Paper Vision Capture Desktop User Guide R75

User Manual: PaperVision Capture Desktop UserGuide R75

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User Guide
PaperVision Capture Desktop Release 75
February 2012
PaperVision
®
Capture Desktop
Information in this document is subject to change without notice and does not represent a commitment on the part of
Digitech Systems, Inc. The software described in this document is furnished under a license agreement or
nondisclosure agreement. The software may be used or copied only in accordance with the terms of the agreement.
It is against the law to copy the software on any medium except as specifically allowed in the license or
nondisclosure agreement. No part of this manual may be reproduced or transmitted in any form or by any means,
electronic or mechanical, including photocopying and recording, for any purpose without the express written
permission of Digitech Systems, Inc.
Copyright © 2012 Digitech Systems, Inc. All rights reserved.
Printed in the United States of America.
PaperVision Capture Desktop, PaperVision Capture NOW!, and the Digitech Systems, Inc. logo
are trademarks of Digitech Systems, Inc.
PaperVision Enterprise, ImageSilo, and PaperVision Capture are registered trademarks of Digitech Systems, Inc.
Microsoft, Windows, Windows XP, and Vista are registered trademarks of Microsoft Corporation. All other
trademarks and registered trademarks are the property of their respective owners. The Microsoft Office User
Interface is subject to protection under U.S. and international intellectual property laws and is used by Digitech
Systems, Inc. under license from Microsoft.
PaperVision Capture Desktop contains portions of OCR code owned and copyrighted
by OpenText Corporation. All rights reserved.
PaperVision Capture Desktop contains portions of imaging code owned and copyrighted
by EMC Corporation. All rights reserved.
Digitech Systems, Inc.
8400 E. Crescent Parkway, Suite 500
Greenwood Village, CO 80111
Phone: 303.493.6900 Fax: 303.493.6979
www.digitechsystems.com
Table of Contents
PaperVision® Capture Desktop User Guide iii
Chapter 1 - Introduction.......................................................................................................... 5
System Requirements .......................................................................................................... 5
Terminology ........................................................................................................................ 7
Starting the Application ...................................................................................................... 9
FTP .................................................................................................................................... 14
Navigating the Workspace ................................................................................................ 14
PaperVision Capture Desktop Button Operations ............................................................. 24
New Batch Wizard ............................................................................................................ 30
Preferences ........................................................................................................................ 33
Hot Keys ........................................................................................................................... 47
Chapter 2 - Home Page .......................................................................................................... 52
Thumbnails Window ......................................................................................................... 52
Browse Batch Window ..................................................................................................... 53
Scanning Operations ......................................................................................................... 57
Document and Page Navigation ........................................................................................ 63
Indexing ............................................................................................................................ 64
Detail Sets ......................................................................................................................... 72
Basic and Advanced Indexing Properties .......................................................................... 73
Index Types and Formats .................................................................................................. 83
OCR Zone Properties ........................................................................................................ 96
OCR Parsing ..................................................................................................................... 96
On the Fly Processing ..................................................................................................... 101
Mouse Functions ............................................................................................................. 109
Barcode Zone Configuration ........................................................................................... 111
Supported Barcode Types ............................................................................................... 118
OCR Zone Configuration ................................................................................................ 122
Zonal OCR Properties ..................................................................................................... 128
Job Configuration ............................................................................................................ 132
Right-Click Operations ................................................................................................... 146
Chapter 3 - Edit Page ........................................................................................................... 148
Auto Import ..................................................................................................................... 149
Importing Images ............................................................................................................ 152
Adding a Document ........................................................................................................ 153
Inserting an Auto Document Break ................................................................................. 154
Removing a Document Break ......................................................................................... 154
Document History ........................................................................................................... 155
Merging Like Documents ............................................................................................... 155
Shuffling a Document to Duplex .................................................................................... 156
Cutting and Pasting Pages ............................................................................................... 157
Copying and Pasting Pages ............................................................................................. 159
Deleting a Single Page .................................................................................................... 160
Deleting Pages ................................................................................................................ 161
Inverting Page Polarity .................................................................................................... 162
Inverting and Saving Page Polarity ................................................................................. 162
Rotating an Image 90° Clockwise ................................................................................... 163
Rotating and Saving Pages .............................................................................................. 163
Resetting Pages ............................................................................................................... 164
Saving Pages ................................................................................................................... 164
Miscellaneous Operations ............................................................................................... 164
Table of Contents
PaperVision® Capture Desktop User Guide iv
Chapter 4 - View Page ......................................................................................................... 167
Display ............................................................................................................................ 168
Scale ................................................................................................................................ 168
Zoom Operations ............................................................................................................ 168
Chapter 5 - Auto Process Page ............................................................................................ 170
Process Action (Starting/Stopping) ................................................................................. 171
Process Mode .................................................................................................................. 173
Image Processing ............................................................................................................ 173
Barcode ........................................................................................................................... 174
Zonal OCR ...................................................................................................................... 174
Full-Text OCR ................................................................................................................ 175
Exports ............................................................................................................................ 176
FTP .................................................................................................................................. 178
Chapter 6 - Image Processing ............................................................................................. 182
Configuring Image Processing Filters ............................................................................. 183
Image Processing Filters ................................................................................................. 190
Chapter 7 - Full-Text OCR ................................................................................................. 221
Configuring and Processing Full-Text OCR ................................................................... 223
Testing Full-Text OCR Output ....................................................................................... 225
Supported Output File Types .......................................................................................... 227
Chapter 8 - Custom Code Configuration ........................................................................... 232
Custom Code Event Arguments ...................................................................................... 232
User-Defined Custom Code Generators .......................................................................... 241
Digitech Systems' API .................................................................................................... 246
Additional API Functions ............................................................................................... 248
Enumerations .................................................................................................................. 253
Match and Merge Wizard ............................................................................................... 259
Chapter 9 - Exports .............................................................................................................. 266
Export Custom Code Configuration ................................................................................ 267
Export Definitions ........................................................................................................... 269
ASCII with Images.......................................................................................................... 269
Hyland OnBase ............................................................................................................... 276
Image Only ...................................................................................................................... 281
ImageSilo/PVE XML ...................................................................................................... 287
LaserFiche ....................................................................................................................... 297
OTG RecordOut .............................................................................................................. 302
PaperFlow ....................................................................................................................... 307
SharePoint ....................................................................................................................... 316
Content Types ................................................................................................................. 318
Chapter 10 - PaperVision Capture NOW! ......................................................................... 324
Appendix A - Additional Help Resources .......................................................................... 329
Appendix B - Supported Countries/Languages (Groups)/Character Sets ...................... 330
Appendix C - PaperVision Capture NOW! Command Line Parameters ....................... 336
Chapter 1 - Introduction
PaperVision® Capture Desktop User Guide 5
PaperVision Capture Desktop performs document scanning, indexing, barcoding,
zonal OCR, image processing, and full-text OCR. The application provides an
intuitive graphical interface that enables you to scan, index, export, and FTP
documents; define barcode, image processing, and OCR zones; and, execute automated
processing tasks such as image processing, barcoding, and zonal/full-text OCR. Various full-
text OCR outputs are available including PDF, PaperFlow™, PaperVision® Enterprise, and
text outputs. Batches can be exported in various formats that are compatible with external
applications and web sites, such as PaperFlow, ImageSilo®, and Microsoft® SharePoint.
System Requirements
The following tables outline the minimum software requirements and recommended hardware
requirements for the PaperVision Capture Desktop application. PaperVision Capture Desktop
supports more than 300 ISIS-compatible scanners. Alternatively, PaperVision Capture
Desktop also supports the use of TWAIN drivers provided by your scanner manufacturer.
Minimum Software Requirements
Operating Systems Windows XP SP3 or later (both 32- and 64-bit
operating systems supported)
.NET Framework Version 3.5 SP1 or later
Windows Installer Version 3.1 or later
Recommended Hardware Requirements
Processor Current processor technology is recommended
(typically, not older than four years).
RAM 2 GB
Hard Disk Space 1200 MB
Minimum Screen Resolution 1024 x 768
Chapter 1 - Introduction
PaperVision® Capture Desktop User Guide 6
Maximum Image Sizes
This section outlines the approximate limits in image sizes that can be imported into
PaperVision Capture Desktop and processed through full-text OCR, zonal OCR, and image
processing tasks. The Thumbnails windows can handle substantially larger images.
Additionally, images only stored in memory or simply ingested by PaperVision Capture
Desktop (therefore not viewed in Thumbnails windows or processed through the Full-Text
OCR, Zonal OCR, or Image Processing tasks), can also be significantly larger in size.
DISCLAIMER – PLEASE READ!
These dimensions are provided only as estimates to identify size limits in importing,
viewing, and processing images in PaperVision Capture Desktop. Variations in
technical environments may cause maximum image sizes to fluctuate across systems.
Maximum Image Sizes (in Pixels)
Stored Images
10,000 x 10,000*
* These dimensions can be greater in
bitonal images.
Thumbnails
32,768 x 32,768
Image Processing
10,000 x 10,000*
* These dimensions can be greater in
bitonal images.
Full-Text OCR and Zonal OCR
32,000 (width) x 24,000 (height)
*These dimensions will vary at different
resolutions.
Chapter 1 - Introduction
PaperVision® Capture Desktop User Guide 7
Terminology
The following PaperVision Capture Desktop terminology will be used throughout this user
guide:
Batch
A batch is a collection of documents and their associated index name-value pairs.
Default Batch Path
The Default Batch Path is the local storage directory where PaperVision Capture Desktop
stores all captured images.
Detail Sets
Detail sets expand on the capabilities of standard index fields because they define "many-to-
one" relationships, which allow multiple sets of field data to reference a single document. In a
many-to-one relationship, an index field contains a value that references another field or set of
fields that contain unique values.
Document
A document is the equivalent of a file folder within a filing cabinet. A document holds all of
the pages for a given set of index values.
Image
An image is a visual representation of a picture or graphic, such as an electronic file with the
extensions .bmp, .jpg, or .tif.
Index
An index is a value that users apply to a document for reference and retrieval.
Job
A job is a defined process comprised of one or more manual or automated tasks (e.g.,
scanning, indexing, and exporting) through which batches are processed. Each batch is unique
by name.
On the Fly Processing
Image processing, barcode reading, and zonal OCR can be executed while you scan
documents. You can change the order in which these tasks are executed; however, image
processing must be executed first or last.
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PaperVision® Capture Desktop User Guide 8
Page
One or more images (files with extensions bmp, .jpg, and .tif,) comprise a single page within a
document. For example, a page can include the originally captured image and a manipulated
image after noise removal.
PaperVision Capture NOW!
PaperVision Capture NOW! is installed as a separate application in conjunction with
PaperVision Capture Desktop. The PaperVision Capture NOW! application enables you to
quickly scan and convert images to full-text PDF, image-only PDF, or multi-page TIFF files.
You can execute operations in PaperVision Capture NOW! in the standard graphical user
interface or via command line interface.
Chapter 1 - Introduction
PaperVision® Capture Desktop User Guide 9
Starting the Application
To launch the PaperVision Capture Desktop application, double-click the PaperVision
Capture Desktop icon located on your desktop. Alternatively, you can select Start >
Programs > Digitech Systems > PaperVision Capture Desktop. The Start page will appear,
displaying the batch operations and the Get Started, FTP, Guidance and Resources, and Latest
News tabs.
Note:
The PaperVision Capture NOW! graphical user interface application (launched via the
PaperVision Capture NOW! icon) and PaperVision Capture Desktop cannot be
run simultaneously on the same machine.
Start Page
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PaperVision® Capture Desktop User Guide 10
Get Started
Within the Get Started tab, you can insert links to your company's intranet, web site, training
forums, etc. To launch a video (.exe file) of PaperVision Capture Desktop's features and
operations, click the Tour of the PaperVision Capture Environment link. To view the
video, Adobe Flash Player 9 or later must be installed on your workstation. For a free
download of the latest Adobe Flash Player, visit http://www.adobe.com, and navigate to
Download > Adobe Flash Player.
Creating a New Job and Batch
In the Start Page, the New Batch option launches the New Batch Wizard. The wizard
helps you create new jobs and batches to process your documents. See the New Batch
Wizard section for more information.
Opening an Existing Batch
In the Start Page, you can open any existing batch.
To open an existing batch:
1. Click the Open Batch icon. The Open Batch grid opens.
Open Batch
Note:
Alternatively, you can highlight the batch in the Recent Batches list to open it.
Chapter 1 - Introduction
PaperVision® Capture Desktop User Guide 11
2. Select the batch.
• Batches can be sorted by batch name, job name, number of docs/pages, directory
path, and last opened date.
• Click a column header to sort the list in ascending or descending order, and the
sort order will be maintained for the duration of the user's session.
• To reorder the columns, drag the column header to another location in the grid.
3. After selecting the batch, click OK. The Home Page appears, where you can execute
scanning, indexing, and other primary operations. See the Home Page chapter for
detailed information on all operations.
Note:
If another batch is currently open, you will be prompted to close the current
batch in order to open the new batch.
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PaperVision® Capture Desktop User Guide 12
Locating a Batch
In the Start Page, the Locate Batch operation enables you to find and open batches that are
stored in locations such as your local machine, network, or shared drive.
To locate a batch:
1. Click the Locate Batch icon. The Windows Open dialog appears.
Open
2. Find the appropriate directory where the .PVCSBATCH file resides.
3. Highlight the .PVCSBATCH file, and then click Open. The located batch will appear in
the Recent Batches list.
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PaperVision® Capture Desktop User Guide 13
Recent Batches
From the PaperVision Capture Desktop Start Page, you can view the most recent batches that
you have created.
Recent Batches
To open a batch you have recently worked on but not yet processed, highlight the batch in the
Recent Batches list. The Home page will open, where you can resume scanning, indexing,
etc. documents. See the Home Page chapter for specific information on scanning, indexing,
and other document operations.
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PaperVision® Capture Desktop User Guide 14
FTP
The FTP operation securely transfers your documents, images, and associated index values to
an FTP site. Before processing FTP, ensure the required FTP settings have been configured in
the PaperFlow or ImageSilo/PVE XML custom code generator wizard (Auto Process page >
Wizard > PaperFlow or ImageSilo/PVE XML). You can execute FTP from the Start Page,
PaperVision Capture Desktop Button, or from the Auto Process page. For detailed
instructions on the FTP operation, see the section on FTP in the Auto Process chapter.
Note:
For more information on PaperFlow or ImageSilo/PVE XML export configuration,
see the Exports chapter.
Latest News
The Latest News tab can hold your company's latest RSS feeds to provide updated
information on your company's products and technologies. To subscribe to an RSS feed, enter
the URL address, and then click the Enable RSS Feed button.
Navigating the Workspace
PaperVision Capture Desktop features an intuitive ribbon interface. Within each tab (page), a
large toolbar displays graphical representations of related operations, such as the Scanning
operations toolbar group in the Home page. To navigate to another page, simply click on the
tab name.
• The Home page contains the application's primary scanning, indexing, document/page
navigation, zonal, on the fly processing, and mouse function operations.
• The Edit page contains the document and page manipulation operations.
• The View page contains display, scaling, and zoom operations.
• The Auto Process page contains zonal OCR, barcoding, image processing, full-text
OCR, and export operations.
PaperVision Capture Desktop Ribbon
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PaperVision® Capture Desktop User Guide 15
PaperVision Capture Desktop Button
The PaperVision Capture Desktop Button is located in the upper left side of the
application and contains all batch operations and user preferences, such as system, display,
and import preferences. For detailed instructions on all operations, see the section on
PaperVision Capture Desktop Button Operations in this chapter.
PaperVision Capture Desktop Button Operations
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PaperVision® Capture Desktop User Guide 16
Toolbar Groups and Drop-Down Menus
Within each page, related operations are grouped together in the main toolbar. Primary
operations, such as the Scan New Document operation, contain drop-down menu options such
as Scan Pages, Scan One Page, and Insert Pages Before/After. Once you select the Scan New
Document, Scan Pages, or Scan One Page operation, your selection will be retained as the
main operation in the Scanning toolbar group.
Scanning Toolbar Group and Drop-Down Menu
Quick Access Toolbar
The Quick Access Toolbar contains a set of commands that are independent of the currently
displayed page. You can customize this toolbar with commands that you commonly use in the
application.
Quick Access Toolbar
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PaperVision® Capture Desktop User Guide 17
Context Sensitive Pages
Context Sensitive pages appear when you select a certain type of operation in the Home and
Auto Process pages. For example, when you select the Config icon in the IP toolbar
group in the Auto Process page, the IP Config context sensitive page opens where you can
configure, test, and apply IP filters.
IP Config Context Sensitive Page
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PaperVision® Capture Desktop User Guide 18
Expandable and Collapsible Properties
When you assign indexing properties (via the Indexing window in the Home page),
expandable and collapsible panel menus will appear. Additionally, these panel menus will
appear when you modify job settings in the Home Page. The Show/Hide Advanced
Configuration link in the lower right corner enables you to toggle between basic and advanced
settings for index and job properties. If you generally assign only basic indexing properties,
such as index name, type, format, predefined values, etc., you may not need to view the
advanced settings. Advanced index properties include index verification search strings and
regular expressions; barcode and OCR parsing; and, custom code events. Advanced job
properties include custom code configuration and Merge Like Documents settings.
Basic Index Properties
Chapter 1 - Introduction
PaperVision® Capture Desktop User Guide 19
Advanced Index Properties
Chapter 1 - Introduction
PaperVision® Capture Desktop User Guide 20
Flyout Windows
When you apply zones (via the Manage Zones operation) or regions (via the Region
mouse function) to images in the Home page, a flyout window immediately appears
with barcode values, OCR values, and/or zone utilization options. Zone utilization options
enable you to assign barcode and OCR zones to automatically break documents or assign to
indexes. You can also apply zoom zones on images with the Region mouse function.
Zone Utilization Flyout Window
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PaperVision® Capture Desktop User Guide 21
Status Bar
At the bottom of the application, the Status Bar provides the status of current operations in
each screen (Scanner: Stopped; Automated Process: OCR; etc.). The Status Bar also shows
the current document and page location; image information; and batch status.
Status Bar
To view the image information, such as its file name, dimensions, size, etc., click the arrow
next to the Page information in the Status Bar.
Image Information
To view the batch information, including the number of documents and pages comprising the
batch; automated processing status, etc., click the arrow next to the Batch Status
information in the Status Bar. To reset an automated process, click Reset; to reset all
automated processes, click Reset All.
Batch Status Flyout Window
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PaperVision® Capture Desktop User Guide 22
Right-Click Operations
You can execute a variety of operations when you right-click on an image in the main
viewing window in the Home, Edit, View, and Automated Processing Tasks pages. The
following table displays each operation's default hot keys (if applicable), toolbar icon, and
main page where the operation can be executed.
Right-Click Operations
Reset Page
Resets the page to its original view
Page: Edit
Hot Key: Ctrl+T
Rotate Image
Rotates the image 90 degrees
clockwise
Page: Edit
Hot Key: R
Rotate and Save Image
Rotates and saves one or multiple
images in one document or across
multiple documents
Page: Edit
Scale to Height, Width, Window
Fits images to the height, width, or
both height and width of the screen.
