poll for next batch (seconds) is selected, the module checks for
batches to be processed based on the specified polling interval. If there is a batch
waiting, it opens immediately.
To show suspended batches, select the Include suspended batches option.
Script
Allow script debugging
By default, Allow script debugging is disabled. When selected it allows scripts to be
debugged in Document Review. This option is only enabled for advanced users. The
Script Editor (From the Options menu, select Show Script) can only be used if this
option is enabled.
Note This option may not be available if overridden by your solution integrator.
Application Language Window
When you open Document Review for the first time, the language used is determined by
the operating system.
Use this window to change the language of the Document Review module. You must
restart the application for changes to take effect.
To change the language
➤
From the Options menu, choose Select Language.
1
Select the desired language from the drop-down list box.
2
If the required language is not available in the drop-down list box, you can download it
by clicking on the “Install additional languages” link.
44
Kofax Transformation Modules User's Guide
Rejection Note Window
Use this window to add a comment that describes why you have rejected the current document. When the document is opened in Quality Control, this comment is displayed.
Predefined
This is a drop-down list box of predefined comments. Select a suitable comment from the
list or add your own comment to the free-form field. Any added comments are available
for subsequent rejections.
Free-form
If the drop-down list box of predefined comments does not contain a suitable comment,
you may enter a new comment in the free-form Rejection Reason box and click OK. This
comment is automatically added to the list of predefined comments.
Adjusting the Panel Layout
It is possible to float the Document Viewer to a new position inside Document Review
as well move it anywhere on the screen outside of Document Review. Moving the Document Viewer outside of Document Review is useful if you have dual monitors. The Batch
Content and Current Problem are on one screen, while the Document Viewer is on the
other. In order to float the panel, click its header and drag it to the desired location. To
dock the panel, double-click its header. This returns the panel back to its original location
in the Document Review window.
Quick Tour of Document Review
You can “Auto Hide” the Document Viewer and Current Problem panels so they collapse
into a tab wherever they are docked. To autohide either of these panels, click on the pin
( ) in the panel header. Click on the pin ( ) in a panel tab to return the panel to its
original location.
Note A panel needs to be docked before it can be dragged outside of the Document Re-
view window. This means that you cannot undock a panel that has “Auto Hide” turned
on.
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45
46
Kofax Transformation Modules User's Guide
How Do I Use Correction?
Introduction
The goal of the Correction user is to take data extracted in the Server module and correct
data that was rejected at the character level. The optimized interface allows fast correction of single characters using a single keystroke and also allows whole fields to be edited. Correction works on one batch at a time and allows the processing of fields in two
modes: grouped by field name across the entire batch or grouped by individual document.
Kofax Capture Workflow
A batch is processed through Kofax Capture, and all the data is extracted by the time it
reaches Correction. If any characters are unconfident, the fields can be corrected and the
new data validated.
Chapter 4
After leaving Correction, the batch, along with the corrected data, is passed on to additional modules to further process the extracted information. Finally, each document along
with its extracted information is released to a back office system for storage or further
processing.
Important Some of the features documented in this section may not be applicable in
your solution. Please check with your solution integrator for any areas of functionality
that are not relevant to you.
Minimum Display Requirements
The minimum display requirements for the Correction module are:
■
1024 x 768 with 16-bit color resolution
Kofax Transformation Modules User's Guide
47
Chapter 4
■
17" monitor
Recommended Display Requirements
The recommended display requirements for the Correction module are:
■
1280 x 1024 with 24-bit color resolution
■
19" monitor
Processing Batches with Correction
Correction can be started manually like any standard Windows application or from Kofax
Capture Batch Manager. If started from Batch Manager, Correction opens the batch and
then automatically shuts down when the batch is closed or suspended.
Correction can be set to “Open next batch automatically.” In this case, after starting the
module or closing the current batch, the next waiting batch is opened automatically.
48
Note If no batches are waiting a message “No waiting batches” is displayed instead.
To configure the option to open batches automatically
➤
From the Options menu, select Settings.
1
Select Open next batch automatically.
2
If required, select Poll for next batch (seconds) and type a value in the box.
3
If required, select Include suspended batches.
4
If the Open next batch automatically option is cleared, different behavior occurs when
starting the module or closing the current batch. The Open Batch window is displayed, allowing you to choose a waiting batch.
To open a batch
➤
In the Open Batch window, select a batch from the list.
1
Click OK. The batch opens and the first problem is displayed.
2
Kofax Transformation Modules User's Guide
How Do I Use Correction?
Figure 4.1. Correction showing first incorrect field
Single Character Correction
If Server is uncertain about whether it has recognized a character correctly, a single character correction is required. All unconfident characters for the field are displayed as yellow character-sized images in the data entry area of the Current Field panel.
The current character is surrounded by a red border, and its position in the field is shown
in the image area. In the case of large fields, the image zooms to the part of the field containing the unconfident character.
Note You can customize the unconfident character colors on the Colors tab of the Set-
tings window.
Kofax Transformation Modules User's Guide
49
Chapter 4
Figure 4.2. Single character correction
You can make a single character correction by pressing the correct character key while
the current character is highlighted. For example, for the field above you would press
“5”. The next unconfident character is automatically loaded (there is no need to press Enter).
You can delete an unnecessary character by pressing Delete.
You can delete the previous character by pressing Backspace.
Note If correction of the field is not possible or would be time-consuming, override the
field by pressing Ctrl + Enter. The field can be reviewed in the Validation module.
Whole Field Correction
50
If there are multiple single character corrections within a field, it may be more efficient
to re-key the whole field than to enter multiple characters individually. If you want to key
the entire field, you can move from single character correction mode to a whole field correction mode by pressing F12.
In this mode, the whole field is editable in the data entry area of the Current Field panel.
To make a whole field correction
➤
Re-enter the data for the whole field or use the arrow, Delete, and Insert keys
1
to modify part of the field.
Press Enter.
2
A field is put into whole field correction mode automatically when:
■
Fields with this name are configured to always display in whole field correction
mode.
Kofax Transformation Modules User's Guide
How Do I Use Correction?
■
The number of uncertain characters exceeds a pre-configured threshold.
■
The field fails a validation rule.
Note If correction of the field is not possible or would be time-consuming, override the
field by pressing Ctrl + Enter. The field can be reviewed in the Validation module.
Overriding Fields
If correction of a field is not possible or would be time-consuming, the field may be overridden in Correction and can be corrected by the user of the Validation module. In Validation the entire document is displayed, and this additional information may enable the
data to be entered.
