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User manual ClickReader v4

1. Possible selections Gr proceed to next menu 7 exit configuration modified settings will not be saved One Click Solutions GmbH User Manual ClickReader v4 Page 66 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS In first step you have to select which criteria will be used for document separation single choice Art der Belegtrennung Belegtrennung nach File Belegtrennung nach Barcode C Belegtrennung nach Trennblatt LSK C Belegtrennung nach Schl sselwort The configuratione will navigate only through the selected path At the end of the path it will continue with Create multipage Tif document files Possible selections back to last setting W confimration to proceed settings single choice If you e g select separator sheet the settings for file barcode and keyword will not be shown 7 exit configuration modified settings will not be saved The different paths are as follows File each image file contains exact one document So no further setting has do be made at this state and the configuration continues with Create multipage Tif document files Barcode The navigation leads sequential to the following settings Select barcode type Barcode includes check sum Barcode orientation BarcodeRecognitionRegularExpression EnterBarcodeField RenameDocToBarcode 1 Barcode types multiple selection choice With Autodetect ClickScanner will decide by it
2. _ Rename document file Rename document tile to barcode Possible selections back to last setting VW proceed to next setting Create multipage Tif document files 9 exit Configuration modified settings will not be saved Separator sheet separation by separator sheet The wizard will proceed sequential to the following settings One Click Solutions GmbH User Manual ClickReader v4 Page 68 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Ki scan mode simples duplex Autodetect NumberOfPixel empty page recognition NumberOfPixel NumberOfOCRBlocks NumberOfOCRBlocks FileSize NumberOfOCRBlocks Ke Filesize 2 1 Scan Modus single choice decision whether the programm will look for single oder double paged scans or decide by itself Next possible selections Zo back to previous setting _ proceed to next setting 9 exit configuration modified settings will not be saved 2 empty page recognition single choice for critera of empty page recognition Empty page recognition NumberOf Pice C NumberOfOCR Blocks C FileSize Please choose the method used for empty page recognition Next possible selections back to previous setting _ proceed to next setting 9 exit Configuration modified settings will not be saved Further settings detailed Number of Pixel EmptyPageMaxBlackWhitePercentage Max percent as floating point of white or black pixel o
3. Neves Online Verfahren pdf abgeschlossen gt gt mx_120319_18551842 cb x wi 2012 03 10 BerenbergBank Form W 8Ben US Tex Ellen Marx pdf abgeschlossen ie ee m 120349 18471945 0b 2012 03 10 BerenbergBank Form W 8Ben US Tax Vicky Marx pdf abgeschlossen 2012 03 15 BerenbergBank Endf lligkeit GEMS Zertifikat mx pdf abgeschlossen mx_120318_22200228 ob 2012 03 15 BerenbergBank Endf lligkeit GEMS Zertifikat vem pdf in Bearbeitung f IK SP Barcode 30 cl FA GW Fie 30 d p ba Scan Directory 0 mx_120319_18551842 ob ST mx_120319_18471945 orb mx_120318_22200228 orb 4 m p Batch and filter options Batch mx_120319_18471945 crb S e nd At the top of the menu you find the buttons for the available functions The area on the left shows all the batches which have been already created the latest batch is at the top The first element in a queue shows the scan directory where the documents images have to be copied to be processed for this queue If your license includes the Add on module Multiqueue you also see the different queues which have been configured If you click on a batch all documents of the batch will be listed with their status in the area on the right At the bottom all the available filter functions for the actual batch will be shown Notice to process more than one queue you need to license and configure the Add on Multiqueue Notice to run ClickReader as an operating system
