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Chapter 6
262 Ascent Xtrata Pro User's Guide
Project Panel for Invoice Projects
This panel is consists of a navigation pane that allows quick access to the different
working modes.
Project
The panel is divided into three sections:
Tasks
Shows the tasks that can be performed for the current working mode. You can create
a new invoice project; open an invoice or standard project, open the script window;
manage knowledge bases, and open the Projects Settings dialog box.
Recent Projects
Shows a list of recent projects. This can either be invoice or standard projects.
Navigation Pane
Buttons at the bottom for Project, Base Class, and Templates are used to change
working modes.
- Getting Started 1
- Ascent Xtrata Pro 1
- Contents 10
- Contents 11
- How to Use This Guide 15
- Related Documentation 16
- Training 17
- Kofax Technical Support 17
- How to Use This Guide 19
- Overview 20
- Capture Flow 21
- Overview 22
- Chapter 1 23
- Ascent Xtrata Pro Server 25
- Ascent Xtrata Pro Validation 26
- Ascent Xtrata Pro Technology 26
- Classification 27
- Document Separation 28
- Online Learning 29
- OCR and Script Integration 29
- Release Script 30
- Statistical Information 30
- Validation 30
- Invoice Processing 31
- Templates 33
- Group Locators 33
- Project Builder 36
- License Activation 37
- Project Builder 38
- Chapter 2 39
- Project Level Fields 40
- Managing Projects 42
- Creating a new Project 43
- Loading an Existing Project 47
- Saving a Project 47
- Project Properties 48
- Invoice Projects 55
- Upgrade Warnings area 59
- Setting Up Classification 62
- Setting Up Extraction 65
- Setting Up Validation 67
- Adding Classes 73
- Class Hierarchy 74
- Class Properties 75
- Classification Options 81
- Layout Classifier 94
- Layout Classifier Properties 97
- Image Clustering 99
- Classification 100
- Chapter 3 101
- Adaptive Feature Classifier 103
- Properties 105
- Auto Optimization 110
- Result Matrix 112
- Instruction Classifier 115
- Managing Views 122
- Extraction 126
- Managing Fields 127
- Extraction 128
- Confidences 129
- Field Inheritance 130
- Field Formatting 131
- Chapter 4 133
- Locators 137
- Managing Locators 140
- X To export a locator 141
- Locator Methods 142
- Assign Locators to Field 143
- Alternatives 144
- Regions 145
- Testing Locators 148
- Field Group Locators 150
- Invoice Group Locator 151
- Order Group Locator 151
- Knowledge Bases 154
- OCR and OMR Profiles 156
- Script Programming 157
- Address Evaluator 159
- Advanced Zone Locator 161
- Barcode Locator 166
- Classification Locator 167
- Database Evaluator 170
- Concept 171
- Database Locator 172
- Using the Database Locator 175
- Speed Considerations 178
- Format Locator 179
- Regular Expressions 180
- Formats 181
- Format Templates 183
- Keywords 184
- Dictionaries 186
- Invoice Header Locator 193
- Locator 194
- Figure 4-46. Taxes Tab 198
- OCR Voting Evaluator 202
- Relation Evaluator 204
- Script Locator 206
- Standard Evaluator 207
- Table Locator 209
- Language Packages 213
- Setting up Table Locator 220
- Methods of Finding Tables 221
- Comparing the Methods 224
- Manual Mode 225
- Figure 4-68. Defining Cells 227
- Order Numbers 228
- Zone Locator 229
- Set Up Validation 234
- Chapter 5 235
- Validation Methods 238
- Validation Rules 240
- Set Up Validation 242
- Validation Sequence 244
- Validation Forms 244
- Validation Test 249
- Project panel 250
- Validation Script Events 251
- User Interface Elements 253
- • Field Properties 258
- General Dialog Boxes 261
- Validation Sample 263
- Step 2: Define Validation 264
- Chapter 6 270
- Introduction 270
- Figure 6-2. Main Menu Bar 272
- Table 6-1. Main Toolbar 276
- Toolbar Buttons Description 276
- Validation Rules 277
- Table 6-2. Mode Toolbar 277
- Extraction 277
- Project Panel 279
- Classification Design Panel 285
- Classification Result Panel 286
- Icon Description 287
- Extraction Design Panel 288
- Extraction Result Panel 291
- Validation Rules Panel 292
- Result Matrix Panel 293
- Test Folder Panel 295
- Figure 6-4. Test Folder 296
- Selection Panel 300
- New Samples Panel 302
- Document Viewer 305
- Figure 6-10. Document Viewer 306
- Class Properties Dialog Box 316
- Settings 320
- Field Properties Dialog Box 332
- Filter Options Dialog Box 338
- OCR Substitution Dialog Box 351
- Open Test Folder Dialog Box 352
- Project Settings Dialog Box 354
- for more information 364
- Script Code Dialog Box 380
- Field Name Replaces 398
- Equation 398
- View Properties Dialog Box 400
- General Invoice Dialog Boxes 416
- Edit Document Dialog Box 421
- Toolbar 424
- Figure 6-101. Test Values 469
- Format Locators 478
- Detected Alternatives 528
- Capture 536
- Chapter 7 537
- Batch Class Considerations 538
- Publishing Batch Classes 539
- Open Synchronization Tool 541
- Perform Synchronization 555
- Using the Release Script 558
- Release tab 560
- Samples tab 561
- Processing Batches 562
- High Availability Support 563
- Service 564
- Chapter 8 565
- Processing Services 566
- Processing Batches 568
- Understanding the Log File 569
- Chapter 9 572
- Figure 9-2. Menu Bar 574
- Figure 9-3. Batch Toolbar 577
- Figure 9-4. Folder Toolbar 577
- Figure 9-6. Page Toolbar 578
- Figure 9-7. View Toolbar 578
- Figure 9-8. Edit Toolbar 578
- Figure 9-9. Field Toolbar 578
- Table 9-1. Table Toolbar 579
- Settings Dialog Box 580
- Miscellaneous Tab 583
- Language Dialog Box 585
- Adjusting the User Interface 586
- Validate a Document 589
- Batch Editing 591
- Character Level Editing 596
- Shortcut Keys 596
- Read-Only Fields 597
- Force Valid Field 597
- Assign a Document Class 597
- Reject Documents or Pages 599
- Table Indexing 600
- Security Boost 600
- Shortcuts 601
- Statistics Viewer 604
- Chapter 10 605
- Elements 606
- Figure 10-3. Main Toolbar 607
- Reports 608
- Statistics Viewer 610
- Historical Reports 611
- Report Conditions 614
- Index 618
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