Set Up Index-Capture

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Set Up Index-Capture

After the optical character recognition has taken place successfully, SmartCapture opens in an additional window. In the user-friendly interface we can find the options "Validation", "Application", "View", and "About".

 

Currently we are in the view "Field settings". In the "Field Settings", various fields can be defined and edited, to which data is added in the validation.

 

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To insert a field, we press the highlighted plus symbol. We can then create as many fields as we want, to which we can assign data in the next steps. We have chosen the fields "Invoice number", "Invoice date", "Customer number" and "Total". Tick the checkbox under BC if you want SmartCapture to recognize the barcode information.

 

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The respective fields can be provided with powerful regular expressions for an optimised search. Predefined formats are already available for this purpose. In our example, we decide to use the format "number", as the invoice number we want to extract only contains numbers. If necessary, the different formats can also be inserted manually with the marked functions. When everything has been done, we press "Apply".

 

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We now see our created fields on the left side, which do not yet contain any values. We can now define these manually.

 

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To create an intelligent extraction, we simply mark the data with a left click of the mouse. This way you can see that the data of the index has been extracted with a simple mouse click.

 

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We repeat the marking process until all fields have a value. We then press "Next".

 

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Here we can see what is special about SmartCapture. If we have documents of the same type, the marked values are taken over directly after we click on "Next". This means that they do not have to be redefined. This also applies when a new document is scanned that has the same type as this one. If we have a new document type, we also have to mark the values again.

 

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Currently we are in the view "Validation". Here documents can be validated and checked. The selection of the indexes to be extracted also takes place here.

 

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The documents can be viewed in more detail in the validation through the 4 different zoom options.

 

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In the "Field Settings", various fields can be defined and edited, to which data is added in the validation.

 

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In the option "File name builder", a generic file name can be defined, which is applied individually to the documents during export.

 

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In the option "Barcode settings", you may de-select unnecessary barcode types to speed up the processing time.

 

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The menu item "About" contains the option "Program". Here you can see the version of SmartCapture currently in use.

 

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Contact details for Plustek can be found under the sub-item "Contact", which you can use if you have any problems.

 

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In the "Application" menu, useful options can be found regarding a reset of the already defined data. Here, for example, the Field Type can be reset.

 

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If we want to reset the previously trained document type, we can do this in the same way.

 

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If the created fields, as well as the set file name, are to be reset, this can be done with the help of the option "Reset Application Type".

 

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This must be confirmed in an additional window.

 

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All orders that have not yet been processed can also be deleted.

 

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This must also be confirmed.

 

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With the help of the marked option, SmartCapture is closed.

 

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