Customize an index

Customize an index

Description

You can customize the area where Smart Capture retrieves the value of an index.

You can recognize a personalization area by its color. Indeed, on Smart Capture, the zones have a specific color code:

Specifies an information box for the “invoice number” field. That is, the area where the text currently used as the value of the field is located.

Specifies a customization area for the “invoice number” field. That is, the area that allows Open Bee™ Scan Capture to focus its search on a specific location.

Simple Customization

Select the field you want to customize from the list of information on the right side of your screen

Advanced Customization

To set a search box

Click the

Choose the Set Search Box button

Notice that your cursor has changed and looks like a cross. It tells you that you are in personalization mode.

Select the box to frame the text that Smart Capture should have chosen for your index.

Once you select the area, the customization edit mode is displayed on the document

The different options are:

Enter the customization wizard which will allow you to change the templates that allow you to find the different values of an index, to make some of them a priority, or to add markers

Change the search type for this area: By default the search type is Vertical/Horizontal by clicking on this button you can scroll through the different search types which are: Fixed area, Vertical, Horizontal.

Delete the custom area

Type of search box

A personalization box is associated with a search box, which can be:

Fixed Zone: The value will be searched within the zone but not elsewhere
Vertical Zone: The value will initially be searched within the zone. But if it’s not found, the area will move in a vertical corridor all the way down the bill to try and find a matching value. (Represented by a large vertical yellow area in customization edit mode)
Horizontal Zone: The value will initially be searched within the zone. But if it’s not found, the area will move in a horizontal corridor along the entire length of the bill to try to find a matching value. (Represented by a large horizontal yellow area in customization edit mode)
Horizontal/Vertical Zone: The value will initially be searched within the zone. But if it’s not found, the area will move in a vertical and then horizontal corridor all the way down the bill to try to find a matching value. (Represented by two large horizontal and vertical yellow areas in customization edit mode)

Expert Customization

Clicking on the button opens the customization wizard.

This interface is made up of two parts:

Marker: If a marker appears in the text box, it means that Smart Capture has recognized a marker from the tags it knows for that index in your customization area. If the text box is blank, you can enter a tag contained in the box, and Smart Capture will save it as a potential tag for that index.
Value: In the text box appears all the text present in your text box. So proceed step by step:

Clear words that don’t match the desired value for the index
See if Smart Capture knows a model for this value:

This icon warns you that Smart Capture knows a pattern that can be applied to find that value
This icon warns you that Smart Capture cannot recognize this value from known patterns. So you need to teach him a new pattern. You have two choices to do this:

You haven’t taken the regex training: Just click on the icon, this will generate a very simple template to find your value. You can verify that the template has been generated by getting the icon. You can then validate and continue your videocoding.

You have followed the regex training: You can click on “Advanced Mode”, which allows you to get this interface, You can then enter the regex corresponding to your value

Change the configuration of an index

You can change the configuration of an index to the current third. To do this, simply click on the button to the right of the index finger to be changed to display the different options, then click on the pen icon.