Tag Ranges and Page Tag Keyword Ranges - PDF Input Filter - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

PDF Input Filter
Platform
OnBase
Product
PDF Input Filter
Release
Foundation 23.1
License
Premier
Standard
Essential

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 PDF 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 PDF Input Filter 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. Right-click and select the appropriate tag option: Add Tag Range or Add Page Tag Keyword Range.
  4. After selecting the appropriate option, drag the mouse over the tag string only.
  5. Right-click and select Set Tag String. Only the tag string will now be highlighted in yellow.
  6. Drag the mouse to highlight the tag string value only. Right-click and select Set Keyword Range. The Select Keyword Type dialog box is displayed.
  7. 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 entire tag range will be highlighted in red. The tag string will be highlighted in a darker shade within the tag range.

    The tag is displayed below the Keyword Types branch, along with the TOP, BOTTOM, RIGHT, and LEFT coordinates of the tag string on the displayed page. The coordinates of the keyword range are also displayed.

  8. Double-click the [VALIDATION] branch to toggle between YES and NO.
  9. 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.

  10. For Date Keyword Types, right-click the [FORMAT] branch and select Edit to format the Keyword Type.
    For Currency Keyword Types, right-click the [LINE=, COLUMN=] or [WIDTH=, HEIGHT=] branch and select Edit to display the Set Keyword Values dialog box. Click Currency to format the Keyword Type.
    See Date Formatting or Currency Formatting Options for more information.
  11. Repeat steps 1-7 to identify additional Tag Ranges or Page 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.