4. One Click Solutions GmbH User Manual ClickReader v4 Page 3 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 1 Introduction The operating guidelines describe the basic steps working with the application ClickReader The basic steps are Licensing define layouts run manual batch processing run automatic batch processing Capturing with ClickReader Oo Oo E o Settings and configuration To capture a batch of documents with ClickReader the application simply needs free access to the drive containing the documents There is no difference whether the drive is local or somewhere in the local network Therefore ClickReader needs no scan interface or scan client Surely the image files can also be extracted from emails or can be copied from other drives Again ClickReader just needs free access to the documents which should be captured Just a short statement about the quality of the images the better the quality of the images is the better the capturing result will be In general image files with a solution of 300dpi will lead to sufficient relation between image quality and size of file Sure using a high quality scanner 200 dpi might also be sufficient Capacity performance the performance i e the time which is needed to capture a batch of documents primarily depends mainly on the computing performance that is available to the OCR The factors that influence the performance of the OCR are mainly the amount of characters on a p
5. To the previous document ONE CLICK SOLUTIONS To the next page To the next document To the last document To the last page Pages or documents can be accessed directly by clicking the respective page in the red green table in the ClickScanner screen or by selecting the buttons described above One Click Solutions GmbH User Manual ClickReader v4 Page 17 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 3 4 Menu and Function Overview ClickScanner The main menus in ClickScanner are _ m E ClickScanner mx 120422 0122 crb N Oe m E File Edit View Help 3 4 1 File Menu e Edit View Help Create new batch Ctri E Open existing batch Ctri O0 Open last batch Ctri Shift O Close batch Ctrl F4 Start ClickReader Start ClickReader with current batch Exit Alt F10 Create a new batch en ______ Read the explanations to the button Open existing batch Read the explanations to this button Open last batch This function opens the batch which has been processed last time Close batch The function closes an opened batch and returns to the empty ClickScanner screen Start ClickReader The function starts the ClickReader application A batch can be opened for capture in the ClickReader screen that is subsequently displayed ClickReader with current batch The function starts the ClickReader application with the document batch that is currently being processed One Click Soluti
6. back to previous setting i V confirmation to go to the next setting o exit configuration modified settings will not be saved Create Multipage Tif Create multipage TIF document files Create multipage TIF document files Create mutipage TIF document files Next possible selections back to previous setting Vv confirmation to go to the next setting 9 exit Configuration modified settings will not be saved Further settings MultiPageSuffixAndExtension based on a regular expression you define how the end of the file name will be extended e g continously counting of a four sized number Additionally you specify the filename extension e g tif In case of the setting RenameDocToBarcode True you have to choose tif see last setting in section Barcode One Click Solutions GmbH User Manual ClickReader v4 Page 70 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS MultiPage TIF SuffixAndExtension Loss Safe and extension for the creation of document files in multipage TIF format Next possible selections dn back to previous setting y confirmation to go to the next setting 7 exit Configuration modified settings will not be saved Definiton of the kind of PDF filetype Create PBF doc IMent file i searchable First you decide whether PDF files will be created Next possible selections back to pr
7. Check first page only Left edge as a percentage between D and 9 Right edge as a percentage between 0 and 99 Top edge as a percentage between 0 and 99 Bottom edge as a percentage between 0 and 99 Min number of OCR blocks within the check area for a valid document Min number of characters in OCR blocks for the blocks to be counted as valid Copy dacument files with possibly bad scan quality to a directory for visual checking Directory where documents with possibly bad scan quality will be copied to Switch logging on 7 4 7 Batch creation Settings for extraction Field 1 to save information extracted from the documents file name using a regular expression e g document number filen name Field 2 to save information extracted from the documents file name using a regular expression eg document number Regular expression to extract a value from the documents file name e g 5 5 to extract the last 5 characters at the end of the file name Field 3 to save information extracted from the documents file name using a regular expression e g document number Regular g Lo extrac a Value from the full path of a document file to be stored in field 3 e g PaA EAA S to extract the directory na name on the lowest level of the full path One Click Solutions GmbH User Manual ClickReader v4 Page 77 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 7 4 8 Batch creation Display message