You can override a field in Correction by pressing Ctrl + Enter.
After a field has been overridden, the field is given a yellow background and marked with
the overridden field icon ( ). The next field is then loaded.
Note You can customize the colors for overridden fields on the Colors tab of the Settings
window.
Inserting the Previous Field Value
You can insert the value displayed in the Previous Field panel if you can see that the Current Field should have the same value. You can insert the previous field value by pressing
F4.
Inserting the OCR Value
The OCR data is displayed above the field in a small label. Before you make any single
character corrections, you can choose to insert this data if you can see that the whole field
was correctly extracted. This effectively performs several single character corrections at
once. You can insert the OCR value for a field by pressing F8.
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51
Chapter 4
Note This option must be used before the first character in a field is corrected.
Figure 4.3. OCR value
OCR value.
Data for Current Field.
Validation Rule Failures
The data in a field is validated when you navigate away from the field. If the field passes
the validation rule, the next field is automatically loaded. If the validation rule fails, the
field is put into whole field correction mode, and a red error description is displayed. The
data must be re-keyed until it passes the validation rule.
Note You can customize the invalid field colors on the Colors tab of the Settings win-
dow.
If correction of the field is not possible or would be time-consuming, override the field by
pressing Ctrl + Enter. The field can be reviewed in the Validation module.
Viewing the Full Image
The Image Viewer is used to locate and key the current field data if it is not displayed fully in the normal Correction Viewer. This may happen if the data is out of alignment with
the extraction zone used by the recognition engine.
52
Kofax Transformation Modules User's Guide
Figure 4.4. Keying a field in the Image Viewer
To key a field in the Image Viewer
➤
Open the Image Viewer by pressing F9.
1
2
Locate the data on the image using the Zoom In and Zoom Out icons ( and
How Do I Use Correction?
) on the toolbar, and the horizontal and vertical scroll bars.
Enter the data for the field.
3
The data you enter is displayed in the box at the top of the window.
Press F9 to return to the Correction Viewer.
4
Press Enter to save the data.
5
Important Correcting fields in this way is not recommended as it can be time-consum-
ing. If possible, override the field by pressing Ctrl + Enter so it can be reviewed in the
Validation module.
Navigating Within a Batch
Navigation within Correction is handled automatically as it displays only those fields
which require correction and moves to the next field once a field has been corrected.
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53
Chapter 4
However, it is possible to manually navigate forwards and backwards through all the
fields.
You can:
■
Navigate to the next field by pressing Page Down
■
Navigate to the previous field by pressing Page Up
■
Navigate to the next field requiring correction by pressing Ctrl + N
Closing a Batch
When the last field in a batch has been corrected, a window is displayed. From this window, you can either close the batch or stay in the current batch to review your corrections.
Note You can disable this window on the Batch Settings tab of the Settings window.
Figure 4.5. Close batch window
Field Order
Depending on the options specified by the solution integrator, the fields in the batch are
ordered in one of the following ways:
54
■
Grouped by field name (for example, all “Invoice Date” fields, followed by all “Invoice Number” fields, and so on) across the entire batch.
All unconfident fields for the first field name are displayed, across multiple documents, followed by unconfident fields for the second field name, and so on.
■
Grouped by individual document.
Kofax Transformation Modules User's Guide
All unconfident fields for the first document in the batch are displayed, in field order, followed by unconfident fields for the second document, and so on.
Shortcut Keys
The following table lists the shortcut keys that can be used in Correction.
Table 4.1. Shortcut Keys for Correction
Shortcut Key Description
Ctrl + O Opens a batch.
Ctrl + L Closes a batch.
Ctrl + S Suspends a batch.
Page Down (or Tab) Navigates to the next field. The next field
Page Up (or Shift + Tab) Navigates to the previous field.
Ctrl + Page Up Navigates to the first field.
How Do I Use Correction?
is selected according to the field order.
Ctrl + Page Down Navigates to the last field.
Delete Removes an uncertain character in single
Backspace Removes the previous character whether
F12 Switches from single character correction
F9 Views the current image in full (if en-
F8 Inserts the OCR value for the whole field
F4 Inserts the Previous Field value into the
Kofax Transformation Modules User's Guide
character correction mode.
unconfident or not in single character correction mode.
mode to whole field correction mode.
abled).
(if enabled).
Current Field (if enabled).
55
Chapter 4
Shortcut Key Description
Ctrl + Enter Overrides a field.
Ctrl + N Navigates to the next field requiring correc-
Customizing Shortcut Keys
You can customize the shortcut keys.
To customize a shortcut key
➤
Right-click on the toolbar and select Customize. The Customize window is dis-
1
played.
Click Keyboard. The Customize Keyboard window is displayed.
2
In the Commands list, select a menu command whose shortcut key you want to
3
customize.
In the Specify a Shortcut list, select the new shortcut key.
4
tion.
56
Kofax Transformation Modules User's Guide
Introduction
Correction has a menu and toolbar for quick access to various features and commands.
The fields to be corrected are displayed below. In addition, a status bar is displayed along
the bottom of the window and provides additional information to the user. Your solution
integrator may have configured the module to hide the Previous Field, the Next Field, or
both.
Chapter 5
Quick Tour of Correction
Kofax Transformation Modules User's Guide
57
Chapter 5
Figure 5.1. Kofax Transformation Modules - Correction interface
Menu Bar
Correction provides a standard, Windows-style menu bar with the following menus:
■
■
■
■
■
■
58
Batch
Edit
View
Field
Options
Help
Kofax Transformation Modules User's Guide
Quick Tour of Correction
Note Your solution integrator may have customized or disabled some of the options list-
ed below.
Batch Menu
The following options are available:
■
Open - a list of available batches that can be opened is dispalyed.
■
Close - closes the current batch.
■
Suspend - suspends the current batch.
■
Exit - closes the module.
Edit Menu
The following options are available:
■
Cut - removes the selected character to be pasted elsewhere. (Available only in
whole field correction mode.)
■
Copy - duplicates the selected character to be pasted elsewhere. (Available only in
whole field correction mode.)
■
Paste - places the copied or cut character at the selected position. (Available only in
whole field correction mode.)
■
Delete - removes the selected character.
View Menu
The following options are available:
■
View Full Image - enables you to view and zoom in on the full image.
■
Zoom In - increases the magnification of the current page in the image viewer.
(Available only from the Image Viewer.)
■
Zoom Out - decreases the magnification of the current page in the image viewer.
(Available only from the Image Viewer.)
