Tag Ranges and Page Tag Keyword Ranges - COLD/ERM - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

COLD/ERM
Platform
OnBase
Product
COLD/ERM
Release
Foundation 23.1
License
Standard
Essential
Premier

Tag Ranges are defined in a similar manner to Keyword Ranges, with a few differences. To configure a Tag Range or a Page Tag Range:

  1. Select the Keyword Types branch in the Visual COLD Configuration window.
    Tip:

    Ensure that the Keyword Types branch highlighted belongs to the correct Document Type before proceeding.

  2. Drag the mouse over the area on the sample file that corresponds to a tag to be identified by the COLD processor. The length of this area should be the largest possible area that the tag will occupy. This will avoid any value being cut off when the process is run. When the mouse is released, the area will be highlighted in yellow.
  3. Select the appropriate option from the displayed menu: Add Tag Range or Add Page Tag Keyword Range.
    The Tag Range will be highlighted in gray.
  4. Drag the mouse to select the tag string only.
  5. Select Set Tag String from the displayed menu.
    The tag string highlight will not be visible until Set Tag String is selected. After it is selected, the highlight will be visible in blue.
  6. Drag the mouse to select the Keyword Value to be identified by the tag string.
  7. Select Set Keyword Range from the displayed menu. The Select Keyword Type dialog box is displayed.
  8. Select the Keyword Type that corresponds to the tag value and click Apply.
    1. If you are using a Page Tag Keyword Range, enter the page on which the tag range appears.
    The highlight range will not be visible until Set Keyword Range is selected. This associates the selected tag with a specific Keyword Type. After it is selected, the highlight is now visible in red.
    The tag is displayed below the Keyword Types branch, along with the LINE, COLUMN, WIDTH, and HEIGHT coordinates of the tag string on the displayed page. The coordinates of the Keyword Type range are also displayed.
    Note:

    The maximum height of a document is 160. The Line value plus the Height value cannot exceed 160.

  9. To edit the configured tag string or its associated Keyword Range:
    1. Right click on the [ TAG STRING] node and either right-click the node and select Edit or select the Tag Range in the document, right-click and select Update Tag String. The Tag Field Definition dialog box is displayed.
    2. To modify the currently-configured tag string, modify the text in the Tag String field.
    3. To modify the Keyword Range associated with the tag string, modify the Line, Column and Width fields in the Keyword Information section. Note that these values do not correspond to the Line, Column and Width values for the entire document (beginning at the upper-left corner of the document) but for the values of the range beginning at the end of the tag string.
      For example, if the tag string is displayed on Line 5, Columns 1-5 of the document and its associated Keyword Range immediately follows it, is one line high and ten columns wide, the Keyword Information values for this Keyword Range should be Line=0, Column=1, Width=10.
  10. Double-click the [VALIDATION] branch to toggle between YES and NO.
  11. You can strip characters from the string if it contains excess characters that you do not want to store as part of the Keyword Value. Click the [Process] branch to display the Process Field dialog box and select one of the character stripping options:

    • Keep All Characters - Retains all characters of the string for the Keyword Value. This is the default value.

    • Strip Spaces- Removes all spaces from the string for the Keyword Value.

    • Strip Character- Removes a specific character from the string for the Keyword Value. Enter the character to be stripped in the text field.

    • Strip...Chars from Beginning or Strip...Chars from End - Removes a certain number of characters from the beginning or end of the string. Enter the number of characters you want to remove from the string in the text field.

  12. For Currency or Date Keyword Types, right-click the [FORMAT] branch and select Edit to correctly format the Keyword Type. See Currency Formatting Options or Date Formatting for more information.
  13. Repeat steps 1-10 to identify additional Tag Ranges or Page Tag Ranges.
    Note:

    After configuration, click on the coordinates of the string to confirm the location of the Keyword Values and tag ranges.

    Note:

    At any time in the configuration, the option to Cancel Tag Configuration is available by right-clicking. After configuration, the options to Clear Highlight or Clear All Highlights are available by right-clicking anywhere in the file viewer window.