DocView Capture
Some stacks mix paper sizes: application forms with a cheque behind them. The page-size rule starts a new document when the size changes or a document has its number of pages, and a page-size classification rule makes the small pages cheques.
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 forms-and-cheques.pdf. The batch has four documents: two forms of two pages and two cheques of one page, each classified as Form or Cheque.
At a glance
| Region | Global |
| Industry | System features |
| Document types | Membership application, Cheque |
| Workflow | Scan → OCR, separation & classification → Extraction & validation → Index / Validate → PDF generation & export |
| Straight-through processing | No — every batch is checked on screen |
| Separation | page-size |
| 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 "Page size: forms and cheques", 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
Membership application
Recognised by words such as "MEMBERSHIP".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Surname | Text | Yes | zonal | |
| Forenames | Text | zonal | ||
| Date of birth (DDMMYYYY) | Text | zonal | ||
| Postcode | Text | zonal | ||
| Telephone | Text | zonal |
Cheque
Recognised by words such as "cheque".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Payee | Text | label "Pay" | ||
| Amount | Amount | pattern in the text | ||
| Cheque number | Text | pattern in the text |
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.