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59
Chapter 5
Field Menu
The following options are available:
Note This item is available only from the Correction Viewer
■
Best Fit - fits the image size to the viewer. (Available only from the Image Viewer.)
■
Zoom to - select one of the available options to zoom to the top left, top right, bottom left or bottom right corner of the first, last or current page. (Available only
from the Image Viewer.)
■
Reset Window Positions - returns the main window, the Previous Field, an the Next
Field to the default positions.
■
Insert Last Value - copies the Previous Field value into the Current Field.
■
Insert OCR Value - copies the value from the OCR value displayed above the field.
Use this if you can see that the OCR data is correct for the whole field.
■
First - navigates to the first field in the batch.
■
■
■
■
■
■
Options Menu
The following options are available:
■
60
Previous - navigates to the previous field.
Next - navigates to the next field.
Last - navigates to the last field in the batch.
Next Incorrect Field - navigates to the next field requiring correction.
Override Field - removes the “incorrect” status of the field if correction is not pos-
sible or would be time-consuming. If you select this option, the field can be corrected by the user of the Validation module.
Correct Whole Field - puts the field into a mode in which the entire field can be
edited.
Select Language - allows you to select one of the available languages for the application interface.
Kofax Transformation Modules User's Guide
■
Help Menu
The following options are available:
■
■
Toolbars
The toolbars are found below the menu bar. They provide shortcuts to many menu items
and provide quick access to important features.
Use the Batch toolbar to manage batches.
Table 5.1. Batch Toolbar
Icons Description
Quick Tour of Correction
Settings - shows the settings window that is used to make user-specific settings.
Contents - opens the Help for the Correction module.
About - shows information about the Correction module.
Use the View toolbar to adjust the size of the image displayed in the viewer.
Table 5.2. View Toolbar
Icons Description
Kofax Transformation Modules User's Guide
Open
Displays the list of available batches that you can open.
Close
Closes the current batch.
Suspend
Suspends the current batch.
View Full Image
Enables you to view and zoom in on the full image.
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Chapter 5
Icons Description
Zoom In
Increases the magnification of the current page.
Zoom Out
Decreases the magnification of the current page.
Best Fit
Adjusts the size of the image displayed in the viewer.
Use the Field toolbar to move between fields and specify how field data is edited.
Table 5.3. Field Toolbar
Icons Description
Insert Last Value
62
Copies the Previous Field value into the Current Field.
Insert OCR Value
Copies the full field value from the OCR data displayed
above the field.
First
Navigates to the first field in the batch.
Previous
Navigates to the previous field.
Next
Navigates to the next field.
Last
Navigates to the last field in the batch.
Kofax Transformation Modules User's Guide
Icons Description
Next Incorrect Field
Navigates to the next field requiring correction.
Override Field
Removes the “incorrect” status of the field if correction
is not possible or would be time-consuming. If you select
this option, the field can be corrected by the user of the
Validation module.
Correct Whole Field
Puts the field into a mode where the entire field can be
edited.
Customizing Toolbars
Quick Tour of Correction
You can customize the toolbars as follows.
To add a menu command to the toolbar
➤
Right-click on the toolbar and select Customize.
1
The Customize window is displayed.
Select the Commands tab.
2
In the Commands list, select the desired menu command and drag it onto the
3
toolbar.
To remove a menu command from the toolbar
➤
1
On the right side of a toolbar, click Toolbar Options ( ).
Select Add or Remove Buttons, then select the name of the toolbar containing
2
the menu command.
3
Clear the option for the menu command ( ).
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Chapter 5
Panels
The following panels are available in the Correction module:
■
Correction Viewer
■
Image Viewer
Correction Viewer
The main Correction Viewer is designed for maximum efficiency when processing batches. The mouse is not required, which increases processing speed. The Correction Viewer shows the current unconfident field which has been marked for Correction. The Previous and Next Field panels give more information on the context of the Current Field, although these panels may be disabled by your solution integrator.
Previous Field
When working with the Current Field, it is possible to see the data entered in the Previous
Field. If the data was entered incorrectly, you can use a shortcut key to move back to the
Previous Field.
64
Figure 5.2. Previous Field
Title bar (provides the Previous Field name and allows the panel to be
minimized).
Data for the Previous Field.
Current Field
The Current Field area is displayed the image of the field, the OCR data, and the data you
are entering. Unconfident characters are displayed using character-sized images highlighted in a configurable color.
Kofax Transformation Modules User's Guide
Quick Tour of Correction
Figure 5.3. Current Field
Title bar (provides the Current Field name).
Image of the Current Field.
Data for the Current Field.
Next Field
The Next Field is displayed while the Current Field is still being entered, enabling you to
see one step ahead.
Figure 5.4. Next Field
Title bar (provides the Next Field name and allows the panel to be minimized).
Image of the Next Field.
Data for the Next Field.
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Chapter 5
Image Viewer
The Image Viewer is used to locate and key the field data if it is not displayed fully in the
Correction Viewer.
Within the Image Viewer, the field zone position shows where the data in the current
field was extracted from. If the zone is not aligned with the data, you can see what the
characters should be and enter them accordingly.
Note The zone position is set by the solution integrator and cannot be moved within Cor-
rection.
Figure 5.5. Image Viewer
Status Bar
The status bar provides status messages, navigation information, the number of incorrect
fields, and the state of the Insert (OVR), Num Lock (NUM) and Caps Lock (CAP) keys.
66
Data for the Current Field.
Current Field zone position.
OCR value.
Kofax Transformation Modules User's Guide
Figure 5.6. Correction status bar
Windows
The following windows are available in Correction:
■
Application Language
■
Open Batch
■
Settings
Application Language Window
Use this window to change the language of the Correction module user interface. You
must restart the application for changes to take effect.
Selecting the Desired Application Language
Quick Tour of Correction
Select the desired language from the drop-down list box. When you start Correction for
the first time, the language used is determined by the operating system.
Buttons
The following buttons are available on the window:
OK
Saves your settings.
Cancel
Closes the window and discards any changes made.
Help
Accesses the Help for this window.
Open Batch Window
The Open Batch window is displayed when:
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■
Batches are ready for Correction when the module is started, and the Open next
batch automatically option is not selected.
■
Batches are ready for Correction when you close a batch, and the Open next batch
automatically option is not selected.
■
The window is opened from the main menu or toolbar
It provides a list of batches that are ready for Correction, one of which can be selected for
processing.
List of Batches
A list of available batches that are ready to be processed with Correction is displayed. To
sort the list by column, click on the corresponding column's label.
Name
The name of the batch.
BatchClass
The batch class name for the batch.
