DocView Capture
The automatic Image check measures every page and flags the ones with problems, with the reasons: blank, skewed, blurred, too dark or too light, low resolution, too small, folded or torn corners, dark borders, writing cut off at an edge, lines from dirt on the scanner glass, punch holes, pages scanned sideways, speckled pages, grey backgrounds, a page fed twice and two sheets fed together. The Quality check step after it shows every page with the flagged ones highlighted (or, if you prefer, only the flagged ones) and jumps straight to them; the operator passes them, deletes them or rescans them. When every page passed, QC is skipped.
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 pages-to-check.pdf (a good page, the same page fed twice, a skewed page, a page with a folded corner, a very faint page and a blank page). The batch stops in Quality check with five pages flagged and the reasons shown. Press F8 to jump from one flagged page to the next, pass, delete or replace them and close the batch. Every check can be switched off or tuned on the Image check step of the Workflow tab.
At a glance
| Region | Global |
| Industry | System features |
| Document types | Invoice, Complaint, Change of address, Order, Other correspondence |
| Workflow | Scan → Image check → Quality check (QC) → OCR, separation & classification → Extraction & validation → Index / Validate → PDF generation & export |
| Straight-through processing | No — every batch is checked on screen |
| Separation | each file is one document |
| 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 "Image check and quality check", 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
Invoice
Recognised by words such as "invoice", "subtotal", "total due".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Invoice number | Text | Yes | pattern in the text | |
| Invoice date | Date | Yes | label "Invoice date" | |
| Order number | Text | label "Order No" | ||
| Supplier VAT number | Text | pattern in the text | UK VAT number | |
| Net amount | Amount | Yes | label "Subtotal" | at least 0 |
| VAT | Amount | label "VAT" | at least 0 | |
| Total | Amount | Yes | label "Total due" | at least 0 |
Complaint
Recognised by words such as "complaint", "dissatisfied", "refund".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Sender | Text | label "From", "Sender", "Yours sincerely" | ||
| Letter date | Date | label "Date", "Dated" | Not in the future | |
| Reference | Text | label "Our ref", "Your ref", "Reference" | ||
| Route to | Choice | entered by the operator | one of: Accounts, Sales, Customer service, Legal, Operations, Other |
Change of address
Recognised by words such as "change of address", "new address", "moved".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Sender | Text | label "From", "Sender", "Yours sincerely" | ||
| Letter date | Date | label "Date", "Dated" | Not in the future | |
| Reference | Text | label "Our ref", "Your ref", "Reference" | ||
| Route to | Choice | entered by the operator | one of: Accounts, Sales, Customer service, Legal, Operations, Other |
Order
Recognised by words such as "purchase order", "please supply", "order number".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Sender | Text | label "From", "Sender", "Yours sincerely" | ||
| Letter date | Date | label "Date", "Dated" | Not in the future | |
| Reference | Text | label "Our ref", "Your ref", "Reference" | ||
| Route to | Choice | entered by the operator | one of: Accounts, Sales, Customer service, Legal, Operations, Other |
Other correspondence
Used for documents that match no other type; operators can also choose it in Classification.
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Sender | Text | label "From", "Sender", "Yours sincerely" | ||
| Letter date | Date | label "Date", "Dated" | Not in the future | |
| Reference | Text | label "Our ref", "Your ref", "Reference" | ||
| Route to | Choice | entered by the operator | one of: Accounts, Sales, Customer service, Legal, Operations, Other |
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.