Page: View
Copy Document
Copies all pages and appends the
new document after the selected
document
Page: Edit
Hot Key: Y
Delete Document
Deletes the current document and its
associated images
Page: Edit
Hot Key: Ctrl+Delete
Insert Document Break
Makes your selected page the first
page of the new document
Page: Edit
Hot Key: Ctrl+Insert
Chapter 1 - Introduction
PaperVision® Capture Desktop User Guide 23
Right-Click Operations (continued)
Remove Document Break
Removes a previously-inserted
document break
Page: Edit
Hot Key: Ctrl+R
Cut, Copy, Paste, Delete Pages
Cuts, copies, pastes, or deletes the
current page
Page: Edit
Hot Keys:
• Cut: Ctrl+X
• Copy: Ctrl+C
• Paste: Ctrl+V
• Delete Page: Delete
Invert Page Polarity
Reverses the black text on white
background to white text on black
background (or vice versa)
Page: Edit
Invert and Save Page Polarity
Page: Edit
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PaperVision® Capture Desktop User Guide 24
PaperVision Capture Desktop Button Operations
Batch operations, such as opening/closing, importing, and creating new batches, are located
within the PaperVision Capture Desktop Button in the upper left side of the application.
User Preferences are also located under the PaperVision Capture Desktop Button. You can
modify user preferences including display, hot keys, importing, indexing, system, and
confirmation messages.
PaperVision Capture Desktop Button Operations
Creating a New Batch
From the PaperVision Capture Desktop Button , you can create a new batch. See the New
Batch Wizard section for more information.
Chapter 1 - Introduction
PaperVision® Capture Desktop User Guide 25
Opening an Existing Batch
From the PaperVision Capture Desktop Button , you can open a batch that was recently
created. For detailed instructions on opening existing batches, see the previous section on
Opening Existing Batches.
Changing the Default Batch Path
You can change the default batch path where your new batches are stored.
To change the default batch path:
1. In the Open Batch dialog box, click the Default Batch Path button. The Batch Root
Directory Path dialog box appears.
Batch Root Directory Path
2. To change the default batch path, enter the location, or click the ellipsis button.
3. In the Browse for Folder dialog, select the new directory, and then click OK.
4. To confirm the change, click OK.
Deleting Batches
To delete batches:
1. In the last column of the Open Batch dialog box, insert check marks for one or more
batches.
Note:
To delete only one batch, highlight the batch, and then select the Delete icon.
2. Click the Delete Batches button.
3. Click Yes to confirm the deletion.
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PaperVision® Capture Desktop User Guide 26
Opening Recent Batches
From the PaperVision Capture Desktop Button , you can view the ten most recent
batches that you have created. If applicable, you can also open a recent batch.
To view and open a recent batch:
1. Select the PaperVision Capture Desktop Button , and the Recent Batches list
appears in the right column.
Recent Batches
2. To open a recent batch, select the batch from the Recent Batches list.
3. If another batch is currently open, you will be prompted to close the current batch and
open the selected batch. If you select Yes, The Home page will appear. See the Home
Page chapter for more information.
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PaperVision® Capture Desktop User Guide 27
Locating a Batch
The Locate Batch operation in the PaperVision Capture Desktop Button enables you
to find and open batches that are stored in a location other than your local machine, such as a
network or shared drive. See the section on Locating a Batch for more information.
Closing a Batch
You can close a current batch and work on it at a later time. The ten most recent batches that
you close will remain in the Recent Batches list.
To close a batch:
1. Click the PaperVision Capture Desktop Button, and then click the Close Batch
icon.
2. Click Yes to close the current batch. The main Start page appears once again.
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PaperVision® Capture Desktop User Guide 28
FTP
The FTP operation securely transfers your documents, images, and associated index values to
an FTP site. Before processing FTP, ensure the required FTP settings have been configured in
the PaperFlow or ImageSilo/PVE XML custom code generator wizard (Auto Process page >
Wizard > PaperFlow or ImageSilo/PVE XML). You can execute FTP from the Auto
Process page, PaperVision Capture Desktop Button, or from the Start page. For complete
instructions on processing FTP folders, see the previous section on FTP.
Note:
For more information on PaperFlow or ImageSilo/PVE XML export configuration,
see the Exports chapter.
Preferences
Click the PaperVision Capture Desktop Button , and then click the Preferences
icon to view all user preferences for the application's indexing and import operations, display
and system settings, confirmation messages, etc. For more detailed information on all user
preferences, see the Preferences section.
About
Click the PaperVision Capture Desktop Button, and then select About to display the
product name, current released version of the application, license information, and copyright
information.
Licensing PaperVision Capture Desktop
If you are running PaperVision Capture Desktop in demonstration mode and would like to
add a purchased license, click the PaperVision Capture Desktop Button , and then select
License Capture Desktop. The PaperVision Capture Desktop License Wizard will launch
and help you add a purchased license. For more information on licensing, see the
accompanying PaperVision Capture Desktop Installation and Getting Started Guide.
Note:
This option is not available if you have already activated a purchased license.
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PaperVision® Capture Desktop User Guide 29
Exiting the Application
To close the application, select the PaperVision Capture Desktop Button , and then
click the Exit button. If you have any unsaved changes, you will be prompted to save those
changes before the application closes. Alternatively, you can click the upper right "X" in the
application.
If the Exit to System Tray option in the System Preferences screen is enabled, you can also
close PaperVision Capture Desktop by right-clicking the PaperVision Capture Desktop or
PaperVision Capture NOW! icon in the System Tray. After you right-click the application
icon, select Shut Down PaperVision Capture Desktop (or Shut Down PaperVision Capture
NOW!).
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PaperVision® Capture Desktop User Guide 30
New Batch Wizard
Once you have successfully installed and launched PaperVision Capture Desktop, you must
first create a new job and batch from which to execute scanning, indexing, barcoding,
exporting, etc., operations. As described in the first chapter, a job is a defined process
comprised of one or more manual or automated tasks (e.g., scanning, indexing, and exporting
documents) through which batches are processed. A batch is a collection of documents and
their associated index name-value pairs and statistics that are moved as a logical unit of work
through a job.
You can create new jobs and batches with the New Batch operation that is accessible in
the Start page. Alternatively, you can create new jobs and batches from the PaperVision
Capture Desktop Button located on the upper left side of the Welcome or Home pages.
In the New Batch Wizard, you can also select an existing job from which to create a new
batch of documents. Once you create a job, you can save the job in a local directory that can
be used repeatedly by any user who logs into the computer to use PaperVision Capture
Desktop.
Note:
Batch names must be unique.
New Batch Wizard
Creating a New Batch
Creating new jobs and batches from the PaperVision Capture Desktop Button or the
Start page involves a few simple steps outlined below.
Chapter 1 - Introduction
PaperVision® Capture Desktop User Guide 31
To create a new job and batch:
1. Click the PaperVision Capture Desktop Button , and then click the New Batch
icon. The Create New Batch - Specify Job Name dialog box opens.
Create New Batch - Specify Job Name
2. Select either the Create New Job or Use Existing Job option.
• If you are creating a new job, enter its name in the New Job Name field.
• If you are using a job that has already been created, select the job from the Existing
Job Name drop-down list.
3. Click Next. The Create New Batch - Specify Batch Name dialog box appears.
Create New Batch - Specify Batch Name
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PaperVision® Capture Desktop User Guide 32
4. Enter the Batch Name. By default, the batch name is formatted using the job name,
current year, month, day, hour, minute, and second (<Job Name> - yyyymmddhhnnss).
Note:
The batch name must be unique.
5. Click Finish. The Home page appears, where you can configure your scanner; scan and
index documents; enable on the fly processing; etc. See the Home Page chapter for more
information.
Home Page
Note:
If you are running PaperVision Capture Desktop in demonstration mode,
"Demonstration" will appear in the title bar of the application.
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PaperVision® Capture Desktop User Guide 33
Preferences
You can configure indexing settings, display and system preferences, hot keys, and
confirmation messages. To access these settings, select the PaperVision Capture Desktop
Button, and then select the Preferences icon.
• Indexing Preferences allow you to customize hand-key indexing settings specific to
individual workstations.
• Display Preferences define how single- and multiple-page documents display on-screen
and how index verification is performed.
• System Preferences define document/page navigation and System Tray settings.
• Import Preferences allow you to select default PDF resolution and smoothing
settings for import operations.
• FTP Preferences allow you to determine whether FTP error messages should appear
and the subsequent action taken should an error occur.
• Confirmation Messages allow you to display or suppress confirmation messages that
appear during specific operations.
• Hot Keys enable you to personalize hot key settings.
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PaperVision® Capture Desktop User Guide 34
Indexing Preferences
To view the list of indexing preferences, select the PaperVision Capture Desktop Button
, and then select the Preferences icon. Within the Indexing Preferences screen,
you can select how to progress between documents and index fields. You can also determine
where the index verification process begins in the batch.
Indexing Preferences
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General
If you are tasked to enter index values, you can enable the following indexing settings:
• To save the current index values and proceed to the next document that contains blank
index values, select Save and Jump to Next Document with Blank Index Values.
• To use the Enter key to move between index fields, select Enter Key Moves Between
Index Fields.
• If you want the index verification process to skip fields that ignore an invalid index value,
select Verify Skips Fields that "Ignore Indexing Errors".
Verification Navigation
You can select the location in the batch where the index verification process begins.
• To start the index verification process at the beginning of a batch, select Verify Starts at
the Beginning of the Batch.
• To start the index verification process from the current document forward, select Verify
Starts from Current Document Forward.
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Display Preferences
To view the list of display preferences, select the PaperVision Capture Desktop Button
, and then select the Preferences icon. In the Display Preferences screen, you can
manipulate the single- and multiple-page display options. Additionally, you can customize the
image display quality for thumbnail views.
Display Preferences
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Single Display
If you view images in single display (View page > Single Display), only one image appears
at a time in the main viewing window. Optionally, the Thumbnails window allows you to
preview a specified number of images.
• To preview document(s) as thumbnails, enter the number to display at a time in the
Number of Thumbnails field.
• If you want to display only one document at a time, select Only Display Current
Document. Leave this check box blank to view all of the documents in the batch.
• If you want to display a high quality image while scanning documents, select Show High
Quality Image While Scanning. When this option is enabled, scanning speeds will
decrease.
Multiple Display
You can view multiple images at a time in the main window (View page > Multiple Display)
and specify how many images appear per row and column.
• For multiple-page documents, enter the number of rows/columns to display at a time in
the Rows and Columns fields.
• Select Only Display Current Document to view only the current document in the batch.
Leave this check box blank to view all of the documents in the batch.
Images
Select the Preferred Bitonal setting for dual-stream scanners.
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System Preferences
To view the list of system preferences, select the PaperVision Capture Desktop Button
, and then select the Preferences icon. The System Preferences screen contains
document/page navigation, System Tray, and Default Job Path settings.
System Preferences
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Navigation
If you enable Stop at first/last page of document, an informational message appears if you
attempt to navigate before the first page/document or beyond the last page/document. When
this option is disabled and you navigate to the previous page of a document (when you are
already on the first page), you are taken to the last page of the current document. Conversely,
when you navigate to the next page of a document (when you are already on the last page),
you are taken to the first page of the current document. The same results occur when you
move between documents. Each time the message appears, you can choose to suppress the
message in the future.
First/Last Page Message
Hold Zoom Regions
If you enable the Hold Zoom Regions setting, a zoom region that you set within an image
will be retained as you navigate through the document.
Copy document/pages
This option assigns whether the original document/page (Stay on original document/page) or
the copied document/page (Jump to newly created document/page) will open after you copy
the existing document or page.
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System Tray
When you exit PaperVision Capture Desktop or PaperVision Capture NOW!, both applications
will automatically minimize to the System Tray by default (instead of completely shutting
down). When this option is enabled, you can quickly resume running an application by right-
clicking the PaperVision Capture Desktop or PaperVision Capture NOW! icon in the
System Tray, and then selecting Open PaperVision Capture Desktop (or Open PaperVision
Capture NOW!). Alternatively, you can close (shut down) an application by selecting the Shut
Down PaperVision Capture Desktop (or Shut Down PaperVision Capture NOW!) option
in the System Tray.
If you do not want the applications to minimize to the System Tray by default (and completely
shut down upon exiting), disable the Exit to System Tray option.
Note:
If you disable or enable the Exit to System Tray option, you must restart (close and
reopen) the application for the option to take effect.
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Default Job Path
The Default Job Path stores PaperVision Capture Desktop job configurations. This path can
be a local path or a network-accessible shared path such as \\SERVER_NAME\SHARE. Job
configurations are named with the .PVCJOB extension and are stored by default in the local
"Application Data(or, AppData)\Digitech Systems\Capture Desktop\Jobs" folder.
The following guidelines summarize how job path permissions and job modifications are
handled in PaperVision Capture Desktop:
• The read/write permissions assigned in Windows determine who can view and modify
PaperVision Capture Desktop jobs. For example, if jobs are saved to
"c:\PaperVision Capture Desktop\Jobs" and you have read-only permissions to the
Jobs folder, you cannot save any changes made to the job configuration. If you have
not been granted access to the Jobs folder, then you will not see any jobs stored in that
location.
Note:
A user must be granted full read/write access to the Default Job Path in order
to view jobs and make changes to job configurations.
• If multiple users make changes to the same job (concurrently from different
workstations), only the most recent changes will be saved. In this scenario, any
modifications made prior to the latest change may not be saved.
• If a job with one or more active batches is modified, active batches will not be
impacted. For example, User A is currently working on a batch for Job 1. User B
modified and saved Job 1's configuration while User A was still working on the batch.
As a result, User A can continue to work on the batch, as it will not be impacted by the
job modification.
• If you change the Default Job Path after you have created and saved jobs in the
original location, only jobs from the updated location will be displayed when you
create new batches (depending on permissions). For example, you changed the job
path from "c:\PVCD\Jobs" to "c:\PVCD\Desktop" and created and saved jobs in the
new location. When you create new batches, only jobs saved in the new location will
be available for selection (from the "Use Existing Job" list in the New Batch Wizard).
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To change the Default Job Path:
1. Enter the location of the Default Job Path, or click the ellipsis button to browse to the
location. The Browse for Folder dialog box appears.
Browse for Folder
2. Highlight the new location, and then click OK.
3. Click OK in the System Preferences screen.
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Import Preferences
Import Preferences allow you to select default PDF resolution and smoothing settings for
import operations. During the Import Batch and Import Images operations for PDF files, you
can select the default resolution and smoothing settings. Higher resolution and smoothing
settings may help improve the quality of PDF files during import operations. The default
resolution is 150 dpi, and no smoothing is enabled by default.
Import Preferences
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FTP Preferences
If you use the PaperFlow or ImageSilo/PVE XML exports to send data to ImageSilo and other
FTP sites, you can determine whether FTP notifications should appear each time an error
occurs during FTP transmission. To suppress FTP error messages and select a default action
that will automatically occur should FTP fail to process, select Do Not Prompt to Select
Action. Then, select the Default Action from the drop-down list.
FTP Preferences
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Confirmation Messages
During specific operations in the application, such as cutting/pasting, copying/pasting, and
deleting pages, you are presented with a confirmation message before the operation executes.
To view the list of confirmation messages, select the PaperVision Capture Desktop Button
, and then select the Preferences icon. In the Confirmation Messages screen, you
can enable or suppress confirmation messages that appear during specific events. The
following confirmation messages appear by default (except for scanner paper jam messages).
However, when these messages appear, you can enable the options (e.g., Suppress future copy
pages messages), so these messages do not appear each time you execute the operation.
Confirmation Messages
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Confirmation messages for the following operations can be enabled or suppressed:
Document Manipulation
• Import Images
• Insert Document Break
Page Manipulation
• Invert Save Pages Polarity
• Re-Scan Pages
• Rotate Save Images
Page Operations
• Copy Pages
• Cut Pages
• Delete Pages
• Paste Pages
Scanner Operation
• Paper Jam
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Hot Keys
To view the list of system hot keys, select the PaperVision Capture Desktop Button ,
and then select the Preferences icon. In the Hot Keys tab, you can customize the
default hot key settings described below.
Hot Keys
The Customize Hot Keys screen includes the following sorting views:
• To view properties by category, click the Categorized icon.
• To view properties in alphabetical order, click the Alphabetical icon.
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Batch Navigation
• Copy Document: Y
• Copy Pages: Ctrl+C
• Cut Pages: Ctrl+X
• Delete Document: Ctrl+Delete
• Delete Pages: Delete
• First Document: Ctrl+Home
• First Page: Home
• Jump to Document: Ctrl+J
• Jump to Page: J
• Last Document: Ctrl+End
• Last Page: End
• Next Document: Ctrl+Page Down
• Next Page: Page Down
• Paste Pages: Ctrl+V
• Previous Document: Ctrl+Page Up
• Previous Page: Page Up
Indexing
• Add Detail Set: Ctrl+D
• Carry Index Value From Previous Document: F9
• Insert Default Index Value: F8
• Verify Index Values: F7
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Scanning
• Configure Scanner Settings: E
• Decrease Brightness: Shift+F2
• Decrease Contrast: Shift+F4
• Increase Brightness: F2
• Increase Contrast: F4
• Insert Pages After: Ctrl+A
• Insert Pages Before: Ctrl+B
• Mark New Document and Scan: M
• Re-Scan Page: A
• Scan One Page: O
• Scan Pages: S
• Stop Scanner: Escape
Note:
The Single Display and Multiple Display commands can be configured using the hot
keys that you define. By default, these commands are undefined.
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Standard
• Add Document: Shift+Ctrl+A
• Batch Information: Ctrl+I
• Clear Filters: Shift+Ctrl+F
• Document History: Ctrl+H
• Help Topics: F1
• Image Information: I
• Insert Document Break: Ctrl+Insert
• Merge Index Values: F5
• Merge Like Documents: Ctrl+F5
• Print Current Document: P
• Remove Document Break: Ctrl+R
• Re-Save Page: V
• Reset Image: Ctrl+T
• Rotate 90°: R
• Scale to Height: H
• Scale to Width: W
• Scale to Window: Ctrl+W
• Scroll Image Down: Ctrl+Down Arrow
• Scroll Image Left: Ctrl+Left Arrow
• Scroll Image Right: Ctrl+Right Arrow
• Scroll Image Up: Ctrl+Up Arrow
• Set Focus to Browse Batch: F6
• Set Focus to Indexing Window: Ctrl+Q
• Shuffle Document to Duplex: U
• Zoom In: Ctrl+Plus Sign
• Zoom Out: Ctrl+Minus Sign
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Additional Standard Hot Keys
Although the following commands are undefined by default, you can configure these as well.
• About
• Auto Import
• Execute Custom Code
• Exit Application
• Help Manual
• Import Images
• Invert Page Polarity
• Invert and Save Page Polarity
• Move to Next Field
• Move to Previous Field
• Options
• Preferred Bitonal
• Rotate 270°
• Rotate and Save Images
Customizing Hot Keys
You can customize hot keys for any of the commands found in this screen.
To customize hot keys:
1. Expand the main category node (Batch Navigation, Indexing, Scanning, or Standard).
2. Click the row of the command to modify.
3. Open the drop-down menu in the right column, which opens the dialog box below.
Customizing Hot Keys
4. Select from the Key drop-down list.
5. Select the additional keys (Alt, Shift, or Ctrl) that comprise the hot key setting
(optional).
6. Click outside the command row to apply the changes.
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The Home Page contains the application's primary scanning, indexing, zonal
setup, job settings, and navigation operations. You can also enable image
processing, barcode, and zonal OCR processing on the fly while you scan
documents in the Home page. General page and document navigation operations are also
accessible in this page, such as First Page/Document, Next/Previous Page/Document, etc. If
applicable, you can also apply zoom, barcode, and OCR zones directly on an image using the
Region mouse function.
Home Page
Thumbnails Window
You can customize the Thumbnails window to display a certain number of pages by selecting
the PaperVision Capture Desktop Button > Preferences > Display Preferences.
Thumbnails can help you navigate quickly through a document while previewing high-quality
thumbnail images. In addition, you can perform basic operations in the Thumbnails window,
such as cut, copy, and paste pages.
