DocView Capture
Freight paperwork for US carriers and shippers: BOL number, PRO number, carrier SCAC, ship date, shipper and consignee with ZIP codes, pieces, weight and freight terms (prepaid, collect, third party).
At a glance
| Region | USA |
| Industry | Logistics & trade |
| Document types | Bill of lading |
| Workflow | Scan → OCR, separation & classification → Classification → Extraction & validation → Index / Validate → PDF generation & export |
| Straight-through processing | Yes — documents that pass every check skip Index / Validate |
| Separation | each file, keywords at the top of a page |
| Output | searchable PDF with CSV, JSON data |
| Dates read as | MM/dd/yyyy, M/d/yyyy, MM-dd-yyyy |
Use this template
- Go to Batch Setups and choose New Batch Setup.
- Filter by USA or search for "Bills of lading (USA)", select it and choose Next.
- Name the Batch Setup, choose the export folder and create it.
- Try it with a few of your own documents on the Test tab, adjust fields and rules, then publish it — see Test a Batch Setup and Versions and publishing.
Batch fields
Entered once per batch, for example on the Scan screen.
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Batch reference | Text | entered by the operator |
Document types and fields
Bill of lading
Recognised by words such as "bill of lading", "shipper", "consignee", "SCAC".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| BOL number | Text | Yes | pattern in the text | |
| PRO number | Text | pattern in the text | ||
| Carrier SCAC | Text | pattern in the text | ||
| Ship date | Date | Yes | label "Date", "Ship date", "Pickup date" | Not in the future |
| Shipper | Text | Yes | label "Shipper", "Ship from", "From" | |
| Consignee | Text | Yes | label "Consignee", "Ship to", "To" | |
| Consignee ZIP | Text | pattern in the text | US ZIP code | |
| Handling units / pieces | Number | label "Pieces", "Handling units", "Total pieces" | 0–100000 | |
| Weight (lbs) | Number | label "Total weight", "Weight", "Gross weight" | 0–200000 | |
| Freight terms | Choice | Yes | entered by the operator | one of: Prepaid, Collect, 3rd party |
Validation rules
- No duplicate BOL numbers — checked across the whole batch
See Validation rules to change them or add your own.
Adapt it to your documents
- Add or rename fields and change how they are found: Fields and data extraction, Finders and zones.
- Improve document type recognition: Document classes and classification, Samples and classifier training.
- Send the documents and data to your systems — folders and servers, SharePoint, Google Drive and other cloud drives, S3, document management (FileNet, Alfresco, M-Files, DocuWare), SAP, Dynamics 365, Salesforce, Xero, QuickBooks, SQL, REST or a C# script: Output and export, Cloud and business-system destinations.
- Arrange the data entry screen: Screen designer.