- Introducing ABBYY FlexiCapture
- Installing and running the program
- ABBYY FlexiCapture architecture
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Program settings
- ABBYY FlexiCapture Setup
- Multitenancy
- Creating a project
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Document Definitions
- Creating fixed Document Definitions
- Creating Document Definitions for semi-structured documents
- Document Definitions without automatic fields extraction
- Document sets
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Document Definition fields
- Text entry fields
- Checkmarks
- Checkmark groups
- Barcodes
- Pictures
- Tables
- Field group
- Service fields
- Index fields
- Link to an existing field
- Fields without a region
- Creating a field with a non-rectangular region
- Fields with several instances
- Fields with several regions
- How to change a field name
- Copying, moving, deleting fields
- Exclusion of a region from recognition
- Document Definition Wizard
- Editing and publishing a Document Definition
- Creating Document Definitions
- Document Definition properties
- Properties of a Document Definition section
- Rule validation
- Export settings
- Configuring data presentation in the document window
- Testing Document Definitions
- Localizing a Document Definition
- Classification
- Field extraction training
- Operating a configured project
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ABBYY FlexiCapture for Invoices
- Features of ABBYY FlexiCapture for Invoices
- How to capture invoices
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How to set up an invoice capture project
- Country and language settings
- Connecting vendor and business unit databases
- Data export settings
- The status of documents in ABBYY FlexiCapture for Invoices projects
- Training ABBYY FlexiCapture for Invoices
- Rules
- Capturing additional invoice fields
- Purchase Order Matching
- Enabling additional program features for operators
- Using multiple Document Definitions
- Editing invoice processing settings in XML files
- Updating the Document Definition for invoices
- Tax systems
- Specifications
- Capturing receipts
- Capturing purchase orders
- Using NLP to process unstructured documents
- ABBYY FlexiCapture interface
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Appendix
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Using scripts in ABBYY FlexiCapture
- Specifics of scripts written in .Net languages
- External assemblies
- Object model
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Scripts for customizing processing stages
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Types of scripts
- Script rule
- Autocorrection script
- Export script
- User script (custom action)
- Document assembly script
- Custom recognition script
- Stage rule
- Processing scripts
- Data set update script
- Data set validation scripts
- Document classification script
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Event handlers
- Batch created
- Batch deleted
- Batch parameter change
- Batch structure change (page added/page deleted/document added/document deleted)
- Pages moved
- Batch opened/closed
- Batch integrity check
- Document parameter changed
- Document state changed
- Export completed
- Script that is run after rule checks
- Before matching
- Field verification request
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Objects
- IActionResult
- IAssemblingError
- IAssemblingErrors
- IBatch
- IBatchCheckResults
- IBatchItem
- IBatchItems
- IBatchTypeClassifier
- IBatchTypeClassifierResult
- IBinarizationParams
- IBoxedBoolean
- ICharacterParams
- ICharactersParams
- ICheckmarkGroupValue
- ICheckmarkValue
- IDataSet
- IDataSetQuery
- IDataSetRecord
- IDocument
- IDocuments
- IDocumentExportResults
- IDocumentsExportResults
- IDocumentDefinitionInfo
- IDocumentDefinitionInfoArray
- IEditablePictureObject
- IExportFieldsToRedact
- IExportImageSavingOptions
- IField
- IFieldRegion
- IFieldRegions
- IFields
- IFlexiCaptureTools
- ILocalContrastParams
- IMatchedSectionInfo
- IMatchingInfo
- IPage
- IPageClassificationResult
- IPages
- IPictureObject
- IPictureObjectsInfo
- IPrincipal
- IPrincipals
- IProcessingCallback
- IProject
- IProperties
- IProperty
- IPropertyModificationInfo
- IRecordCheckResult
- IRecordset
- IRect
- IRects
- IRoutingRuleResult
- IRuleContext
- IRuleError
- IRuleErrors
- IRuleTag
- IRuleTags
- IScriptBinaryAttributes
- IScriptDefinitionContext
- ISectionDefinitionInfo
- ISectionDefinitionInfoArray
- IShadowsHighlightsParams
- IStageInfo
- IUserAttachment
- IUserAttachments
- IUserSessionInfo
- IValue
- IVARIANTArray
- TAssemlingErrorType
- TBatchItemType
- TColorToFilter
- TExportFieldType
- TExportType
- TImageCompressionType
- TPageClassificationType
- TPdfAVersion
- TPdfDocumentInfoType
- TPdfTextSearchAreaType
- TPrincipalType
- TProcessingPriority
- TPropertyType
- TRuleErrorType
- TStateType
- Sample scripts
- Internal names of recognition languages
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Types of scripts
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Scripts for processing interface events
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Event handlers
- On Document Closed
- On Project Closed
- On Activate Document
- On Field Control Activate
- On Return From Task
- On User Command
- On Field Control Deactivate
- On Closing Document
- On Task Close
- On Closing Project
- On Region Change
- On Task Window Mode Changed
- On Open Document
- On Task Window Create
- On Task Reject
- On Region Control Draw
- On Task Send To Stage
- On Text Field Validating
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Objects
- IBoolean
- IBoxedFieldControl
- IDocumentEditor
- IDocumentItem
- IDocumentItems
- IDocumentsCollection
- IDocumentsWindow
- IDrawContext
- IErrorControl
- IErrorControls
- IErrorsWindow
- IFieldControl
- IFieldRegionControl
- IFieldRegionControls
- IFormWindow
- IImageWindow
- IMainMenu
- IMainWindow
- IMenu
- IMenuItem
- IPageControl
- IPageItem
- IPageItems
- IPagesCollection
- IPoint
- ISelection
- IShellRational
- IShellRect
- IShellRects
- ITaskWindow
- ITextEditor
- IToolbar
- IToolbarButton
- IToolbars
- TCommandBarType
- TCommandID
- TDockingType
- TDocumentState
- TErrorType
- TSelectionType
- TTaskWindowMode
- TTextSize
- TUserRole
- TWorkWindowType
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Event handlers
- User scripts for the Web Verification Station
- Creating a machine-readable form
- Hot keys
- Additional options
- Description of Processing Server commands
- ABBYY FlexiCapture sample projects
- Supported recognition languages
- Supported classifier languages
- Fonts for correct characters rendering
- Supported text types
- Supported barcode types
- Supported input formats
- Processing PDF files
- Export file formats
- Date formats
- Alphabet used in regular expressions
- Patents
- Third-party technologies
- Glossary
- Technical support
- How to buy ABBYY FlexiCapture
- End-User License Agreement (EULA)
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Using scripts in ABBYY FlexiCapture
Exporting documents to a SharePoint library
ABBYY FlexiCapture allows you to export documents to a Microsoft™ SharePoint document library. As a result, you will get a library of your document images with additional columns for each document containing the values of certain fields.