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Browse Batch Window
The Browse Batch window, which is minimized by default, displays all documents, pages,
and associated index values in the open batch. You can use the Browse Batch Filter to locate
documents containing specific index values (or, blank index values), document numbers, and
page counts. As you type characters in any of the top Filter fields, only those documents
containing your specified criteria will appear in the Browse Batch window.
You can use the toolbar or right-click operations in the Browse Batch window to execute
operations on the batch. First, you can delete one or more documents and associated images
from the batch. You can also print and export one or more documents' metadata to an XML
file, such as index values, batch name/order, and number of pages. The Browse Batch Filter
can help you locate documents by document position number, number of pages comprising
the document, or specific index values. Additionally, you can reorder and hide columns
within the grid with the Configure Grid operation.
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To open the Browse Batch window, click the Browse Batch tab located on the lower left side
of the Home page:
Browse Batch Tab
To pin the Browse Batch window in place, click the Auto-Hide pin located in the upper
right side of the window:
Browse Batch Auto-Hide Pin
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Browse Batch Window Operations
The following operations can be performed in the Browse Batch window using the toolbar
or right-clicking in the window.
Browse Batch Window (and Right-Click Context Menu)
Note:
The Print and Export operations export document metadata; they do not print nor
export associated images.
To delete metadata for one or more documents:
1. Highlight one or more rows.
2. Click the Delete Documents icon.
3. To proceed with the deletion, click Yes.
To print metadata for one or more documents:
1. Highlight one or more rows.
2. In the toolbar, select Print > Selected Rows.
3. Or, select Print > All Rows.
4. Select the printing parameters, and click OK.
To export metadata for one or more documents:
1. Highlight one or more rows.
2. In the toolbar, select Export > Selected Rows.
3. Or, select Export > All Rows.
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4. In the Save As dialog box, browse to the appropriate directory where the XML file will
be saved.
5. Enter the file name.
6. Click Save.
To clear all Browse Batch Filter criteria, right-click and select Clear Filters.
To reorder the columns:
1. In the toolbar, click the Configure Grid icon.
Note:
If no indexes have been defined, the Configure Grid operation will be
disabled.
2. In the Show/Hide Columns dialog box, highlight the column to move, and then select
Move Up or Move Down.
Note:
You cannot move the Document and Pages columns.
3. To restore the columns to their original order, click Reset.
To show or hide columns:
1. In the toolbar, click the Configure Grid icon.
2. In the Show/Hide Columns dialog box, select the columns to display in the Browse
Batch grid.
Note:
You cannot hide the Document and Pages columns.
3. To restore the original columns that will be displayed in the grid, click Reset.
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Scanning Operations
In the Home page, scanning operations enable you to scan new documents; scan pages to the
end of the current document; scan single pages; configure scanner settings; and various other
scanning tasks. Before you initially scan documents, you must first configure a scanner by
selecting the Configure Scanner icon in the toolbar. The Scan New Doc operation is
the default operation in the Scanning toolbar group. However, if you select the Scan Pages or
Scan One Page operation, that operation will appear as the default operation in the Scanning
toolbar group.
The table below summarizes each operation and associated hot key:
Scanning Operations
Scan Pages
the current document
Hot Key: S
Scan New Doc
and begins scanning pages in the new
document
Hot Key: M
Scan One Page
current document (If your scanner is
configured for duplex scanning, only the front
image is scanned)
Hot Key: O
Insert Pages Before/After
and applies page rotation (if defined by the
administrator); does not apply barcode
recognition or auto document breaks
Hot Keys: Ctrl+B (Before); Ctrl+A (After)
Re-Scan Pages
Hot Key: A
Stop Scanning
Hot Key: Escape
Configure Scanner
Hot Key: E
See Scanner Settings for more information.
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Scanning Operations (continued)
Saved Scanner Settings
settings and allows you to toggle among
multiple scanner configurations on-the-fly
Hot Key: Ctrl+F6
Configuring the Scanner
The Configure Scanner operation allows you to assign scanner settings. To add a scanner
profile, click the Configure Scanner icon. See the Scanner Settings section for details
on each setting.
Scan New Doc
This operation creates a new document and begins scanning pages in the new document. To
scan a new document, select the Scan New Doc icon. The new document will be
created at the end of the batch, and pages in the new document will be scanned.
Scan Pages
To scan pages from your specified page to the end of the current document, click the Start
Pages icon.
Scanning One Page
This operation scans your specified page at the end of the current document (if your scanner is
configured for duplex scanning, only the front image is scanned). To scan one page, navigate
to the page, and then select the Scan One Page icon.
Stopping the Scanning Process
To stop the scanning process, click the Stop Scanning icon.
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Re-Scanning a Page
If a page did not scan properly, you can use the Re-Scan Page operation in the toolbar.
To re-scan a page:
1. Navigate to the page that needs to be re-scanned.
2. Click the Re-Scan icon. The Re-Scan Page dialog appears.
Re-Scan Page
3. Enter the page numbers in the current document or across documents to be scanned
again. You can place commas between page numbers and insert dashes for page
ranges (e.g., 1, 2, 3-5).
4. Click OK.
Note:
Any image processing previously applied to the image will be removed when
you rescan a page.
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Scanner Settings
This drop-down menu displays scanner settings that were previously saved. To save a new
scanner setting, enter the name directly in the Saved Settings field; then click Apply. To
remove a setting, select it from the Saved Settings drop-down menu; then click Delete.
In PaperVision Capture Desktop, black and white images are saved in an industry standard
Group IV TIFF file format, while color or grayscale images are saved in a standard JPG or
BMP file format. To view scanner settings, open the Home page, and then select the Config
icon in the Scanning toolbar group.
Scanner Settings
Note:
Depending on the type of scanner that is used, some scanner options may be
disabled, and the number of options available in the drop-down menus may vary.
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Saved Settings
This drop-down menu displays scanner settings that were previously saved. To save a new
scanner setting, enter the name directly in the Saved Settings field; then click Apply. To
remove a setting, select it from the Saved Settings drop-down menu; then click Delete. To use
a scanner profile, select the scanner profile from the drop-down list.
In the Home page, you can view all scanner profiles that you created by selecting the down
arrow next to the current scanner profile in the Scanning toolbar group:
Scanner Profiles
Scanner Name
Click the Scanner Name drop-down menu to select a scanner that has been installed and
detected by PaperVision Capture Desktop. The Properties menu allows you to configure
scanner and file import devices. Depending on the type of scanner, the menu options will
display different settings.
The Properties drop-down menu contains the following options:
• More Settings may contain additional scanner settings that are available for
configuration.
• About displays the driver's version, copyright, and other information specific to the
scanner.
• Area Settings allow you to assign the scanning area.
• Extended Settings may contain additional scanner settings that are available for
configuration.
• Calibrate allows you to calibrate the scanner driver.
• Configure allows you to configure the scanner driver settings.
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Color Format
Also known as the mode, you can select from options such as black and white, color, etc.
Dither
Dithering converts and simulates unavailable colors. When dithering is turned on, the
system combines two or more colors to approximate the unavailable color.
Horizontal Resolution
Select the horizontal dots-per-inch resolution setting to apply during the scanning process.
Vertical Resolution
Select the vertical dots-per-inch resolution setting to apply during the scanning process.
Page Size
This setting determines the default page size of the image as it is scanned.
Scan Type
This setting determines if scanning should be two-sided (duplex), one-sided (simplex), etc.
Dual Stream
Applicable to dual stream scanners, you can select how pages will be scanned (Front/Back,
Front Only, Back Only). To disable dual stream scanning, select None.
Brightness
Brightness defines a pixel's lightness value from black (darkest) to white (brightest). Select
the brightness level to apply during the scanning process and whether it should be applied
manually or automatically. If applying the contrast manually, use the slider to increase or
decrease the amount of contrast.
Contrast
Contrast is a measure of the rate of change of brightness in an image. A high-contrast
image contains defined transitions from black to white. Select the contrast level to apply
during the scanning process and whether it should be applied manually or automatically. If
applying the contrast manually, use the slider to increase or decrease the amount of
contrast.
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Document and Page Navigation
The document and page navigation operations are accessible in the Home Page.
Toolbar icons and hot keys are outlined in the table below:
Document Navigation Operations
First Document
Displays the first page of the current document
Hot Key: Ctrl+Home
Previous Document
Displays the previous page of the current
document
Hot Key: Ctrl+Page Up
Next Document
Displays the next page of the current document
Hot Key: Ctrl+Page Down
Last Document
Displays the last page of the current document
Hot Key: Ctrl+End
Jump To Document
Retrieves your specified document number
Hot Key: Ctrl+J
Page Navigation Operations
First Page
Displays the first page of the current document
Hot Key: Home
Previous Page
Displays the previous page of the current
document
Hot Key: Page Up
Next Page
Displays the next page of the current document
Hot Key: Page Down
Last Page
Displays the last page of the current document
Hot Key: End
Jump To Page
Retrieves your specified page number
Hot Key: J
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Indexing
In the Home page, the Indexing window, located on the left side of the Home page by default,
provides both index configuration and hand-key indexing functionality. You can also
configure indexes and hand-key index values while you are in the Edit, View, and Auto
Process pages. In each of these pages, you can add, edit, and delete index names; enter and
verify index values; and add and configure detail sets within the Indexing window. You can
also reset (clear), save, and reorder index fields that you have added.
Indexing Window
Adding Indexes
You can add and configure indexes in the Indexing Properties window.
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To add an index:
1. Click the Add Index icon. The Index Properties (New Index) window appears.
Indexing Properties (New Index)
2. Enter the name of the new index, and select the index type. Depending on the index type
you select, you may be able to select the index format. See the Index Types and
Formats section for more information.
3. Configure any remaining Validation, Predefined Values, Barcode, OCR, and/or
Miscellaneous properties. See the Basic and Advanced Index Properties section for
more information.
Tip:
Click the Expand All button to view all first-level properties found in each
section. Click the Collapse All button to hide all properties in each section.
4. When finished configuring the index, click OK.
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Adding Detail Fields
You can add individual detail fields that can (optionally) comprise a detail set. In PaperVision
Capture Desktop, detail sets define a collection of indexes that allow multiple sets of field
data to reference a single document. See the Detail Sets section for more information.
To add a detail field:
1. Click the Add Detail Field icon. The Index Properties (New Detail Field) window
appears.
Index Properties (New Detail Field)
2. Enter the name of the new detail field, and select the index type. Depending on the index
type you select, you may be able to select the index format. See the Index Types and
Formats section for more information.
3. Configure any remaining Validation, Predefined Values, Barcode, OCR, and/or
Miscellaneous properties. See the Basic and Advanced Index Properties section for
more information.
Tip:
Click the Expand All button to view all first-level properties found in each
section. Click the Collapse All button to hide all properties in each section.
4. When finished configuring the index, click OK.
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Deleting Indexes and Detail Fields
You can delete indexes and detail fields from the Indexing window.
To delete an index or a detail field:
1. Highlight the index or detail field in the Indexing window.
2. Click the Delete Index (Detail Field) icon.
3. Click OK to confirm the deletion.
Editing Indexes and Detail Fields
You can change the properties of an existing index or detail field. Individual index fields and
detail fields are differentiated by color in the Indexing window. See the Basic and Advanced
Index Properties section for more information. Or, see the Detail Sets section for more
information.
To change the properties of an index:
1. Highlight the index name in the Indexing window, and then click the Configure Index
icon.
2. Edit the appropriate properties.
3. Click OK to save your changes.
To change the properties of a detail field:
1. Highlight the detail field name in the Indexing window, and then click the Configure
Detail Field icon.
2. Edit the appropriate properties.
3. Click OK to save your changes.
Moving Indexes Up/Down
You can change the order in which indexes and detail fields appear in the Indexing window.
To move an index or detail field up or down the list:
1. Highlight the index or detail field.
2. Click the Up or Down arrow to move it to another position.
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Resetting Index Values
After you have entered one or more index values, you can reset (clear) all index values that
you have entered in the Indexing window.
To reset index values:
1. If applicable, navigate to the appropriate document.
2. Click the Reset Values icon. All previously-entered index values will be cleared.
Adding Detail Sets
You can add detail sets in the Indexing window. In PaperVision Capture Desktop, detail sets
define a collection of indexes that allow multiple sets of field data to reference a single
document. See the Detail Sets section for more information.
To add a detail set:
1. Click the Add Detail Set icon.
2. Enter the number of detail sets to add.
3. Click OK.
Saving Index Values
After you enter your index values in the Value column in the Indexing window, you can save
them prior to exporting your batch. Unsaved index values display with an asterisk (*) next to
the index field name. If you have not entered a required field (or entered an invalid index
value) in the Indexing window upon saving the index value, a red exclamation icon will
appear in the field.
Tip:
To receive a message that notifies you when all documents have been indexed, enable
the general display preference option, Save and Jump to Next Document with Blank
Index Values.
To save index values:
1. After you have finished entering the required index values in the Values column, click
the Save Indexes icon.
Tip:
You can also press Enter to save index values in the Indexing window.
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2. If you defined any index validation properties (see the Basic Indexing Properties
section for more information), any indexing errors will appear in a popup message
before you save them. Click OK to return to the Indexing window to correct the errors
before proceeding.
Note:
If your Browse Batch window is viewable, its index values will be updated
once you execute the Save Indexes command.
Index Validation Error Messages
Verifying Index Values
To ensure the accuracy of hand-key indexing, the Verify Index Values operation searches for
blank values or other search string values that have been defined in the current batch.
Depending on your general index verification settings in Indexing Preferences (Verify Starts
from Current Document Forward or Verify Starts at the Beginning of the Batch), the
index verification process starts with the appropriate document in the batch and will highlight
the next document that contains a blank value or your defined search string value. To verify
that blank index values or other defined search string values are not present, click the Verify
Index Values icon. If no blank values or defined search string values exist, you will see a
message that indicates all indexes have been verified.
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Index Details
Although index details are hidden by default, you can click the Index Details arrow located at
the bottom of the Indexing window. Index details reveal whether the selected index is
assigned to a barcode, OCR, or zoom zone. The index type (date, currency, etc.) is shown and
If auto-carry settings have been applied, they will appear in the index details.
Index Details (Hidden)
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Index Details
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Detail Sets
You can insert detail set values in the Indexing window. In PaperVision Capture Desktop,
detail sets define a collection of indexes that allow multiple sets of field data to reference a
single document.
For example, in an accounts payable job, index fields may be set up for check number, check
date, payee, invoice number, and invoice date. If you set up all of these fields as index fields,
a single document may be represented as follows:
Check
Number
Check
Date
Payee
Invoice
Number
Invoice
Date
12345
08/19/2008
ABC
Corp
A0001
08/01/2008
12345
08/19/2008
ABC
Corp
A0002
08/02/2008
12345
08/19/2008
ABC
Corp
A0003
08/03/2008
The first three index fields (Check Number, Check Date, and Payee) will be duplicated per
changing invoice number. Rather than duplicating the information in the first three fields, you
can represent the first three fields as index fields and assign the remaining two fields, Invoice
Number and Invoice Date, as detail sets.
Index Fields
Check Number
Check Date
Payee
Document ID *
12345
08/19/2008
ABC
Corp
654
* The system Document ID is generated behind the scenes, hidden from your view.
Detail Sets
Invoice Number
Invoice Date
Document ID *
A0001
08/01/2008
654
A0002
08/02/2008
654
A0003
08/03/2008
654
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Basic and Advanced Indexing Properties
When you view properties for an index, you can toggle between basic and advanced settings
to customize the properties required to index your documents. Basic settings include more
commonly configured properties, and advanced settings offer more fine-grained properties to
help you customize more complex indexing requirements. Basic settings may be sufficient in
simpler jobs; in more advanced jobs, such as those involving barcode/OCR parsing and
custom code events, advanced settings may need to be configured.
Basic properties include:
• Index Name, Type, and Format
• Validation
• Predefined Index Values
• Barcode, OCR, and Zoom Zone Configuration
• Index Masking
• Auto-Carry/Auto-Increment
Advanced properties include these additional properties:
• Verification Search Strings
• Verification Regular Expressions
• Barcode Parsing
• OCR Parsing
• Custom Code Events (Index Populate and Index Validate)
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Switching Between Basic/Advanced Index Properties
The following instructions describe how to toggle between basic and advanced indexing
properties.
To toggle between Basic and Advanced indexing properties:
1. Click the Add Index icon (if you select an existing index to edit, click the
Configure Index icon). By default, basic index properties appear. See the Basic
Indexing Properties section for details on specific settings.
Basic Index Properties
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2. Click the Show Advanced Configuration link in the lower right side. The advanced
indexing properties appear.
Advanced Index Properties
3. To expand one of the property groups, expand the section title bar (e.g., General,
Validation, Predefined Values, etc.).
• To expand all first-level properties under each section, click Expand All.
• To close all sections, click Collapse All.
4. To return to basic indexing properties, click the Hide Advanced Configuration link.
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When you add an index to the Indexing window, the expandable properties window opens and
displays basic properties by default, including index validation, predefined values, barcode,
OCR, and miscellaneous properties. Although the basic properties are displayed by default,
you can click the Show Advanced Configuration link to show more complex index
properties.
Miscellaneous properties include:
• Hot Key Default Value
• Zoom Zone
• Auto-Carry/Auto-Increment
• Auto-Carry Entire Index Value
• Auto-Carry Characters Following/Preceding Number
• Auto-Increment Number
• Overwrite Existing Values
• Carry Values to Copied Document
• Auto-Fill Cursor Location
Basic Index Properties
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General Properties
Document index fields contain values that enable you to identify key elements of documents
within a project during the capture process. For more information, see Index Types and
Formats. The index field name, type (and format, if applicable) are assigned under the
General panel menu.
Name
This editable field contains the name of the index value.
Type
The index type indicates whether it is a currency, date, number, text, etc. value.
Format
Depending on the index type you select, you can choose its format (e.g., Boolean can be
True/False, Yes/No, On/Off, etc.).
Validation Properties
Validation properties allow you to determine whether index values are required to be a certain
type; whether index values can remain blank; and, whether indexing errors can be skipped.
Valid Field Required
If this setting is True, you will be required to enter a valid index value for the field type, such
as a date-formatted value for a date field. If this setting is False, the operator will be allowed
to continue and keep the invalid value.
Ignore Indexing Errors
If this setting is True, incorrect operator input will be ignored and no prompt will appear for
the operator. If this setting is False, the operator will be notified of an incorrect indexing
entry.
Allow Blank Values
This setting is helpful when indexing a match and merge project and a number of fields are
left blank that will be matched at a later time.
• Select True if the index value can be omitted.
• Select False if it is required to enter an index value.
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Auto-Carry/Auto-Increment
The Auto-Carry/Auto-Increment settings can greatly increase your productivity while hand-
keying repetitive or incremental values or characters. Both tools operate during scanning
(optional) and hand-keying. To configure these settings, click the ellipsis button in the Auto-
Carry/Auto-Increment field.
Auto-Carry/Auto-Increment
Note:
Auto-Carry settings only apply when you save index values.
Auto-Carry Entire Index Value
This setting allows you to carry all characters from an index in one document to the
corresponding index in the next document. You can then enable Overwrite Existing Values
and/or Carry Values to Copied Document.
Auto-Carry Characters Preceding Number
This setting allows you to define the number of characters that precede a number. Your
specified number of characters will carry from an index in one document to the corresponding
index in the next document. For example, if you have an index that is always (or nearly
always) the letters ABC followed by a number, you may not want to continuously re-enter
ABC on each index value. You could set the number of characters to carry to 3. When you are
keying the information, ABC would automatically get carried forward to the next document
and you would only have to enter the numeric portion of the index.
