Introducing ABBYY FlexiCapture
- What's New in ABBYY FlexiCapture
- Types of document processed using ABBYY FlexiCapture
Brief description of document processing using ABBYY FlexiCapture
- Overview of program settings for document processing
- Overview of the work of Operators with a configured program
Installing and running the program
- System requirements
- Installing ABBYY FlexiCapture
- License Manager
- Repairing and removing ABBYY FlexiCapture
- Running the program
ABBYY FlexiCapture architecture
- ABBYY FlexiCapture servers
- ABBYY FlexiCapture stations
- Processing stages and queues
- ABBYY FlexiCapture Setup
Creating a project
- Project properties
- Environment variables
- Image import
- Batch types
- Workflow Setup
- Default batch priority
- SLA settings
- Custom Operator roles
- Registration parameters
- Uploading a project to the Application Server
- Test project
- Skin settings
- Image display quality
- Creating fixed Document Definitions
- Creating Document Definitions for semi-structured documents
- Document Definitions without automatic fields extraction
- Document sets
Document Definition fields
Text entry fields
- General field properties
- Data types of the text entry field
- Text field recognition options
- Verification properties
- User script (custom action)
- Checkmark groups
- 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
- Text entry fields
- 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 scenarios
- Classification profiles
- Precision/recall balance
- Creating a classifier
- Field extraction training
Operating a configured project
- Managing tasks
- Task queues
- SLA control
- Adding page images
- Verification of recognized data
- Data export
- Background mode
ABBYY FlexiCapture for Invoices
- Features of ABBYY FlexiCapture for Invoices
- How to capture invoices
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
- 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
- Supported countries and languages
- Captured fields
- Detecting the main fields
- Data Sets
- Available rules
- Extended regular expressions
- Capturing receipts
- Capturing purchase orders
Using NLP to process unstructured documents
- Installing the NLP module
- Creating a new Document Definition
- Creating NLP models
- Training your NLP models
- NLP model training based on feedback from verification operators
- Loading an existing NLP model
- When to use extraction scripts
- Known limitations
ABBYY FlexiCapture interface
- Project Setup Station window
- Verification Station window
- Data Verification Station main window
- Document Definition editor window
- Group verification window
- Field verification window
- Script editor window
Using scripts in ABBYY FlexiCapture
- Specifics of scripts written in .Net languages
- External assemblies
- Object model
Scripts for customizing processing stages
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
- 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
- Sample scripts
- Internal names of recognition languages
- Types of scripts
Scripts for processing interface events
- 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
- Event handlers
- User scripts for the Web Verification Station
Creating a machine-readable form
- Machine-readable forms
- Elements of machine-readable forms
- Form filling
- Types of machine-readable form
- Choosing the right type of form
- General requirements for machine-readable forms
- Recommended colors for dropout forms
- 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
- Third-party technologies
- Technical support
- How to buy ABBYY FlexiCapture
- End-User License Agreement (EULA)
- Using scripts in ABBYY FlexiCapture
Project Setup Station window
The main window of the Project Setup Station contains a list of document batches from the current project. By default, all batches except for those that have already been processed are displayed.
You can filter batches from projects that are stored on the processing server. To do this, select a filter from the Show drop-down list and specify filter settings.
- All batches except processed;
- Batches on stages... filters batches by processing stages.
Additional filter settings
- Only enabled stages hides stages that are not used for processing any of the batch types in the current project.
- Show out-of-processing batches shows batches that were not processed. If this option is enabled, you will not be able to filter by selected batch types.
- Batch with name prefix...
Filters batches by the prefixes of their names.
- Batch with ID...
Filters batches by their IDs.
- Batch containing document with ID...
Filters batches by IDs of documents they contain.
- Batches created in period...
Filters batches by their creation time. Dates earlier than 02/01/1753 and later than 12/31/2100 are not permitted.
- Batches with batch type...
Filters batches by their type.
- Batches with specific registration parameter...
Filters batches by registration parameter names and values. The filter can include up to three parameters.
You can specify the name and value of a registration parameter manually or select them from the Parameter drop-down list. This list contains registration parameters from all batch types and the last ten parameter names that you typed. The Value drop-down list contains ten registration parameters that were specified by a user.
- Batches filtered with...
Advanced search that uses batch name prefixes, batch types, creation dates, registration parameters and stages.
- Batches overdue within time period...
Filters batches by deadline dates.
- Batches with expiration status...
Filters batches by their deadline status. For details, see SLA Settings.
When a filter is in use, a brief summary of its settings is displayed to the right of the Show drop-down list. To change the settings of the filter that is currently in use, click the button.
The Batch window
The top part of the window contains the menu bar and the toolbar. The bottom part contains the status bar, which displays messages about the program's status and the operations it is performing, and brief descriptions of selected menu items and buttons.
The rest of the main window is taken up by the Batch pane that contains a list of batches.
One page can contain up to 500 batches. Use the arrow buttons in on the right to switch between pages.
Double-click a batch to view the documents it contains.
To return to the list of batches, click View → Working Batches (or Test Batches if you are working with test batches).
Copying and moving documents
Documents can be copied and moved from one batch to another. If the document is copied or moved, all information about it, including the applied Document Definition and any recognized data, is retained. To copy or move documents (for example from a regular batch to a test batch for training), select them in the list of documents and press Ctrl+C to copy and Ctrl+X to cut. You can also use the and buttons and the Copy and Cut commands on the Edit menu. Next, open the batch to which you want to copy the files and press Ctrl+V, click the button or select Edit → Paste to copy.
The Document window
To begin verifying data, open the Document window by double-clicking the name of a document or one of its pages. This window is divided into 3 panes:
- a pane containing an image of the document;
- a pane with data form;
- a pane with rule errors (this pane is only displayed if there are rule errors).
Note: When you place the mouse pointer over a field that contains a date or a number, a tooltip is displayed. The format of the data in the tooltip depends on the regional settings on your computer.
You can open any number of documents from a document set. A new tab will be created for each document. The caption of each tab will contain the number of the document in the batch and the name of each applied Document Definition. An asterisk next to a name indicates that there are unsaved changes in the document. You can switch between tabs by clicking them, by clicking the and buttons to the right of the tabs, or by clicking the button and selecting the desired document from the list.
- Clicking the button on the toolbar will save changes in all the open documents.
- If you open several documents from a set and then open a document from a different set, all documents from the old set will be closed.
- When you open a document from a set, its parent documents will also be opened.
If a Document Definition has a summary section set up which contains links to original fields, you can quickly switch to the required original field. To do this, double-click the desired link or click the Go to Original Field command on the shortcut menu.
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