68
Date
The date and time when the batch was created.
Status
The current Kofax Capture batch status. For further details, see Kofax Capture Help.
Priority
The priority level for processing the batch from 1 to 10, with 1 as the highest priority.
For further details, see Kofax Capture Help.
StationID
The station ID for the workstation where the batch was created. For further details,
see Kofax Capture Help.
ExternalBatchID
The Kofax Capture batch ID that is used to reference the batch outside the database.
Buttons
The following buttons are available on the Open Batch window.
Kofax Transformation Modules User's Guide
OK
Saves your settings.
Cancel
Closes the window and discards any changes made.
Refresh
Updates the list of batches that are waiting for Correction.
Help
Accesses Help for this window.
Settings Window
Settings are used to define the application’s behavior.
The following tabs are available:
■
Batch Settings
■
Colors
Quick Tour of Correction
Batch Settings Tab
Use the Batch Settings tab to define the behavior for the batch after you have corrected
the last field on the last document of a batch.
End of Batch Behavior
The following options are available for configuring the end of batch behavior:
Prompt before closing batch
When all documents in the batch have been processed, this message is displayed
by default. To turn off this prompt, clear the option. The batch automatically closes
without prompting.
Open next batch automatically
By default, this option is enabled so that when one batch closes, the next batch automatically opens. If Poll for next batch (seconds) is selected, the module checks for
batches to be processed based on the specified polling interval. If there is a batch
waiting, it opens immediately.
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To show suspended batches, select the Include suspended batches option.
Colors Tab
Use this tab to adjust the color settings for individual unconfident characters, invalid field
text, and overridden fields.
Colors for Unconfident Characters
The following options are available for individual unconfident characters:
Background Color
The selected color from the drop-down list box highlights unconfident characters on
the image and in the Correction Viewer in single character correction mode.
Border Color
The selected color from the drop-down list box is used for the border around unconfident characters.
Border Thickness
The thickness specified using the slider determines the thickness of the border which
surrounds unconfident characters.
70
Colors for Invalid Fields
The following option is available for invalid fields:
Text Color
The selected color from the drop-down list box is used for the error text displayed
when a field fails a validation rule.
Colors for Overridden Fields
The following option is available for overridden fields:
Background Color
The selected color from the drop-down list box highlights fields that have been overridden.
Kofax Transformation Modules User's Guide
Introduction
Operators use Validation to manually review extraction results and to ensure that all information is valid. Documents can also be marked for online learning.
Kofax Capture Workflow
A batch is processed through Kofax Capture and is classified, separated and extracted before it reaches the Validation module. If there are errors with the extracted data, they can
be corrected in Validation. Documents that have errors can be marked for online learning,
ensuring that similar errors in future batches are resolved automatically.
After a batch has been processed through Validation, the batch (with the validated data)
is passed on to additional modules to further process the extracted information. Finally,
each document along with its extracted information is released to a back-end system for
storage or further processing.
Chapter 6
How Do I Use Validation?
Processing Batches with Validation
You can start Validation manually like any standard Windows application or from Kofax Capture Batch Manager. If you use the Batch Manager module, Validation opens the
batch, and automatically shutdown when the batch is closed or suspended.
Validation can be configured to open the next batch automatically. In this case, after
starting the module or closing the current batch, any waiting batch opens automatically.
Note If no batches are waiting a message “No waiting batches” is displayed instead.
To configure the option to open batches automatically
➤
From the Options menu, select Settings.
1
Select Open next batch automatically.
2
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If required, select Poll for next batch (seconds) and type a value in the box.
3
If required, select Include suspended batches.
4
If the Open next batch automatically option is cleared, different behavior occurs when
starting the module or closing the current batch. The Open Batch window is displayed, allowing you to choose a waiting batch.
To open a batch
➤
In the Open Batch window, select a batch from the list.
1
Click OK. The batch opens and the first problem is displayed.
2
Figure 6.1. Validation showing first invalid document
Validate a Document
When you open a batch in Validation, the first document having invalid fields is displayed, and the first invalid field is selected.
Note The field color can be customized in the Colors Tab of the Settings Window.
To validate a field using the keyboard
➤
Type the correct value using the keyboard, making use of auto completion
1
whenever possible.
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How Do I Use Validation?
Press Enter to validate the field.
2
If the field is valid, its content turns green, and the next invalid field is automatically selected.
To validate a field using the mouse
➤
Using the mouse, select the correct entry from the document by either clicking
1
the extraction result on the document or drawing a rectangle around the text.
Press Enter to validate the field.
2
If the field is valid, its content turns green, and the next invalid field is automatically selected.
Note When you double-click the recognition result or make a selection, the content is si-
multaneously copied and validated.
You can navigate within the fields, pages or documents by selecting the corresponding
items from the menu or context menu, or you can click the button from the toolbar. Some
shortcuts are also provided. For example, to navigate to the next field press the Tab key,
or press Shift + Tab to navigate to the previous field. For details, see Shortcut Keys.
If you make changes to a document save them before moving to another document.
Batches with No Invalid Documents
If you have validated all documents in a batch or open a batch that contains only valid
documents, you are prompted to close the batch. If you want to continue working on the
completely valid batch, you can cancel the prompt.
Batch Editing
During Validation, the batch content is displayed as a tree. The batch tree can be used for
navigation purposes. It can also be used to edit the batch and to manage the documents,
folders, and batch structure. For example, you can delete or merge documents, create a
folder for a document, or move a page from one document to another. Drag-and-drop
functionality is for one selection at a time.
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Batch editing mode is a configuration option, which may have been disabled by your solution integrator.
To enter or exit the Batch Editing mode select Edit Batch from the Batch menu or click
Edit Batch on the toolbar. The validation form changes so that you can see the Viewer
with the document page. The batch tree is set to multiple-selection mode.
74
Figure 6.2. User Interface for Editing a Batch
Page Operations
The following operations can be performed on pages:
■
Create Document - The new document is created from the selected pages, in the
same sequence as the selection and is added to the end of the set of documents.
Kofax Transformation Modules User's Guide
How Do I Use Validation?
■
Add Page Before - A page is added to the document before the selected page.
■
Delete - The selected page(s) are deleted.
Document Operations
The following operations can be performed with documents:
■
Add Page - A page is added to the current document.
■
Add Document Before - A document is added before the currently-selected document.
■
Split - If a folder contains more than one document the folder content is split before
the currently-selected document. The selected document (and any subsequent documents) are placed in a new folder.
■
Merge - The selected documents are merged into one document. The first document
of those selected in the batch tree is used as the beginning of the document. The
pages of all of the other documents are added after it.