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Auto-Carry Characters Following Number
This setting allows you to define the number of characters that follow a number. Your
specified number of characters will carry from an index in one document to the corresponding
index in the next document. For example, if you have an index that is always (or nearly
always) a number followed by the letters ABC, you may not want to continuously re-enter
ABC on each index value. You could set the number of characters to carry to 3. When you is
keying the information, ABC would automatically get carried forward to the next document
and they would only have to enter the numeric portion of the index.
Auto-Increment Number
Auto-Increment takes Auto-Carry one step further. For example, if the numeric portion of the
value was an incremental numeric value, you could set Auto-Carry to 3 and Auto-Increment
to 1. This would increment the numeric value of any characters remaining after the first three
characters by a value of one.
• The Auto-Increment Number can also be used without Auto-Carry if the value is
completely numeric.
• The value entered in the Minimum Number Digits field allows you to pad the new
value with zeros.
• The Preview section displays the original value and displays a preview of the carried
value.
Overwrite Existing Values
By default, Auto-Carry and Auto-Increment do not fill in an index value if there is already
information in the index. Selecting this check box will force Auto-Carry and Auto-Increment
to update the index regardless of whether information previously existed.
Carry Values to Copied Document
By default, when documents are copied, no index values are carried through to the copies.
This allows you to specify that the current index should also be copied, leaving the other
indices blank.
Auto-Fill Cursor Location
If you enable this setting, operators are allowed to append to an existing index value. The
setting places the cursor's focus at the end of the original index value so the original value is
retained.
Note:
This determines whether data will be highlighted or the cursor will be placed at the
end of the data when hand-keying an index that has the Auto-Carry or Auto-Fill
option selected.
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Masking
The Masking property allows you to predefine a specific format for index values entered
during hand-key indexing. As operators enter index values, their entries will be formatted
(masked) automatically. For example, you can predefine social security numbers to
automatically insert dashes; as a result, operators only have to hand-key the 9-digit social
security numbers and not the dashes.
Tip:
Configuring this property does not validate the operator's index value entries.
Validation is performed as operators enter index values in the Indexing window.
To configure index masking:
1. In the Indexing Properties window, expand the Masking panel menu, and the Masking
properties appear.
Regular Expression Mask - 5 + 4-Digit Zip Code
2. If you select a Predefined Value, select from the Masking drop-down list, and then
proceed to step 6.
3. If you select a Custom mask, enter the Pattern Expression. The Pattern Expression is a
regular expression that you define for the index mask. For example, for 5 + 4-digit zip
codes such as 80231-5606, type the following:
(\d{5})(\d{4})
4. If necessary, you can define a Replace Expression that will automatically format the
operator’s entry. To format an operator’s 9-digit entry to appear as 80231-5606, type the
following:
$1-$2
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Note:
If you do not define a Replace Expression, the operator’s entry will not be
formatted.
5. To preview how masking formats the number, enter a sample index value that an operator
would hand-key in the Input Text field. The resulting masked index value appears in the
Mask Result field.
6. Click OK.
Note:
Only the Text, Long Text, and Text (900) index types apply to the Masking
property.
Date Regular Expression Mask
The following pattern expression formats either a one- or two-digit month and day followed
by a two- or four-digit year:
(^\d{1,2})(\d{1,2})(\d{2,4}$)
Enter the following replace expression to separate the month, day, and year with a dash:
$1-$2-$3
To separate the month, day, and year with a slash mark, enter:
$1/$2/$3
Two-Digit Month and Day with Four-Digit Year
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The same pattern expression formats a one-digit month and day followed by a two-digit
year:
One-Digit Month/Day and Two-Digit Year
Credit Card Regular Expression Mask
The following pattern expression formats a 16-digit credit card number:
(\d{4})(\d{4})(\d{4}$)(\d{4})
Enter the following replace expression to separate the digits with a dash:
$1-$2-$3-$4
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Index Types and Formats
Document indices contain values that enable you to identify key elements of documents
within a project during the capture process. Indices contain values that enable you to identify
key elements of documents during the capture process.
The following types of index fields are supported:
• Boolean stores Boolean values such as yes/no, on/off, and true/false.
• Currency stores currency (monetary) values.
• Date stores date/time values ranging from 12:00:00 midnight, January 1, 0001 through
11:59:59 P.M., December 31, 9999 A.D. This index type also supports searches on date
ranges.
• Double Number represents a double-precision 64-bit number with values ranging from -
1.79769E+308 to 1.79769E+308.
• Long Text stores textual data that exceeds 255 characters in length (up to approximately
64,000 characters in total).
• Number stores whole-number values between -2,147,483,648 and 2,147,483,647. This
index type supports hyphens or dashes at the beginning of the number to indicate a
negative value, but it does not support hyphens or dashes within the number, such as
dashes within a social security number (555-55-5555). This index excludes these dashes
from the number.
• Text stores textual data up to 255 characters in length. This type of index is the most
common.
• Text(900) stores textual data up to 900 characters in length.
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Date/Time Formatting
When you select a date index type, you can select from a predefined date/time format or you
can customize a date/time format.
To define the date/time format:
1. In the Indexing Properties window, expand the General panel menu.
2. Select Date from the Type field.
3. Click the date link next to the Format property. The Date/Time Formatting dialog box
opens.
Date/Time Formatting
4. Select either a Predefined Format (proceed to the next step) or a Custom Format
(proceed to step 7).
5. If you select a Predefined Format, select from the following Date/Time Order options:
• Date Only
• Time Only
• Date/Time
• Time/Date
6. Depending on your Date/Time Order selection, you can choose from the Date/Time
Format drop-down menus.
7. If you select a Custom Format, enter the format in the blank field.
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8. To preview a Predefined or Custom format, click the Format button in the Preview
section.
9. If you need to preview a calendar, click the Date drop-down menu.
10. If you need to set the time, enter it in the Time field or use the up or down arrows to set
the time.
11. Click OK.
Double Number Formatting
When you select a Double Number index type, you can select a predefined or custom format.
To define the double number format:
1. Click the ellipsis button in the right column of the Index Format field, which opens the
Field Formatting dialog box.
Field Formatting
2. Select either a Predefined Format (proceed to the next step) or a Custom Format
(proceed to the fourth step).
3. If you select a Predefined Format, select from the following format types:
• Currency
• Fixed
• General
• Percent
• Scientific
• Standard
4. If you select a Custom Format, enter the format in the blank field.
5. Click OK when finished.
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Predefined Values Properties
These settings allow you to predefine index field values that can be used repeatedly. You can
predefine these values as you configure the index field or these entries can be added to the
predefined values list. Your specified predefined values can be used with the Auto-Complete
feature to finish information as you type.
Force Predefined Values
If this setting is enabled, you can only select from your predefined index values. If the entered
data is not one of the predefined values, you will be alerted. If this setting is disabled, you can
enter a value in the index field.
To assign predefined values to an index:
1. After you have added a new index to the Indexing window (or selected an existing
index), expand the Predefined Values menu. The Predefined Values properties appear.
Predefined Values
2. For each value, click the Add icon.
3. Enter the value in the field.
4. To add all newly-entered values to the Predefined Values list, select Add New Values to
Predefined Collection.
5. To automatically fill in an index field while you type select Auto-Complete.
6. If you only want to select from predefined index values, select Force Predefined
Values.
• If the entered data is not one of the predefined values, a notification will appear.
• If you do not select this option, you will be allowed to enter a value in the index
field.
7. When you are finished entering all values, click OK.
8. To move a value up or down the list, click the Up arrow or Down arrow.
9. When finished configuring the index, click OK.
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To delete a value:
1. Highlight the value.
2. Click the Delete icon.
3. Click OK.
Auto-Complete
If this setting is enabled, the index field will automatically be completed as you type.
Add New Values to Predefined Collection
If this setting is enabled, all new entered values are added to the Predefined Values list.
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Advanced Indexing Properties
Advanced indexing properties enable you to configure index verification search
strings/regular expressions, barcode and OCR parsing, and custom code events. Additional
(Miscellaneous) properties available for configuration include automated index
validation/populating of custom code events. To view advanced properties for an index, Click
the Add Index icon (if you select an existing index to edit, click the Configure Index
icon). By default, basic index properties appear. See the Basic Indexing Properties
section for details on specific settings. To view advanced properties, click Show Advanced
Configuration in the bottom right of the Indexing Properties window.
Advanced Indexing Properties
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Verification Search Strings
The Verification Search Strings setting is used to validate index values when you save index
values, tab to the next field, or export the batch. To ensure the accuracy of hand-key indexing,
you can define multiple search strings that can be verified when you save your index values or
when you execute the Verify Index Values operation. For example, you can assign individual
characters or numbers to search for during the index verification process. By default, the
verification process will highlight the first document in the batch that contains a blank value.
However, you can exclude blank values from the index verification process by removing
<Blank> from the list of search strings.
Depending on your index verification settings in the user Display Preferences (Verify Starts
from Current Document Forward or Verify Starts at the Beginning of the Batch), the index
verification process starts with the appropriate document in the batch and will highlight the
next document that contains your defined search strings.
To assign verification search strings:
1. Click the Add Index icon (if you select an existing index to edit, click the Configure
Index icon). By default, basic index properties appear. See the Basic Indexing
Properties section for details on specific settings.
2. In the properties window, switch to the advanced properties view (click the Show
Advanced Configuration link in the lower right).
3. Expand the Validation menu.
4. Expand the Verification Search Strings submenu.
Verification Search Strings
5. Click Add, and a blank line will appear.
6. Enter the search string.
7. Enter subsequent search strings, if necessary.
8. To remove a search string, highlight the string, and then click the Remove icon.
9. To move a search string up or down in the list, highlight the string, and then click the Up
or Down arrow.
10. Click OK.
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Verification Regular Expression
You can create a regular expression to validate data entry. A regular expression is a pattern of
text that consists of ordinary characters (for example, letters A through Z) and special
characters, known as metacharacters. The pattern describes one or more strings to match when
searching a body of text. The regular expression serves as a template for matching a character
pattern to the string being searched.
To assign verification regular expressions:
1. Click the Add Index icon (if you select an existing index to edit, click the Configure
Index icon). By default, basic index properties appear. See the Basic Indexing
Properties section for details on specific settings.
2. In the properties window, switch to the advanced properties view (click the Show
Advanced Configuration link in the lower right).
3. Expand the Validation menu.
4. Expand the Verification Regular Expression submenu.
Verification Regular Expression
5. Enter the regular expression.
6. Enter the text to validate. Your entry will automatically be validated.
• A successful validation displays with a green icon.
• Invalid entries display with a red icon.
• Optionally, you can create a custom error message if users enter incorrect index
values. To enable this feature, select the Custom Error Message option.
• Enter the custom error message text.
• Click OK.
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Barcode Zone Properties
During index configuration, you can manage barcode zones that you have defined for the
selected index.
To manage barcode zones during index configuration:
1. In the Index Properties window, expand the Barcode panel menu. If you configured a
barcode zone for the index, you will be able to edit and/or delete the zone.
Barcode Zones
2. Click the Manage icon. The Manage Zones grid appears. See the Manage Zones
section in the Home Page chapter for more information.
3. To delete the barcode Zone, click the Delete icon.
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Barcode Parsing
During indexing configuration, you can configure a text delimiter or a regular expression to
parse specific index fields from a barcode. You can then specify which field’s index is parsed
from the barcode (e.g., you can select the third field's index so only the last four digits of a
social security number are parsed). Optionally, you can verify that an exact number of index
fields results from the parse operation (e.g., three index fields indicative of a social security
number in the format xxx-xx-xxxx).
Note:
The Verify Number of Fields setting is intended to verify that an exact number of
index fields (two or more) results from the parse operation.
If errors occur during barcode parsing, such as when the parsed number of index fields differs
from your specified number of fields, you can select one of three subsequent actions. First, the
entire index value can be skipped (therefore, no barcode parsing occurs). In the second option,
the entire barcode value is used (therefore, no barcode parsing occurs). In the last option, you
can specify the text used as the parsed value (e.g., you can enter “unknown value”).
To configure barcode parsing:
1. Click the Add Index icon (if you select an existing index to edit, click the Configure
Index icon). By default, basic index properties appear. See the Basic Indexing
Properties section for details on specific settings.
2. In the properties window, switch to the advanced properties view (click the Show
Advanced Configuration link in the lower right).
3. Expand the Barcode menu.
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4. Expand the Barcode Parsing submenu. The Barcode Parsing properties appear.
Barcode Parsing
5. In the Delimiter section, select whether to use a text delimiter or regular expression to
split the original index value into fields. If you enter an invalid text delimiter or regular
expression, the error symbol will appear to the right of the field.
Note:
Additional information on regular expressions can be located at:
http://msdn.microsoft.com/library/default.asp?url=/library/en-
us/script56/html/js56reconIntroductionToRegularExpressions.asp
6. In the Field Parsing section, specify the field index position from which to parse data.
7. Optionally, you can verify that an exact number of index fields (two or more) results
from the parse operation.
For example, you can set the Field Index value to “3” to parse only the last four
digits of a social security number that exists in the format xxx xx xxxx. You can then
select the Verify Number of Fields option to verify that three index fields (indicative
of a social security number) result from the parse operation.
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8. In the Parsing Errors section, select the action that will be executed if parsing errors
occur:
• Skip Index Value: The entire index value is skipped, so no barcode parsing occurs.
• Use Complete Barcode Value: The complete barcode value is used, so no barcode
parsing occurs.
• Use Text: Your specified text is used as the parsed value.
9. In the Preview section, you can enter a sample index value to ensure the text delimiter or
regular expression parses the value correctly.
Barcode Parsing - Configured
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Barcode Page Properties
Advanced barcode page properties include settings for barcode orientation detection,
decoding special characters, and checksum error detection.
To configure advanced barcode page properties:
1. Click the Add Index icon (if you select an existing index to edit, click the Configure
Index icon). By default, basic index properties appear. See the Basic Indexing
Properties section for details on specific settings.
2. In the properties window, switch to the advanced properties view (click the Show
Advanced Configuration link in the lower right).
3. Expand the Barcode menu.
4. Expand the Barcode Page Properties submenu. The Barcode Page Properties appear.
Barcode Page Properties
Orientation
PaperVision Capture Desktop detects horizontal and vertical barcodes with skew angles of
no more than fifteen degrees from the horizontal and vertical axes, respectively. Horizontal
barcode detection is slightly faster than vertical barcode detection. If you are unsure of the
expected barcode orientation or if the documents might contain barcodes with different
orientations, select Both from the drop-down menu.
Decode
Some barcode types, such as Code 128, do not represent their data as ASCII characters.
Other barcode types, such as Code 3 of 9, use special characters to extend the basic
character set to include the entire ASCII set. When this setting is enabled, barcode values
are converted into human-readable ASCII strings. For example, if the barcode uses escape
characters, as in "*%K123%M?*", and the Decode property is True, then "[123]" will be
returned. If the Decode property is False, the raw barcode is returned.
Note:
You should enable this setting unless the barcode results should not be converted
into ASCII strings. For example, this setting should be disabled if you are detecting
Code 3 of 9 barcodes that represent dates using the slash mark ”r;/” character (e.g.
01/01/1999). If this setting is enabled, no results are returned because ”r;/0” and
”r;/1” are not valid ASCII character.
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Use Checksum
A checksum is an error detection process where additional characters are appended to a
barcode to ensure more accurate readings. Enable this setting if you want the checksum to
be recognized during the scanning process
OCR Zone Properties
During index configuration, you can manage OCR zones that you have defined for the
selected index.
To manage OCR zones during index configuration:
1. In the Index Properties window, expand the OCR panel menu. If you configured an OCR
zone for the index, you will be able to edit and/or delete the zone.
OCR Zones
2. Click the Manage icon. The Manage Zones grid appears. See the Manage Zones
section in the Home Page chapter for more information.
3. To delete the OCR Zone, click the Delete icon.
OCR Parsing
During indexing configuration, you can configure a text delimiter or a regular expression to
parse specific index fields from OCR text. You can then specify which field’s index is parsed
(e.g., the fourth field's index from a credit card number). Optionally, you can verify that an
exact number of index fields results from the parse operation (e.g., four index fields indicative
of a complete credit card number).
Note:
The Verify Number of Fields setting is intended to verify that an exact number of
index fields (two or more) results from the parse operation.
If errors occur during OCR parsing, such as when the parsed number of index fields differs
from your specified number of fields, you can select one of three subsequent actions. First, the
entire index value can be skipped (therefore, no OCR parsing occurs). In the second option,
the entire OCR value is used (therefore, no OCR parsing occurs). In the last option, you can
specify the text used as the parsed value (e.g., you can enter “unknown value”).
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To configure OCR parsing:
1. Click the Add Index icon (if you select an existing index to edit, click the Configure
Index icon). By default, basic index properties appear. See the Basic Indexing
Properties section for details on specific settings.
2. In the properties window, switch to the advanced properties view (click the Show
Advanced Configuration link in the lower right).
3. Expand the OCR menu.
4. Expand the OCR Parsing submenu. The OCR Parsing properties appear.
OCR Parsing
5. In the Delimiter section, select whether to use a text delimiter or regular expression to
split the original value into fields. If you enter an invalid text delimiter or regular
expression, the error symbol will appear to the right of the field.
Note:
Additional information on regular expressions can be located at:
http://msdn.microsoft.com/library/default.asp?url=/library/en-
us/script56/html/js56reconIntroductionToRegularExpressions.asp
6. In the Field Parsing section, specify the field index position from which to parse data.
7. Optionally, you can verify that an exact number of index fields (two or more) results
from the parse operation.
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8. For example, you can set the Field Index value to “4” to parse only the last four digits of
a credit card number. You can then select the Verify Number of Fields option to verify
that four index fields (indicative of a social security number) result from the parse
operation.
9. In the Parsing Errors section, select the action that will be executed if parsing errors
occur:
• Skip Index Value: The entire index value is skipped, so no OCR parsing occurs.
• Use Complete OCR Value: The complete OCR value is used, so no OCR parsing
occurs.
• Use Text: Your specified text is used as the parsed value.
10. In the Preview section, you can enter a sample index value to ensure the text delimiter or
regular expression parses the value correctly.
OCR Parsing (Configured)
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Miscellaneous Properties
The remaining properties can be defined during index configuration:
Hot Key Default Value
As operators are keying in index fields and press the assigned hot key, the specified default
value will populate the index field.
Zoom Zone
If you configured a zoom zone for the index, you can edit and/or delete the zone.
To edit the zone, click the Manage icon. The Manage Zones grid appears. See the
Manage Zones section of the Home Page chapter for more information. To delete the zone,
click the Delete icon
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Custom Code
During index configuration, you can configure custom code events that are triggered when
index fields are populated or validated.
To configure advanced custom code properties:
1. Click the Add Index icon (if you select an existing index to edit, click the Configure
Index icon). By default, basic index properties appear. See the Basic Indexing
Properties section for details on specific settings.
2. In the properties window, switch to the advanced properties view (click the Show
Advanced Configuration link in the lower right).
3. Expand the Custom Code menu, and the following properties can be configured:
Index Populating and Index Validating Custom Code Events
The advanced custom code event properties, Index Populating and Index Validating, allow
you to select either Visual Basic or C# code to configure an action triggered immediately
after an index field is populated (and you return to re-enter the index value) or validated by
the system. The Index Validate event is triggered after you return to edit an index value, re-
enter the index value, and then proceed to a subsequent index field (or save the edited
index value).
If you use either of these Custom Code Events to change an index value, the Indexing
window will remain synchronized using the UIRefreshLevel property (e.g.,
"base.UIRefreshLevel =UIRefreshLevel.Index"). See the section on API Functions in the
Custom Code Configuration section for a list of API functions and associated
enumerations that can be used within Custom Code.
