Document Display

Below the Header, you will see the actual document display. This rendering of the document will also include its own header.

On the left hand side, you will see a view-selection-dropdown. For spreadsheet-type documents, you will be able to navigate between different sheet names through the use of the view drop down selection. For non-spreadsheet documents, this will just be titled "Main Document". Adjacent to the dropdown is a download-button, allowing a download of the source document.

On the right side of the Header, you will notice a document-search-button (which allows the smart-capture-button, which allows you to enter Smart Capture Mode once it is clicked.

The adjacent button will allow you to adjust the zoom of the present document.

Within the Main Viewer, you are able to view the whole document.

Here, you are also able to see how the document has been parsed through the respective Pattern. Hovering over different regions will reveal appropriate highlighted boxes for the parsed regions, and what type of region it was-- chart, text, or table.

Charts will be highlighted in green, text in purple, and tables in orange.





In the above example, you'll see that the tax form is being picked up as a table. In the upper left hand side, there is a little "X", which will allow you to delete the selected region.

These regions are also able to be added. By clicking on the mouse and dragging it over a desired region, you are able to select what type (text, chart, or table) you want the region to be defined as.

Clicking within the selected regions will allow you to look at all the information that is included within the region, which is covered in Text and Table Views.

Clicking the Subschema buttons within the Right Hand Panel will allow you to pull up the Subschema Viewer. This Viewer will appear on the bottom of the Main Viewer. Within this view, you will also be able to hover over the fields to see where the information is being pulled in from the document.

If there is any information that is not desired, you are able to delete it by clicking either the trash can icons within each of the cells or at the end of each row. The former will only delete the cell while the latter will delete the whole row, so be careful!

As for adding in more information, you can click the "Add Subschema Row" to do so. Should information be entered that doesn't match the declared type for the Field or is blank when the Field is required, you will receive a warning message for your review. Make sure to double check your entries!