Open Document Set

The Open Document Set window is displayed so you can add a document set to your project.

All

Recent Documents

Recent Document Sets

Displays a list of recently opened document sets for quick access. Alternatively, you can attach a test or benchmark document set to your project so that this document set is displayed automatically when you open the project.

All

Reload

Reloads the last saved state of the selected document subset and discards any unsaved changes.

Classification Set

Extraction Set

Test Set

Benchmark Set

Refresh

Updates the list of training documents to include any recently added documents.

New Samples

Save Document Set

Saves any changes made to any document set in your project, including any changes to their document subsets.

Classification Set

Extraction Set

Test Set

Benchmark Set

Save Selected Documents

Saves any changes made to the selected documents.

Classification Set

Extraction Set

Test Set

Benchmark Set

Train for Classification

Adds the selected documents to the Classification Set for the class selected in the Project Tree.

New Samples

Extraction Set

Train for Extraction

Performs extraction training using the documents in your Extraction Set.

New Samples

Classification Set

Edit Training Document

Displays the Edit Document window for the selected document.

Extraction Set

Resolve Conflicts

Displays the Resolve Conflicts window where you can compare conflicting documents and resolve the conflict by correcting field data.

Extraction Set

Create Class and Table Locator

Opens the Create New Class and Table Locator window for the selected training document. This setting is available only for the Problems subset in the New Samples document set.

This setting is available only if a Validation user marks a document as a problem and then extracts the table using the mouse so that table and column coordinates are available. Pressing this button creates a new class, adds the document to the Classification Set and creates a Table Locator configured for manual mode using the validated data.

New Samples

This setting is dependent on the selected document subset. The value can be any of the following:

Import Documents from Extraction Online Learning

This setting is displayed when the Extraction Set or one of its subsets are selected.

This displays the Import Extraction Online Learning Data window to add documents marked for Extraction Online Learning to a defined training directory.

Import Documents from Classification Online Learning

This setting is displayed when the Classification Set or one of its subsets are selected.

This displays the Import Classification Online Learning Data window where you can add documents marked for Classification Online Learning to a defined training directory.

Import Documents from Online Learning

This setting is displayed but disabled when the selected document subset contains no training documents.

New Samples

Change State to Complete

Marks a document in the Problems subset of the New Samples document set as completed to indicate that all changes to the project for this document are performed. To indicate that the document is completed an icon is displayed for the Trained column. If wanted, you can set a custom filter to remove any completed documents after the list is refreshed. This setting is available only for Problems samples.

New Samples

Select All

Selects all documents displayed in the view pane for the selected document subset.

Classification Set

Extraction Set

Test Set

Benchmark Set

Runtime Script Events

Tests a selected application and batch related event.

Configure

Displays the Runtime Script Events window, where you can configure and test runtime script events. See the Kofax Transformation Toolkit Scripting Help for more information about these script events.

Test Set

List View

Displays the selected document set or document subset as a list of flat, stand-alone documents.

All

Hierarchy View

Displays the selected document subset as a hierarchy. This view is only available for test sets or benchmark sets when the <All Documents> subset is selected.

Classification Set

Extraction Set

Test Set

Benchmark Set

Thumbnail View

Displays the selected document set or document subset as a list of thumbnails.

All

Choose Details

Displays the Choose Details window, where you can select the fields you want to display in the List View for the selected document subset.

Test Set

Benchmark Set

Filter

Document Filter

You can minimize the number of displayed documents by selecting a filter or defining a custom filter. A filter removes all but those documents that match your filter criteria from the list.

All