Last Updated: May 10, 2022
The following additional options are available in document familiarization window. You can use these options based on the document being familiarized.
In scenarios where the field occures:
These additional rules can be specified for extraction, using the Data Capture Rule option.
Click icon against the field in the right panel for which you want to add any additional rules. The Data Capture Rule window opens for that field.
Data Capture Rule for Invoice Date
Either of the following Data Capture Rules can be applied.
You can choose the occurrence of the data from the drop-down. It can be either First Occurrence or Last Occurrence.
Consider a PDF with ten pages having Total Amount on all pages, the Last Occurrence is selected in the drop-down and the Total Amount on the last page is extracted.
If a document has multiple occurrences of labels that you are extracting, use this option to identify the one to be extracted.
Consider a PDF where the GST Number occurs at multiple places, use this option to extract the desired GST Number which is displayed below the Address.
In cases where the document being processed is not of the desired format and you want to skip it from the auto category identification algorithm.
Click the SKIP REVIEW button in the document familiarization window to skip the document training process. All the fields become non-editable.
You choose not to train the Doc Reader for that document and the status is updated to MANUAL_ INTERVENTION_FOR_REVIEW.