Assembling documents

How to correct assembly errors

  1. Incorrect page order
    There may be too few or too many pages, or document pages may not arranged in the correct order. To correct such errors, you can use your mouse to move the page both within a single document and from one document to another.
    Pages of several documents can be merged into a single document as follows:
    • Highlight documents to be merged (use Ctrl-Click to select several documents);
    • Right-click and select Merge from the shortcut menu.

To split pages in a document and to place each one of them into a separate document:

  • Highlight the document in which you want to split pages;
  • Select Split from the shortcut menu.
  1. Incorrect recognition of a multipage document.
    If a multipage document is recognized as a collection of one-page documents, this means that the Document Definition has been correctly applied only to the first page. To fix the error, you need to group the faulty pages into one section:
    • Check the order of the pages in the document (see "Incorrect page order" above), making sure the pages belong to the same document.
    • Select the pages that belong to the same section (e.g. all pages with tables).
    • Right-click the selection and then click Group into Section on the shortcut menu.

The grouped pages will now be recognized as a multipage document.

  1. If the Document Definition requires verification of key fields for the correct assembly of pages, the values of the key fields will be displayed under the image of each page:
    • highlighted in gray in the event of a match
    • highlighted in red in the event of a mismatch

Key fields may not match if they have been recognized or filled in incorrectly. Check the values of the key fields. If the values of the key fields still do not match, the respective pages most likely do not belong to the same document. If the order of pages is wrong, find pages with identical key fields and assemble them into documents as described in "Incorrect page order" above.

How documents are assembled

Documents are assembled automatically or by an explicit user command. The assembly principle can be described when creating a Document Definition for multipage document processing or when creating custom processing stages in the Batch Type Properties dialog box. These assembly types differ in when they are performed and in what kind of documents they can access.

Specifics of assembly described in Document Definition properties

  1. Runs:
    • when selecting a command: Tools → Refresh Assembly
    • after analyzing/recognizing a set of documents; in this case, the assembly includes only documents involved in analysis/recognition
  2. Both standard assembly rules and a Document assembly script can apply.
  3. Documents with locked boundaries will not be combined with any other documents but can be added into document sets. If the boundaries of a document set are locked, automatic document assembly will be performed within the locked boundaries.
  4. No assembly is performed if the Document Definition is not matched. For example, if all pages of the batch are annex pages, no assembly is performed.
  5. The order of pages cannot be changed during the assembly.

Specifics of assembly described in batch type properties

  1. Runs when documents enter the corresponding stage.
  2. Described by processing scripts.
  3. Allows you to move and delete pages and documents.

The Operator's task is to identify and correct possible document assembly errors.

Assembly errors can be corrected most conveniently in the page outline mode that gives the user a good view of page images and the documents to which they belong. You can switch to this mode by clicking the button.

Note: You can change the scale of page outlines to view details by holding down the Ctrl key and turning the scroll wheel.

When creating a Document Definition, you need to configure a document assembly rule (i.e. the order and number of recurring document sections). You can also configure an assembly verification based on the values of key fields: in this case the values of key fields must be identical on all pages of the document.

Note: The order of sections will not be checked if the Disable sections order check option is selected on the Assembly tab when creating the Document Definition. The program will still check to make sure that all the sections are present in the document, but the order of the sections will be ignored.

Documents with assembly errors will be marked with . An error description will be provided beneath the name of the Document Definition.

Locking document boundaries

Document boundaries are locked when:

  • Images are separated into documents at the import stage.
  • Assembled documents are sent to their intended destination.
  • Pages or documents added into a document using a drag-and-drop operation.
  • The Match Document Definition... command is executed.
  • The IsExcludedFromAutomaticAssembly flag of a document is set to true by a script that is allowed to edit the document.
  • The Operator clicks the Lock Document Boundaries command on the shortcut menu.

Document boundaries are unlocked when:

  • The Operator clicks the Unlock Document Boundaries command on the shortcut menu.
  • A document is split using the Split command.
  • The IsExcludedFromAutomaticAssembly flag of a document is set to false by a script.

Documents or document sets with locked boundaries will have the icon next to them in the Bound column (in list view) or next to their page thumbnails (in thumbnail view).

25.05.2023 7:55:02

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