■
Delete - The selected document and all of its pages are deleted.
Folder Operations
The following operations can be performed with folders:
■
Cut - Cuts the selected folder.
■
Add Document - A a document is added to the folder.
■
Delete - The selected folder and all of its contents are deleted.
Batch Operations
The following operations can be performed with batches:
■
Create Folder - A folder is created in the batch root at the end of the folder list.
■
Add Document - The Open TIF Files(s) for Adding as Document window is displayed to select the path and the TIF file that is added as document to the batch or
folder.
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■
Execute Auto Foldering - Folders are created automatically. All documents with
the same “content,” which is defined via script programming, are put into the same
folder.
Drag-and-Drop Functionality
All drag-and-drop actions involve moving items from one location to another. The following table gives an overview of the available drag-and-drop operations.
Note You can complete drag-and-drop operations with single selections only.
Table 6.1. Drag-and-Drop Functionality
Dragged Item Dropped onto
Batch
Folder The folder is in-
Dropped onto
Folder
Dropped onto
Document
N/A N/A N/A
serted at the end
of the batch's
folder list.
Document The document
is inserted at
the end of the
batch's document list.
The document
is inserted at
the end of the
folder's docu-
ment list.
The document
is inserted before the document on which
you dropped it.
Page N/A N/A The page is
inserted at
the end of the
document's page
list.
Page Properties
To open the Page Properties window
➤
Dropped onto
Page
N/A
The page is inserted before the
page on which
you dropped it.
76
Select a page.
1
From the Page menu, select Properties, or right-click the page and, from the
2
context menu that is displayed, select Properties.
Kofax Transformation Modules User's Guide
How Do I Use Validation?
The file name and path for the selected page is displayed.
Character Exact Editing
Character Exact Editing allows you to work on invalid characters directly. If a field contains an invalid character (sometimes also called “OCR rejects”), this character is selected and highlighted as soon as the field gets the focus. If you confirm the character by
pressing Enter or correcting it, the next invalid character is selected and highlighted.
A field that requires character exact editing is displayed with a special highlighting for
the field's MiniViewer and the InPlace Editor. Valid characters are highlighted in green,
invalid characters are highlighted in red, and the character that is selected appears highlighted in yellow.
Figure 6.3. Validation Form Character Exact Editing
Masked Areas
Masked areas can be defined to hide information on a document from an operator. When
the document is displayed, the Document Viewer displays the defined areas masked in either black or white, which means that they are not visible to the operator.
Documents that display masked areas have some restrictions:
■
The document cannot be rotated. A warning is displayed if you try to rotate the
page.
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Chapter 6
■
You cannot assign another classification result.
■
You cannot use Batch Edit mode.
■
Lassoing the masked area in the Viewer does not return OCR results.
■
You cannot debug scripts.
Show Field Contents in Batch Tree
The contents of a field, for example a customer name or customer ID, are displayed in the
batch tree instead of the document or folder class name. This may make it easier to identify specific documents or folders in the batch tree.
Displaying the contents of a field in the batch tree is a configuration option and may have
been disabled by your solution integrator.
Online Learning
Within Validation, you can mark a document for Online Learning. There are two optimization and training options: generic and specific online learning.
78
The marked document is saved in a designated location and can later be opened in Project
Builder to train or optimize the project.
To be able to return a document from the Validation module, the online learning options
must have been enabled by your solution integrator.
When you mark a document for Generic Online Learning, a window is displayed where
you can indicate whether the document should be returned for classification or extraction training. To inform your solution integrator you can also add a comment providing
the reason for returning the document. For further details, refer to the Make available for
generic Online Learning window.
When you mark a document for Specific Online Learning, the rate of recognition for
fields on similar documents increases automatically during production, which is especially recommended for invoices. Because the functionality is based on remembering the layout of a sample document, it is important to mark the exact position of a field on the document. This can be done either by using the mouse to select the correct value or by typing
the value and using auto completion.
Kofax Transformation Modules User's Guide
How Do I Use Validation?
You can mark a document for both Generic and Specific Online Learning any time before
saving it.
Shortcut Keys
Shortcut keys can be defined or changed for any menu item in the “Customize...” menu
item that is accessible from the toolbar context menu.
Important Do not use the shortcut keys reserved for the Validation module.
Read-Only Fields
Fields in the validation form may be set to read-only by your solution integrator so that
an operator cannot edit them. By default, all read-only field have a valid field status.
Force Valid Field
You can manually force the status of an invalid field to “valid” by pressing Ctrl+Enter.
The field is given a valid status, but it is marked with the forced validation symbol .
Note The Force Valid Field feature is a configuration option and may have been disabled
by your solution integrator.
Auto Completion For Fields
Simple fields defined as text boxes allow auto completion. This feature completes the
user input for the current field by OCR results found on the current document page. For
each inserted character, the input text is checked against the page's OCR results. If less
than 11 matches are found, a drop-down list box appears. The matches are highlighted
on the page in the Document Viewer, and the current list item is displayed in the image
MiniViewer and marked with a red or green border in the Document Viewer. By default,
the input text is completed with the first list item.
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Chapter 6
Figure 6.4. Using Auto Completion
You can press Enter to validate each field or press Esc to accept the completion without
validating the field. In this case the current field status is retained. Pressing Esc disables
auto completion until you clear the field again. Press Shift+Esc to accept the completion
without validating the field, but ignoring the field's location (coordinates) on the document page, which means that the coordinates are not stored. If the completion is not the
correct one, you can either continue typing additional characters or correct the selection
using Backspace. If the correct item is already in the drop-down list box, use the up and
down arrow keys to select the item.
The drop-down list box may contain the same entry several times, such as “93410” in the
example shown in the figure above. This is because the same OCR results be may found
several times on the document but at different locations. If you use specific knowledge
base learning, make sure that you have selected the correct item from the list, as the geometrical information is needed to train the project correctly. If neither the mouse nor auto
completion is used to fill in data in Validation, specific knowledge base learning cannot
reach the best level of performance.
Note The auto completion feature is a configuration option, and may have been disabled
by your solution integrator.
Assign a Class
Documents that are not classified are viewed, but as no validation form is available for
unclassified documents, the validation form panel is blank.
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Kofax Transformation Modules User's Guide
To assign a class to an unclassified document
➤
Select a class from the drop-down list box of available classes in the Classifi-
1
cation Result panel.
Press Enter.
2
The document is assigned to the class, and the corresponding validation form is
displayed.
How Do I Use Validation?
