Lasso fields manually for extraction
If you do not want to use the suggested fields that are displayed by default for a document, you can manually define fields for extraction.
The data that is extracted from the documents creates metadata fields and associated validation for each document type.
If you lasso a bar code, follow the steps in the Lasso bar codes topic.
Before you lasso fields manually for extraction, you must Enable field extraction. Otherwise, follow these steps to lasso a field and configure it for extraction.
- Toggle off the suggested fields by clicking Hide suggested fields.
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Lasso a field you want to extract from the document using the mouse.
The Add field window is displayed, and the selected text is displayed as read-only in the Selected text field.
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Choose a value for
New or existing.
If there are no fields yet defined, this defaults to New field.
- Provide a Name for the field.
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Leave
Is bar code cleared.
If you want to extract a bar code, follow the instructions in Lasso fields manually for extraction.
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Set the following
Advanced settings as needed:
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Select the
Type from the list.
Depending on what value is selected here, different settings are displayed below.
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Optional. Select a
Formatter.
Edit the Default Date Formatter and the Default Amount Formatter in the system and adjust it to use the most common input format that is used in your country.
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Optional. Add
Keywords.
This is a semicolon separated list of possible field labels. This is necessary only if the label differs between documents of this type.
- If the field must always be present on a document, select Is mandatory. Otherwise, leave it clear.
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The following settings depend on the selected value for
Type. Follow the steps for the relevant value from the table below:
Type
Steps
Text
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Optional. Select and specify a value for Minimum character length.
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Optional. Select and specify a value for Maximum character length.
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Optional. Select Define allowed characters and enter a list of characters. This list is literal and no separation character is required.
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Optional. Select Define restricted characters and enter a list of characters that are not allowed. This list is literal and no separation character is required.
Date
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Choose a Reference date.
If you select Fixed date, select a date from the calendar.
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Optional. Select Period before reference date and specify a number of days to ensure that documents fit within a specific period.
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Optional. Select Period after reference date and specify a number of days to ensure that documents fit within a specific period.
Number
No additional steps are necessary for fields with this type.
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Select the
Type from the list.
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Click
Save.
The Add field window closes and your field is added to the selected document type.
A circle on the right-side of the document type header indicates if there is enough training data for field extraction. If the training circle icon is orange, additional training information is required.