Lasso fields manually for extraction

If you do not want to use the suggested fields that are displayed by default for a document, you can manually define fields for extraction.

1. Toggle off the suggested fields by clicking  Hide suggested fields.
2. Lasso a field to extract from the document using the mouse.

   The Add field window is displayed, and the selected text is displayed as read-only in the Selected text field.

3. Select a value for New or existing.

   If there are no fields yet defined, this defaults to New field.

4. Provide a Name for the field.
5. Leave Is bar code cleared.

   To extract a bar code, follow the instructions in Lasso fields manually for extraction.

6. Set the following Advanced settings 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 that is used in your country.

   3. Optional. Add Keywords.

      This is a semicolon separated list of possible field labels. This is necessary only if the label differs between documents of this type.

   4. If the field must 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	Optional. Select and specify a value for Minimum character length. Optional. Select and specify a value for Maximum character length. Optional. Select Define allowed characters and enter a list of characters. This list is literal and no separation character is required. 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	Select a Reference date. If you select Fixed date, select a date from the calendar. Optional. Select Period before reference date and specify a number of days to ensure that documents fit within a specific period. Optional. 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.

7. Click Save.

   The Add field window is closed, and your field is added to the selected document type.

   A circle on the right side of the document type header indicates if there is enough training data for field extraction. If the training circle icon is orange, additional training information is required.