DocView Capture
Customs paperwork for importers, exporters and brokers: customs declarations, commercial invoices and packing lists. Movement Reference Number (MRN) and EORI numbers are format-checked; commodity codes, country of origin, customs value, currency and Incoterms are captured.
At a glance
| Region | Europe |
| Industry | Logistics & trade |
| Document types | Customs declaration, Commercial invoice, Packing list |
| 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, change of document type |
| Output | searchable PDF 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 Europe or search for "Customs declarations (UK and EU)", 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 |
|---|---|---|---|---|
| Shipment / job reference | Text | Yes | entered by the operator |
Document types and fields
Customs declaration
Recognised by words such as "MRN", "declaration", "customs", "SAD", "CDS".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| MRN | Text | Yes | pattern in the text | Customs MRN |
| Declarant EORI | Text | Yes | pattern in the text | EORI number |
| Declaration type | Choice | Yes | entered by the operator | one of: Import, Export, Transit |
| Acceptance date | Date | Yes | label "Acceptance date", "Date of acceptance", "Date" | Not in the future |
| Customs value | Amount | label "Customs value", "Statistical value", "Total value" | at least 0 | |
| Currency | Choice | default "EUR" | one of: GBP, EUR, USD, CHF |
Commercial invoice
Recognised by words such as "commercial invoice", "incoterms", "country of origin", "HS code".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Invoice number | Text | Yes | pattern in the text | |
| Exporter EORI | Text | pattern in the text | EORI number | |
| Incoterms | Choice | entered by the operator | one of: EXW, FCA, CPT, CIP, DAP, DPU … | |
| Country of origin | Text | label "Country of origin", "Origin" | ||
| Commodity (HS) code | Text | pattern in the text | ||
| Invoice total | Amount | Yes | label "Total", "Invoice total", "Total value" | at least 0 |
Packing list
Recognised by words such as "packing list", "net weight", "gross weight", "cartons".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Number of packages | Number | label "Packages", "Cartons", "Total packages" | 0–100000 | |
| Gross weight (kg) | Number | label "Gross weight", "Total gross weight" | 0–1000000 |
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.