Kofax Brand LogoTransformation Modules - Project Builder Help
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  • Welcome
  • Overview
    • Module order
    • Components
    • A typical Kofax Transformation solution
    • Process batches
    • Capture paper documents
      • Paper and print
      • Drop-out colors
      • Field positioning
  • Project Builder mode
    • Limited to online learning
  • Project Builder user interface
    • Project Builder ribbon
      • File menu
      • Quick Access toolbar
      • Project tab
      • Documents tab
      • Design tab
      • Process tab
      • View tab
    • Dockable Project Builder windows
      • Project Tree window
      • Details window
        • Project details
        • Project Class details
        • Classes overview
        • Class details
        • Fields overview
        • Field Group Details
        • Field details
        • Table field details
        • Folder Field Details
        • Locators overview
        • Locator details
        • Folder details
        • Batch Structure Rules overview
        • Batch Structure Rule details
        • Document Structure Rules overview
        • Document Structure Rule details
        • Validation Rules overview
        • Single Field Validation Rule details
        • Multi-Field Validation Rule details
        • Instructions details
        • Instruction Properties window
        • Multiple selected project tree items details
      • Documents window
        • Toolbar in the Documents window
        • Shortcut menus for documents sets and subsets
        • List View in the Documents window
        • Hierarchy View in the Documents window
        • Thumbnail View in the Documents window
        • Assign Class pane
      • Document Viewer modes
        • Document Viewer
        • Document Viewer (table mode)
        • Document Viewer (zone mode)
      • Classification Results window
      • Extraction Results window
        • Property Change History window
      • Classification Benchmark window
      • Extraction Benchmark window
        • Extraction Benchmark window - Benchmark tab
        • Extraction Benchmark window - Comparison tab
    • Common Project Builder buttons
    • Project Settings window
      • General tab - Project Settings window
        • Advanced Online Learning Options window
      • Classification tab - Project Settings window
        • Layout Classifier Properties window
        • Adaptive Feature Classifier Properties window
      • Formatting tab - Project Settings window
        • New field formatter window
        • Amount Formatting window
        • Date Formatting window
        • Properties of Percentage Formatting window
        • Properties of Script Formatter window
      • Tables tab - Project Settings window
        • Properties of Table Model window
        • Edit Table Header Pack window
        • Edit Header Lines window
      • Dictionaries tab - Project Settings window
        • Dictionary Options window
        • Web Resource window
      • Databases tab - Project Settings window
        • Add New Connection window
        • Configure Microsoft SQL Server Connection window
        • Configure ODBC Connection window
        • Configure Oracle Connection window
        • Add New Database window
        • Properties of Associative Search Database window
        • Local Fuzzy Database properties window
        • Properties of Remote Fuzzy Database window
        • Properties of Relational Database window
        • Credential Settings window
      • Validation tab - Project Settings window
        • New Validation Method window
        • Properties of Standard Validation window
        • Properties of Date Validation window
        • Properties of Regular Expression Validation window
        • Properties of Single Field Script Validation window
        • Properties of Multi-field Script Validation window
        • Properties of Invoice Validation window
          • General tab
          • Advanced tab
      • Image Cleanup tab - Project Settings window
        • Image Cleanup Profile Properties window
          • Advanced Despeckle pane
          • Despeckle pane
          • Remove Lines pane
      • Recognition tab - Project Settings window
      • Document Separation tab - Project Settings window
        • TDS Page Classifier Properties window
      • Document Review tab - Project Settings window
        • Document Review Script Method Properties windows
        • Customize Document Review Shortcut Keys and Hot Keys window
      • Correction tab - Project Settings window
      • Country Settings tab - Project Settings window
      • Localization tab - Project Settings window
        • Update XML window
        • Translations window
    • Recognition profile windows
      • Kofax Clarity Page Recognition Profile Settings window
      • Mixed Print Page Recognition Profile Settings window
      • OmniPage Page Recognition Profile Settings window
      • OMR Zone Profile Settings window
      • OmniPage Zone Profile Settings window
      • FormXtra Zone Profiles Settings window
        • FormXtra Zone Profiles Settings window - General tab
        • FormXtra Zone Profiles Settings window - Image Cleanup tab
      • Kofax Clarity Zone Recognition Profile Settings window
    • Locator methods
      • Properties of A2iA Zone Locator window
        • General tab - Properties of A2iA Zone Locator window
        • Zones tab - Properties of A2iA Zone Locator window
        • Zonal Subfields tab - Properties of A2iA Zone Locator window
        • Custom Subfields tab - Properties of A2iA Zone Locator window
          • A2iA Output Path for Custom Subfield window
          • Location for Custom Subfield window
          • Confidence for Custom Subfield window
      • Properties of Address Evaluator window
        • General tab - Properties of Address Evaluator window
        • Mapping tab - Properties of Address Evaluator window
      • Properties of Address Locator window
        • General tab - Properties of Address Locator window
      • Properties of Advanced Evaluator window
        • Subfields tab - Properties of Advanced Evaluator window
        • Evaluation Settings tab - Properties of Advanced Evaluator window
      • Properties of Advanced Zone Locator window
        • General tab - Properties of Advanced Zone Locator window
        • Registration tab - Properties of Advanced Zone Locator window
        • Anchoring tab - Properties of Advanced Zone Locator window
          • Properties of Anchor window
        • Zones tab - Properties of Advanced Zone Locator window
        • Subfields tab - Properties of Advanced Zone Locator window
        • Zone Wizard
        • Properties of Zone window
          • General tab - Properties of Zone window
          • Image Cleanup tab - Properties of Zone window
          • Anchors tab - Properties of Zone window
      • Properties of Amount Group Locator window
