DocView Capture
Tick-box finders measure how much ink is in each box: a group gives one value (the box ticked, or a value for none or several), a single box gives yes or no, and a signature box tells whether the form was signed. Boxes between empty and ticked are marked for checking.
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 application-forms.pdf. Membership type, Newsletter and Signed are filled from the ticks and the signature. The forms marked differently show the other values.
At a glance
| Region | Global |
| Industry | System features |
| Document types | Membership application |
| Workflow | Scan → OCR, separation & classification → Extraction & validation → Index / Validate → PDF generation & export |
| Straight-through processing | No — every batch is checked on screen |
| Separation | fixed page count |
| 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 "Tick boxes and signatures", 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", "APPLICATION".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Membership type | Choice | omr | one of: STANDARD, PREMIUM, FAMILY, U | |
| Newsletter | Choice | omr | one of: Y, N | |
| Signed | Choice | omr | one of: Y, N |
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.