Custom Code Indexing Events
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On the Fly Processing
You can enable on the fly image processing, barcoding, and zonal OCR processing while you
scan documents in the Home page. Multiple processes can be enabled, and the order in which
these processes execute can be modified. However, image processing must be designated as
the first or last process. While you scan documents, for example, you could enable on the fly
image processing to execute binary noise removal; you could then execute barcode detection
to automatically break documents; lastly, you could execute zonal OCR processing to read
social security numbers to populate an index.
Once you configure barcode zones, OCR zones, and IP zones/filters, you must enable the
corresponding task in the On the Fly Processing toolbar group. On the Fly processing for
barcode and OCR zones is configured through the Home page with the Region mouse
function. On the Fly image processing is configured in the Auto Process page, where you can
apply and configure one or more image processing filters.
On the Fly Processing - All Processes Enable
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Configuring Barcoding On the Fly
To enable barcoding while scanning documents (on the fly processing), you must first define
one or more barcode zones. You can add multiple barcode zones on each page, and you can
apply unique properties to each zone. As you draw a barcode zone on an image, the barcode
value will appear immediately in an adjacent flyout window. After you have configured all
barcode zones, you can enable automated barcode processing in the Home page.
To configure barcoding on the fly:
1. In the Home page, click the Region icon in the Mouse Function toolbar group.
2. Drag the crosshair cursor around the barcode on the image. The Region toolbar will
appear next to your zone, where you can select how to use the zone.
Region Toolbar
3. Adjust the borders of the barcode zone if necessary.
4. Click the Add Barcode Zone icon. The zone's barcode value will populate the Zone
Utilization flyout window.
Zone Utilization
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5. If you want to assign the zone to an index, select one or more options:
• Whole Page Zone: Assign the zone to the entire page.
• Assign to Index: Select the existing index from the drop-down list, or assign to new
index (enter the new index name).
• Auto Document Break Zone: In addition to assigning the zone to the entire page or
to an index, you can also assign the zone to automatically break documents.
Optionally, you can require that the OCR zone be read successfully in order to delete
the break page.
6. Click the Apply link in the Zone Utilization dialog box.
7. To enable barcoding on the fly, select the Barcode check box in the On the Fly
Processing toolbar group.
On the Fly Processing (Barcode)
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Configuring OCR On the Fly
To enable zonal OCR while scanning (on the fly processing), you must first define one or
more OCR zones. You can add an infinite number of OCR zones on each page, and you can
apply unique properties to each zone. As you draw a zone around text, you can ensure the text
can be read successfully prior to processing batches.
To configure OCR processing on the fly:
1. In the Home page, click the Region icon in the Mouse Function toolbar group.
2. Drag the crosshair cursor around the text on the image. The Region toolbar will appear
next to your zone, where you can select how to use the zone.
Region Toolbar
3. Adjust the borders of the OCR zone if necessary.
4. Click the Add OCR Zone to Job icon. The zone's OCR value will populate the
Zone Utilization flyout window.
Zone Utilization
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5. In the Zone Utilization flyout window, select how to use the OCR zone:
• Assign to Index: Select the existing index from the drop-down list, or assign to new
index (enter the new index name).
• Auto Document Break Zone: In addition to assigning the zone to the entire page or
to an index, you can also assign the zone to automatically break documents.
Optionally, you can require that the OCR zone be read successfully in order to delete
the break page.
6. Click Apply in the Zone Utilization flyout window.
7. To enable zonal OCR processing on the fly, select the OCR check box in the On the Fly
Processing toolbar group.
On the Fly Processing (OCR)
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Configuring Image Processing On the Fly
To enable image processing while scanning (on the fly processing), you must first configure
the appropriate image processing zones and filter(s) in the Auto Process page. You can apply
IP filters on the entire image or specific zones. In both instances, you can test the current page
or all pages to ensure the IP filters are acceptable.
IMPORTANT!
It is not recommended to apply the page deletion IP filter on the first page during on-
the fly processing, as all pages will be deleted.
To configure image processing on the fly:
1. Open the Auto Process page, and then click the Config icon in the IP toolbar group.
The IP Zone Configuration context sensitive page appears.
IP Config Context Sensitive Page
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2. In the IP Config page, click the Config icon. The Image Processing Filters dialog
appears. Filters supported in zones are marked with an asterisk (*).
Image Processing Filters
3. From the Available Filters list, highlight the filter(s), and then click Add.
4. To configure a selected filter, highlight the filter in the Selected Filters list, and then
click Configure.
• To remove a filter from the Selected Filters list, highlight the filter, and then select
the Remove button.
• To remove all filters from the Selected Filters list, click the Remove All button.
• To move a filter up or down in the Selected Filter list, highlight the filter, and then
select Move Up or Move Down.
Note:
See the Image Processing Filters section in Chapter 6 for descriptions of
each filter.
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5. Click OK after you have configured all filters.
Note:
For complete details on configuring IP Zones, see the IP Configuration
section in Chapter 6.
6. When you are finished configuring all filters in the IP Config page, click the Apply
icon.
7. Open the Home page.
8. To enable IP on the fly, select the IP check box in the On the Fly Processing toolbar
group.
On the Fly Processing (IP)
Re-ordering Processes
In the Home page, you can customize the order in which tasks are executed during on the fly
processing. However, image processing must be designated as the first or last process.
To re-order the processes:
1. In the Home page, select the Re-order button in the On the Fly Processing toolbar
group. The Reset flyout window appears.
Reset
2. Select the process in the list, and then click the up or down arrow.
3. Click OK.
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Mouse Functions
Mouse functions enable you to switch between the Zoom and Region (barcode, OCR, zoom
zone, etc.) operations. By default, the Zoom mouse function is enabled. The Region mouse
function allows you to apply a zone (you can define the type of zone and select its settings) on
the image.
To zoom in on the image:
1. If the Zoom mouse function is not already enabled, click the Zoom icon.
2. Click on the area of the image to enlarge.
Note:
To reset the original view of the image, right-click on the image, and then
select Reset Image from the context menu.
To apply a region on the image:
1. Select the Region icon.
2. Drag the crosshair cursor around the area on the image. A toolbar appears above the zone
where you can execute one of several operations described below.
Region Toolbar
Deleting Regions
To delete the region you just applied, click the Delete icon.
Assigning Barcode Values to Indexes
To assign a barcode value to a new or existing index, click the Assign Barcode Value
icon.
Assigning OCR Values to Indexes
To assign an OCR value to a new or existing index, click the Assign OCR Value icon.
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Assigning Barcode Zones to Jobs
To assign a barcode zone to a job, click the Assign Barcode Zone to Job icon. See the
Barcode Zone Configuration section for more information.
Assigning OCR Zones to Jobs
To assign an OCR zone to a job, click the Assign OCR Zone to Job icon. See the OCR
Zone Configuration section for more information.
Assigning Zoom Zones
You can assign a zoom zone to the current page or all pages in the batch. You can then assign
the zone to a new or existing index. Alternatively, you can apply the zoom zone to the entire
page instead of a region.
To assign a zoom zone:
1. Click the Add Zoom Zone to Job icon. The Zone Utilization flyout window
appears.
Zone Utilization
2. Select whether to apply the zoom zone to All Pages or the Current Page.
3. If you want to assign the zone to an index, select one option:
• Assign to Existing Index (select the index from the drop-down list)
• Assign to New Index (enter the new index name)
4. Click Apply.
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Barcode Zone Configuration
In PaperVision Capture Desktop, you can use barcodes to automatically populate index values
and insert document breaks. You can also apply barcode zones manually so you can easily
extract and index barcode data that may shift across pages and documents. PaperVision
Capture Desktop recognizes one- and two-dimensional, black and white, and color barcodes.
Note:
To prevent unpredictable results, new line characters and tab characters will not be
removed from 2D barcodes during barcode recognition.
In the Home page, you can configure barcode zones to automatically insert document breaks
or populate index fields while scanning documents (on the fly). Alternatively, you can
configure a barcode reading process that executes during post-processing (after scanning and
indexing) when you process or export the batch from the Auto Process page. During barcode
zone configuration, all barcodes types will be recognized automatically during the reading
process (i.e., by default, all barcode types are selected when you view properties for a barcode
zone). As you add a barcode zone in the Home page, you can view its value immediately in an
adjacent flyout window, and you can define whether the zone automatically breaks
documents, populates indexes, or both.
Note:
Use of the binary scaling image processing filter can improve the recognition rate of
barcode detection. For more information, see the Image Processing Filters section.
Add Barcode Zone to Job
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Adding Barcode Zones to Jobs
You can define barcode zones in the Home page with the Region mouse function which
allows you to insert the zone. Barcode zones can be configured to read barcodes while you
scan (on the fly processing) or when you process or export the batch (after scanning and
indexing) in the Auto Process page. The following instructions describe how to assign
barcode zones to jobs.
To add a barcode zone to a job:
1. In the Home page, click the Region icon in the Mouse Function toolbar group.
2. Drag the crosshair cursor around the barcode on the image. The Region toolbar will
appear next to your zone, where you can select how to use the zone.
Region Toolbar
3. Adjust the borders of the barcode zone if necessary.
4. Click the Add Barcode Zone to Job icon. The zone's barcode value will populate
the Zone Utilization flyout window.
Zone Utilization
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5. If you want to assign the zone to an index, select one or more options:
• Whole Page Zone: Assign the zone to the entire page.
• Assign to Index: Select the existing index from the drop-down list, or assign to
new index (enter the new index name).
• Auto Document Break Zone: In addition to assigning the zone to the entire page
or to an index, you can also assign the zone to automatically break documents.
Optionally, you can require that the OCR zone be read successfully in order to
delete the break page.
6. Click Apply in the Zone Utilization flyout window to save the settings.
7. To execute the barcode reading process while scanning, select the Barcode check box
in the On the Fly Processing toolbar group. If you want to apply the barcode reading
process after scanning and indexing (when you process or export the batch from the
Auto Process page), proceed to the next step.
Barcode On the Fly Processing
8. Open the Auto Process page, and then select the Barcode check box in the
Automated Processing Tasks toolbar group. See Chapter 5 - Auto Process Page for
more information.
Automated Processing Tasks - Barcode
9. If you are ready to execute automated processing, click the Start icon.
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Editing Barcode Zones
You can view all barcode zones that you have applied by clicking the Manage Zones
icon in the toolbar. You can view each barcode zone's X and Y coordinates, dimensions (in
millimeters), orientation, and page location.
To edit a barcode zone:
1. In the Home page, click the Manage Zones icon. The Manage Zones window
appears.
Manage Zones
2. Highlight the barcode zone. The Manage Zone toolbar appears.
Manage Zone Toolbar
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3. Click the Edit Zone icon. The Edit Barcode Zone flyout window appears. The
barcode/OCR value appears in the first field. If you configured the zone as a barcode
break page, see the next step.
Edit Barcode Zone
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4. If you configured the zone as a barcode break page (in Job Configuration), you can
assign a regular expression (Apply Regular Expression). In addition, you can delete the
break page if the barcode zone is read successfully (Required For Deleting Break Page).
Edit Barcode Zone (for Auto Document Break Zone)
5. Adjust the barcode zone properties, if applicable.
6. To copy the value to the selected index, select Copy value to index.
7. To apply the barcode zone to the entire page, select Whole Page.
8. If you adjusted the borders of the zone and want to save the new dimensions, click the
Save icon.
9. Click Apply to save your changes.
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Deleting Barcode Zones
You can delete barcode zones that you have applied by clicking the Manage Zones
icon in the toolbar.
To delete a barcode zone:
1. In the Home page, click the Manage Zones icon. The Manage Zones window
appears.
Manage Zones
2. Highlight the barcode zone. The Edit Zone toolbar appears.
Edit Zone Toolbar
3. Click the Delete icon.
4. Click Yes to confirm the deletion.
Note:
Alternatively, you can select the Delete icon next to the barcode zone row in
the grid.
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Supported Barcode Types
To streamline the barcode reading process, all supported one- and two-dimensional barcode
types (listed below) will be detected. If desired, you can exclude certain types from being read
during the barcode reading process.
The following two-dimensional (2D) barcode types are supported:
• DataMatrix
• PDF417
• QR Code
• Royal Post
• Australian Post
• Intelligent Mail
Note:
To prevent unpredictable results, new line characters and tab characters will not be
removed from 2D barcodes during barcode recognition.
The following one-dimensional (1D) barcode types are supported:
• Addon 2
• Addon 5
• BCD Matrix
• Codabar
• Code25 Datalogic
• Code25 IATA
• Code25 Industrial
• Code25 Interleaved
• Code25 Invert
• Code25 Matrix
• Code 32
• Code 39
• Code 93
• EAN 13
• EAN 8
• Postnet
• Type 128
• UCC 128
• UPC-A
• UPC-E
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To exclude certain barcode types from being detected:
1. In the Home page, click the Manage Zones icon. The Manage Zones window
appears.
Manage Zones
2. Highlight the barcode zone. The Edit Zone toolbar appears.
Edit Zone Toolbar
3. Click the Edit Zone icon. The Edit Barcode Zone flyout window appears.
Edit Barcode Zone
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4. To exclude certain types from being detected, remove the check marks from the
applicable check boxes in the Barcode Types section.
5. Click Apply to save your changes.
Regular Expression Verification (for Auto Document Breaks)
This field is applicable when you define Auto Document Breaks with barcodes. If you enter
an exact value or regular expression into the Regular Expression Verification field, a
document break is only inserted when the system reads barcodes matching your exact value or
regular expression. If you leave this field blank, any barcode read by the system will cause a
document break to be inserted. A regular expression is a pattern of text that consists of
ordinary characters (for example, letters A through Z) and special characters, known as
metacharacters. The pattern describes one or more strings to match when searching a body of
text. The regular expression serves as a template for matching a character pattern to the string
being searched.
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To configure a regular expression:
1. In the Edit Barcode Zone flyout window, click Apply Regular Expression to enter a
regular expression.
Regular Expression
2. In the Regular Expression field, enter the regular expression.
3. Enter the text to validate.
• A successful validation displays with a green icon.
• Invalid entries display with a red icon.
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OCR Zone Configuration
Zonal OCR processing is performed by the Open Text® engine. PaperVision Capture Desktop
recognizes text contained in OCR zones that you define in the Home page. You can define the
OCR zones that will be recognized while you scan (on the fly processing) or when you export
the batch in the Auto Process page. The Region mouse function equips your cursor to draw an
OCR zone on the image.
Note:
New line characters will be removed during OCR processing.
Home Page - Adding an OCR Zone
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Adding OCR Zones to Jobs
You can define OCR zones in the Home page to extract text while you scan (on the fly
processing) or when you execute automated processing (after scanning and indexing) in the
Auto Process page. The following instructions describe how to assign OCR zones to jobs.
To add an OCR zone to a job:
1. In the Home page, click the Region icon in the Mouse Function toolbar group.
2. Drag the crosshair cursor around the text on the image. The Region toolbar will appear
next to your zone, where you can select how to use the zone.
OCR Zone Configuration - Add OCR Zone to Job
3. Adjust the borders of the OCR zone if necessary.
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4. Click the Add OCR Zone to Job icon. The zone's OCR value will populate the
Zone Utilization flyout window.
OCR Zone Utilization
5. In the Zone Utilization flyout window, select how to use the OCR zone:
• Assign to Index: Select the existing index from the drop-down list, or assign to
new index (enter the new index name).
• Auto Document Break Zone: In addition to assigning the zone to the entire page
or to an index, you can also assign the zone to automatically break documents.
Optionally, you can require that the OCR zone be read successfully in order to
delete the break page.
6. Click Apply in the Zone Utilization flyout window.
7. If you want to extract text from this OCR zone while you scan documents (on the fly),
select the OCR check box in the On the Fly Processing toolbar group in the Home page.
You are now ready to scan documents.
OCR Applied On the Fly
8. Alternatively, if you only want OCR text to be extracted during automated processing
(post-scanning and indexing), proceed to the Auto Process page.
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9. In the Auto Process page, select the Enable check box next to OCR. You are new ready
to execute zonal OCR during automated processing. For more information on executing
Zonal OCR automated processing, see Chapter 5 - Auto Process Page.
Zonal OCR - Enabled During Automated Processing
Editing OCR Zones
OCR Zones can be edited with the Manage Zones operation in the Home page.
To edit an OCR zone:
1. In the Home page, click the Manage Zones icon. The Manage Zones window
appears.
Manage Zones Window
2. Highlight the OCR zone. The Edit Zone toolbar appears.
Edit Zone Toolbar
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3. Click Edit Zone icon. The Edit OCR Zone flyout window appears. The OCR value
appears in the first field.
Edit OCR Zone
4. To copy the value to the selected index, select Copy value to index.
5. To apply the OCR zone to the entire page, select Whole Page.
6. Modify the properties, if applicable. See the section on Zonal OCR Properties for more
information on each property.
7. Click Apply to save your changes.
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Deleting OCR Zones
OCR Zones can be deleted with the Manage Zones operation in the Home page.
To delete an OCR zone:
1. In the Home page, click the Manage Zones icon. The Manage Zones window
appears.
Manage Zones Window
2. Highlight the appropriate OCR zone in the grid. A toolbar appears above your selection.
3. Click the Delete icon.
4. Click Yes to confirm the deletion.
Note:
Alternatively, you can select the Delete icon next the OCR zone row in
the grid.
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Zonal OCR Properties
During zonal OCR configuration, custom code, engine-level, and zonal OCR properties are
available for selection.
Auto Rotate
By default, this property is set to True, and the Open Text Zonal OCR engine will attempt to
recognize text in all orientations (vertically and horizontally) within the zone. If you do not
want the Open Text Zonal OCR engine to recognize text in all orientations (vertically only)
within the zone, set this property to False.
Brightness Sample Size
This value (indicating both width and height) specifies the rectangle size used to calculate the
brightness threshold. You can specify a value between 1 and 32, and the default value is 15.
Note:
Smaller brightness sample sizes may cause the OCR engine to recognize extraneous
noise on the image.
Brightness Threshold
You can assign a brightness threshold value (between 0 and 255) for the image. The default
value is 75.
Country/Language
When you select from the Country/Language property, your selection may reflect not only a
country or language, but country groups (e.g., Western Europe), language groups (e.g., Latin),
and character sets (e.g., OCR). Each country corresponds to one or more languages, and
countries are automatically expanded into language sets (e.g., German corresponds to the
German language; Switzerland corresponds to the German, French, Italian, and Rhaeto-
Romantic languages).
Specific languages are also available for selection under the Country/Language property (e.g.,
English, German, Dutch, Italian, etc.). It is recommended to narrow your selection as much as
possible since OCR recognition may become slower with a greater number of selected
countries or languages. It is also recommended to select a country rather than a language or
country group (e.g., Western Europe, South America, Scandinavia) since the recognition of
certain types of addresses and money transfer forms may improve.
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Language Groups
If you select a language group, it is recommended to select only one, since they encompass
multiple languages, countries, and code pages.
1. Cyrillic (Codepage 1251)
2. Greek (Codepage 1253)
3. Latin (Codepage 1250, 1252, 1254, and 1257; i.e., Central Europe, Western Europe,
Turkey, and Baltic)
4. Azerbaijanian
Note:
For language groups, recognition results are always represented by Unicode
characters. The English character set (A-Z, a-z) is implicitly available with all
country-language selections, even Greek or Cyrillic.
To select a country or language for full-text OCR output:
1. After selecting an output type, click the ellipsis button to the right of the
Country/Language property. The Country/Language dialog box appears.
Country/Language
2. Highlight one or more selections from the Available list, and then click the right arrow.
3. To remove one or more selections from the Selected list, highlight the selections, and
then click the left arrow.