        • General tab - Properties of Amount Group Locator window
        • Document Type tab - Properties of Amount Group Locator window
        • Validation tab - Properties of Amount Group Locator window
        • Advanced tab - Properties of Amount Group Locator window
      • Properties of Bar Code Locator window
        • General tab - Properties of Bar Code Locator window
        • Settings tab - Properties of Bar Code Locator window
      • Properties of Check Locator window
        • Settings tab - Properties of Check Locator
      • Properties of Classification Locator window
        • General tab - Properties of Classification Locator window
      • Properties of Database Evaluator window
        • General tab - Properties of Database Evaluator window
        • Advanced tab - Properties of Database Evaluator window
        • Test Results tab - Properties of Database Evaluator window
      • Properties of Database Locator window
        • General tab - Properties of Database Locator window
        • Fields tab - Properties of Database Locator window
        • Search Masks tab - Properties of Database Locator window
      • Properties of Format Locator window
        • General tab - Properties of Format Locator window
        • Format Definitions tab - Properties of Format Locator window
        • Evaluation Settings tab - Properties of Format Locator window
      • Properties of Invoice Group Locator window
        • General tab - Properties of Invoice Group Locator window
        • Advanced tab - Properties of Invoice Group Locator window
      • Properties of Invoice Header Locator window
        • Settings tab - Properties of Invoice Header Locator window
        • Invoice Number Keywords tab - Properties of Invoice Header Locator window
        • Invoice Date Keywords tab - Properties of Invoice Header Locator window
        • Order Number Keywords tab Properties of Invoice Header Locator window
        • Order Date Keywords tab - Properties of Invoice Header Locator window
      • Properties of Line Item Matching Locator window
        • Settings tab - Properties of Line Item Matching Locator window
        • Database tab - Properties of Line Item Matching Locator window
        • Online Learning tab - Properties of Line Item Matching Locator window
        • Disambiguation tab - Properties of Line Item Matching Locator window
        • Test Results tab - Properties of Line Item Matching Locator window
      • Properties of Named Entity Locator window
        • General tab - Properties of Named Entity Locator window
      • Properties of OCR Voting Evaluator window
        • General tab - Properties of OCR Voting Evaluator window
      • Properties of Order Group Locator window
        • General tab - Properties of Order Group Locator window
        • Advanced tab - Properties of Order Group Locator window
      • Properties of Relation Evaluator window
        • Settings tab - Properties of Relation Evaluator window
      • Properties of Script Locator window
        • Field Definition tab - Properties of Script Locator window
      • Properties of Sentiment Locator window
      • Properties of Standard Evaluator window
        • Settings tab - Properties of Standard Evaluator window
      • Properties of Summary Locator window
        • General tab - Properties of Summary Locator window
      • Properties of Table Locator window
        • Settings tab - Properties of Table Locator window
        • Master Item tab - Properties of Table Locator window
        • Cells tab - Properties of Table Locator window
        • Advanced tab - Properties of Table Locator window
        • Test Results tab - Properties of Table Locator window
      • Properties of Text Content Locator window
        • General tab - Properties of Text Content Locator window
        • Advanced tab - Properties of Text Content Locator window
      • Properties of Themes Locator
        • General tab - Properties of Themes Locator window
      • Properties of Trainable Evaluator window
        • General tab - Properties of Trainable Evaluator window
      • Properties of Trainable Group Locator window
        • General tab - Properties of Trainable Group Locator window
        • Advanced tab - Properties of Trainable Group Locator window
      • Properties of Vendor Locator window
        • General tab - Properties of Vendor Locator window
        • Purchase Order tab - Properties of Vendor Locator window
        • Banking Details tab - Properties of Vendor Locator window
      • Common locator methods tabs
        • Knowledge Base tab
        • Regions tab
        • Test Results tab
    • Validation Form Layout user interface
      • Validation Form Layout main menu
      • Validation Form Layout toolbar
        • Define Sequence window
      • Validation Form Layout shortcut menu
      • Document Viewer window
      • InPlace Editor pane
      • Properties pane
        • Class General Properties
        • Folder General Properties Window
        • Tab Properties
        • Button Properties
        • Database Lookup Button Properties
          • Database Lookup Button Properties - Relational Databases
            • Field Visibility window
            • Field Mapping window - Relational Database Lookups
          • Database Lookup Button Properties - Fuzzy Databases
            • Field Mapping window - Fuzzy database lookups
          • Database Lookup Button Properties - Associative Search Database
            • Field Mapping window - Associative Search Database lookups
          • Database Lookup Button Properties - Locator Alternatives
            • Field Mapping window - Locator Alternative lookups
          • Column Headers window
        • Field Label Properties
        • Field Properties
        • Column Properties window
        • Document Viewer Properties
        • Group Properties
        • InPlace Editor Properties
        • Label Properties
        • MiniViewer Properties
        • Table Properties
        • Properties of Multiple Selected Elements
    • Test Validation user interface
      • Validation menu bar
      • Validation toolbar
      • Validation status bar
      • Common Validation buttons
      • Validation panes
        • Validation Batch Content pane
        • Validation Document Result pane
        • Validation InPlace Editor pane
        • Validation Document Viewer pane
      • Settings window
        • Settings window - Colors tab
        • Settings window - Miscellaneous tab
    • Test Verification user interface
      • Verification menu bar
      • Verification toolbars
      • Verification panes
        • Verification Batch Content pane
        • Verification Document Result pane
      • Verification status bar
      • Common Verification buttons
      • Settings window
        • Settings window - Colors tab
        • Settings window - Miscellaneous tab
    • Other Project Builder windows
      • Other Project Builder windows (M-W)
