Learn how to create tables in ABBYY FlexiCapture FlexiLayout Studio

If you have been following our video series, this is the one that will help you complete the markup process. James covers how to create tables to finish capturing the expenses in the invoices being processed. We can never know how many expenses an employee will list on their expense forms. There is an easy solution that can help us with this issue. We can set up a table to take care of this.

1. Create a block

The first step in setting up a table is creating a block.

• Right click on blocks, add block, and select table.
• In the properties box, rename the table (Expenses).
• Clicking on the columns tab allows the entry of the table columns.
• Click the add button to start adding the column names.
• Leave the type set on text, the other options do not apply in this case.
• After entering all the column names, click the ok button.

2. Create a search element table

• Right click search elements, select table from the list.
• Rename the table, select columns tab and click the select button.
• Select the table from the box and click ok.
• All the columns are brought in from the table block that was created earlier.
• Click ok to create the table.
• Match the document.
• Because the software will not do a good job finding the table, you may still have leftover data at the bottom. To solve this, create a search element to define the table footer.

3. Define the table footer

• Create a search element to define the table footer.
• The static text Subtotal will be fine for this.
• Match the document again to make sure the text was found properly.
• Now go back into table element,
• Select the footer tab
• Check look for footer checkbox
• Use found element and select the element for the list.
• Match the document again. This time the table should be correct.

4. Map the Search Element

The last step is to map the search element back to the block.

• Double click on the expenses block.
• Select the source element.
• Click the button at the end of the text box
• Select the table element from the list
• Click OK button to finish and complete the mark up of the document.

5. Export the document

• In order to use the document in a project it needs to be exported.
• To do this click file, export.
• Put the file in an easily accessible location.

That’s it! Check out video 4 in this series to learn how to use the Project Setup Station and set Document Definitions!

(previous video – creating markup in FlexiLayout)