4. When finished with your selections, click OK.
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Supported Countries, Languages, Country Groups, Language Groups
and Character Sets
If you narrow the search for specific languages or countries, the OCR engine will process
more rapidly during OCR recognition. See Appendix B for a list of all supported countries,
languages, country groups, and character sets.
Minimum Confidence
The confidence level reflects the reliability of the OCR recognition results. Values range from
zero (the default setting), the lowest confidence level, to 255, the highest confidence level
indicating the most reliable recognition results. Characters with lower confidence levels than
your specified value will display as the rejection symbol, which is the tilde (~) character by
default.
Timeout Value (sec)
This property allows you to define the maximum amount of time that the OCR engine
processes a single image before it fails. By default, this property is set to 180 seconds (3
minutes). You can assign a timeout between one second and 3,600 seconds (1 hour).
Note:
Raising the timeout setting may increase the amount of time to process all images.
Reader Engine
Two internal OCR reader engines, RecoStar and AEGReader, are available for selection
during zonal OCR configuration. Document content may cause one engine to generate more
accurate recognition results, so the Voter option is selected by default. The Voter option
automatically "votes" between both engines' recognition results, and generates results from
the engine with the highest confidence level.
Rejection Symbol
This property represents rejected characters in output documents. A rejected character is not
recognized by the active OCR recognition engine configuration. The default value is the Tilde
character ( ~ ). Only a single character can be entered in this field.
Tip:
To prevent unrecognized characters from appearing in output documents, leave this
field blank.
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Syntax Mode
When you assign the syntax mode to alphanumerical, the default character set is
alphanumeric. If a character is ambiguous, the OCR engine will attempt to process the
character as a letter before a number. For example, the OCR engine will process a "G" before
"6", "S" before "5", etc.
When you assign the syntax mode to numerical, the default character set is numeric. If a
character is ambiguous, the OCR engine will attempt to process the character as a number
before a letter. For example, the OCR engine will process a "6" before "G", "5" before "S",
etc.
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Job Configuration
In the Home page, job configuration settings contain properties for various tasks that are
completed automatically in PaperVision Capture Desktop. During job configuration, you can
assign automatic document break and page rotation settings. In addition, you can apply
settings to limit the number of pages comprising each document, and you can automatically
delete blank pages that are scanned in the application.
For example, document breaks can be inserted automatically based on page count, file size,
barcode content, and OCR text. Additionally, you can configure custom code events that can
automatically execute during batch processing. To view job settings, select the Job
icon in the Settings toolbar group.
Job Configuration (Basic Settings)
General
This read-only field displays the name of the job.
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Auto Document Break
While scanning documents, you can determine where one document ends and the next
document begins using the Auto Document Break properties. Although you can separate
documents manually, you can select from options that are described below.
To assign the auto-document break settings:
1. In the Job Configuration window, expand the Auto-Document Break menu. The Auto-
Document Break settings appear.
Auto Document Break
2. Select an option:
• None: This is the default auto-document break type. When set to None, the system
will expect you to manually separate new documents. No options are available for
this setting.
• Blank Page: To automatically insert document breaks based on the file size of the
image, select Blank Page. Enter the size (in Kilobytes) of images to be considered
blank. You can enter the file size whole numbers with up to two decimal places.
Select True to leave the blank page in the batch, or select False to remove the blank
page from the batch.
Note:
An error will appear if both the Auto Document Break and Minimum Page
Size Detection properties are enabled.
• Number Pages: To assign a fixed number of pages per document, enter the number
of pages that PaperVision Capture Desktop will scan before starting a new document.
Barcode Zones
To select the Barcode mode, click the Add Zone link to define the barcode zone that will
automatically break documents. See the Barcode Zone Configuration section for more
information on specific settings.
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OCR Zones
To select the OCR mode, click the Add Zone link to define the OCR zone that will
automatically break documents. See the OCR Zone Configuration section for more
information on specific settings.
Delete Break Sheet (Barcode/OCR Only)
This property is applicable when you define Auto Document Breaks with barcode or OCR
zones. When enabled, the break page will be deleted when all defined barcode or OCR zones
are read successfully.
Auto Page Rotation
The Auto-Page Rotation setting allows you to configure how pages are rotated as images are
scanned in the application.
To assign the page rotation settings:
1. In the Job Configuration window, expand the Auto Page Rotation menu. The Auto Page
Rotation settings appear.
Auto Page Rotation
2. Select the page rotation setting from the Apply Rotation To drop down menu.
• None disables the automatic page rotation feature.
• All Pages automatically rotates all pages in a document by the specified rotation
value as the documents are scanned.
• Even Pages automatically rotates only the even numbered pages in a document by
the specified rotation value as the documents are scanned.
• Odd Pages automatically rotates only the odd numbered pages in a document by the
specified rotation value as the documents are scanned.
• Even Pages/Odd Pages automatically rotates the odd and even numbered pages in a
document by the specified rotation values as the documents are scanned. Even pages
and odd pages can be assigned different rotation values.
• First Page Only automatically rotates the first page of a document by the specified
rotation value as the documents are scanned.
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• All Pages Except First automatically rotates all pages except the first page of a
document by the specified rotation value as the documents are scanned.
• First Page Only/All Page Except First automatically rotates the first page of a
document by the specified rotation value as the documents are scanned. The
remaining pages can be assigned a different rotation value.
3. Select the rotation value from the All Pages (or the applicable selection will appear)
drop-down list. You can select from 90°, 180°, or 270°.
4. If you are applying on the fly processing (for barcode, IP, or OCR zones) on images and
you want the auto-rotation settings to be completed before you apply on the fly
processing, select the option, Apply Before On the Fly Processing. Otherwise, images
will be rotated after on the fly processing has been completed.
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Miscellaneous
Miscellaneous job settings include Color Image File Type, Minimum Page Size, and Display
Saved Images Only.
Miscellaneous Job Settings
Color Image File Type
You can specify the file type when storing scanned images that are not black and white. Click
the Color Image File Type drop-down menu in the right column to make the selection. If you
change this property after images have already been scanned into the batch, the file type will
change for only those images subsequently scanned into the batch. For example, you change
the Color Image File Type property from .bmp to .jpg after scanning ten out of twenty images
in the batch. Images 1-10 will be .bmp file types; images 11-20 will be .jpg file types.
• BMP files are not compressed and can be large. These files contain pixels and can
degrade when you increase resolution.
• JPG images are compressed, so they contain less data and smaller file sizes than other
image types.
Minimum Page Size
Blank pages can be scanned accidentally or as the blank side of a duplex page. The Minimum
Page Size setting allows you to delete blank pages as they are scanned. In the Minimum Page
Size field, enter the minimum page size detection (in Kilobytes) to be deleted. You can enter
the size in whole numbers with up to two decimal places.
Note:
An error will appear if both the Auto Document Break and Minimum Page Size
Detection properties are enabled.
Display Saved Images Only
When this property is enabled, PaperVision Capture Desktop only displays the images that are
saved (in the manner that they are being saved). For example, if images are rotated as they are
scanned, only the correct rotation orientation will display. If you enable this setting, and you
have specified a minimum page size detection, blank pages will not display. If you do not
enable this setting, all images will display, including blank images.
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Advanced Job Configuration
Advanced job settings include properties to merge documents containing matching index
values (Merge Like Documents operation). Custom code properties allow you to configure
automated actions triggered after certain events (Add Page, Save Indexes, Match and Merge,
and Custom Code Execution) are completed.
Advanced Job Configuration
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Merge Like Documents
The Merge Like Documents job setting merges pages from multiple documents with the same
index values into a single document. Documents that have not been indexed are not included
in the merge process. The Merge Like Documents operation is performed on all documents in
the batch.
To configure the Merge Like Documents setting:
1. Click Show Advanced Configuration on the bottom right of the Job Configuration
flyout window.
2. Expand the Merge Like Documents menu. The Merge Like Documents settings
appear.
Merge Like Documents
3. You can determine the page order of the merged document. Select Merge in Reverse
Direction to place the last page at the beginning of the resulting document. If all pages
should appear in the order in which they are merged, do not select this option.
4. All index values defined for the job appear in the Available list. Highlight the index
values to be included in the Merge Like Documents operation, and click the right arrow.
Your selected index values will appear in the Selected list.
• Or, choose Select All, and then click the right arrow.
• To remove a selected index value, highlight the index value in the Selected list,
and then click the left arrow.
• Or, choose Select All to remove all index values from the Selected list, and then
click the left arrow.
5. By default, blank index values are not included in the merged document. If blank index
values should be included in the merged document, select the Allow Blank check box for
the appropriate index value. For example, if you select the Allow Blank check box for
the Invoice Number index value, all documents must contain blank index values in order
to be merged into one document. If at least one Invoice Number index value is defined
and the remaining index values are blank (or vice versa), the documents will not be
merged.
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Custom Code Event Configuration
Custom code is automatically executed when certain events occur in PaperVision Capture
Desktop. These events include the following:
• Index Populating - when a specific index is populated with data
• Index Validating - when a specific index is to be validated
• Add Page - each time a page is added to the batch
• Barcode Detected - each time a barcode is successfully read
• Save Indexes - when index values are being saved to the batch
• Custom Code Execution - when a user clicks the "Custom Code" button
• Match and Merge - when a user clicks the "Match and Merge" button
To configure the code for the Index Populating and Index Validating events:
1. In the Indexing window, select the index.
2. Click the Configure Index icon to open the properties window.
3. Click Show Advanced Configuration to view advanced indexing properties.
4. Expand the Custom Code menu to view the Index Populating and Index Validating
events.
Index Populating and Index Validating Events
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5. Click the Add icon next to the event, and the Select Custom Code Generator
dialog box opens.
Select Custom Code Generator
6. Select the Basic generator, and click OK. The Script Editor opens, where you can edit
the script.
7. Click OK in the Script Editor to save the script.
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The remaining events are configured in the Job Configuration window, located in the Home
page > Job (Settings toolbar group) > Show Advanced Configuration > Custom Code
menu. After you navigate to the appropriate screen, follow these steps to generate custom
code:
To configure the code for the remaining events:
1. In the Job Configuration flyout window, click Show Advanced Configuration on the
bottom right.
2. Expand the Custom Code menu. The Custom Code events appear.
Custom Code
Add Page
Add Page executes custom code just before images are appended to the batch, including
rotation or barcode indexing. When the script is enabled for this option, it will be executed
for all images scanned in the application or when you import a batch. This script is not
executed if you execute the Import Images operation.
Barcode Detected
The Barcode Detected event executes custom code after a barcode's value, location, size,
orientation, and type have been successfully read during scanning. When a script is
enabled for this option, it will be executed every time a barcode is successfully read during
scanning (multiple barcodes can be read per page). This event can also be used to apply a
page-level custom tag. The script is not executed if a barcode cannot be successfully read.
Save Indexes
Save Indexes executes prior to the operator saving the index values in the Indexing window.
Custom Code Execution
Custom Code Execution executes when the user clicks the Custom Code button in the Edit
page.
Match and Merge
Match and Merge executes when you click the Match and Merge button in the Edit page.
See the Match and Merge Wizard section for specific configuration information.
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3. To configure one of the custom code events, click the Add icon. For the Add Page,
Save Indexes, or Custom Code Execution events, the Select Custom Code Generator
wizard opens, where you can configure a basic script generator.
Custom Code Generator Wizard
4. Select either the C# or Visual Basic programming language from the drop-down list.
5. Select the Basic generator, and click OK. The Script Editor opens, where you can edit
the script.
6. Click OK in the Script Editor to save the script.
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Copying a Job
The Copy Job operation makes a copy of the current job and allows you to move the open
batch to the new job.
To copy a job:
1. In the Home page, click the Copy Job icon in the Settings toolbar group. The
Copy Job dialog box appears.
Copy Job
2. Enter the new job name.
3. To move the current batch to the new job, select the Move Batch to New Job check box.
4. Click OK.
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Managing Zones
When you select the Manage Zones operation from the Home page, you can view,
modify, and delete zones that you have assigned to indexes. The Manage Zones window
displays all zoom, barcode, and OCR zones per index. You can also view the zone's page
number, type (Barcode, OCR, and Zoom Zone), and parameters (X and Y coordinates; width
and height).
• Index (indicates the index to which the zone is assigned)
• Type (indicates the type of zone, including barcode, OCR, or zoom zone)
• Page
For specific OCR and barcode zone configuration settings, see the Barcode Zone
Configuration section or the OCR Zone Configuration section.
To edit existing zones:
1. In the Home page, click the Manage Zones icon. The Manage Zones grid opens,
where you can view all zones that have been applied to indexes.
Manage Zones
2. To view a zone's properties, highlight the zone in the grid. The Manage Zones toolbar
appears above the region on the image, where you can save, delete, or edit the zone's
properties.
Manage Zones Toolbar
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3. To edit the zone's properties, click the Edit Zone icon. The corresponding flyout
window appears with a preview of the barcode/OCR value.
Edit Barcode Zone Flyout Window
4. To copy the zone's value to the selected index, select Copy value to index.
5. To apply the zone to the entire page, select the Whole Page option.
6. Edit the properties for the zone, and then click Apply.
7. If you adjusted the borders of the zone and want to save the new dimensions, click the
Save icon.
8. To delete an existing zone, highlight the zone, and then select the Delete icon.
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Right-Click Operations
You can execute a variety of operations when you right-click on an image in the main
viewing window in the Home, Edit, View, and Automated Processing Tasks pages. The
following table displays each operation's default hot keys (if applicable), toolbar icon, and
main page where the operation can be executed.
Right-Click Operations
Reset Page
Resets the page to its original view
Page: Edit
Hot Key: Ctrl+T
Rotate Image
Rotates the image 90 degrees clockwise
Page: Edit
Hot Key: R
Rotate and Save Image
Rotates and saves one or multiple images
in one document or across multiple
documents
Page: Edit
Scale to Height, Width, Window
Fits images to the height, width, or both
height and width of the screen.
Page: View
Copy Document
Copies all pages and appends the new
document after the selected document
Page: Edit
Hot Key: Y
Delete Document
Deletes the current document and its
associated images
Page: Edit
Hot Key: Ctrl+Delete
Insert Document Break
Makes your selected page the first page of
the new document
Page: Edit
Hot Key: Ctrl+Insert
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Right-Click Operations (continued)
Remove Document Break
Removes a previously-inserted document
break
Page: Edit
Hot Key: Ctrl+R
Cut, Copy, Paste, Delete Pages
Cuts, copies, pastes, or deletes the current
page
Page: Edit
Hot Keys:
• Cut: Ctrl+X
• Copy: Ctrl+C
• Paste: Ctrl+V
• Delete Page: Delete
Invert Page Polarity
Reverses the black text on white
background to white text on black
background (or vice versa)
Page: Edit
Invert and Save Page Polarity Page: Edit
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The Edit page contains bath, document, and page manipulation operations such as
the Cut, Copy, and Paste Pages/Documents. The Auto Import operation allows
you to manually import directories containing images. Auto Import creates a new
document at the end of the current batch and then inserts the images. In addition, you can
insert and remove document breaks from this page; invert and rotate pages; merge documents
containing matching index values; and, shuffle documents to duplex. In addition, you can
save images after you rotate or invert them. You can also index documents (and all associated
indexing operations) within the Edit page.
Edit Page
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Auto Import
The Auto Import operation allows you to manually import directories containing images. This
operation creates a new document at the end of the current batch and then inserts the images.
To execute the Auto Import operation:
1. Click the Auto Import icon. The Auto Import dialog box opens.
Auto Import
2. In the Select Directories to Import section, highlight the directory and click Add.
3. Repeat the second step for each directory.
Note:
A message appears if you attempt to import a directory that has already been
added to the Directories Queued for Import list.
4. If applicable, select the drive from which to import the batch. By default, the contents of
your local hard drive appear in the Folders list.
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5. To remove one or more directories, highlight them in the Directories Queued for
Import list, and then click Remove.
Note:
Use the Ctrl key when you select multiple directories or the Shift key when
you select multiple, consecutive directories.
6. To remove all selected directories, click Clear.
7. To specify an image file type to import, enter it in the File Type field.
8. To enter multiple image file types, use the filter format with semicolons placed between
file types:
*.bmp; *.jpg; *.tif
9. In the Import Mode section, select Manual or Automated. If you select Manual,
proceed to the next step. If you select Automated, proceed to step 11 on the next page.
10. If you select the Manual option, the Manual Auto Import screen opens where you can
save or skip certain images and insert document breaks. Additionally, you can rotate the
pages, invert page polarity, and reset the page view. The progress bar at the bottom of the
screen helps you navigate through the images by displaying batch, image, document, and
page information.
Manual Auto Import Operations
• To save the image, click the Save Image icon.
• To create a new document, click the New Document icon.
• To skip the image, open, click the Skip Image icon.
• To invert the page polarity, open View > Invert, click the Invert icon.
• To rotate the page view by 90 degrees clockwise, click the Rotate icon.
• To reset the image to its original view, click the Reset icon.
• To exit out of the screen, click the Exit icon.
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The following hot keys can be used in the Manual Auto Import screen:
• Save Image (Ctrl+S)
• Create New Document and Save Image (Ctrl+Insert)
• Skip Image (Ctrl+I)
• Invert Page Polarity (Ctrl+N)
• Rotate Image (R)
• Reset Image (Spacebar or Ctrl+T)
• Exit (Ctrl+E)
• Help (F1)
11. If you select Automated, select from one of the following Insert Document Break
options:
• Use Job Step's Auto-Document Break Setting is assigned by your
administrator. One of the three settings may have been assigned:
a. None: This is the default auto-document break type for a newly created
step. When set to None, the system expects you to manually separate new
documents.
b. Number of Pages Per Document: This is the total number of pages that
PaperVision Capture will scan before starting a new document. Your
administrator may have the system display a message that asks you for a
fixed number of pages before breaking to a new document.
c. Barcode: Your administrator pre-defined barcode zones to be read during
the scanning process.
• Each Directory automatically imports images into multiple documents, placing a
document break between each directory. For example, if you select a parent
directory that contains subdirectories, document breaks are automatically inserted
between the subdirectories.
• Each Image automatically imports multi-page image files and separates them into
multiple documents, placing a document break between each image file.
12. Click OK to begin the import process.
13. If invalid images are found during the import process, a notification appears with each
invalid image and prompts you whether to import the remaining images.
• Click Yes to import the remaining images in the batch.
• Click No to abort the import process from that image forward. The remaining
images (located after the invalid image) will not be imported.
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Importing Images
This operation imports images before or after your selected page in the current document.
This command does not perform barcode recognition, apply page rotation, or insert auto
document breaks.
To import images:
1. Navigate to the destination page in the document.
2. Click the Import Images icon.
3. In the Select Images to Import dialog box, browse to the directory and select the
image(s) to import.
Note:
Press the Ctrl key to select multiple images or the Shift key to select
multiple, consecutive images.
4. Click Open, and the Import Pages dialog box appears.
Import Pages
5. Select the document number where the images will be inserted.
6. Select the page number where the images will be inserted.
7. If you want the images inserted after the destination page, select Import pages after
destination page. Otherwise, images are inserted before the destination page.
8. Click OK.
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Adding a Document
The Add Document command appends a blank document to the end of the batch. You can
subsequently scan and import images into the new document and enter index values.
To add a document:
1. Open the appropriate document.
2. Click the Add Document icon. The blank document appears at the end of the
batch. You can then import or scan images into the new document (and enter index
values if required).
Copying a Document
The Copy Document command copies all pages and appends the new document after the
selected document.
