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Question

QF Document Class using zone ocr multi page document

Updated December 13, 2017
asked on December 12, 2017 • Show version history

I am trying to create a document class that will process multi page invoices.  The fist page is where most of the information is contained I don't have a problem with that page.  The second page contains the invoice total and I need to capture the amount.  I have tried every way I can think of but nothing seems to work.  It appears that the document class will not use two different sample pages.  Could use some help on this.

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Replies

replied on December 12, 2017 • Show version history

Hi John,

Only one sample page can be the default, however, Quick Fields should still be able to read the data on a page based on any configuration and you can switch between the samples as you configure everything.

If the additional data you need is always on the second page, then try this:

EDIT: As Miruna pointed out, I overlooked the "better" solution

  • Under "Page Processing" create a Zone OCR process
  • Set the Page Range to "2"

 

This will accomplish the same thing without the the conditional process

 

 

  1. Set your first page identification based on the "cover" page you already identified
  2. Under Page Processing
    • Add a "Conditional" process
    • Set the condition as "Page equals 2"
    • Right-click the "Conditional" process
      • Select "Insert Conditional Process"
      • Add your Zone OCR under the conditional to get the invoice total

 

What this does is tells Quick Fields how to identify your first page, then once it has a first page it will start processing the document and if one of the pages is page 2, it will execute the conditional processes.

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replied on December 13, 2017

I have tried this and it does not work it will not allow a second sample page.  With the conditional I can use 2 sample pages to configure the zone ocr.

Thanks

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replied on December 13, 2017 • Show version history

Just to clarify, the sample pages are not actually used when the process is run, so they should be unrelated to any issues with how the process executes. The sample pages are used to configure zones and test performance, but when documents are processed the sample pages do not play a role.

If you upload multiple sample pages, you can switch between them for testing by right-clicking the sample page and selecting "Configure sample pages." The sample page at the top will be the default, but you can select any uploaded pages to test a specific part of the process.

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replied on December 12, 2017

Did you set your Zone OCR process to work on page 2 or is it still using the default of "all pages". The sample image will default to the one for page 2 if the process is set to page 2. Otherwise it will use the one for the first page.

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replied on December 12, 2017 • Show version history

Thanks for the above solution works fine in its own session but if I include it in a session the has a number of classifications it does not work???

 

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replied on December 12, 2017

It is difficult to say without seeing how everything is configured. For example, are you using pre-classification processes? Are you configuring the Zone OCR in the page processing? What are the conditions, etc.

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replied on December 12, 2017 • Show version history

I would have to sort the single page invoices from the two page invoices and run two different sessions am I correct?

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replied on December 12, 2017

The "Document Classification" add-on allows you to have multiple document classes in the same session. So if you have a reliable way of differentiating 1-page invoices from the 2-page ones, you shouldn't have to pre-sort them.

Depending on what your invoices look like, you may not even need 2 document classes. But as Jason said, it's hard to guess without looking at images and knowing what you're trying to extract.

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replied on December 13, 2017

I have tried adding the class that contains the conditional process to a session that has Multiple classes and it will not work but in a session by itself it works???

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