      • Activate License window
      • Adaptive Feature Classifier- Auto Optimization window
      • Adaptive Feature Classifier Properties window
      • Choose Details window
      • Class Based Precision and Recall window
      • Classification Benchmark Comparison window
      • Classification Benchmark Exceptions window
      • Classification Results window
      • Clustering window
        • Configure tab - Clustering window
        • Identify tab - Clustering window
        • Review tab - Clustering window
        • Assign tab - Clustering window
      • Copy and Split Subset window
      • Create a Custom Filter window
      • Create Knowledge Base Activation Code window
      • Create Knowledge Base window
      • Create New Class and Table Locator window
      • Document Separation Results window
      • Edit Configuration Sets window
      • Edit Document window
      • Import Classification Online Learning Data window
      • Import Extraction Online Learning Data window
      • Import Knowledge Base window
      • Insert Knowledge Base Activation Code window
      • Knowledge Base Activation Code window
      • Layout Classifier Properties window
      • License Utility window
      • New Project window
      • OCR Substitution window
      • Open Document Set window
      • Optimization Settings window
      • Paragraph Detection Settings window
      • Project Builder Options Window
      • Project Properties window
      • Read Protection Password window
      • Remote Fuzzy Database Advanced Properties window
      • Resolve Conflicts window
      • Save As Protected Project window
      • Save Benchmark window
      • Save Project As window
      • Script Code window
      • Script Resources window
      • Script Variables window
      • Select Knowledge Base window
      • Separation Benchmark window
      • Subtree Classifier Properties window
      • Testing Runtime Script Events window
      • Unprotect project window
      • Validation Method window
      • View Table for Field window
      • Warnings window
      • Write Protection Password window
  • Use Project Builder
    • Manage the user interface
      • Project Tree selection behavior
      • Open a window
      • Close a window
      • Float a window
      • Dock a window
      • Hide a window
      • Revert the layout
      • Minimize the Ribbon
      • Relocate the Quick Access toolbar
      • Add a setting to the Quick Access toolbar
      • Remove a setting from the Quick Access toolbar
    • Activate the license
      • Page licensing
    • Create a new project
    • Open an existing project
    • Save a project
    • Project security
      • Read and write protect a project
      • Project protection
        • Protect a project
        • Unprotect a project
        • Manually update the online learning path
        • Locators and protected projects
        • Training Documents and Protected Projects
    • Deployment and staging
      • Configuration Sets
        • Add a Configuration Set
        • Assign a Configuration Set to a project
        • Edit a Configuration Set
        • Remove a Configuration Set
      • Centralized relational database connections
    • Manage document sets
      • Preconfigured document sets
        • Classification set
        • Extraction Set
        • Selection Document Set
        • New Samples Document Set
          • Sort New Samples for vendor name and ID
      • Custom document test sets
        • Test sets
        • Attach a test set or benchmark set to a project
        • Benchmark document sets
          • Create a classification and separation benchmark set
          • Create an extraction golden files benchmark set
          • Create an all-purpose golden files benchmark set
          • Save your golden files
        • Change a test set to a benchmark set
      • Document subsets
        • Default document subset
        • All documents subset
      • Upgraded projects and document set conversion
        • Extraction Training Set conversion
        • Classification Training Set conversion
        • Convert a New Samples database
      • Use a document set to configure a project hierarchy
      • Document sets and folder hierarchy
      • Document set attachment
      • Document set views
        • Switch the document set view
        • Documents List View
          • Add columns to the List View
          • Sort documents by columns in the List View
          • Filter columns in the List View
          • Create a custom filter in the List View
        • Documents Hierarchy View
          • Edit a batch
          • Drag and drop
        • Documents Thumbnail View
          • Classify documents using the Thumbnails View
          • Delete pages using the Thumbnails View
          • Filter documents in the Thumbnail View
          • Merge documents using the Thumbnails View
          • Split a document using the Thumbnails View
          • Move pages using the Thumbnails View
          • Rotate pages using the Thumbnails View
          • Edit a batch in the Thumbnail View
        • Perform OCR for documents
        • Assign a class to documents
        • Classify documents
        • Perform extraction for documents
        • Process documents
        • Clear classification and extraction data from documents
        • Load classification and extraction data from documents
        • Add documents to the selected class for classification training
        • Add documents to the selected class for extraction training
        • Open a document in the Document Viewer
        • Open a document in Windows Explorer
        • Open a document in XDoc Browser
      • Documents and clustering
        • Configure and perform clustering
        • Clustering keyboard shortcuts
      • Process new samples
        • Refresh New Samples
        • Create a class and table locator using a problem new sample
        • Mark a new sample from the problems subset as complete
        • Import extraction new samples
      • Add a custom test set
      • Convert a custom test set into a benchmark set
      • Set a default document subset
      • Add a document subset
      • Duplicate a document subset
      • Split a document subset
      • Add documents to a document subset
      • Add documents to a document subset using drag-and-drop
      • Delete documents from a document subset
      • Rename a document subset
      • Save a document subset
      • Copy documents using drag-and-drop
      • Move documents using drag-and-drop
      • Set a document set as the classification training set
      • Set a document set as the extraction training set
      • Exclude a document subset from a training set
      • Remove a document subset
      • Work with multiple document sets
      • Remove a document set
    • Manage recognition
      • Optical Character Recognition (OCR)
      • Optical Mark Recognition (OMR)
      • What is an XDoc?
