General field properties
You can specify the basic properties of a field on the General tab.
The name of the field. The name is assigned automatically when the field is created based on the explanatory text closest to the field. You can change this name by editing the properties (see How to change a field name for details).
The caption of the field in the data form.
- Export field value
This option is available for all fields and determines whether the field should be exported. This option is selected by default, but you may want to clear it if, for example, the value of the field is only used to calculate the value of another field and does not need to be exported on its own (see Rule validation for details).
This option is available for Text, Barcode, Checkmark, and Checkmark Group fields and indicates that the field is read-only. If this option is selected, you cannot change the value of the field. This property may be useful for fields whose value is calculated automatically, e.g. fields whose value is determined by adding or merging the values of other fields (see Rule validation for details).
- Show on verification
This option is available for all fields and indicates whether or not the field should be displayed in the data form. This option is selected by default.
- Index field
This option is available for Text and Barcode fields. If this option is selected, documents can be sorted and retrieved based on the value of the field.
- Show field in preview pane
This option is available for Text, Barcode, Checkmark, Service Field, and Checkmark Group fields and indicates whether or not the value of the field should be displayed in the in preview pane when the group to which the field belongs is collapsed.
- Text segment
This option automatically enables the Lock feature for the region of the given field, enabling you to select other regions inside the locked region. This option may be useful when you need to extract both a paragraph in its entirety and individual words inside that paragraph. For example, you can extract a company's address into one field and the name of the country contained in that address into another field. Segment regions can overlap partially or completely. You cannot move a locked region, but you can adjust its borders by double-clicking it. The Lock feature can also be accessed by right-clicking a region on the image (but note that if you close the document and then open it again, the Text segment option will be applied).
The Text segment option becomes available when the Can have region option is selected.
- Can have region
This option is available for fields of all types except Service Field. When selected, this option indicates that the field or group can have a region. Child elements of the group are not bound to the region of the group and may be located anywhere on the page.
- Allow multiple regions
This option becomes available when the Can have region option is selected. When selected, this option allows you to specify multiple regions for a field. Data items from the regions will be recorded in the field in the order in which they appear on the document image. This option may be useful where a document field is split between two pages (e.g. a phrase starts on one page and ends on the next).
- Should be matched
This option becomes available only if the Can have region option is selected. Select this option if you want the program to highlight fields with undetected regions during verification. Unmatched fields will also be selectable in Go to Next Unmatched Field on Matching mode.
- Index field region
This option becomes available only if the Index field option is selected. If this option is selected, the region of the field will be indexed. As a result, the region of the field will be displayed even when the document is closed, provided that the document is a member of a document set. This option is used for displaying a link to an existing field together with the region of that field.
- Can be repeated
This option is available for Text, Barcode, Picture, and Field Group fields. When selected, this option indicates that the field or group of fields can repeat on a form.
Note: This option is selected automatically when a field instance is created. If you clear this option in the properties of a field with multiple instances, all the instances will be deleted from the form.
- Has table layout
This option becomes available only for recurring groups when the Can have region option is selected and allows you to work with recurring field groups just like you work with tables. Selecting this option will speed up the marking of fields on a document image, allowing you to draw an entire table with regions and separators instead of drawing individual cells. Clear this option if you need to mark only cell regions (but please note that the Reanalyze Line Items Below command will become unavailable in this case).
Note: If regions of a recurring group are located far apart and the table you created impedes the verification process, consider clearing this option. The Has table layout option does not impact the way the group is displayed in the data form. To modify the way the group is displayed, select it in the data form editor while creating a Document Definition, right-click the green frame that appears on the screen, and select Show as Table on the shortcut menu. For more information about table verification, see the example in the Verification of line items section.
- Use full-text recognition for quick fill-out
This option becomes available when the Can have region option is selected and is used to change the behavior of the program when a verification operator draws or adjusts the region of a field. When this option is selected, the program will prompt the operator to select the value extracted for this field by full-text OCR. Otherwise, the field will be recognized anew. The first method is faster, while the second may produce more reliable data capture results. For full-text OCR, the program uses the OCR settings specified on the Recognition tab of the Document Definition properties dialog box. For recognition of individual fields, the program uses the OCR settings specified on the Recognition tab of the field properties dialog box.
Note: If this option is selected and you are not satisfied with the quality of data capture for a particular field, right-click the field and click Recognize on the shortcut menu. This will cause the program to recognize the corresponding image area anew using the OCR settings specified for the field on the Recognition tab of the field properties dialog box.
A comment for the field.
Note: To the right of the name of each field, you can see an icon indicating its type.