8. Next possible selections Zo back to previous setting gt proceed to next setting 7 exit configuration modified settings will not be saved Batch export definition in which directory the export files will be copied In addition you can define acommand for a programm start another programm and whether fulltext files will be created ExportBatchIndexDirectory Export directory for index data files ExportBatchImageDirectory Export directory for export document files Possible wildcards Dn Dt Ly Jjj SI Mm SI Kw and fieldname ExportBatchPostProcessingCommand Command which will be executed after the export ExportBatchFulltextFiletype file type for additional fulltext file export Next possible selections back to previous setting y confirmation to go to the next setting 7 exit Configuration modified settings will not be saved One Click Solutions GmbH User Manual ClickReader v4 Page 73 of 80 2012 04 01 4 DNE CLI CK SOLUTIONS 7 4 Complete configuration 7 4 1 Database configuration DeDhDATEN MS Access database with eegen Autollick DATA table and eUD N OleDbLookup MS Access database with AutoClick LOOKUP tables ODBCDATEN ODBC data source with AutoClick DATA table and ODBCLookup L Dee ODBC data source with AutoClick LOOKUP i tables SOLServerName name of SOL Server SOLServerDATEN name of database with DATA table SQLServer ko i S
9. Shift 2 Strg Shift S Strg Shift B Strg Shift H Strg Shift T Strg Shift D Page 25 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 4 Automatic Batch Processing CREngine 4 1 Processing documents from one directory The automatic batch processing is manually started by clicking on the second button in ClickMenu or automatically started via the Add on Queue Service Before you can start the automatic batch creation you have to load image files in the scan directory There are two possibilities to do so You scan or copy the files directly into the scan directory which is by default C ProgramData ClickReader Scans You just manually drag and drop the files into scan directory in ClickMenu How to drag and drop image files into the scan directory in Click menu Click on the scan directory in ClickMenu There are no files listed in the window on the right i e the scan directory is empt ClickReader mm ge ei q ca aE x Ne 25 04 2012 02 23 01 Bar 1 NG er Geer EH ClikResder started f KE E 13 01 2012 11 50 44 Belege im PDF gt Mi A B v Trennblatt_ 3 0 Scan Directory 0 Filename iz Crestion Date S mx_120219_18551842 cb PS mx_120319_18471945 cb rm d mx_120318_22200228 orb o IK Barcode e 3 0 Drag and drop some image files from any directory into the scan directory of ClickMenu WA mx TAAA UTZ orb was Sl Filename Size Creation Date 15231
10. Then you can add additional layouts groups and fields as you need One Click Solutions GmbH User Manual ClickReader v4 Page 48 of 80 2012 04 01 4 7 2 1 How to create a new layout Start the layout editor Layout Editor File Layout Group Field SE Delivery_note ID card Insurance Invoice Invoice line_items Code Invoice date Nei WAT Total Notice Layouts erfolgreich geladen Layout Properties Identifier A Invoice V active Default Layout Field Properties Group Properties Name Supplier Identifier Supplier Datatype String Default 4 active required field _ read only compress Number of rows Regular Expression Export yes Export to NeuesFeldDB Listield yes wae Name ONE CLICK SOLUTIONS 1 The layout editor will show up with the layout that stands first in the list of existing layouts alphnumeric sequence When you create a new layout the default will automatically switch to the new layout One Click Solutions GmbH User Manual ClickReader v4 Page 49 of 80 2012 04 01 4 DNE CLI CK SOLUTIONS The screen window is structured as follows Task bar List of all defined layouts Starting the layout editor you ll find the default layouts Invoice and Delivery note They are already in the layout Database saved and can be immediately used by ClickReader To create a new layout