Figure 6.5. Assign Document Class to an Unclassified Document
If you reassign a class to a document that has already been classified, the validation form
for the selected class may display extraction results from the original class using the new
validation form, but only where the field names are identical. Where the field names are
not identical, you must manually provide values for the fields using either the keyboard
or the Word Click Pointer. For more information, see Validate a Document.
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Chapter 6
Using the Tab Key in the InPlace Editor
The InPlace Editor is a feature that allows you to enter values into the fields on the form
from a single point instead of having to navigate from one field to the next. By default the
InPlace Editor is located at the bottom of the Validation window beneath the list of fields.
The InPlace Editor is automatically activated by clicking in it. If the Tab key is pressed,
the InPlace Editor is updated with the value (if any) in the next field.
Note A field is not validated when you press Tab. You must press Enter to validate a
field.
Reject Documents or Pages
If you reject a page or document, it is routed to the Kofax Capture Quality Control module after the batch is closed. However, if you have activated Partial Batch Release for the
batch class, the unrejected documents are routed normally and, after release, only rejected
documents remain in the batch that is sent to the Kofax Capture Quality Control module.
To reject a document or page
➤
Alternatively, you can right-click the document or page in the Batch Content panel and
select Reject from the context menu that is displayed.
When you reject a document or page, a window is displayed in which you can enter a
note explaining the reason it was rejected. Either select a predefined note from the dropdown list box or type a note in the text field. For further details see the Rejection Note
window.
Table Indexing
There are two different ways to manually index tables.
■
82
Select the document or page to reject.
1
Press Ctrl+R or from the Edit menu, select Reject.
2
Typing – If a table was not extracted completely, you can add missing content during validation by clicking the cell in the table and typing the text.
Kofax Transformation Modules User's Guide
How Do I Use Validation?
Important If you use this method, no geometrical information about the table can
be gathered (only the values are available) if you mark this document for Online
Learning.
■
Using the mouse – If a table was not found during extraction, that is not even a single row was extracted, you can create a table definition and index the table during
Validation.
Figure 6.6. Empty Table on Validation Form
To create the first row of a table definition
➤
Click Add Row from the table toolbar.
1
An empty row is inserted into the table.
Click in or tab to the table cell by pressing Tab.
2
Select the content from Document Viewer by either clicking the recognition re-
3
sult or drawing a zone around the content using the mouse.
Repeat steps 1 through 3 for the remaining cells in the first row.
4
To complete remaining table definition rows
➤
Select the already defined row and click Interpolate rows from the table tool-
1
bar.
Validation tries to find missing rows in the document automatically.
If necessary, edit the found cells, add or insert missing rows, or delete addition-
2
al rows.
The geometrical information gathered by manually indexing the table is saved
and can be reused for Online Learning.
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Chapter 6
Shortcut Keys
The following table lists the shortcut keys that can be used in Kofax Transformation
Modules - Validation.
Table 6.2. Shortcut Keys for Validation
Shortcut Key Description
Ctrl + O Opens a batch (no effect if Validation is processed by se-
Ctrl + S Suspends a batch
Ctrl + Z Undoes the previous operation
Ctrl + Y Redoes the previous operation
Ctrl + P Navigates to the next document
Ctrl + Shift + F Navigates to the last document
Ctrl + G Navigates to a defined document
lecting a batch in Kofax Capture Batch Manager)
84
Ctrl + R Rejects a document
Ctrl + Shift + B Navigates to the previous page
Ctrl +B Navigates to the next page
F4 Inserts the last value
Tab Navigates to the next field (the next field is selected ac-
cording to the field order that is defined by the validation
form)
Shift + Tab Navigates to the previous field
Enter Validates the currently-selected field and shows the next
invalid field or table cell
Esc Shows the next invalid field or table cell without validat-
ing the current field (works only for fields that have auto
completion enabled)
Kofax Transformation Modules User's Guide
How Do I Use Validation?
Shortcut Key Description
Shift + Esc Shows the next invalid field or table cell without validat-
ing the current field and additionally ignores the field's location (the current completion is accepted, but the field's
location (coordinates) on the document page is not stored;
works only for fields that have auto completion enabled)
Customizing Shortcut Keys
You can customize the shortcut keys.
To customize a shortcut key
➤
Right-click on the toolbar and select Customize. The Customize window is dis-
1
played.
Click Keyboard. The Customize Keyboard window is displayed.
2
In the Commands list, select a menu command whose shortcut key you want to
3
customize.
In the Specify a Shortcut list, select the new shortcut key.
4
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Introduction
Validation has a main menu and a toolbar for quick access to various features and commands. Beneath these, the interface is usually divided into four main areas. On the left
a navigation tree contains the contents of the batch. In the center, there is a field editing
panel which displays the validation form, and below this form is a context-sensitive editor panel. On the right, a document viewer displays the current page.
If the Document Viewer and/or InPlace Editor are visible they can be undocked and repositioned. The “Current Error” area is then part of the InPlace Editor. If the InPlace Editor
is not displayed on the validation form, the Current Error area is displayed at the bottom
of the form.
A status bar is also displayed at the bottom of the window, providing additional information.
Chapter 7
Quick Tour of Validation
The following figure shows the default user interface for Validation with a batch opened.
The layout of the user interface can be customized by your solution integrator using
Project Builder.
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Chapter 7
Figure 7.1. Kofax Transformation Modules - Validation Interface
Menu Bar
Validation provides a standard, Windows-style menu bar with the following menus:
■
■
■
88
Batch Content panel
Document Result panel
Document Viewer
InPlace editor
Batch
Edit
View
Kofax Transformation Modules User's Guide
■
Folder
■
Document
■
Page
■
Field
■
Options
■
Help
Batch Menu
The following options are available:
■
Open – displays the list of all available batches so you can select one to open.
■
Close – closes the current batch.
■
Suspend – suspends the current batch.
■
Edit Batch – switches to Edit Batch mode.
Quick Tour of Validation
■
Execute Auto Foldering – performs the script code that has implemented in the
PerformAutofoldering event handler. It can be used, for example to create
folders and put all documents with the same vendor ID into one folder.
■
Exit – closes the Validation module.
Edit Menu
The following options are available:
■
Undo – reverts the last action in the validation form (not available in Edit Batch
mode).
■
Redo – repeats the last action in the validation form (not available in Edit Batch
mode).
■
Cut – deletes the selected folder, document, or page (available only in Edit Batch
mode).
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Copy – duplicates the selected item (available only in Edit Batch mode).
■
Paste – places the copied or cut folder, document or page at the selected position
(available only in Edit Batch mode).
