Keywords start documents — document capture template

When documents announce themselves at the top of their first page, the keyword rule needs no separator sheets at all: a page with one of the keywords in its top quarter starts a new document; the following pages stay with it.

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 stacked-documents.pdf (a two-page invoice, a statement and a credit note, one after another). The batch has three documents with the right pages.

At a glance


Region	Global
Industry	System features
Document types	Invoice, Credit note, Statement
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 "Keywords start documents", 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

Credit note

Recognised by words such as "credit note".

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

Statement

Recognised by words such as "STATEMENT", "balance".

Field	Type	Required	Found by	Checks
Customer	Text		label "Customer"
Balance	Amount		label "Balance due"

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.

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