      • Recognition engines
        • OmniPage recognition engine
        • Kofax Clarity recognition engine
          • Kofax Clarity using Google Vision
          • Kofax Clarity image guidelines
        • FormXtra recognition engine
        • A2iA recognition engine
        • FineReader recognition engine
        • RecoStar recognition engine
      • Recognition profile types
      • Recognition profiles
      • Default recognition profiles
      • Preconfigured recognition profiles
        • Mixed Print
        • OP_HandAlphanum
        • OP_HandNum
        • OP_MachineAlphanum
        • OP_MachineNum
        • OMR_Auto_Single
        • OMR_Auto_Multi
        • OMR_Manual
      • Zone recognition and printer types
        • OmniPage printer type mappings for deprecated engines
        • Auto printer type
        • Handprint printer type
        • OCR-A printer type
        • OCR-B printer type
        • Dot 9 Matrix / Dot 24 Matrix printer types
        • MICR CMC-7 printer type
        • MICR E-13B printer type
      • Recognition content types for zones
        • Alphanumeric content type
        • Numeric and amount content types
      • Add a page recognition profile
      • Add a mixed print page recognition profile
      • Determine the optimized threshold for handwritten text
      • Add a zone recognition profile
      • Add an OMR recognition profile
      • Rename a recognition profile
      • Modify a recognition profile
      • Delete a recognition profile
      • Copy a recognition profile
      • Set a default recognition profile
      • Import a recognition profile
      • Export a recognition profile
      • Substitute common OCR misreads
      • Paragraph detection
        • Paragraphs and the Classification Locator
        • Scripts and paragraph detection
        • Enable paragraph detection
        • Train paragraphs
    • Manage tables
      • The Column Pool
        • Global columns
        • User-defined columns
        • Add a new user-defined column
        • Delete a user-defined column
        • Rename a global or user-defined column
      • Table models
        • Add a table model
        • Modify a table model
        • Rename a table model
        • Delete a table model
      • Table header packs
        • Add a table header pack
        • Modify a table header pack
        • Rename a table header pack
        • Delete a table header pack
        • Export a table header pack
        • Import a table header pack
    • Manage formatters
      • Formatter types
      • Add a formatter
      • Rename a formatter
      • Modify formatter properties
      • Delete a formatter
      • Set up a script formatter
      • Assign a formatter to a field
    • Manage image cleanup
      • Global Image Cleanup
      • Local Image Cleanup
      • Image cleanup methods
        • Advanced Despeckle
        • Character Smoothing
        • Despeckle
        • Fill Line Breaks
        • Fill Line Breaks and Preserve
        • Light Thicken Filter
        • Remove Lines
        • Smooth and Clean
        • Smooth, Clean and Preserve
        • Thicken Filter
        • Thinning Filter
      • Image cleanup examples
        • Remove repeating patterns
        • Remove specific boxes
      • Layer order
      • Add a Global Image Cleanup profile
      • Delete an image cleanup profile
      • Copy an image cleanup profile
      • Rename an image cleanup profile
      • Modify an image cleanup profile
      • Import an image cleanup profile
      • Export an image cleanup profile
    • Manage dictionaries
      • Dictionary replacement text
      • Dictionaries and regular expressions
      • Dictionaries for validation form combo boxes
      • Sample dictionaries
      • Add a dictionary
      • Configure a dictionary to update automatically
      • Delete a dictionary
      • Rename a dictionary
      • Modify a dictionary
      • Manually update a dictionary from source
    • Manage databases
      • Fuzzy databases
        • Fuzzy database CSV and text file formats
        • Local Fuzzy Database automatic updates
        • Load a Local Fuzzy Database in memory
        • Fuzzy database processing and optimization
        • Local Fuzzy Database column header names
        • Fuzzy database field delimiter characters
        • Fuzzy database characters to ignore
        • Fuzzy databases, fields, and documents
        • Fuzzy databases and filtering
        • Add a Local Fuzzy Database
        • Modify Local Fuzzy Database properties
        • Import a Local Fuzzy Database
        • Add a Remote Fuzzy Database
        • Configure load balancing and high availability for remote fuzzy databases
      • Relational databases
        • Access rights for an Oracle database
        • Access rights for a Microsoft SQL Server database
        • Create a connection to a relational database
        • Configure a Microsoft SQL Server relational connection
        • Configure an ODBC relational connection
        • Configure an Oracle database connection
        • Relational database authentication
        • Create a relational database
      • Associative Search Databases
        • Associative search vs. fuzzy databases
        • Add an Associative Search Database
        • Modify an Associative Search Database
      • Rename a database
      • Delete a database
    • Image rotation
      • Enable automatic rotation during full text recognition
      • Enable automatic rotation during layout classification
      • Enable comprehensive orientation detection
      • Rotation and mixed print recognition
      • Save rotated documents during runtime
    • Supported file types
      • Image files
        • TIFF image files
        • JPEG image files
        • PNG image files
      • Text files
      • PDF files
      • Color images
      • Black and white images
      • Reset black and white images
    • Project validation
    • Name conventions
    • Problem reporting
      • Add comments for problem reporting
      • Modify problem reporting comments
      • Delete problem reporting comments
      • Rearrange problem reporting comments
      • Enable Validation users to write comments
    • Manage language and country-specific settings
      • Projects, language, and country-specific settings
      • Extraction, language, and countries
      • Localized validation forms
      • Localized error messages
      • Localization fall-back mechanism
      • Test language customization
      • XML structure of localization files
      • Select the application language
      • Set the project design language
      • Add a language to a project
      • Remove a language from a project
      • Update a language
      • Translate Document Review custom menus and commands
      • Translate a table column name
      • Add a new country for tax settings
      • Remove a country from tax settings
      • Add a tax rate to a country
      • Delete a tax rate from a country
      • OmniPage language mappings for deprecated engines
    • Word separation characters