11. Click Solutions GmbH User Manual ClickReader v4 Page 64 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Create multipage TIF document files as output oy o Create multipage TIF document files 4 Create multipage TIF document files Creste mulipage TIF document Res Suffix and extensio adds a four digit number at the end of the file name Hlain menu epy 3 datti Suffix and extension for the creation of document fles in multipage TIF format Create Pdf document files as output no Plain menu epy o Create Pdf document files Create one Pdf file per document Create Pdf document files Automatically export document files during batch creation no Plain menu de e o 7 Automatically export Automatcally export document Hes dunng batch creation One Click Solutions GmbH User Manual ClickReader v4 Page 65 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 7 3 2 User guidance batch export o Through all listed menus will guided sequential In each sub menu settings or and decisions have to be made There is no exit inbetween Layout field which will be filled by the trained supplier Possible selections _ Gr proceed to next menu 9 exit configuration modified settings will not be saved Directory path where the automatic batch creation will import the scans from The path has to be a accesable directory Default C Programme One Click Solutions ClickReader CFG Auto Scans
12. FineReader Engine One Click Solutions GmbH User Manual ClickReader v4 Page 43 of 80 2012 04 01 4 DNE CLI CK SOLUTIONS 6 Installation license language The installation and licensing of ClickReader is written in the document Installation ClickReader v4 You start the licensing via the config nee in ClickMenu 1 1 Show current license information The button Show current license information opens the license administration All current license with their status are alice here Serial Number _ Functionality Subset Protection Typ nstallation Ty Expiration Date MSWER 1000 0002 00 Runtime Professional software File dalone Until 31 12 12 01 00 N To see a detailed status of a license you just click a license One Click Solutions GmbH User Manual ClickReader v4 Page 44 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Ki ABBYY SDK 10 License Manager License Service Help Licenses Serial Number Functionality Subset Protection Type Installation Type Expiration Date me mn m g SWER 1000 0002 00 Runtime Professional Software File Standalone Uniti 31 12 12 01 08 The button License Parameters gt gt showa the current status i Activate License Update License Refresh Close License Parameters Description Functionality Subset Runtime Professional Protection Type Software File Serial Number SWER 1000 0002 0041 3060 5752 Expiration Date Until 31 1
13. GmbH User Manual ClickReader v4 Page 55 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Save The File Save function saves the current layout The function does not create any fields or definitions in the Database The view will be automatically refreshed Create database The File Create database function closes the application Layout Editor All properties and definitions are saved in the database and can be used in the capturing process Before action you will be asked Create database x Create new AutoClick JS consistent with all fields inthe current layouts Close The File Close function closes the application Layout Editor All new definitions and properties will be lost and cannot be used in the capturing process Leaving the application there is last interrogation whether you want to save the changes or not Save layout 7657 Save changes in layout 765 Ce 7 2 4 Layout Layout Editor Current Layout as default Refresh Add Layout Template Copy Layout Delete Layout One Click Solutions GmbH User Manual ClickReader v4 Page 56 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Current layout as default The Layout Current layout as default function changes the tick in the checkbox default layout to the current open layout Refresh The Layout Layout Refresh function refreshes the view of Layout Editor It makes no savings and does not
