Configuring a Form Identification Zone - Advanced Capture - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Advanced Capture
Platform
OnBase
Product
Advanced Capture
Release
Foundation 24.1
License
Standard
Essential
Premier

Once the general Advanced Capture form options have been set in the Form Definition dialog box, a Form Identification Zone must be configured for the form.

A Form Identification Zone is used to detect the images or text values on a document that are unique to that document layout. Advanced Capture uses these images or text values to determine if the Advanced Capture form is a match to a document (i.e., if the image or text value is detected in the Form Identification Zone, then the document is determined to be a match to that Advanced Capture form).

Tip:

Multiple Form Identification Zones can be configured for a single Advanced Capture form. However, configuring multiple zones across different documents for the same form can reduce the accuracy of indexing results. Therefore, if you use multiple Form Identification Zones for the same form, it is recommended that you configure these zones on the same document.

Once a document is matched to a form, data values can be extracted from the document via the Advanced Capture process.

To create a Form Identification Zone:

Note:

Prior to creating the Form Identification Zone, ensure that the Default Zone Type option in the Tools panel is set to either Always Ask or Form identity or registration.

  1. With the document that the Advanced Capture form is being created from displayed in the Document Viewer, click and hold the left mouse button and use the pointer to draw a box around the text or image that is to be used as the Form Identification value.
    Tip:

    Note that the area of the document that you selected is displayed in the Result Verification panel.

  2. Release the left mouse button to display the Form Identification Zone dialog box.

    Depending on the setting of the Default Zone Type option in the Tools panel, the New Zone dialog box may be displayed.

    If the New Zone dialog box is displayed, click Form Identification Zone to continue to the Form Identification Zone dialog box.

  3. Select the type of identifier you are using to match the Advanced Capture form to incoming documents.

    • If you are using a text value as an identifier to match the Advanced Capture form to a document, select the Text Match tab.

    • If you are using an image, such as a logo, as an identifier to match the Advanced Capture form to a document, select the Image Match tab.

  4. Configure the Form Identification Zone using the Form Identification Zone dialog box.
  5. Once you have set all necessary options on the Form Identification Zone dialog box, click Save. The Form Identification Zone dialog box is closed and the Form Identification Zone is highlighted in magenta on the document in the Document Viewer.
  6. Repeat Steps 1-5 for each Form Identification Zone that you wish to create for the currently-displayed Advanced Capture form.
    Tip:

    At any time, click Save Configuration in the Tools panel to save the form to the database. It is considered a best practice to save your Advanced Capture form configuration after the creation and configuration of every Advanced Capture form and each form's Form Identification, Registration, and Data Field Zones.

    To discard all configuration changes (including any newly-created Form Identification Zones) made since the last time the form was saved, click Discard Configuration Changes in the Tools panel.