How To Set Document Definitions in ABBYY FlexiCapture Project Setup Station

Once you have created the document, the next steps are to prepare it for processing. Let’s get started.

Prepare the Document for Processing

In this video James takes the expense report he created in previous videos and gets it ready for processing with ABBYY FlexiCapture.

The idea is that this form is emailed to the different employees that have expenses to report. The employee will fill out the document and save it to a specific location so Flexicapture can process the document, find the useful data, and save it to an enterprise system like Quickbooks. Now let’s get started.

Create a New Project

• Open Flexicapture Project Setup station and create a new project.
• Click on the document definition button.
• Click New
• Select Semi structured documents
• Click Next
• Load image file and load FlexiLayout.
• Click Next.
• Rename the definition.
• Click Finish.

The work area is divided into three main parts, document structure, document data form, and image view. The document structure was setup in Flexilayout studio as well as the Data form. I brought in a document that had some data already on it so we could do some testing on the document without having to create batches and running them through the whole process.

Rearrange the Work Area and Test

• Rearrange the work area by clicking and holding the top of each box and dragging it to where ever needed.
• After setting up the work area run a test on the document.
• Check that the the name, statement, and table are all recognized and data are found correctly
• Click the save button and exit the document definition editor.
• Make sure and publish the document before continuing.
• Click Publish.
• Click Yes.
• Then Close.

Setup a Batch Type

Let ABBYY FlexiCapture know what type of document it is looking for.

• Go to Project.
• Select Batch Types
• Click New (in this example, none of these settings need to be changed so you can click next.)
• In the document definitions section pick the selected option
• Add and select the document used in this batch.
• Select Close.
• Click Next.
• Click Next.
• Click Next.
• The workflow section lists how the documents in this batch type will be handled. After deciding the workflow click next.
• Name the Batch Type.
• Click Finish.

That concludes the necessary steps in getting a document ready for processing.

Watch video 5 to get additional tips including creating and processing a batch of documents!

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