To copy a document:
1. Open the appropriate document.
2. Click the Copy icon.
3. Enter the number of copies to create, and then click OK.
Deleting Documents
The Delete Document command deletes the current document and its associated images.
To delete a document:
1. Open the appropriate document.
2. Click the Delete icon.
3. To proceed with the deletion, click Yes.
If the Browse Batch window is viewable, you can delete one or more documents from the list.
To delete one or more documents from the Browse Batch window:
1. Select one or more documents in the list.
2. Right-click and select Delete Documents.
3. To proceed with the deletion, click Yes.
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Inserting an Auto Document Break
While scanning documents, you can determine where one document ends and the next
document begins by inserting an Auto Document Break. This operation makes your selected
page the first page of the new document.
To insert an auto document break:
1. Navigate to the page where the document break will be placed.
2. Click the Insert Document Break icon.
3. If you want to save the index values, click Yes.
• Selecting No will not save the index values, but will insert a document break.
• Selecting Cancel will abort both operations.
4. If you want the marked page to be the first page of the new document, click Yes.
Removing a Document Break
If you inserted a document break and no longer want to keep it, you can remove the break and
place the pages from the current document at the end of the previous document.
To remove a document break:
1. Navigate to the page where the document break was placed.
2. Click the Remove Break icon.
Note:
You cannot remove a document break for the first document in the batch.
3. Click Yes to remove the document break, and the current document will be merged with
the previous document.
4. Or, select No, and the document break will not be removed.
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Document History
The Document History operation lists all actions performed on the document, such as
its creation date and name, image additions and deletions, and index additions and updates. To
view a document's history, click the Document History icon.
Document History
Merging Like Documents
This operation merges selected documents containing the same index values. The Merge Like
Documents job setting must be configured for this operation. See the Job Configuration
section in Chapter 2 for more information.
To merge documents containing the same index values:
1. Enter the required index value(s) for all documents.
2. In the Edit page, click the Merge Like Documents icon. If the Browse Batch
window is viewable, documents with matching index values will be combined into one
document.
Note:
Documents must contain matching index values in order to be merged. For
example, in a batch containing three documents, one document contains a
blank index value; the other two documents have a matching index value of
80111. Only the two documents with 80111 index values will be merged.
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3. If you are merging a large volume of documents, a progress message will appear during
document analysis, prior to the document merge. During analysis, you can click the
Cancel button to cancel the merge process and return to the job step screen.
Note:
Depending on the number of documents that comprise the batch, document
analysis may take a few minutes to complete.
4. Click OK to the confirmation message.
Shuffling a Document to Duplex
This operation shuffles the first half of the pages, and they become the odd pages. The
remaining half of the pages becomes the even pages, and these pages are placed in reverse
order. The document must contain an even number of pages to shuffle.
WARNING!
This command is irreversible.
To shuffle a document to duplex:
1. In the Edit page, click the Shuffle Document to Duplex icon.
2. Click Yes to proceed with the shuffle.
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Cutting and Pasting Pages
You can cut, copy, and paste one or multiple pages in the Single Display View or
Multiple Display View within the Edit page. The cut, copy, and paste operations can be
performed on consecutive or non-consecutive pages in one document or across multiple
documents.
Tip:
You can also right-click on a page or within the multiple display view or the Thumbnails
window to cut, copy, and paste pages.
To cut and paste pages:
1. Navigate to the page in the document (or, select one or more pages in multiple display or
Thumbnails).
2. Click the Cut icon. The Cut Pages dialog box appears.
Cut Pages
3. If you selected pages within the same document, the first option, Selected pages
(current document), is selected. For this option, the selected pages are listed in the
Pages field. If you selected pages across multiple documents, the second option, Selected
pages (across documents), would be selected. Ensure the appropriate option is selected,
and then click OK.
4. In the Thumbnails window or multiple display view, selected pages appear with the Cut
icon in the upper right. Navigate to the page in the document where the pages will be
pasted.
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5. Click the Paste icon. The Paste Pages dialog box appears.
Paste Pages
6. Your selected document and page number appear in the Paste Pages dialog box. To
change your selection, enter the appropriate document and page number.
7. By default, the pages are pasted directly before your selected location. If you want them
pasted after your destination page, select the option, Paste after destination page.
Tip:
To prevent the confirmation message from appearing each time you perform this
operation, select the Suppress future cut/paste pages messages option. To show the
message once again, select the PaperVision Capture Desktop Button >
Preferences > Confirmation Messages, and select the applicable check box.
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Copying and Pasting Pages
To copy and paste pages:
1. Navigate to the page in the document (or, select one or more pages in multiple display or
Thumbnails).
2. Click the Copy button. The Copy Pages dialog box appears.
Copy Pages
3. If you selected pages within the same document, the first option, Selected pages
(current document), is selected. For this option, the selected pages are listed in the
Pages field. If you selected pages across multiple documents, the second option, Selected
pages (across documents), would be selected. Ensure the appropriate option is selected,
and then click OK.
4. In the Thumbnails window or multiple display view, selected pages appear with the
Copy icon in the upper right. Navigate to the page in the document where the pages will
be pasted.
5. Click the Paste icon. The Paste Pages dialog box appears.
Paste Pages
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6. Your selected document and page number appear in the Paste Pages dialog box. To
change your selection, enter the appropriate document and page number.
7. By default, the pages will be pasted directly before your selected location. If you want
them pasted after your destination page, select the option, Paste after destination page.
Tip:
To prevent the confirmation message from appearing each time you perform this
operation, select the Suppress future copy/paste pages messages option. To show
the message once again, select the PaperVision Capture Desktop Button >
Preferences > Confirmation Messages, and select the applicable check box.
Deleting a Single Page
To delete a page:
1. In the Thumbnails section, select the page to delete.
2. Click the Delete icon in the toolbar.
3. Click Yes to the confirmation message.
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Deleting Pages
This operation deletes your specified page(s) in one document or across multiple documents.
You can perform this operation in single display view (View > Organization > Single
Display) or multiple display view (View > Organization > Multiple Display) as well as the
Thumbnails window (View > Windows > Thumbnails).
Tip:
You can also right-click on a page or within the multiple display view or Thumbnails
window to delete pages.
To delete pages:
1. Select one or more pages in the same document or across multiple documents.
2. Click the Delete icon. The Delete Pages dialog box appears.
Delete Pages
3. If you selected pages within the same document, the first option, Selected pages
(current document), is selected. For this option, the selected pages are listed in the
Pages field. If you selected pages across multiple documents, the second option, Selected
pages (across documents), would be selected. Ensure the appropriate option is selected,
and then click OK.
4. To confirm the deletion, click OK.
Tip:
To prevent the confirmation message from appearing each time you perform
this operation, select the Suppress future delete pages messages option. To
show the message once again, select the PaperVision Capture Desktop
Button > Preferences > Confirmation Messages, and select the
applicable check box.
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Inverting Page Polarity
Inverting the page polarity reverses the black text on white background to white text on black
background (or vice versa). When you are in single-display view, you can click the Invert
icon to run this operation.
Inverting and Saving Page Polarity
Inverting the page polarity reverses the black text on white background to white text on black
background (or vice versa). This operation saves the inverted pages prior to batch submittal.
To invert and save page polarity on one or multiple pages:
1. Navigate to the appropriate page.
2. Click the Invert drop-down list, and then select the Invert Save Pages Polarity
option. The Invert Save Pages Polarity dialog box appears.
Invert Save Pages Polarity
3. If you selected pages within the same document, the first option, Selected pages
(current document), will be selected. For this option, the selected pages are listed in the
Pages field. If you selected pages across multiple documents, the second option, Selected
pages (across documents), is selected. Ensure the appropriate option is selected.
4. To specify a certain page, page range, or combination thereof, enter the page numbers in
the Pages field. For example, you can enter "2, 4-7".
5. Click OK.
Tip:
To prevent the confirmation message from appearing each time you perform this
operation, select the Suppress future invert messages option. To show the message
once again, select the PaperVision Capture Desktop Button > Preferences >
Confirmation Messages, and select the applicable check box.
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Rotating an Image 90° Clockwise
To rotate the image 90 degrees clockwise, click the Rotate icon.
Rotating and Saving Pages
You can rotate one or multiple images in one document or across multiple documents and
save them. You can perform this operation in the Thumbnails window, single display view
(View page > Single Display) or multiple display view (View Page > Multiple Display).
To rotate and save one or multiple images:
1. Select one or more pages.
2. Click the Rotate Save Images icon. The Rotate Save Images dialog box appears.
Rotate Save Images
3. From the Rotation Mode drop-down list, select the angle (90, 180, 270).
4. If you selected pages within the same document, the first option, Selected pages
(current document), will be selected. For this option, the selected pages are listed in the
Pages field. If you selected pages across multiple documents, the second option, Selected
pages (across documents), is selected. Ensure the appropriate option is selected.
5. To specify a certain page, page range, or combination thereof, enter the page numbers in
the Pages field. For example, you can enter "2, 4-7".
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6. Click OK.
Tip:
To prevent the confirmation message from appearing each time you perform this
operation, select the Suppress future page rotation messages option. To show the
message once again, select the PaperVision Capture Desktop Button >
Preferences > Confirmation Messages, and select the applicable check box.
Resetting Pages
If you have rotated or inverted a page, you can reset the page to its original view. To reset the
image to its original view, click the Reset icon.
Saving Pages
If you rotate a page or invert its polarity, this command allows you to save its new
appearance.
To re-save the page:
1. After you change the page rotation or polarity, click the Save icon.
2. Click OK to the confirmation prompt.
Miscellaneous Operations
Miscellaneous operations include custom code and match and merge operations that you can
execute in the Edit page.
Custom Code
This operation is available if you have configured a custom operation in the Home page's Job
Settings. For example, an operation can validate your indexing entries against an external
database, or your indexing entries can update an external database. Click the Custom Code
icon to run a custom operation that has been configured.
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Match and Merge
If the Match and Merge command is executed, your indexing entries will be combined with
entries found in the specified database (configured in the Home page > Advanced Job
Settings > Custom Code menu). For example, you enter one required index value, a social
security number, for an insurance invoice. You execute the Match and Merge command, and
the remaining two index fields, First Name and Last Name, are automatically filled in.
If you are unsure of the exact index value while hand-key indexing, you can insert wildcard
characters to perform a partial search against the database. For example, you can insert the
percent sign (%) to specify any number of unknown characters to search for in a SQL,
Sybase, or Oracle database; or, you can insert the asterisk (*) to specify any number of
unknown characters to search for within a Microsoft Access database. For information on
specific wildcard characters, refer to the documentation for the respective database.
Note:
See the Configuring the Match and Merge Wizard section for information on
configuring this operation.
To match and merge your index values:
1. Enter the required index values in the Indexing window.
2. In the Edit page, click the Match and Merge icon. The entries found in the database
populate the remaining index fields.
Note:
A message will appear if no matches were found.
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3. If more than one entry is found, you will be presented with a list of records in the Record
Selection dialog. Highlight the record and click OK.
Record Selection
Note:
Click a column header to sort the records in ascending or descending order,
and the sort order will be maintained for the duration of your logon session
(i.e., the records return to their original sort order after you close the
application).
4. If you do not see the correct record, click Cancel.
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The View page contains document and page viewing operations that help you
manage page display settings in PaperVision Capture Desktop. Additionally, you
can alter the scaling of each page (Scale to Height, Scale to Width, and Scale to
Window) and execute zoom (Zoom In and Zoom Out) operations. You can also index
documents (and all associated indexing operations) within the View page.
View Page
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Display
The Display toolbar group operations allow you to choose a single-page display or multiple-
page display for documents in the main viewing window.
• To view one page at a time in the main window, select the Single icon.
• To view multiple pages in the main window, select the Multiple icon. To assign
the number of rows and columns that appear at a time, see Display Preferences for more
information.
Note:
Windows that you open or close in single-display and multiple-display views, such
as Thumbnails, Indexing window, and Browse Batch, etc., are retained in each view.
Scale
These commands fit images to the height, width, or both height and width of the screen.
• Click the Scale to Height icon to scale the image to the height of the main window.
• Click the Scale to Width icon to scale the image to the width of the main window.
• Click the Scale to Window icon to scale the image to fit the entire image in the main
window.
Zoom Operations
• To zoom in on an area of the image, click the Zoom In icon.
Note:
You can also use the left mouse button to draw a boundary that will zoom
into an area of the image.
• To zoom out of the current view of the image, click the Zoom Out icon.
• This command sets the image rotation back to its original view and displays the image
using the Scale to Window view. To reset the image to its original view, click the Reset
icon.
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Zooming and Scaling - Order of Operations
In PaperVision Capture Desktop, index zoom zones (described in the Basic Indexing
Properties topic), user-defined zoom zones (Zoom In/Out), and scaling (Scale to
Height/Width/Window) can be applied to images viewed in the application. Zoom zones and
scaling operations are applied in the following order:
1. Any defined index zoom zones take precedence over all zoom zone or scaling settings
that have been applied on images in the Operator Console. So, when you navigate to
an index field defined by an index zoom zone, the index zoom zone will be applied.
2. If you enable the Hold Zoom Regions system preference, any zoom zone that you
apply will be retained until you navigate to an index field defined with a different
zoom zone.
3. If you enable the Hold Zoom Regions system preference, any zoom zone that you
apply on the image will be retained across all index fields, pages, and documents.
4. If you disable Hold Zoom Regions system preference, any zoom zone that you apply
on the image will not be retained across index fields, pages, and documents.
5. Finally, any scaling that you apply on the image takes precedence over the Hold
Zoom Regions system preference and any zoom zone that you have applied on the
image. However, scaling the image does not impact any defined index zoom zones,
which take precedence over all settings and operations.
Note:
For more information, see the Hold Zoom Regions setting description in the
System Preferences section of Chapter 1.
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The Auto Process page allows you to select the automated processing tasks
required to process the batch. When you configure the Image Processing or
Full-Text automated task, a context-sensitive page will launch that contains only the
operations and properties specific to the task. If you want to include the barcode and zonal
OCR automated tasks as a post-process (after scanning and indexing), you must first define
barcode and OCR zones in the Home page. To include a task during automated processing,
select the Enable check box next to each required task. If an automated task is not yet
configured, the Enable check box will not be available for selection.
In the Auto Process page, you can define PaperVision Capture Desktop exports in a wizard
that contains a simple, tabbed graphical user interface. To expedite export configuration,
default properties appear in drop-down menus, editable fields, and check boxes that you can
easily modify.
The Process Action toolbar group contains the Start and Stop operations. The Process Mode
allows you to select whether to process all documents in the batch (regardless of whether
previously processed) or skip documents already processed. Your selected automated
processes and settings are retained for the current job, so you will not have to repeatedly
assign the same settings for subsequent batches.
Auto Process Page
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Process Action (Starting/Stopping)
The Process Action toolbar group contains the Start and Stop commands that start and stop
automated processing tasks.
To start and stop automated processing:
1. Ensure all required automated processing tasks have been configured.
2. Select the Enable check box next to all required automated tasks.
3. To execute the automated processing tasks, click the Start icon.
4. To cancel (stop) an automated process, click the Stop icon.
IMPORTANT!
If you attempt to close PaperVision Capture Desktop while automated processing
is executing, you will be prompted to stop all automated processing tasks
currently in progress. When you stop an automated process already in progress,
the remainder of the current document will be processed, so larger documents
may take several minutes to process.
While automated processing executes in the Auto Process page, the following information
displays on screen:
• Whether the batch was processed successfully for each task
• Number of documents (document x of x) completed for each task
• Number of pages (page x of x) completed for each task
• If an error occurs, descriptions of each error appear on screen
Note:
If a task fails to process, subsequent tasks will not be processed.
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Auto Process Progress Bar
5. To exit the progress page and return to the Auto Progress page, click the Exit
icon.
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Process Mode
The Process Mode allows you to select whether to process all documents in the batch
(regardless of whether previously processed) or skip documents that were already processed.
The default selection is Skip Processed.
If you opt to skip documents that have already been processed, a progress bar will read
"Skipping Document x of x" when you execute automated processing. You cannot stop
automated processing while documents are being skipped since the Stop operation only
executes when documents are being processed.
Image Processing
Image processing filters help remove unnecessary borders, lines, and noise from images; they
also enhance text readability and reduce file size. Additional image processing filters evaluate
images, and then keep or discard them based on your defined criteria. Color detection filters
identify your specified colors and convert the image to black and white or remove the page
containing the color image. Binary filters can only be applied to bitonal (1 bit per pixel)
images; color and grayscale are ignored.
To enable automated image processing:
1. You must first define IP filters and/or zones. See the Image Processing Configuration
section for more information.
2. When finished with image processing configuration, return to the Auto Process page.
3. In the Auto Process page, click the Enable check box in the IP toolbar group.
Image Processing Automated Task - Enabled
4. To begin automated processing, click the Start icon.
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Barcode
You can use barcodes to populate new or existing index values and insert document breaks.
PaperVision Capture Desktop recognizes one- and two-dimensional, black and white, and
color barcodes. In the Auto Process page, you can configure a barcode reading process that
executes automatically during post-processing. For information on configuring a barcode
reading process while you scan (on the fly), see the Home Page chapter.
Note:
Use of the binary scaling image processing filter can improve the recognition rate of
barcode detection. For more information, see the Image Processing Filters section.
To enable an automated barcoding process:
1. You must first define barcode zones and properties in the Home page. See the Barcode
Zone Configuration section for more information.
2. When finished with barcode zone configuration, return to the Auto Process page.
3. In the Auto Process page, click the Enable check box in the Barcode toolbar group.
Barcode Automated Task - Enabled
4. If you are ready to execute automated processing, click the Start icon.
Zonal OCR
You can customize zonal Optical Character Recognition (OCR) settings for individual index
fields or to insert document breaks. Character recognition options allow you to customize how
values are recognized by OCR processing.
To enable automated zonal OCR:
1. You must first define OCR zones and properties in the Home page. See the OCR Zone
Configuration section for more information.
2. When finished with barcode zone configuration, return to the Auto Process page.
3. In the Auto Process page, click the Enable check box in the OCR toolbar group.
OCR Automated Task- Enabled
4. To begin automated processing, click the Start icon.
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Full-Text OCR
You can configure a full-text OCR automated process that reads pages of text and converts
recognized results to one or multiple file types. Once configured, this automated process
executes automatically during post-processing.
Extracted text is converted into various file types such as .txt, XML, and PDF. Each converter
output type contains unique settings that you can configure to support your full-text OCR
requirements. Prior to saving your settings, you can test and preview the full-text OCR results.
To enable automated full-text OCR:
1. You must first select and configure full-text OCR outputs. See the Full-Text OCR
Configuration section for details on configuring each output.
2. When finished with full-text OCR configuration, return to the Auto Process page.
3. In the Auto Process page, click the Enable check box in the Full Text toolbar group.
Full-Text OCR Process - Applied
4. To begin automated processing, click the Start icon.
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Exports
When you configure an export, you can select the custom code generator that will execute
automatically during batch processing. Custom Code generators include all exports and
customizable scripts (via the Export Template generator) that contain pre-written, generic code
to edit and compile directly in the Script Editor window. You can configure Custom Code
generators within a graphical user interface that displays only the applicable properties for your
selection. Default settings are provided for each generator within drop-down menus, editable
fields, and check boxes (indicating a default True or False setting). The Export Template
generator provides a generic template for custom exports that you can execute automatically
during batch processing.
IMPORTANT:
The Visual Basic programming language can only be used with the Export Template.
To configure and process exports:
1. In the Auto Process page, click the Wizard icon in the Export toolbar group. The
Select Custom Code Generator dialog box appears, where exports are listed.
Select Custom Code Generator
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Tip:
To view advanced settings, select the Advanced check box. Advanced
settings include programming language options (C# or Visual Basic) and the
Export Template, which contains additional pre-defined code that will
automatically process batches.
