Processing documents in Learning template applications

Choose a job and process your documents through the tasks of your application workflow. This procedure processes images for the DemoMultiFormat job as an example.

Before you begin

Before starting this task, create your application by following the instructions in Creating an application in Application Wizard and selecting the Learning template.

The following steps describe how to process images for the DemoMultiFormat job in Learning template applications. For a list of the different types of jobs available in Learning template applications, see Jobs available in Learning template applications.

Important: The DemoMultiFormat job will process documents found in the C:\Datacap\appname\images\Input_MultiFormat directory, so you need to copy all of the images and files that you want to capture to that directory before starting this task.

About this task

Rulesets that do not display an ellipse next to their name in the Workflow Editor are configured in Datacap Studio by using actions.

Procedure

To process documents:

  1. Start FastDoc in Datacap Server mode.
  2. Log in to your application.
  3. Click the VScan shortcut. This task runs a disk scan on the image files that are stored in the C:\Datacap\appname\images\Input_MultiFormat. Since you selected the DemoMultiFormat job for this task, the Import, Convert Images, and DeleteSourceImages rulesets are run. FastDoc then returns to the Shortcuts screen.
  4. Click the Profiler shortcut. The shortcut will perform document separation, classification, recognition, data extraction, and flag field validation failures for the operator to review during verification. The Profiler task runs in the background, and consists of rulesets that are run in the following order:
    1. Managed Rotatation: enables rotation of the image.
    2. Image Enhancement: cleans up the imperfections in the image.
    3. PageID: identifies the path on which the document was captured and creates the document structure. If the path is the same as another document, the ruleset assumes that it is the same document type.
    4. Create Documents: arranges the contents of a Page file into documents based on the Document Integrity rules in the Document Hierarchy for your application, and assembles these documents in the batch.
    5. Recognize Pages and Fields: identifies the page types as Main_Page and Trailing_Page, inserts a Doc_Separator page in front of the Trailing_Pages, and inserts an Attachment_Separator page in front of the attachments. This job is not run on the attachments.
    6. Fingerprint: builds a fingerprint with a fingerprint ID for each document type.
    7. Locate: searches the fingerprint file for data (for example: a social security number, invoice number, or date).
    8. Lookup: finds the fingerprint class for your fingerprint IDs.
    9. Validate: validates the data in every field and makes corrections where needed.
    10. Routing: routes the forms that passed validation to the Export task.
  5. Click the Verify shortcut, which runs the Validate ruleset on the form to remember the field information and automatically process it the next time that it is recognized.
  6. Click the Export shortcut to run the ruleset that you configured for this job. The Export shortcut consists of rulesets that are run in the following order:
    1. SetStatuses: sets the exporting status of the document.
    2. PreExport: prepares the data for export to your repository.
    3. Export: Writes the file to the specified location on the disk.
    4. ProcessExceptions: handles exceptions to regular processing such as unwanted documents and rescans.
Parent topic: Running FastDoc in Datacap Server mode