This dialog is only available when XML documents are processed in the system using COLLECTOR.
Use it while optimizing XML documents to manually map desired document fields with the correct corresponding values found in the XML files when they cannot be found automatically. Once this is done, subsequent documents that are received from the same sender can then be processed automatically.
Note: COLLECTOR by ReadSoft must be installed (separately) to be able to process XML documents.
How XML documents are matched to senders and receivers
The XML Mapper is divided into two sections:
Image tab (PDF image of the document) – if you click a field in the right pane for which a value has been matched in the document, the corresponding value is highlighted in the image in this tab.
XML tab (the XML code) – if you click a field in the right pane, you can map an XML element in this tab to it by right-clicking the element and selecting Map element value to the selected document field: <Name of field selected>. Once a field has been mapped, you can see the path to the specified value in the code by letting the cursor hover over the value in the field box.
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Buttons at bottom of mapper window |
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| Save XML profile | Saves any changes to the XML profile that is listed at the top of the window above the tabs (that is, the changes apply to all XML document definitions that belong to the profile). Changes in rows that affect the profile as a whole are colored red. |
| Save XML definition | If the XML definition has not been saved prior to clicking this button, the name of the XML definition (defined by the sender name) is displayed under the Profile name at the top of the window above the tabs when the button is clicked. Otherwise, clicking this button saves any changes to that definition only (that is, the changes do not affect other XML document definitions that belong to the profile). The color of rows that have been changed for this definition only are changed to yellow after the Save XML definition button is clicked. |
| Extract | Extracts field values as they have been specified in the mapper. It tells you if the changes you made were successful or if you need to make further modifications to extract the values correctly. |
| Close | Closes the XML Mapper. If you make changes (to the XML profile or the XML definition) without saving them first, you are asked if you want to go back to the mapper to save the changes or if you want to close the mapper without saving the changes. In addition, if you saved changes, you are asked if you are finished optimizing the XML defintiion. If you click:
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