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Lasso bar codes

Bar code extraction is restricted as follows:

  • Bar codes must be included in recognition results to configure for extraction.

  • You cannot configure bar codes for extraction using suggested fields or Copilot Auto Extract fields. You must add bar codes manually.

  • Bar codes are not trainable.

  • Only one bar code type is allowed per document type.

Since bar codes are not included in the suggested fields, it is necessary to hide the suggested fields before lassoing the bar code manually. A bar code must be included in the recognition results before it can be lassoed. You can check if a bar code is available when you hover over it. The bar code is highlighted in yellow or the Add bar code field is available.

You can lasso a bar code and configure its extraction by following these steps:

  1. Hide the suggested fields by clicking Hide suggested fields.
  2. Hover over a bar code to ensure that it is available for extraction. If the bar code is highlighted in yellow, either lasso the bar code or click Add bar code field.

    The Add field window is displayed, and the following settings are set by default:

    • Selected text is populated with the value of the bar code and cannot be edited.

    • New or existing is always set to New field and cannot be changed.

    • Is bar code is selected and cannot be cleared.

    • Bar code type is populated with the recognized bar code type.

      Only one bar code with this type is allowed in this document type.

  3. Provide a Name for the bar code field.
  4. Add the following Properties as needed:
    1. Select the Type from the list.

      Depending on the value selected, different settings are displayed.

    2. Optional. Select a Formatter.

      Edit the Default Date Formatter and the Default Amount Formatter in the system and adjust it to use the most common input format for your country.

    3. Optionally, add Keywords.

      This is a semicolon separated list of possible field labels. It is common for bar codes not to have keywords.

    4. If the bar code should always be present on a document, select Is mandatory. (Default: Clear)
    5. The following settings depend on the selected value for Type. Follow the steps for the relevant value as listed in the table.

      Type

      Steps

      Text

      1. Optional. Select and specify a value for Minimum character length.

      2. Optional. Select and specify a value for Maximum character length.

      3. Optional. Select Define allowed characters and enter a list of characters. This list is literal and no separation character is required.

      4. Optional. Select Define restricted characters and enter a list of characters that are not allowed. This list is literal and no separation character is required.

      Date

      1. Choose a Reference date.

        If you select Fixed date select a date from the calendar.

      2. Optionally, select Period before reference date and specify a number of days to ensure that documents fit within a specific period.

      3. Optionally, select Period after reference date and specify a number of days to ensure that documents fit within a specific period.

      Number

      No additional steps are necessary for fields with this type.

  5. Click Save.

    The Add field window closes and your bar code is added to the selected document type.

    It is not possible to add another bar code with the same bar code type to this document type.