The Identification settings dialog

Accept unidentified forms

Scanning or interpretation proceeds even if the form cannot be identified. The limitations and consequences of using this setting depend on whether you are scanning or interpreting forms.

Identify manually in Scan

Forms that cannot be identified during scanning are displayed on the screen so that you can specify a form definition for them.

This option is only available if Internal is selected in the Interpret job settings.

Important: If this option is selected, you must also select Unidentified as a status to be included in the Verify job description. If you fail to select that status in the Verify job description, unidentified forms are excluded from the job. (Recommended: Create a separate job description that includes only unidentified forms.)

Identify manually in Verify

Scanning proceeds even if unidentified forms are found, and you must later verify unidentified forms manually.

This option is only available when forms are scanned using the Scan module (that is, if Internal is selected in the Interpret job settings).

Required and therefore selected by default when unidentified forms are accepted in Interpret.

Limitations if the job description includes sets:

Max. no. of unidentified in a row

The number of unidentified forms in a row you want FORMS to accept. The exact effect depends on whether you are scanning or interpreting forms.

Identify upside-down forms

Identifies images of documents that are scanned upside-down—that is, forms that are fed into the scanner with the wrong side down. (More info.)

Identify rotated forms

Identifies forms rotated 180 degrees. (More info.)

Resave rotated image right side up

Resaves rotated images associated with forms that are identified using Identify rotated forms.

This option is only available if you are interpreting forms from files (that is, not if Internal is selected as the form source in the Interpret job description).

Scanned

Select this option when forms are scanned with a professional, high quality scanner.

Faxed

Activates Low image quality and Extended search area in the Advanced settings (see below).

Select this option when forms are received by fax, or are of poor quality for some other reason (printed on an inexpensive printer, for example).

Flexible forms

Activates Extended search area and Rubber sheet transform in the Advanced settings (see below).

Select this option when forms are of high quality but the position of the fields can vary somewhat. This is the case when variable-length fields push the rest of the fields further down on the form, or when forms are not precisely identical for some other reason.

Custom

Allows you to select your own combination of Advanced settings (see below).

This option is only available when Advanced settings are displayed.

List of forms that use individual settings

Form definitions that use Override job identification settings are listed here.

Check identification

Checks whether the forms can be identified in the job by using example forms. The results are displayed in the Identification analysis complete dialog.

Note: Folders containing the example forms must be created first.

Require all identifying adjustment fields

Specifies that all adjustment fields with Identification and adjustment selected must be found in order for a form to be identified. Select this option to increase security when you know that all of the adjustment fields are always present on the forms.

Low image quality

Accepts images with lower quality than normal.

Without skew and offset

The program searches a smaller area for adjustment fields. Select this option when forms are expected to be very well aligned and not rotated or shifted.

Although this setting is approximately the opposite of Extended search area, you can use them together. The effect is the original search area, but the adjustment object can be rotated somewhat.

Extended search area

The program searches a larger area to find adjustment fields. This means that images containing adjustment fields that are in slightly different positions compared with the form definition can be identified.

Warning: This setting increases the risk of incorrect identification (except when used with Without skew and offset— see above). Use this setting only in special situations.

Local field displacement

Improves field capture on forms with large variations in image geometry (faxes, for example).

Adjustment fields are used as usual to identify the form, but local skew calculations are used to correct different parts of the image to different degrees. (Consequently, rotation information from adjustment fields, which would otherwise apply to the whole form, is not used.) In addition, double-clicked fields that the program finds are used as a reference by which to correct the position of other fields.

Note: This setting cannot be used together with Rubber sheet transform.

Rubber sheet transform

Allows forms to be distorted in the same way that a sheet of rubber can be stretched in various directions. The program looks for these distortions and tries to compensate for them.

Important: For this to work properly, the form definition(s) included in the job description should have extra adjustment fields. Generating automatic adjustment fields on the form definition is highly recommended for this.

First the program finds the adjustment fields and calculates a global transform (affine transform).

Note: This setting cannot be used together with Local field displacement.

Apply rubber sheeting when global error is greater than

If the affine transform error is greater than this value, rubber-sheet adjustment and cutting is activated. The three most suitable adjustment fields close to each field to be interpreted are used to create the snippets.

Use this setting to adjust the threshold that determines when rubber sheeting is used. If testing shows that rubber sheeting is not used when it would have been appropriate, move the slider to the left.

Abort rubber sheeting when local pixel error is greater than

When rubber sheeting goes wrong (as it occasionally does, especially if image quality is poor), it can go very wrong, and the resulting snippets can be unusable. Therefore, the program checks whether the positions of the adjustment fields are correct.

If the largest local error (that is, the largest pixel error pertaining to any individual field) is greater than or equal to this value, rubber sheeting is terminated and FORMS reverts to the standard functionality (using the three "best" global adjustment fields to find the fields and create the snippets).

Use this setting to adjust the threshold that determines when FORMS abandons this method and reverts to the standard way of finding fields. If testing shows that rubber sheeting is used when it is not appropriate, move the slider to the left.