    • Regular expressions
    • Manage string substitutions
      • Add a string substitution
      • Modify a string substitution
      • Delete a string substitution
      • Import a string substitution
      • Export a string substitution
    • Manage scripts
      • Script programming
        • Special characters in script
        • Scripts on project class level
        • Scripts on class level
        • Scripts on project folder level
        • Scripts on folder level
      • Script resources
      • Add a script resource
      • Delete a script resource
      • Provide translations for script resources
      • External script variables
      • Add a script variable
      • Delete a script variable
      • Change the value of a script variable
    • Manage natural language processing
      • Natural Language Processing engine
      • Custom entities
        • Custom entity folder structure
        • Custom entity file format
        • Custom entities sample in production
        • Create a custom entity file
        • Edit a custom entity file
      • Custom sentiments
        • Add custom sentiments
    • Test and optimizing a project
      • Open files for testing and optimization
      • Preliminary tests
        • Preliminary classification testing
        • Preliminary extraction testing
        • Preliminary combined classification and extraction testing
        • Preliminary validation testing
        • Preliminary verification testing
        • Test runtime script events
        • Other preliminary tests
      • Normalize the image source file structure
    • Statistical information
    • Keyboard shortcut keys
    • Log files
      • Application log files
        • Application log file contents
      • Batch-level log files
    • SecurityBoost
      • SecurityBoost modules
  • Configure batch operations
    • Edit batches
      • Edit a Batch with Document Review
      • Edit a batch with Validation
      • Edit a batch with Thin Client Validation
      • Add pages and documents
        • Add a page before the current page
        • Add a page at the end of a document
        • Add a document before the current document
        • Add a document to the end of a batch or folder
      • Copy pages and documents
        • Copy a document
        • Copy a page
      • Create documents and folders
        • Create a document from one or more pages
        • Create a folder from one or more documents
        • Create a new empty folder
      • Delete pages, documents and folders
      • Move pages, documents and folders
        • Move one or more pages
        • Move a document
        • Move a folder
      • Merge documents and folders
        • Merge documents
        • Merge folders
      • Split documents and folders
        • Split a document
        • Split a folder
      • Rename folders
      • Rotate pages
      • Multiple selection
        • Select multiple consecutive items
        • Select multiple non-consecutive items
      • Drag pages and documents
    • Restructure a batch
      • Script events
    • Route batches, folders, and documents
      • Route batches
      • Route folders and documents
      • Assign a new batch class
  • Set up classification
    • Layout classification
    • Content classification
    • Upgraded projects and classification
    • Classes and the class tree
    • Manage classes
      • View class contents
      • Add a class
      • Rename a class
      • Cut and paste a class
      • Move a class using drag-and-drop
      • Bulk edit multiple selected classes
      • Delete a class
    • Manual versus automatic classification techniques
    • Classification and the order of processing
    • Define the default classification result
    • Layout classifier
      • Initialize the layout classifier for your project
      • Enable layout classification training for a class
      • Configure the layout classifier
      • Train the layout classifier
    • Initialize the content classifier for your project
    • Train the content classifiers
    • Adaptive Feature Classifier
      • Enable content classification training for a class
      • Configure the Adaptive Feature Classifier
      • Thresholds, precision, and recall
      • Enable auto optimization and improve classification
    • Text classifier
    • Instruction classifier
      • Add a classification instruction
      • Modify a classification instruction
      • Delete a classification instruction
      • Combine several phrases in an instruction
      • Export classification instructions
      • Import classification instructions
      • Import classification instructions using Import as New
    • Subtree classifiers
      • Enable subtree classification for a class
      • Add a subtree classifier
      • Modify a subtree classifier
      • Delete a subtree classifier
    • View Classification Results
    • Classification rules and hierarchical evaluation
      • Classification based on extraction
      • Configure classification redirection
      • Subtree classification hierarchical rule
      • Single child wins over parent
      • Parent represents competing children
      • Local not-flag
      • Propagated not-flag
      • Confident and unconfident classification results
      • Reclassification of documents via script
    • Evaluate multi-page classification
    • Redirect the classification result
    • Classification benchmarks and optimization with the Result Matrix
      • Generate a classification benchmark using all classification settings
      • Generate a classification benchmark for a specific classifier
      • Save classification benchmark results
      • Optimize classification results using the Selection document set
      • Compare Classification Benchmark results
        • Compare two classification benchmark files
        • Change the classification benchmark baseline
      • Add classification benchmark exceptions
  • Set up document separation
    • What type of document separation to use
    • Document separation and the Classification Training Set
    • Classification settings and their effect on document separation
    • Trainable Document Separation
      • Configure Trainable Document Separation
      • Import an old Project Planner TDS model
      • How pages are classified for Trainable Document Separation
    • Standard Document Separation
      • How to handle unclassified pages with Standard Document Separation
      • Configure Standard Document Separation
    • Train document separation
    • Test document separation
    • Separation benchmarks
      • Generate a separation benchmark with golden files
      • Generate a separation benchmark
      • View and filter separation benchmark results
  • Set up Document Review
    • Document Review methods
      • Add a Document Review method
      • Modify a Document Review method
      • Rename a Document Review method
      • Delete a Document Review method
    • Predefined document structure rules
      • Every document with a suggested class must be reviewed