14. ON E CLI CK SOLUTIONS 3 5 Function Keys Click Scanner The following function keys are available in ClickScanner The function keys are also listed in the individual menus The yellow background indicates that these functions can also be started by buttons File Strg O Open last batch Strg Shift O Close batch Strg F4 Start ClickReader ClickReader with current batch Alt F10 Edit Empty pages detection OCR recognition Strg Shift E All unrecognized pages Document separation F2 Separator page Auto detected scan mode Shift F2 Single sided scan mode Double sided scan mode Scan page Single sided scan Double sided scan Barcode F3 Address Black corner Manual document separation F4 F5 Recreate deleted document data Strg Ins Document file creation Create fulltext files Strg Shift F4 One Click Solutions GmbH User Manual ClickReader v4 Page 24 of 80 2012 04 01 4 View Help Check scan quality Rotate current page 180 degrees Goto Show data Zoom 25 Zoom 50 Zoom 100 Zoom 200 Best fit Page width Page height Page list Thumbnails List Online m About One Click Solutions GmbH User Manual ClickReader v4 ONE CLICK SOLUTIONS Strg R Strg L Strg U Strg F6 Strg F7 Strg F8 Strg F9 Shift F6 Shift F7 Shift F8 Shift F9 Strg Shift 2 Strg Shift 2 Strg Shift 2 Strg
15. amerika 45 7 Configuration OneClickSettings ini n222a00000000nnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 46 E Eicenceadministralonssr ses 47 7 2 Be E FO EE 48 71 2 1 Howto create WAT e EE 49 One Click Solutions GmbH User Manual ClickReader v4 Page 2 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 7 2 2 UMC HOM Seele ee ee 55 1 2 3 FIle AVOUT EGILOL anna 55 7 2 4 Bette Me EE e terra eier 56 1 2 9 Tele LayOUT EGON EE 58 7 2 6 Field Layout E dlor seiner el cei el ti eT eee et a 59 7 2 7 SEENEN 60 7 2 8 BUTONS Ee GINON sun een armani en 60 1 3 Basic configuration settings for Chckieader nennen nennen nnennn nennen 63 1 3 14 Factory ne EE 64 Tide USER elle e 66 TA Gomplele tele NEE 74 7 4 1 Database ere lee e WEE 74 7 4 2 Eege e WEE 75 7 4 3 Batch creation Manual batch creation cccccceeccccecseseeeeeeceeeeeeeeecaeeeseeeesuaeeeesaaeeeeees 75 7 4 4 Batch creation Automatic batch creation nnnnnnennnneneennnnonennennnsnnnnnnnnnrnnnsenrrrensnnenne 75 7 4 5 Batch creation Document file Creaton 77 7 4 6 Bateh realion Scan Qualibycheck exe ten ei 77 7 4 7 Batch creation Settings for extrachon 77 7 4 8 Batch creation Display message nennen nennen nennen nnnnnne nennen nennen 78 7 4 9 EX POT en are a a 78 74 10 EXOOM Single document expor EE 78 TANT VEXDOHL Balch EeXp tl nee ee 79 7 4 12 Export Settings index data evport 79 8 IMDEIN ea 80
16. back to previous setting y confirmation to go to the next setting 7 exit configuration modified settings will not be saved multiple choice selection With the selection text there is a sub menu Sub menu with selection Text im Textformat Text ExportBatchToTextFiletype Dateityp fuer die Dateien mit den Indexdaten bei Export ExportBatchToTextFormat Formatierung fuer den Export im Textformat Bsp 10h 11 2 ExportBatchToTextfields Feldliste fuer den Export im Textformat Bsp Name Nummer Datum ExportBatchToTextTableformat Formatstring fuer Positionsdaten fuer den Export im Textformat ExportBatchToTextTablefields Feldliste fuer Positionsdaten fuer den Export im Textformat One Click Solutions GmbH User Manual ClickReader v4 Page 72 of 80 2012 04 01 4 O N E C L C K SOLUTIONS Export BatchTo TEXT Filetype NONE Fie type for exported files with index data in TEXT format Export Batch To TEXT Format pm Esc SS for export i in TEXT format Eg 0 13 42 Export BatchToTEXTFields Fimenname Rechnungsnummer Rechnungsdatum Bruttobetra Field list farted export Esp Name Nummer Datum ees Batch To TEXT TableFormat D TAU be ti 1 In un Ai Man BE Gs nn let Be of table data ExportBatchTo TEXT TableFields Position Artikel ArtNr Anzahl Preis Summe Fi eld list for text export of table aa
17. capture it with the mouse pointer and the recognized blocks will be listed at the bottom of the window INVOICE Pos Description Cost 1x AutoClick software licence PDF input oultpul seat licence 0001 120 000 pia N 8 540 00 EE r Ix AutoClick software licence PDF input output seat licence There are two buttons for the OCR recognize all pages and recognize a single page In addition you can select via the menu Edit OCR recognition the function unrecognized pages When the OCR is done for all pages the status windows for all pages look like this asterisk column is completely filled File Edit View Help Source en Ke Alpha Numeric Char Comp 2 Alpha Numeric Char Comp 3 Alpha Numeric Char Comp 4 Alpha Numeric Char Comp Document separation by MultiPage TIF files Based on the criteria settings this function takes the individual pages of a logical document and summarizes them into one logical document This function can only be executed after the OCR process has been performed The table background highlight color switches from red to green after this function has been performed At this point documents can be captured with ClickReader i Document separation by separator page auto detected This function separates documents based on the empty separator sheets This function c
