DocView Capture
Pattern fields find values by their shape anywhere in the document's text: an order number PO-1234, an e-mail address, a phone number, a UK postcode or an IBAN. Each field's pattern has one ( ) group for the value; validators then check the result, e.g. the IBAN's check digits.
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 order-letters.pdf. Open a document: every field is filled, and clicking a field shows where the value was found. Change a pattern on the Fields tab and test it on the sample.
At a glance
| Region | Global |
| Industry | System features |
| Document types | Order letter |
| 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 "Patterns (regular expressions)", 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
Order letter
Recognised by words such as "order".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Order number | Text | Yes | pattern in the text | |
| Text | pattern in the text | |||
| Phone | Text | pattern in the text | ||
| Postcode | Text | pattern in the text | UK postcode | |
| IBAN | Text | pattern in the text | IBAN |
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.