■
Delete – removes the currently-selected item (available only in Edit Batch mode).
■
Add Page – creates a page in the current document (available only in Edit Batch
mode). A file open window is displayed to let you select a page.
■
Add Document – adds a new document and places all selected pages in it (available
only in Edit Batch mode). A file open window is displayed to let you select page(s)
for the document.
■
Create Folder – adds a new folder and moves the currently-selected document to
the new folder (available only in Edit Batch mode).
■
Merge – combines all selected documents (available only in Edit Batch mode).
■
Split – separates the current item. This item is not available on the first document/page or if only one page/document is in that document or folder (available only in Edit Batch mode).
View Menu
The following options are available:
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Reject – adds a flag to the currently-selected document or page so it is sent to Quality Control. Reject is only enabled in the menu when you have selected a document/page in the Batch Content panel that is not already rejected.
■
Unreject – removes the rejection flag on the currently-selected document/page.
Unreject is only enabled in the menu if you have selected a document/page in the
Batch Content panel that is already rejected.
■
Kofax Capture Fields – opens the Kofax Capture Fields window that displays based
on the selection the Kofax Capture batch fields, folder index fields, or document index fields.
■
Zoom In – increases the magnification of the current page in the image viewer.
■
Zoom Out – decreases the magnification of the current page in the image viewer.
Kofax Transformation Modules User's Guide
Quick Tour of Validation
■
Best Fit – fits the image size to the viewer.
■
Zoom to – select one of the available options to zoom to the top left, top right, bottom left or bottom right corner of the first, last or current page. This option is disabled in Batch Edit mode.
■
Automatic Focus – turns the mode on/off to automatically focus the highlighted
field result on the page/document.
■
Display Color Image – toggles between the color and binary image of the document, if available.
■
Batch Content – displays/hides the Batch Content panel on the left side of the window.
■
Show Classification Result – displays/hides the class list for the Classification Result panel. If the list is displayed you can select a class from the list to change the
current classification result for the document. The document is assigned to the new
class and displayed in the validation form for that class. The fields on the validation form are empty as in Validation or Test Validation extraction is not redone (not
available in Edit Batch mode).
■
Viewer – the following options are available (disabled in Edit Batch mode):
• Float Viewer – select to float the panel as a separate window and move it on
the screen
• Dock – select Left, Right, Top or Bottom to dock the window at top or bottom, or sides of the Validation window
■
InPlace Editor – the following options are available (disabled in Edit Batch mode):
• Float InPlace Editor – select to float the panel as a separate window and move
it on the screen
• Dock – select Bottom or Top to dock the window at top or bottom of the Validation window
■
Reset Window Positions – this option resets docked windows to the default settings
(not available in Edit Batch mode).
Folder Menu
The following options are available:
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First – navigates to the first folder in the batch.
■
Previous – navigates to the previous folder in the batch.
■
Next – navigates to the next folder in the batch.
■
Last – navigates to the last folder in the batch.
Document Menu
The following options are available:
■
Make Available for Generic Online Learning – a window is displayed to mark the
currently-selected document for Generic Online Learning. This function can be
used to send the document back for optimization of classification or extraction.
This is a configuration option, and may have been disabled by your solution integrator.
■
Make Available for Specific Online Learning – marks the currently-selected document for Specific Online Learning. This function can be used to improve the recognition rate for the extraction of invoice fields. This is a configuration option, and
may have been disabled by your solution integrator.
Page Menu
The following options are available:
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■
First – navigates to the first document in the batch.
■
Previous – navigates to the previous document in the batch.
■
Next – navigates to the next document in the batch.
■
Last – navigates to the last document in the batch.
■
Go To – navigates to the given document number in the batch.
■
Create Document – adds a new document and places all selected pages in it (available only in Edit Batch mode).
■
Rotate Left – rotates the page 90° to the left.
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Rotate Right – rotates the page 90° to the right.
■
Properties – shows the properties of the currently-selected page.
■
First – navigates to the first page in the document.
■
Previous – navigates to the previous page in the document.
■
Next – navigates to the next page in the document.
■
Last – navigates to the last page in the document.
Field Menu
The following options are available:
Note This item is disabled in Edit Batch mode.
■
Insert Last Value – inserts the value from a field in the previous document into the
same field in the current document.
Quick Tour of Validation
■
Previous – selects the previous field in the tab sequence.
■
Next – selects the next field in the tab sequence.
■
Next Invalid Field – selects the next invalid field in the tab sequence.
■
Clear Current Field – removes the content of the current field.
■
Clear All Fields – removes the content of all fields in the validation form.
Options Menu
The following options are available:
■
Show Script – the script window is displayed if script debugging is enabled.
■
Select Language – allows you to select one of the available languages for the application interface.
■
Settings – the Settings window is displayed that is used to make user specific settings.
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Help Menu
The following options are available:
■
Contents – the Help for the Validation module is displayed.
■
About – shows information about the Validation module.
Context Menus
The contents of the batch, folder, document and page context menus depend on the working mode, either Validation mode or Batch Edit mode, and the item selected.
Note When using Validation mode, only a single batch, folder, document or page can be
selected. When using the Edit Batch mode, multiple selection is supported.
Batch Context Menu – Validation Mode
The following options are available:
■
Open – displays a list of batches that can be opened. This is disabled if Validation
is started from the Kofax Capture Batch Manager module.
■
Close – closes the current batch.
■
Suspend – suspends the current batch.
■
Edit Batch – toggles the Edit Batch mode on and off. This is a configuration option,
which may have been disabled by your solution integrator.
■
Kofax Capture Fields – the Kofax Capture Fields window is displayed, which displays the Kofax Capture index fields.
Batch Context Menu – Edit Batch Mode
The following options are available:
■
Paste – places the previously copied or cut document in the selected position.
■
Create Folder – adds a new empty folder at the end of the folder list in the batch.
If a document is selected at the batch level, the selected document is also moved to
the newly-created folder.
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■
Add Document – a window is displayed where you can select page(s) and place
them in a document. For this new document, the Display Color Image mode is not
available.
■
Edit Batch – toggles the Edit Batch mode on and off.
■
Execute Auto Foldering – automatically creates of folders. All documents with the
same content in specific fields are put into the same folder.
■
Open – a list of batches is displayed that you can open. This is disabled if Validation is started from the Kofax Capture Batch Manager module.
■
Close – closes the current batch.
■
Suspend – suspends the current batch.
Folder Context Menu – Validation Mode
The following options are available:
■
First – navigates to the first folder in the batch.
