Help > Setting up XBOUND > Processes > Structuring documents > Structuring documents by using barcodes

Structuring documents by using barcodes

Your XBOUND process can be configured to structure documents using barcodes.

Background

Documents in XBOUND represent business transactions, and often these transactions have a hierarchical structure. ClosedExample:

For example, an invoice can consist of the actual invoice plus attachments. The attachments are usually only archived, while data like invoice number, data and amount are typically extracted from the actual invoice pages.

Furthermore, "invoices" can be divided into two types: Invoices and credit notes.

Invoices and credit notes are grouped in root documents in order to simplify the processing of large volumes of documents.

So we have the following document model:

  • A batch consists of invoices and credit notes in any sequence.

  • An invoice (or credit note) consists of the actual invoice or credit note plus optional attachments.

You can mirror this document structure in XBOUND by dividing the root document into sub-documents, which in turn can contain additional sub-documents.

A simple yet robust structuring procedure uses separator sheets with barcodes. These sheets mark where a document begins and ends, and they are manually inserted before the papers are scanned.

To configure a process to structure documents using barcodes

  1. Using the XBOUND Management Center, open a console containing the Process Designer.

  2. Under Process Navigation, open an existing process by clicking its name. Or create a new process and add process steps.

  3. Create a document type for the root document and each of the sub-documents.

  4. In the Process area, click Process Design:

  5. Add and Scan Documents process step. Double-click the process step, select the root document type, and click OK.

  6. Add and configure a Classify by Barcodes process step.

  7. Create a process rule from the Scan Documents process step to the Classify by Barcodes process step.

  8. Add and configure a Build Document Structure process step.

  9. Create a process rule from the Classify by Barcodes process step to the Build Document Structure process step.

  10. Save the process by clicking the Save button:

  11. Assign the Classify by Barcodes activity to the XBOUND Activities Service.

  12. Double-click the Build Document Structure process step.

  13. Click OK and then the Save button.

  14. Assign the Build Document Structure activity to the Activities Service, and then Closedrestart the Activities Service.

    1. Select Start menu > Control Panel > (View By Icons) > Administrative Tools > Services.

    2. In the Services dialog, right-click XBOUND Activities and select Restart.

Configuring an XBOUND process: Overview

Processes: Overview

Setting up XBOUND: Overview