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Question

Determining a Document Type based off of Scanned In Page Information

asked on December 2

Is there a way that we can determine the type of document based off of a section of a page that is scanned in? I remember going over it in training, but can't remember the specifics. I'm not sure if this involved Workflow or not. Any help would be appreciated!

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Replies

replied on December 2

Quick Fields is usually the tool best suited to that purpose. With Quick Fields, you can create one or more Document Classifications for the Quick Fields Session profile. In those classifications you can set it check the entire page, or specific sections of a page, and for certain identifying information (text, barcodes, etc.) and use that to set the document type. With Quick Fields Agent, you can run those profiles against the contents of folders in your repository on a repeating schedule.

Text patterns can be identified in Workflow, but that assumes the document is already OCR'ed whereas Quick Fields can do it regardless of whether or not the document has text generated.

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replied on December 2

What is in that section of the page?  A text phrase?  A picture?  A barcode?  The answer to that question determines the appropriate tool.

For text use workflow with pattern matching to identify document types.  Naturally this assumes the document has text already.

For pictures or barcodes I would use quickfields with optical mark recognition or barcode processes.

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