DocView Capture
Most documents print a label beside each value: "Customer number: 4711". Label fields find the label and take the value to its right or below it, wherever it is on the page. A zone relative to a label reads an area at a fixed distance from a label, for values in boxes or tables.
Try it
Create a Batch Setup from this template (Batch Setups › New Batch Setup, tab System features), and download its sample documents from the template's card (Download samples). Then: Import account-notices.pdf (the same labels at different places on each page). All fields are filled on every page. Click a field to see the label and the value.
At a glance
| Region | Global |
| Industry | System features |
| Document types | Account notice |
| Workflow | Scan → OCR, separation & classification → Extraction & validation → Index / Validate → PDF generation & export |
| Straight-through processing | No — every batch is checked on screen |
| Separation | blank pages |
| Output | searchable PDF with XML 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 "Labels and zones next to labels", 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.
Document types and fields
Account notice
Recognised by words such as "account".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Customer number | Text | Yes | label "Customer number", "Customer No" | |
| Account manager | Text | label "Account manager" | ||
| Due date | Date | label "Due date", "Payable by" | ||
| Amount payable | Amount | anchor |
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.