Updating AI Extraction Guidance for a Field

Updating AI Extraction Guidance for a Field

Notes
Product: Paige
Industry: All
Best for: Scan Manager and Administrators
Summary: AI Guidance for Fields

This article offers a step-by-step guide to enter or update AI Extraction Guidance for a field. AI Extraction Guidance provides instructions for PAIGE to identify and extract relevant text from the processed file.


In Paige, each field belongs to a Document Type, and each Scan Job is made up of one or more Document Types. You will need to know the name of the Scan Job and Document Type for the field you want to update. The updated AI Guidance will apply to all incoming documents from this point onward.


Only Company Admins and Scan Job Administrators can update AI Extraction Guidance. 


Step 1 - After logging in to Paige, click the Settings (gear) icon.


Step 2 - In the sidebar, select the Scan Job if there are multiple showing. Then, select Document Types to show Your Active Document Types.
Idea
Select the Scan Job based on the Document Type and Field to update. While processing Batches and Documents from the Main Page, the Scab Job shows at the top of the Main Page .


Step 3. Under Your Active Document Types, select the document type.



Step 4 - In the Edit Document Type window, select the field you want to update from the Fields list.


Step 5 - If not already enabled, enable Index with AI. Expand Advanced Settings to show the AI Extraction Guidance. 


Step 6 - In the AI Extraction Guidance text area, update the AI extraction guidance.
Idea
The AI Extraction Guidance textbox can be expanded. 
Click OK to save the changes.

    • Related Articles

    • Best Practices for Creating AI Extraction Guidance

      Product: Paige Best for: Scan Managers, Administrators, Solutions Engineers Industry: All Summary: The article outlines best practices for crafting AI extraction guidance that guide Paige in accurately extracting and interpreting data from documents. ...

    • 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 ...

    • Field Lookup Integration

      This applies to Content Central v7. External Data Source Field-Lookup Integration uses External Data Source that is linked to Content Central through ODBC Connection. External Data Source can be configured/linked to Content Central from 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 ...

    • Approval Process System Status Field

      Approval Process System Status Field An Approval Process can be configured to have a System Status Field. This Approval Process System Status Field is updated automatically based on the Approval Process Stages, and can be previewed in the Properties ...