      • Every document must have a class
    • Configurable structure rules
      • Add batch structure rules
      • Add document-level rules
        • Every document of this class must have N pages
      • Add Document Review methods as scripted rules
      • Rename document structure rules
    • Batch Open window configuration for Document Review
    • Configurable shortcut keys, hot keys, and custom menu commands
      • Default shortcut and hot keys
      • Enable Document Review users to customize shortcuts
      • Modify shortcut keys
      • Modify hot keys
      • Import a set of shortcuts
      • Export a set of shortcuts
      • Reset shortcuts
      • Add a custom menu and custom menu commands
      • Rename a custom menu
      • Rename a custom menu command
      • Delete a custom menu command
  • Set up online learning
    • Enable Online Learning
    • Classification online learning
      • Enable classification online learning
      • Classification online learning and training documents
      • Dynamic online learning for classification
      • Enable dynamic classification online learning
      • Classification New Samples and the project life cycle
      • Import classification online learning documents
      • Clean up of old classification training data
      • Mark documents for classification online learning via script
    • Extraction online learning
      • Enable Extraction Online Learning
      • Extraction New Samples and the project life cycle
      • Dynamic Knowledge Bases
      • Knowledge Bases
      • Trainable locator methods
        • What locator to use
        • Specific training of trainable locators
        • Layout ID and Extraction Online Learning
        • Vendor name and ID recognition
      • Best practices for extraction training
      • Extraction online learning and training documents
      • Automatically flag documents for extraction online learning
      • Enable Validation users to mark documents for extraction online learning
      • Scripts and extraction online learning
      • Train your project for extraction
      • Conflict management
        • Resolve training conflicts
        • Best practices for conflict resolution
      • Edit training documents
        • Train table fields
        • Assign a single value
        • Assign split values
        • Edit keywords
        • Field navigation
        • Document validation
      • Importance of value coordinates
  • Set up extraction
    • Extraction methods
    • Locator method types
    • Evaluator method types
    • Trainable locator method types
      • Trainable locator inheritance
    • Locator alternatives
    • Manage locators
      • Add a locator
      • Open locator properties
      • Rearrange locator order in a class
      • Rename a locator
      • Delete a locator
      • Export locators
      • Import a locator
      • Import a locator as new
      • Assign a locator to a field
      • Locator inheritance
      • Overwrite an inherited locator
      • Locator order
      • Configure regions
        • Add a region to a locator
        • Locate an item on any page using regions
        • Locate an item on the first page using regions
        • Locate an item on the last page using regions
      • Knowledge Bases
        • Protect Knowledge Bases
        • Create a knowledge base activation code
        • Display a knowledge base activation code
      • Test locators
        • Dependent locator tests
        • Change the test execution mode
    • Manage field groups
      • Upgrades and field groups
      • Field group inheritance
      • Add a field group
      • Delete a field group
      • Rename a field group
      • Rearrange the field group order in a class
      • Move fields between field groups
    • Manage fields
      • Project-level fields
      • Class-level fields
      • Folder fields
      • Simple fields
      • Table fields
      • Add a field
      • Rename a field
      • Delete a field
      • Rearrange the field order in a field group
      • Modify a field
      • Assign a field to a locator
      • Field inheritance
      • Edit inherited field details
      • Bulk edit multiple selected fields
      • Field confidences
      • Field formatting
      • Fixed value
    • Manage zones
      • Add a reference document to a zone
      • Open a reference document
      • Add a zone
      • Resize a zone
      • Configure background removal
      • Add a blank-out region
      • Remove a sample image
      • Rename a zone
      • Move zones
      • Map a zone to a subfield
      • Delete a zone
      • Test zones on the reference document
    • Extraction benchmarks
      • View extraction results
      • Perform an extraction benchmark
      • Save an extraction benchmark
      • Extraction benchmark comparison
      • Export an extraction benchmark
    • A2iA Zone Locator
      • Migrate an A2iA Zone Locator
      • A2iA FieldReader
      • A2iA CheckReader
      • A2iA Document Type
      • Modify a zone for an A2iA Zone Locator
      • Create custom subfields for an A2iA Zone Locator
      • Modify a custom subfield for an A2iA Zone Locator
      • Delete custom subfields for an A2iA Zone Locator
    • Address Evaluator
      • Configure an Address Evaluator
    • Address Locator
      • Reduce address alternatives with regions
    • Advanced Evaluator
      • Add a predefined subfield to the Evaluator Subfields List
      • Remove a subfield from the Evaluator Subfields list
      • Create a custom subfield for evaluation
      • Rename a custom subfield
      • Reorder the Evaluator Subfields list
      • Delete a custom subfield
      • Subfields for evaluation
      • Evaluation steps
      • Define input locators for a subfield
      • Add an evaluation step
      • Configure evaluation steps
      • Reorder evaluation steps
      • Delete an evaluation step
      • Advanced Evaluator test results
    • Advanced Zone Locator
      • Advanced Zone Locator and registration
      • Advanced Zone Locator and global registration
      • Advanced Zone Locator and local registration
      • Advanced Zone Locator subfields
      • Zones and the Document Viewer (zone mode)
      • Manual Zone Recognition
      • Automatic zone recognition with the Zone Wizard
        • Tips for optimal zone discovery
        • Zone Wizard and existing zones
        • Presets and automatic zone recognition
        • Add zones with the Zone Wizard
        • Zone selection in the Zone Wizard
      • Modify a zone for an Advanced Zone Locator
      • Add zones for a group of check boxes
      • Add image cleanup for a zone
      • Create a local image cleanup profile
      • Change the recognition profile for a zone
      • Combine the results from multiple zones
      • Use the best result from multiple zone results
      • How to duplicate zones
      • Hide anchors and zones on a document
      • Add a subfield
      • Copy a zone for voting
      • Anchor zones
        • Manual anchoring
        • Anchor reference points