■
Previous – navigates to the previous folder in the batch.
Quick Tour of Validation
■
Next – navigates to the next folder in the batch.
■
Last – navigates to the last folder in the batch.
■
Kofax Capture Fields – the Kofax Capture Fields window is displayed that displays
the Kofax Capture folder index fields.
Folder Context Menu – Edit Batch Mode
The following options are available:
■
Cut – deletes the selected folder.
■
Copy – not available for folders.
■
Paste – places the cut subfolder or copied document at the selected position.
■
Delete – removes the currently-selected folder.
■
Create Folder – adds a new folder. You can define subfolders only at levels defined
by your solution integrator.
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■
Add Document – a window is displayed that enables you to select page(s) and place
them in a document. For this new document, the Display Color Image mode is not
available.
■
Split – is available only when you have several subfolders in a folder. This function
splits the parent folder above the currently-selected subfolder.
■
Merge – combines all selected folders.
■
First – navigates to the first folder in the batch.
■
Previous – navigates to the previous folder in the batch.
■
Next – navigates to the next folder in the batch.
■
Last – navigates to the last folder in the batch.
Document Context Menu – Validation Mode
The following options are available:
■
Reject – flags the currently-selected document so that it is sent to Quality Control.
The Rejection Note window is displayed.
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■
Unreject – removes the rejection flag from the currently-selected document. Unreject is only enabled in the menu if you have selected a document that is already rejected.
■
Make Available for Generic Online Learning – a window is displayed to mark the
currently-selected document for Generic Online Learning. This function can be
used to send the document back for optimization of classification or extraction.
This is a configuration option and may have been disabled by your solution integrator.
■
Make Available for Specific Online Learning – marks the currently-selected document for Specific Online Learning. This function can be used to improve the recognition rate for extraction of invoice fields. This is a configuration option and may
have been disabled by your solution integrator.
■
First – navigates to the first document in the batch.
■
Previous – navigates to the previous document in the batch.
■
Next – navigates to the next document in the batch.
Kofax Transformation Modules User's Guide
■
Last – navigates to the last document in the batch.
■
Go To – navigates to the specified document number in the batch.
■
Kofax Capture Fields – the Kofax Capture Fields window is displayed that displays
the Kofax Capture document index fields.
Document Context Menu – Edit Batch Mode
The following options are available:
■
Reject – flags the currently-selected document so that it is sent to Quality Control.
The Rejection Note window is displayed.
■
Unreject – removes the rejection flag from the currently-selected document. Unreject is only enabled in the menu if you have selected a document that is already rejected.
■
Cut – deletes the selected document.
■
Copy – duplicates the document and adds it to the list after the original document.
For this copied document, the Display Color Image mode is not available.
Quick Tour of Validation
■
Paste – places the copied or cut document in the selected position.
■
Delete – removes the currently-selected document.
■
Create Folder – adds a new folder and moves the selected document to the new
folder. It is only possible to create subfolders at a level defined by your solution integrator.
■
Split – splits the current document above the currently-selected page. This command is not available on the first page or on single-page documents.
■
Merge – combines all selected documents (available only if multiple documents are
selected).
■
Add Page – a window is displayed where you can select a page to add to the current
document. For this new page, the Display Color Image mode is not available.
■
Add Document Before – creates a new document. A window is displayed where
you can select files to add to the new document. The new document is placed before the selected document. For this new document, the Display Color Image mode
is not available.
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■
Make Available for Generic Online Learning – marks the currently-selected document for Generic Online Learning and sends the document back for optimization in
classification or extraction. This is a configuration option and may have been disabled by your solution integrator.
■
Make Available for Specific Online Learning – marks the currently-selected document for Specific Online Learning. This is a configuration option and may have
been disabled by your solution integrator.
■
First – navigates to the first document in the batch.
■
Previous – navigates to the previous document in the batch.
■
Next – navigates to the next document in the batch.
■
Last – navigates to the last document in the batch.
■
Go To – navigates to the given document number in the batch.
Page Context Menu – Validation Mode
The following options are available:
■
Reject – flags the currently-selected document so that it is sent to Quality Control.
The Rejection Note window is displayed.
■
Unreject – unrejects the currently-selected page. Unreject is only enabled in the
menu if you have selected a document that is already rejected.
■
Rotate Left – rotates the page 90° to the left.
■
Rotate Right – rotates the page 90° to the right.
■
Properties – shows the properties of the currently-selected page.
■
First – navigates to the first page in the document.
■
Previous – navigates to the previous page in the document.
■
Next – navigates to the next page in the document.
■
Last – navigates to the last page in the document.
Page Context Menu – Edit Batch Mode
The following options are available:
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Quick Tour of Validation
■
Reject – rejects the currently-selected page. The Rejection Note window is displayed.
■
Unreject – removes the rejection flag from the currently-selected document. Unreject is only enabled in the menu if you have selected a document that is already rejected.
■
Cut – deletes the selected page.
■
Copy – not available for pages.
■
Paste – places the cut page in the selected position.
■
Delete – removes the currently-selected page. The document and parent folders become invalid.
■
Add Page Before – a window is displayed where you can select and add a page to
the current document. For this new page, Display Color Image mode is not available.
■
Create Document – adds a new document and places all selected pages in it.
■
Split – splits the current document before the currently-selected page. This command is not available on the first page.
■
Rotate Left – rotates the page 90° to the left.
■
Rotate Right – rotates the page 90° to the right.
■
Properties – shows the properties of the currently-selected page (file location).
■
First – navigates to the first page in the document.
■
Previous – navigates to the previous page in the document.
■
Next – navigates to the next page in the document.
■
Last – navigates to the last page in the document.
Toolbars
The toolbars provide shortcuts to many menu items and give you quick access to all important features.
Use the Batch toolbar to manage batches and to toggle the Edit Batch mode on and off.
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Table 7.1. Batch Toolbar
Icons Description
Open Batch
Displays the list of available batches so you can select one to
open.
Suspend Batch
Suspends the current batch.
Close Batch
Closes the current batch.
Edit Batch
Switches to Edit Batch mode.
Use the Folder toolbar to navigate the folders in the current batch.
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Table 7.2. Folder Toolbar
Icons Description
First
Navigates to the first folder in the batch.
Previous
Navigates to the previous folder in the batch.
Next
Navigates to the next folder in the batch.
Last
Navigates to the last folder in the batch.
Use the Document toolbar to navigate among the documents in the current folder or
batch. Additionally there is an option to make the current document available for Online
Kofax Transformation Modules User's Guide
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