© 2006-2009 Kofax, Inc., 16245 Laguna Canyon Road, Irvine, California 92618, U.S.A. All right reserved. Portions © 2002-2006 Kofax Development GmbH. Portions © 1997-2006 Kofax Development UK Ltd. All Rights Reserved. Use is subject to license terms. Third-party software is copyrighted and licensed from Kofax's suppliers. This product is protected by U.S. Patent No. 5,159,667. THIS SOFTWARE CONTAINS CONFIDENTIAL INFORMATION AND TRADE SECRETS OF KOFAX, INC. USE, DISCLOSURE OR REPRODUCTION IS PROHIBITED WITHOUT THE PRIOR EXPRESS WRITTEN PERMISSION OF KOFAX, INC. Kofax, the Kofax logo, Ascent Xtrata Pro, INDICIUS, Xtrata, Kofax Transformation Modules, Ascent Capture, Kofax Capture, VirtualReScan, the "VRS VirtualReScan" logo, and VRS are trademarks or registered trademarks of Kofax, Inc. or its affiliates in the U.S. and other countries. All other trademarks are the trademarks or registered trademarks of their respective owners. U.S. Government Rights Commercial software. Government users are subject to the Kofax, Inc. standard license agreement and applicable provisions of the FAR and its supplements. You agree that you do not intend to and will not, directly or indirectly, export or transmit the Software or related documentation and technical data to any country to which such export or transmission is restricted by any applicable U.S. regulation or statute, without the prior written consent, if required, of the Bureau of Export Administration of the U.S. Department of Commerce, or such other governmental entity as may have jurisdiction over such export or transmission. You represent and warrant that you are not located in, under the control of, or a national or resident of any such country. DOCUMENTATION IS PROVIDED "AS IS" AND ALL EXPRESS OR IMPLIED CONDITIONS, REPRESENTATIONS AND WARRANTIES, INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT, ARE DISCLAIMED, EXCEPT TO THE EXTENT THAT SUCH DISCLAIMERS ARE HELD TO BE LEGALLY INVALID. Contents How to Use This Guide ............................................................................................... 7 Introduction ............................................................................................................ 7 Related Documentation ........................................................................................... Installation Guide for Kofax Transformation Modules ......................................... Kofax Transformation Modules Configuration Guide ........................................... Help .............................................................................................................. Scripting Help ................................................................................................ Release Notes ................................................................................................. 7 7 8 8 8 8 Training ................................................................................................................. 8 Technical Support .................................................................................................. 9 Overview .................................................................................................................... 11 Kofax Transformation Modules ............................................................................... Module Order .............................................................................................. Components .................................................................................................. A Typical Kofax Transformation Solution ........................................................ Batch Processing ........................................................................................... 11 11 12 15 16 How Do I Use Document Review? ............................................................................. 19 Processing Batches with Document Review .............................................................. Reviewing Documents ................................................................................... Fixing Problems ............................................................................................ Foldering and Fixing Problems ....................................................................... Editing Batch Structure .................................................................................. Editing Classes ............................................................................................. 20 21 21 26 27 29 Shortcut Keys ....................................................................................................... 30 Quick Tour of Document Review ............................................................................... 33 Menu Bar ............................................................................................................. 34 Toolbars ............................................................................................................... 37 Kofax Transformation Modules User's Guide 3 Contents Panels .................................................................................................................. Batch Content Panel ...................................................................................... Document Viewer ......................................................................................... Current Problem Panel ................................................................................... Windows .............................................................................................................. Open Batch Window ..................................................................................... Settings Window ........................................................................................... Application Language Window ....................................................................... Rejection Note Window ................................................................................. 40 40 41 41 42 42 43 44 45 Status Bar ............................................................................................................. 41 Adjusting the Panel Layout .................................................................................... 45 How Do I Use Correction? ......................................................................................... 47 Processing Batches with Correction ......................................................................... Single Character Correction ............................................................................ Whole Field Correction .................................................................................. Overriding Fields .......................................................................................... Inserting the Previous Field Value ................................................................... Inserting the OCR Value ................................................................................ Validation Rule Failures ................................................................................. Viewing the Full Image ................................................................................. Navigating Within a Batch ............................................................................. Closing a Batch ............................................................................................ Field Order ................................................................................................... 48 49 50 51 51 51 52 52 53 54 54 Shortcut Keys ....................................................................................................... 55 Quick Tour of Correction ........................................................................................... 57 Menu Bar ............................................................................................................. 58 Toolbars ............................................................................................................... 61 Panels .................................................................................................................. 64 Correction Viewer ......................................................................................... 64 Image Viewer ............................................................................................... 66 Status Bar ............................................................................................................. 66 Windows .............................................................................................................. Application Language Window ....................................................................... Open Batch Window ..................................................................................... Settings Window ........................................................................................... 67 67 67 69 4 Kofax Transformation Modules User's Guide Contents How Do I Use Validation? .......................................................................................... 71 Processing Batches with Validation ......................................................................... Validate a Document ..................................................................................... Batches with No Invalid Documents ................................................................ Batch Editing ................................................................................................ Character Exact Editing ................................................................................. Masked Areas ............................................................................................... Show Field Contents in Batch Tree ................................................................. Online Learning ............................................................................................ Shortcut Keys ............................................................................................... Read-Only Fields .......................................................................................... Force Valid Field .......................................................................................... Auto Completion For Fields ........................................................................... Assign a Class .............................................................................................. Reject Documents or Pages ............................................................................ Table Indexing .............................................................................................. 71 72 73 73 77 77 78 78 79 79 79 79 80 82 82 Shortcut Keys ....................................................................................................... 84 Quick Tour of Validation ............................................................................................ 87 Menu Bar ............................................................................................................. 88 Context Menus ...................................................................................................... 94 Toolbars ............................................................................................................... 99 Status Bar ........................................................................................................... 105 Panels ................................................................................................................. Batch Content Panel .................................................................................... Document Result Panel ................................................................................ InPlace Editor Panel .................................................................................... Document Viewer ........................................................................................ Adjusting the User Interface ......................................................................... Windows ............................................................................................................ Application Language Window ..................................................................... Kofax Capture Objects Window .................................................................... Make Available for Generic Online Learning Window ..................................... Open Batch Window .................................................................................... Page Properties Window ............................................................................... Rejection Note Window .................................. ...