        • Suitable and unsuitable anchors
        • Text anchor zone recognition
        • Locator anchor zone recognition
        • Can intersect border
        • Anchor confidence
        • Add a manual anchor
        • Add a text anchor
        • Modify an anchor
        • Rename an anchor
        • Delete an anchor
        • Move or resize an anchor zone
        • Map a zone to an anchor
        • Map multiple zones to an anchor
        • Remove a zone from an anchor
        • View corresponding zones and anchors
    • Bar Code Locator
      • Bar code types
      • Bar code orientation
      • Bar code confidence
      • Enhanced bar codes
      • Bar code voting
      • Change the bar code type
      • Specify bar code length restrictions
    • Check Locator
      • Check Locator amounts
      • Test results for checks
      • Country-specific settings
        • Countries A - F
        • Countries I - U
      • Check endorsements
    • Classification Locator
      • Add a reference project
      • Update the reference project automatically
      • Set the classification result to 100%
      • Configure by paragraph classification
    • Database Evaluator
      • Map database fields to locator subfields
      • Specify the criteria needed to match a database record
      • Specify the data returned by the Database Evaluator
    • Database Locator
      • Exclusion database
        • Adjust exclusion database settings
      • Databases and the Database Locator
      • Database search masks
      • Set the group index for database fields
      • Set the importance of a database field
      • Set the distance for database fields
      • Set the distance for a group of database fields
      • Ensure a database field does not replace an OCR value
      • Add a database search mask
      • Delete a database search mask
    • Format Locator
      • Simple expressions
      • Levenshtein format definitions
      • Trigram format definitions
      • Use results from another locator
      • Enable OCR substitutions
      • Add custom formats
      • Add predefined formats
      • Add Simple expressions
      • Add Levenshtein format definitions
      • Add Trigram format definitions
      • Insert a dictionary
      • Refresh dictionaries in format definitions
      • Modify format settings
      • Delete formats
      • Test format definitions
      • Add keywords for evaluation
      • Lasso keywords for evaluation in the Document Viewer
      • Ignore characters in a keyword or phrase
      • Configure a keyword or phrase to match exactly
      • Match all words as a phrase
      • Add a dictionary as a keyword
      • Configure the keyword weight
      • Configure the keyword distance
      • Configure the keyword direction
    • Invoice Header Locator
      • Invoice Header Locator keywords
      • Add an Invoice Header Locator keyword
      • Add a dictionary as a keyword for an Invoice Header Locator
      • Deleting a keyword from an Invoice Header Locator
      • Invoice Header Locator example
    • Line Item Matching Locator
      • The principles of price calculation
      • Input locators
      • Line items and match by script
      • Activate the Match Remark feature
      • Disable purchase order discovery
      • Define and map purchase order database columns
    • Named Entity Locator
      • Add a table for entity extraction
    • OCR Voting Evaluator
      • Evaluation type
      • Assign locators and subfields for voting
      • OCR Voting Evaluator and test results
    • Relation Evaluator
      • Specify locators for the Relation Evaluator
      • Limit the number of alternatives
    • Script Locator
      • Define a group field output subfield
      • Delete a group field output subfield from the list
      • Insert the script function
      • Create results for a simple field Script Locator
      • Create results for a group field Script Locator
    • Sentiment Locator
    • Standard Evaluator
      • Add a locator to a Standard Evaluator
      • Remove a locator from a Standard Evaluator
      • Return the best alternatives
      • Return the alternatives from the first successful locator
      • Limit the number of possible alternatives
    • Summary Locator
    • Table Locator
      • Automatic table extraction
      • Select a table detection mode
      • Make a Table Locator trainable
      • Automatic registration in manual table mode
      • Enable automatic table registration
      • Optional rows and comments in manual table mode
      • Define table cells in manual table mode
      • Define a master item
      • Define model column mappings
      • Start-of-table detection
      • Beginning-of-table dictionary
      • End-of-table detection
      • Add a dictionary to find the start or end of a table
      • Order numbers
      • Embedded columns
      • Test Table Locator results
      • Use expert mode for testing tables
    • Text Content Locator
      • Configure the Text Content Locator
      • Add a Text Content Locator subfield
      • Map a Text Content Locator subfield
      • Delete a Text Content Locator subfield
      • Rename a Text Content Locator subfield
      • Train the Text Content Locator
    • Themes Locator
    • Trainable Evaluator
      • Add a Trainable Evaluator subfield
      • Rearrange Trainable Evaluator subfields
      • Train the Trainable Evaluator
      • Delete a Trainable Evaluator subfield
    • Vendor Locator
      • Vendor Locator fields
      • Define the company code input
      • Define the Tax ID or VAT ID input
      • Define the Vendor ID detection
      • Define the banking details input
    • Trainable Group Locator
      • Trainable Group Locator subfields
      • Group locator training type
      • Group locator weak keywords
      • Set the generic training search confidence
      • Set the generic training evaluation confidence
    • Amount Group Locator
      • VAT-based locations
      • Add keywords to an Amount Group Locator
      • Add currencies to an Amount Group Locator
    • Invoice Group Locator
    • Order Group Locator
    • Extraction change history
  • Set up foldering
    • Enable foldering for a project
    • Folder hierarchy
    • Add a folder to your project
    • Add folder fields
    • Work with folders
    • Scripted automatic folder creation
    • Test automatic foldering
  • Set up Correction
    • Field settings
    • Batch Open window configuration for Correction and Thin Client Correction
    • Identification of unconfident characters
    • Set up Thin Client Correction
      • Thin Client Correction checklist
    • Display a field for correction
    • Always use whole field correction
    • Correct a whole field when a percentage of fields are unconfident
    • Correct a whole field when X characters are unconfident
    • Whole field correction
  • Set up Validation
    • Validation sequence
    • Set up multiple steps of Validation
    • Batch Open window configuration for Validation and Thin Client Validation
    • Field properties and validation
