CapturePoint Classify Rules or Document Layout Instructions

CapturePoint Classify Rules or Document Layout Instructions


These instructions apply to CapturePoint v5.0.65 and above.

Classify Rules or Document Layout


Classify Rules or Document Layouts are used to automatically classify documents during the Capture Process.

To create Classify Rules or Document Layouts -

Capture a document or page that will be used as a template.

Navigate to the document page using the document navigation panel. The captured or processed document showing in the document preview will be used for the Document Layout.

Click ‘Menu’ and ‘Begin Training Session’.

Optionally, select ‘Current Image’ or ‘All Images’ for the image or images that you would like to train.
  • For ‘Current Image’, the 1 page in focus will become a template page to form a Document Layout.
    • Select Recognition Type between ‘Barcode’ or ‘Image Signature’ for the image.
  • For ‘All Images’, all pages scanned will become template pages. All similar template pages will be grouped together to form 1 (one) or multiple Document Layouts.
    • Select what each group represents. Click "First Page" if the group of pages represents the first pages, and therefore will be added as templates. Optionally, click "Supporting Pages", "Skip Remaining" or "Skip".

In the Document Layout Creation Menu
  1. Choose a Classification for the image in focus, by selecting the Catalog and Document Type or Classification Levels.
 
  1. Group with existing Document Layout -
    1. If CHECKED, the image will be added to an existing Document Layout. Select the Document Layout to add to.
    1. If UNCHECK, a new Document Layout will be created using the image. Update the Document Layout Name.
  1. Click ‘Next’.
Wait for prompt ‘Training is complete’ when all images have been trained.



    • Related Articles

    • CapturePoint Instructions

      These instructions apply to CapturePoint v5.0.65 and above. CapturePoint Setup CapturePoint Installation Download CapturePoint software from the download link. Please contact support@ademero.com to inquire about CapturePoint Download Link. ...

    • Configuring Index-Field Rules

      Rules Properties The Index-Field Rules can be reconfigured in the "Rules Properties" menu prompt. Launch CapturePoint. From the Menu Panel, click "Index-Field Automation"  (index briefcase) icon to go to the "Index-Field Rules" Panel.  "Index-Field ...

    • Manage Layout Images or Page Templates

      This applies to Ademero CapturePoint 5.0.7205. There must be Document Layouts that have been configured prior in CapturePoint. These are the steps to be able to review and delete existing Page Templates in a Document Layout. Steps: In the ...

    • Creating Field Rules set to Last Page or Specific Page

      This is for Field Rules to populate Fields with index values extracted from the Last Page or Specific Page other than the 1st Page.  A Document Layout must be created prior. The page with the index value must be captured prior.  A. Create a new Field ...

    • Methods/Options to Capture/Upload Documents to Content Central v7

      Regardless of the Method/Option used to capture or upload documents to Content Central, documents will be saved to Content Central based on the Folder and Filename Building Configuration of the Document Type. Using Content Central Capture Page Login ...