Note:
- The following versions of Microsoft™ SharePoint are supported: Microsoft SharePoint 2013, Microsoft SharePoint 2016, Microsoft SharePoint 2019, and Microsoft SharePoint 365.
- Contributor permissions are sufficient to change export settings and to export documents to Microsoft SharePoint.
- Data can be exported to the following types of SharePoint columns: Single line of text, Multiple lines of text, Number, Currency, DateTime, Managed Metadata, ForLookup, or Yes/No (for details, see the Converting data when exporting to Microsoft SharePoint 2013 section below).
- The option Enable Kernel-mode authentication must be selected for the SharePoint site in the Internet Information Services (IIS) settings.
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If this option is not selected, the following error will occur during export: "Cannot connect to SharePoint server: Unauthorized access to SharePoint server."
To configure export to Microsoft SharePoint:
- In the Document Definition editor, select Document Definition → Export Settings...
- Click Add...
- Select Export to SharePoint in the Type field.
- Specify whether export is obligatory.
- Specify export conditions.
- Specify whether documents with errors, documents without errors, or both should be exported.
- If necessary, specify the field values that should trigger this export profile. To do this, select the Field condition option and click Options...
- Configure your SharePoint connection and map the fields.
- Server URL Enter the address of the server where your SharePoint libraries are located. Below the server address, the connection status is indicated. If the server is disconnected, click the Connect... button to re-establish the connection.
- Use the Connection Settings... button to set up authentication parameters (the Windows authentication parameters are used by default) and proxy settings, if required.
Note: To connect to Microsoft SharePoint 365, you will need to select the Use SharePoint Online authentication method and provide a user name and a password.
- Once you are connected to the SharePoint server, select a library from the Select SharePoint library list.
- Click Browse... and locate the desired folder in the library.
- In the Content type field, select the type of content of your documents (supported starting from Microsoft SharePoint 2007). This will allow you to export values to the fields that correspond to the selected content type.
Note: Content type is the list of content types selected in SharePoint. The selected content type determines which SharePoint fields are available for mapping.
- Select a file adding mode from the list.
- Now specify which Document Definition fields should be exported and where. Click the Field Mapping... button and select the desired options in the Field Mapping dialog box. In this dialog box, you must establish a correspondence between the Document Definition fields and the SharePoint document columns. The Document Definition fields are displayed to the left. For each Document Definition field to be exported (with the exception of groups and tables), you can select an empty SharePoint column.
- Specify image saving options and click Next>.
- If you are exporting data to files, specify the destination folder and click Edit... to specify a file name template. If the folder you specify does not exist, it will be created automatically.
Note: The length of the path to the file (including the file name) cannot exceed the maximum path length permitted by the operating system. The maximum path length in Windows operating systems is 260 characters.
Note: We do not recommend using the following characters in file names: ~, #, %, &, {, }.
- If required, specify fields to be concealed upon export.
- Specify image storage options and click Next>.
- Select the desired image format, quality, and color.
- To change the resolution of the source images, select Change resolution to and select the appropriate value from the list.
- If you select PDF or PDF/A as a storage format, you can create searchable PDF files.
- Enter an export profile name and click Finish.
Documents will be exported to SharePoint and will receive the Checked In status. Each document will have a corresponding column containing the values from the specified fields. These values can be used for searches and document indexing.
Converting data when exporting to Microsoft SharePoint 2013
You can convert data to one of the following formats when exporting to Microsoft SharePoint 2013:
- Single line of text
- Multiple lines of text
- Number
- Currency
- DateTime
- Yes/No
You can also convert the data type of a cell to a compatible format. For example, you can:
- Convert dates to the DateTime or Text data type.
- Convert checkmarks to the Yes/No or Text data type.
Any exported but unsupported data types will be grayed out.
3/2/2021 8:10:42 AM