ECopy ShareScan 4.2 Guia de Instalação descarregar pdf (Página 94)

Templates are based on the document to be processed and are stored in libraries. Each library must contain at

least one template, and there is no limit to the number of templates within a single library. For the best user

experience however, Nuance recommends that a library should not contain more than 10 templates.

Template Libraries are associated with connector profiles.

15.1- Template Design Overview

Once you have created a form template (see Creating a Template Library), the Template Creation

window is displayed allowing you to design a template.

The Template Creation window consists of the following areas:

n Menu area (on the top). The following menu options are available:

l Save:Saves the current state.

l Template properties:Displays the Template properties window, allowing you to modify the

background image and set the barcode engine to be used.

l Template manager: Displays the Template library manager, allowing to select a new

template for editing.

l Test template: Displays the Template tester window.

n Image viewing area (on the left): To view the sample document with zooming support.

n Zone controls area (on the right). This contains the following areas:

l "Zones": Add new zones, delete existing ones, or select one to change its properties.

l "Zone Types": Legend for zone coloring on the image.

l "Zone Properties": Set or modify all properties for the selected zone.

How to design a form template:

1. Create a Static field: either a Static Text or a Static Barcode field. This Static field is used to

identify which form template in the template library that is used to process the document.

2. Define additional zones for recognition and data extraction. Make sure to select Add Zone prior to

identifying a new zone area in the template to prevent inadvertent changes to existing Zone

Properties.

Note that zones should not overlap each other, as that may lead to recognition errors.

3. Label each extracted value so it can be used by an eCopy Connector.

4. Set properties for each zone. Make sure to select the zone on the template prior to setting the values

in the Zone Properties. Values in Coordinates and Advanced may not be retained if they are changed

before the zone area selection is identified.

5. Apply data filter on extracted values (optional):

l Regular Expression filter

Note that you can enter multiple regular expressions, with each one displayed in a

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ECopy ShareScan 4.2 Guia de Instalação Página 94