DocView Capture
The screen designer lays out the fields operators key: sections of one to four columns, tabs for long forms, wider or read-only fields, and buttons that run a script or open a lookup. Fields not on the form are not shown in that step.
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 invoices.pdf and open a document in Index / Validate: the form has tabs Invoice and Amounts. Press Copy order number to run the button's script. Open Screen designer from the Workflow tab to change the layout.
At a glance
| Region | Global |
| Industry | System features |
| Document types | Invoice |
| Workflow | Scan → OCR, separation & classification → Extraction & validation → Index / Validate → PDF generation & export |
| Straight-through processing | No — every batch is checked on screen |
| Separation | keywords at the top of a page |
| 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 "Designed form with tabs", 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 |
| Notes | Text | entered by the operator |
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.