DocView Capture
Contract digitisation for legal, procurement and property teams: contract title, parties, effective date, expiry date, renewal notice period, contract value and governing law are captured, the expiry must follow the effective date, and documents are archived as PDF/A for long-term retention.
At a glance
| Region | Global |
| Industry | Legal & compliance |
| Document types | Contract / agreement |
| Workflow | Scan → OCR, separation & classification → Classification → Extraction & validation → Index / Validate → PDF generation & export |
| Straight-through processing | No — every batch is checked on screen |
| Separation | each file |
| Output | PDF/A (archival) with XML, JSON data |
| Dates read as | dd/MM/yyyy, d/M/yyyy, dd.MM.yyyy |
Use this template
- Go to Batch Setups and choose New Batch Setup.
- Filter by Global or search for "Contracts and agreements", 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 |
|---|---|---|---|---|
| Owning department | Text | entered by the operator |
Document types and fields
Contract / agreement
Recognised by words such as "agreement", "contract", "hereinafter", "governing law", "in witness whereof".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Contract title | Text | Yes | label "Agreement", "Contract", "Title" | |
| First party | Text | Yes | label "Between", "Party A", "The Company" | |
| Second party | Text | Yes | label "And", "Party B", "The Supplier" | |
| Contract type | Choice | Yes | entered by the operator | one of: Supply / purchasing, Services, Lease / property, Employment, NDA, Licence … |
| Effective date | Date | Yes | label "Effective date", "Commencement date", "Dated" | |
| Expiry date | Date | label "Expiry date", "Termination date", "End date" | ||
| Notice period (days) | Number | label "Notice period" | 0–3650 | |
| Contract value | Amount | label "Contract value", "Total value", "Consideration" | at least 0 | |
| Governing law | Choice | entered by the operator | one of: England and Wales, Scotland, Northern Ireland, Ireland, New York, Delaware … |
Validation rules
- Expiry after effective date
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.