2. Double-click the export, and the selected export and corresponding properties appear in
tabbed dialog boxes.
Note:
See the Exports chapter for information on specific exports and their
associated properties.
• Default values and applicable index fields are provided for your reference, and drop-
down menus contain only the options specific to your selected export.
• You can manually enter file paths or browse to the appropriate directory.
3. After you have configured the export, click OK in the Export Configuration dialog box.
4. Click the Enable check box in the Export toolbar group.
5. To process the export, click the Start icon in the Process Action toolbar group. A
progress bar will appear, indicating whether the batch was successfully processed.
Export Wizard
If you have not yet manually edited the resulting code in the Script Editor, you can edit
properties in your existing export by clicking the Export Wizard icon in the Export
toolbar group. The tabbed Export Configuration dialog box will appear, allowing you to edit
previously assigned values. See the Exports chapter for more information on specific exports.
Editing Code
If you have already configured an export using the export wizard and you want to edit the
resulting code in the Script Editor, click the Edit Code icon. However, if you further edit
the custom code script with the Custom Code Generator Wizard, your previous code changes
in the Script Editor will be permanently lost. A warning prompt will notify you if you attempt
to make export modifications in this manner.
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Clearing Export Scripts and Code
You can remove your existing export script and code from the Auto Process page.
WARNING!
This operation is irreversible.
To clear the existing export:
1. In the Auto Process page, click the Clear icon in the Export toolbar group.
2. To confirm the removal, click OK.
FTP
The FTP operation securely transfers your documents, images, and associated index values to
an FTP site. Before processing FTP, ensure the required FTP settings have been configured in
the PaperFlow or ImageSilo/PVE XML custom code generator wizard (Auto Process page >
Wizard > PaperFlow or ImageSilo/PVE XML). You can execute FTP from the Auto
Process page, PaperVision Capture Desktop Button, or from the Start page.
Note:
For more information on PaperFlow or ImageSilo/PVE XML export configuration, see
Chapter 9 - Exports.
To start (and stop) the FTP process:
1. Ensure you have configured the required FTP properties for the PaperFlow or
ImageSilo/PVE XML custom code generator (export).
2. In the Auto Process page, select the Enable and Process FTP settings in the Exports
toolbar group.
Export and FTP Enabled
3. To process FTP from the Auto Process page, click the Start icon in the Process
Action toolbar group.
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• Alternatively, from the PaperVision Capture Desktop Button , select the
FTP icon.
• To process FTP from the Start page, select the FTP tab, and then click the Start
FTP button.
Note:
A notification will inform you if no folders are awaiting transfer.
If an error occurs during FTP transfer, select from one of the following options:
• Skip Folder and Continue
• Remove Folder and Continue
• Retry Folder (With this option, the system will attempt to FTP the same folder
until it is successfully transferred to the FTP site. As a result, the remaining
folders may not be transferred.)
• Cancel FTP
Tip:
If you frequently select the same option, you can select Always perform
selected action without prompt. Alternatively, you can enable the FTP user
preference, Do Not Prompt to Select Action (and, select the preferred
action).
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While FTP processes, the FTP progress bar appears:
FTP
While FTP executes, the FTP dialog box displays the following information:
• FTP host site name
• Export path
• Percentage of FTP completed
• Status of FTP (e.g., FTP uploading file x of x, complete, etc.)
4. If you do not want to cancel FTP, proceed to step 6. To cancel the FTP operation,
click the Stop FTP button.
5. To restart FTP, click the Start FTP button.
6. If FTP finishes successfully, click OK in the FTP dialog.
7. To close the progress page, click the Exit button.
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Deleting Folders in FTP Queue
Before you have started the FTP process, you can delete one or more folders awaiting
transfer.
To delete one or more folders:
1. In the FTP dialog, select one or more folders.
2. Select the Delete button.
3. Click Yes to confirm the deletion.
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You can define image processing zones that will be processed while you scan
documents (on the fly) in the Home page. Alternatively, you can configure image
processing filters (to be applied on entire images) in the Auto Process page. Binary image
processing includes filters such as border removal, crop, dilation, erosion, halftone removal,
hole removal, noise removal, scaling, and others. Page deletion filters allow you to specify
certain parameters that determine whether pages are retained in a batch. Additionally, you can
apply color filters as well as deskew, rotation, and threshold filters. You can configure image
processing properties including the file type for colored images, image processing filters, and
whether to save processed images. This automated process provides you the flexibility to
apply image processing filters on the entire image or within specific zones that you define.
When you configure image processing filters, you can view a side-by-side comparison of the
original image alongside the filtered image (click the Test button in the toolbar to view the
comparison). Thumbnail previews display the document's images and allow you to navigate
through the document and perform basic operations including the cut/paste, copy/paste, and
delete operations.
You can assign the page ranges that will be applied to each filter in the IP Filter grid (click the
Show Advanced Configuration link in the toolbar to view the grid). Within this grid, you
can also see what filters are applied to specific page ranges (Apply and Page Range columns).
In addition, you can view the dimensions (in millimeters) of each image processing zone that
you have applied. For information on each filter's specific properties, see the Image
Processing Filters section.
Image Processing Configuration Page
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Note:
Incoming color images can have maximum dimensions of 10,000 x 10,000 pixels when
they are processed through the application. Bitonal (black and white) images can have
slightly larger dimensions. Larger images can be ingested into PaperVision Capture
Desktop provided that no OCR will be performed on the images; no image processing
will be performed on the images; or, images will not viewed as thumbnails.
Configuring Image Processing Filters
You can configure, preview, and test image processing filters before processing the batch.
Zooming operations are available if you need to adjust the image. When you select the Show
Advanced Configuration link, the IP Filters grid opens, and you can also draw and configure
IP zones for certain binary filters.
The Image Processing Configuration page contains the following components:
• The Source Image window displays the original, unfiltered image.
• The Resulting Image window displays the filtered image, after you test the image.
• The IP Filters grid (select Show Advanced Configuration to see the grid) displays all
page ranges and configured filters for each page range. The dockable IP Filters grid
allows you to select the page range and apply image processing filters to specific pages or
zones. Select the Page Range from the drop-down list (all, odd, even, or last). Or, enter
the page range (e.g., 1; 1-5, 4; 1-7, etc.).
IP Filters Grid
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To configure IP filters:
1. In the IP Config page, click the Config icon. The Image Processing Filters dialog
appears. Filters supported in zones are marked with asterisks (*).
Image Processing Filters
2. From the Available Filters list, highlight the filter, and then click Add.
3. To configure a selected filter, highlight the filter in the Selected Filters list, and then
click Configure.
To remove a filter from the Selected Filters list, highlight the filter, and then
select the Remove button.
To remove all filters from the Selected Filters list, click the Remove All button.
To move a filter up or down in the Selected Filter list, highlight the filter, and
then select Move Up or Move Down.
4. Click OK after you have configured all filters.
5. After you have configured all IP filters, click the Apply icon to save the filter
settings.
6. To close and exit out of the IP Configuration page, click the Auto Process tab.
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Removing and Reordering Filters
You can reorder a filter so that it will be processed before the other selected filters.
To remove a filter from the Selected Filter list:
1. Highlight the filter(s).
2. Click Remove.
3. To remove all filters, click Remove All.
To reorder the filters:
1. Highlight the filter(s).
2. Click Move Up or Move Down.
3. Click OK.
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Drawing Image Processing Zones
You can apply certain binary image processing filters to zones within bitonal images. For
example, you may want to apply the Binary Hole Removal filter only to the left two inches of
a bitonal image or the Binary Invert Image to expose a specific area of a bitonal image.
During IP configuration, you can use the Draw IP Zone operation to draw a zone on the
image. The following binary IP filters can be applied to zones that you define on the image:
• Binary Dilation
• Binary Erosion
• Binary Halftone Removal
• Binary Hole Removal
• Binary Invert Image
• Binary Line Removal
• Binary Noise Removal
• Binary Skeleton
• Binary Smoothing
Note:
Descriptions for each filter can be found in the Image Processing Filters
section.
To draw IP zones:
1. In the IP Config page, click Show Advanced in the toolbar.
2. To equip the cursor to draw a zone on the source image, click the Draw IP Zone
icon.
3. Drag the crosshair cursor around the zone on the image.
4. Adjust the zone borders if necessary.
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5. In the IP Filters window, click the ellipsis button next to the Filters property in the first
row. The Image Processing Filters dialog appears.
Image Processing Filters
6. The dockable IP Filters grid allows you to select the page range and image processing
filters. If an image processing zone is configured, its dimensions (in mm) appear in the
Zone column. Select from the Page Range column drop-down list (all, odd, even, or
last), or enter the page range (e.g., 1; 1-5, 4; 1-7; etc.).
7. Filters supported in zones are marked with asterisks (*). From the Available Filters list,
highlight the filter, and then click Add.
8. To configure a filter, highlight the filter in the Selected Filters list, and then click
Configure.
9. Click OK after you have configured the filters. The IP Config screen appears once again,
where you can test the zone to ensure the filters work correctly. See the next section on
Testing Image Processing Filters for more information.
10. Click the Apply icon to save the IP filter settings.
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To move an IP zone:
1. Select the center of the zone until the cursor turns into a four sided arrow.
2. Move the zone to the appropriate location on the image.
3. Click the Apply icon.
To remove an IP zone:
1. Select the zone.
2. Click the Remove IP Zone icon.
3. Click the Apply icon.
Testing Image Processing Filters
You can test and preview individual or all IP filters that are applied to pages in the document.
To test image processing filters for the current page:
1. After configuring the filters for a page, click the Test Current Page icon. The
filtered image appears in the Resulting Image window.
2. If the filter is acceptable, click the Apply icon.
To test image processing filters for all pages:
1. After configuring the filters for all pages, click the Test All Pages icon.
2. Navigate through the document to ensure the filters are acceptable, and adjust them if
necessary.
3. If filters for all pages appear acceptable, click the Apply icon.
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IP Configuration - Test Current Page
Zooming Operations
• To zoom in on the image, click the Zoom In icon.
• To zoom out of the image, click the Zoom Out icon.
• To reset the view of the image, click the Zoom Reset icon.
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Image Processing Filters
Image Processing filters improve image quality by removing unnecessary borders, lines, and
noise; enhancing text readability; and reducing file size. Additional image processing filters
evaluate images, and then keep or discard them based on your defined criteria. Color
detection filters identify your specified colors and convert the image to black and white or
remove the page containing the color image. Binary filters can only be applied to bitonal (1
bit per pixel) images; color and grayscale are ignored.
Background Dropout
This filter is intended to be used on color images with contrasting text or a uniform
background of the same color or similar colors. The background is a set of pixels of the same
or similar color that covers the majority of the image, contrasting with other informative
pixels. Background detection is based on the image histograms of red, green, and blue (RGB)
channels. Only the margins of the image are used for histogram analysis, assuming that
margins are free from any information and clearly represent the background of the image.
Background Dropout
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To load a sample image and apply the Color Dropout filter:
1. Click the Load Sample button.
2. Browse to the directory, and then select the image.
3. Click Open. The image appears in the Image window on the left.
4. To zoom in/out on the image, select a larger/smaller percentage in the Scaling drop-
down list.
5. To smooth the background color and make it appear more uniform, select Smooth
background. The results appear in the Image with Dropouts window, so proceed to
step 8.
6. Or, select Replace with color to replace the background color your selected color.
Proceed to the next step.
7. Click the Pick Color button. The selected color appears next to the Pick Color button.
8. To apply a more noticeable background dropout, move the Sensitivity slider to the
right, and the value increases.
• Move it to the left to reduce the amount of dropout applied to the image, and the
value decreases.
• Or, enter a value between -20 and 20.
9. When you are satisfied with the results of the background dropout, select OK.
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Binary Border Removal
The Binary Border Removal filter deletes the black edges that appear around images during
scanning or photocopying. In the Processing Limits section, you can assign the number of
millimeters (in whole or decimal numbers) that are removed from the top, bottom, left, and/or
right borders. The size of the image does not change after this filter is applied; rather, white
pixels replace the border's black pixels.
• Use Same Value for All Sides applies the value of the left border to all sides.
• Process Inverted Images removes the border if images appear inverted.
Before Binary Border Removal
After Binary Border Removal
(also with Deskew)
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Binary Crop
The Binary Crop filter allows you to assign margins to add and remove white space from the
edge of the image. You can set different values for the top, bottom, left, and right margins.
Image Margins
Positive margin values represent the white space between the edge of the image and the
black pixel closest to that edge. Negative margin values crop the specified amount from the
black pixel closest to the edge towards the center of the image. Enter the margin values in
millimeters (in whole or decimal numbers) for the top, bottom, left, and right margins.
Force Symmetry
This filter assigns the same values to opposite margins. Enter a value in the Top field to
apply the same value to the top/bottom margins. Enter a value in the Left field to apply the
same value to the left/right margins.
Note:
If you enter values for the Bottom or Right fields, they are ignored.
Before Binary Crop
After Binary Crop
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Binary Dilation
The Binary Dilation filter expands a black area of an image using your specified direction
(horizontal, vertical, and/or diagonal) and number of times (passes) to apply the dilation. This
filter can improve text legibility, but can increase file size.
Before Dilation
After Dilation
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Binary Erosion
The Binary Erosion filter trims an area of a black image using your specified direction
(horizontal, vertical, and/or diagonal) and number of times (passes) to apply the erosion. This
filter can reduce file size but causes a loss of detail in the image.
Before Erosion
After Horizontal Erosion
Binary Halftone Removal
The Binary Halftone Removal filter removes the background, such as a halftone or dither
pattern, from an image.
Before Binary Halftone Removal
After Binary Halftone Removal
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Binary Hole Removal
The Binary Hole Removal filter identifies objects that look like binder hole punches near the
edge of the image, and then deletes those objects. Objects that appear like binder hole punches
that are visible in other areas of the image, such as the center, will not be removed.
Before Binary Hole Removal After Binary Hole Removal
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Binary Invert Image
The Binary Invert Image filter reverses the polarity of the image. Black pixels become white
pixels, and white pixels become black pixels.
Before Binary Invert Image
After Binary Invert Image
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Binary Line Removal
The Binary Line Removal filter deletes lines or reconstructs lines on a form-based image.
Removing lines can reduce file size and improve OCR results.
Binary Line Removal
Mode
This setting specifies the type of line correction to perform on the page.
• Remove Lines takes out all objects considered as lines.
• Repair removes lines and repairs all graphics and text overlapped by the removed
lines.
• Reconstruct removes lines, repairs overlapped graphics and text, and redraws straight
lines in place of removed lines.
• Rebuild Form removes lines, redraws straight lines, and reconnects lines that were
previously connected. This type of line correction is commonly used for tables and
forms.
Horizontal Line Removal
Enable this setting to detect horizontal lines that will be taken out during the line removal
process.
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Straight Line Algorithm
The Straight Line Algorithm setting provides faster processing of straight lines that are
longer than 100 pixels (suitable for forms and light paper). This setting evaluates the height
or width of the bounding rectangles around line-like objects to determine if the object is a
line. If this setting is not enabled, the line-like object is broken into small segments and
uses the minimum length, curvature, and maximum gap to determine whether the segments
comprise a line.
Minimum Length
This setting defines the minimum length in millimeters (in whole or decimal numbers) that
the filter will detect as a horizontal line.
Maximum Gap
This setting defines the maximum amount of allowable white space in millimeters (in
whole or decimal numbers) between two horizontal line-like objects to consider as one
line.
Curvature
This setting defines the maximum allowable amount of deviation from a straight line for a
horizontal line-like object to be considered a line.
• Straight contains a curvature value of 5.
• Low contains a value of 15.
• Medium contains a value of 30.
• High contains a value of 40.
Vertical Line Removal
This setting detects vertical lines that will be taken out during the line removal process.
Minimum Length
This setting defines the minimum length in millimeters (in whole or decimal numbers) that
the filter will detect as a vertical line.
Maximum Gap
This setting defines the maximum amount of allowable white space in millimeters (in
whole or decimal numbers) between two vertical line-like objects to be considered as one
line.
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Before Binary Line Removal
After Binary Line Removal
Binary Noise Removal
Noise can originate from carbon or dirt particles on scanners, fax machines, or copiers. Noise
removal takes out extraneous specks from an image. If the image contains text, this filter may
remove periods and dots from sentences and letters. To avoid removing essential parts of text
characters, assign the Minimum Separation value to be greater than the distance between dots
and the lower parts of letters. To apply cropping and noise removal to an image, perform the
noise removal first for best results.
Maximum Height and Width
This setting defines the maximum height/width in millimeters (in whole or decimal
numbers) of an object to be considered noise.
Maximum Area Percentage
This value is defined by the specified height/width of an object to be removed as noise.
The Maximum Area Percentage setting detects long narrow objects such as lines,
decorative banners, and highlight areas that may appear both vertically and horizontally on
a page.
For example, to remove colored banners with the dimensions 5" x 1" or 1" x 5", you can
assign the Maximum Height and Maximum Width values to five inches. However, a 5" x
5" picture would also be detected as noise and removed. To avoid this problem, assign
20% so that only the banner area is detected as noise, regardless of its orientation.
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Minimum Separation
This setting defines the minimum distance in millimeters (in whole or decimal numbers)
that separates noisy areas from non-noisy areas of the page. A value of zero removes all
noisy objects within your specified values in the Maximum Height, Maximum Width, and
Area Percentage fields. Assigning a zero value may remove text elements, such as broken
characters, periods, and dots above letters. Assigning a value greater than zero preserves
noise-like objects near text characters and may improve OCR accuracy.
Before Binary Noise Removal After Binary Noise Removal (and Binary
Hole Removal)
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Binary Scaling
The Binary Scaling filter resizes an image while preserving the original aspect ratio. After you
specify the width and height to apply to the image after scaling, its area is resized to fit within
those boundaries while maintaining the aspect ratio. You can assign the resulting width and
height in millimeters (in whole or decimal numbers) of the image after it is scaled. If the
specified height or width value is larger than the area of the scaled image, the area is centered
along the specified dimensions, and white margins are added to both sides.
The Resolution Alignment property adjusts the X (horizontal) and Y (vertical) resolutions of
an image so they are equal. If the X and Y resolutions are not equal, the lower resolution is
scaled up to match the higher resolution. When this setting is enabled, you cannot specify the
width and height of the image.
Binary Scaling
Note:
Use of binary scaling can improve the recognition rate of barcode detection.
Before Binary Scaling
After 50% Binary Scaling
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Binary Skeleton
The Binary Skeleton filter should be used with caution, since it can significantly distort the
image. This filter can reduce the file size, and should only be used when performing certain
types of OCR.
Before Binary Skeleton After Binary Skeleton (Zoomed 1x)
Binary Smoothing
The Binary Smoothing filter removes bumps that appear on text characters or graphics in an
image. This filter looks for any pixel surrounded by five or six connected pixels of the
opposite color, and then inverts that center pixel based on the filter's configuration.
Smoothing improves legibility and can reduce file size without compromising detail.
• Trim First removes black noise pixels before white noise pixels. If this option is
disabled, white noise pixels are removed before black noise pixels.
• Corner Black removes black noise pixels from the corners of objects in the image.
• Corner White removes white noise pixels from the corners of objects in the image.
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Before Binary Smoothing
After Binary Smoothing
Black Overscan Removal
The Black Overscan Removal filter deletes the black overscan area that appears around an
image produced by scanners with black borders. This filter reduces the image file size. To
maximize results, apply the Deskew filter with a black fill color prior to applying the Black
Overscan Removal filter.
Before Black Overscan Removal
After Black Overscan Removal