Question

Quickfields Agent: splitting a document and using Zone OCR to fill in fields

Quick Fields

Updated January 27, 2015

asked on January 23, 2015

My process goes something like this:

PDF containing checks imported from repository.

Generate Laserfiche Pages

Split documents using "Limit documents to 1 page" on Last Page Identification.

Zone OCR each page for Check Number

Assign Check Number to field.

That last step is what I can't figure out. How can I assign the token to the field for each newly split document?

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replied on January 23, 2015

well, you can use the Token Collector and Token Retriever processes in Quick Fields to send information from one document class to another (or to the next instance of that document class). But it sounds like you want the check number from the check, not just a counter.

What you do is the ZoneOCR for where the Check is, but then select the document class (not it's subprocesses). From there, your right-hand panel should have metadata fields available or the option at the bottom right to select what fields to add. Once you have the field in question, you will be able to use the Token from the ZoneOCR.

You may wish to try out the process a few times and see what the results are. If you find that the results are inaccurate, you may be able to figure out an appropriate pattern match to use before using the token to set the field.

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replied on January 23, 2015

I would use pattern matching. I am doing something similar by capturing check numbers. I have the zone OCR a little bigger than where my sample image check number is. This allows for the image variations due to the scanner moving the page up or down a little. This way if it captures some other text that is in the document you will have a better chance of getting the correct information.

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replied on January 27, 2015

Hi Erik,

To assign your ZoneOCR token to a field, you will need to click on the Document Class (or whatever you've named your document class) in the Session Configuration and then view the Document Class properties on the right hand side. If there are no fields available, you can add them by clicking on "Options":

All you have to do is put the ZoneOCR token into the desired field and that field will contain the zone OCRed information per split document! If you find that your ZoneOCR captures more than the check number, you may want to consider using Pattern Matching.

Hope that helps!

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Quickfields Agent: splitting a document and using Zone OCR to fill in fields

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