    • Field formatting and validation
    • Re-populate line items in Validation
    • Validation methods
      • Standard Validation method
      • Date Validation method
      • Regular Expression Validation method
      • Invoice Validation method
      • Script Validation methods
      • Add a validation method
      • Validation error messages
      • Modify a validation method
      • Rename a validation method
      • Delete a validation method
      • Test single field script validation methods
      • Invoice field validation and field reconstruction
      • Invoice field validation and rounding mode
      • Invoice field validation and discount rates
      • Test invoice field validation methods
      • Test a multi-field validation method
    • Validation rules
      • Single field validation rules
      • Multi-field validation rules
      • Inherited validation rules
      • Validation rule sequence
      • Add a single field validation rule
      • Add a multi-field validation rule
      • Rename validation rule
      • Modify a validation rule
      • Delete a validation rule
    • Validation forms
      • Simple, table, and folder fields
      • Default validation form
      • Customized validation forms
        • Define a custom validation form for a class
        • Define a customized validation form for a folder
        • Validation form field types
        • Validation form elements
        • Ensure Thin Client Validation is configured to use custom validation forms
        • Add a tab to a custom validation form
        • Change tab alignment on a custom validation form
        • Remove a tab from a custom validation form
        • Change folder pane layout
        • Enable automatic field completion
        • Active language
        • Force field valid
        • Add a masked area
        • Considerations and limitations of masked areas
        • Multiple selected form elements
        • Character exact editing
        • Validation form button shortcuts
        • Read-only fields
        • Always valid setting
        • Configure a default area for a field
        • Anchor validation form elements
        • Dock and zoom settings
      • Validation form database lookups
        • Add a relational database lookup button to a validation form
        • Add a fuzzy database lookup to a validation form
        • Add a Locator Alternative Lookup button to a validation form
        • Add an Associative Search lookup to a validation form
        • Map fields for relational database lookups
        • Field mapping for fuzzy lookups
        • Database lookup field visibility
        • Thin Client Validation considerations for database lookups
      • Validation forms for Thin Client Validation
        • Custom validation forms in Thin Client Validation
        • The default validation form and Thin Client Validation
      • Validation form design best practices
        • Validation form design field order
        • Validation form design and labels
        • Validation form design and MiniViewers
        • Validation form design and grouped fields
        • Validation form design and buttons
        • Validation form design and layout anchoring
        • Validation form design and tabs
        • Validation form design and tables
    • Configure custom rejection notes for Validation
    • Set up a validation form script event
    • Test Validation
      • Use database lookups
        • Search a database using multiple column fields
        • Search a database using a single field
        • Select from read-only search results
      • Shortcut keys
    • SecurityBoost
    • Set up Thin Client Validation
      • Differences between Validation and Thin Client Validation
      • Multiple steps of Thin Client Validation
      • Masked areas in Thin Client Validation
      • Section 508 compliance in Thin Client Validation
      • Thin Client Validation checklist
  • Set up Verification
    • Kofax Capture workflow
    • Field and folder field settings
      • Display field for verification
      • Verification mode
        • Confirm a field
        • Confirm a field with no editing allowed
        • Blind double keying
        • Blind double keying without showing field values
        • Applying read-only
    • Batch Open window configuration for Verification and Thin Client Verification
    • Verification script events
      • Set Up a Script Event for a Field
      • Set Up a Script Event for a Folder Field
    • Set up Thin Client Verification
    • Test Verification
  • Sample projects
    • Classification Locator sample
    • Foldering sample
    • Multiple Validation steps sample
      • Create a project using multiple Validation steps
      • Synchronize with Kofax Capture
    • Document routing sample
    • Drill down combo boxes sample
  • Getting help with Kofax products
    • Get the product version
 › Set up extraction › Themes Locator

Themes Locator

Themes Locator Icon The Themes Locator uses built-in functionality of the Natural Language Processing engine to extract the theme or topic of a document. This information is then available for custom analysis via script. The Natural Language Processing engine takes several seconds per page longer than regular recognition.

The Properties of Themes Locator has the following tabs.

  • General tab

  • Regions tab

  • Test Results tab

Search results

Search tips

The search returns topics that contain terms you enter. If you type more than one term, an OR is assumed, which returns topics where any of the terms are found. Enclose your search terms in quotes for exact-phrase matching.

The search also uses fuzzy matching to account for partial words (such as install and installs). The results appear in order of relevance, based on how many search terms occur per topic. Exact matches are highlighted.

To refine the search, you can use the following operators:

  • Type + in front of words that must be included in the search or - in front of words to exclude. (Example: user +shortcut –group finds shortcut and user shortcut, but not group or user group.)
  • Use * as a wildcard for missing characters. The wildcard can be used anywhere in a search term. (Example: inst* finds installation and instructions.)
  • Type title: at the beginning of the search phrase to look only for topic titles. (Example: title:configuration finds the topic titled “Changing the software configuration.”)
  • For multi-term searches, you can specify a priority for terms in your search. Follow the term with ^ and a positive number that indicates the weight given that term. A higher number indicates more weight. (Example: shortcut^10 group gives shortcut 10 times the weight as group.)
  • To use fuzzy searching to account for misspellings, follow the term with ~ and a positive number for the number of corrections to be made. (Example: port~1 matches fort, post, or potr, and other instances where one correction leads to a match.)

Note that operators cannot be used as search terms: + - * : ~ ^ ' "