18. captured documents and export files with the captured Information will be stored In the next step a batch name and directory must be assigned in which the batch is to be stored The files that are to be processed must be stored in a batch Attention only TIF PDF JPEG etc image files can be processed Files from Microsoft processing systems Word Excel PPT or spread sheets are not image files and as such cannot be processed Having finished this step you will be asked in the following step from which directory and which files you want to be processed select between TIF PDF and all You can also process JPG and other image files Having successfully loaded the image files all buttons in the ClickScanner window will now be sensitive a ClickScanner mx_120422_0122 crb H EH File Edit View Help Doc Page Source 1 Alpha Numeri Alpha Numeri 2 3 Alpha Numeri 4 Alpha Numeri 5 Alpha Numeri D Alpha Numeri a Ales bes ee Now pre processing can commence Users can select individual files in the left screen panel at any time The files are then immediately displayed on the main screen The left screen panel contains the table form information on the files In addition column document page asterisk and file name are displayed The pages that are to be processed in the current batch are numbered sequentially Document The number of the document that is to be processed in the curr
19. macrolon 16 3 for all hyper top 350 00 Unit price sensitive gum ventile 742 00 E 99 FWEEWFS Set Rear pipes 15 14 inch 16 2 inch 478 50 16 34 inch Ra 4 inch By clicking OK the result is transferred into the active field The quick calculator is closed and the user can continue with the capture of the next field in the layout The user can stop a calculation at any by clicking cancel The result is not transferred to the field Block Info on off The View Block Info on off function displays information pertaining to the individual text blocks that have been recognized in the current page This is a service and debug function Log window on off The View Log window on off function displays different application information Each layout switch is documented in the log window The current batch name for example is recorded there One Click Solutions GmbH User Manual ClickReader v4 Page 41 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Properties on off The View Properties on off function displays different information of the current document The properties window is located in the lower left hand corner of the ClickReader screen A status created 23 04 2012 19 02 36 last changed 23 04 2012 19 13 11 created by company scan image Alphaville 02 pdf directory C ProgramData AuteClick Batch mc_120423_ 19 The following information is displayed in the pro
20. new layout or change a layout and then try to reopen a batch you get the following message Ee Rani ni 3 File Separation 2 0 Repair Batch Fa Scan Directory 0 Options fg gt mx 120421 10511775 0h6 F WF E TASG ab amp Repair batch i sample configuration 2 0 af at ns ike GE EE Delete batch mx 120421_10511775 0rb CS me 120421 10375983 cb The reason for this message is that the layout database does not any longer match to the already captured information So now you have to possibilities either todelete the batch or repair it Pressing the button Repair batch ClickReader processes all documents of the selected batch again including OCR If you dont press one the two mentioned buttons and try to proceed you won t be successful ClickReader will show the following message and then return to ClickMenue ClickMenu m Error in loading the batch mx_120421 1037596s crb Possible causes 1 Batch file locked 2 Error in document separation One Click Solutions GmbH User Manual ClickReader v4 Page 9 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 3 Manual Batch Processing ClickScanner In manual processing pages can be separated manually or documents comprised of several pages can be put together to make up a logical document pages can be rotated manually and the individual pre processing functions can be initiated manually In productive operating environ
21. service you have to license and configure the Add on Queue Service One Click Solutions GmbH User Manual ClickReader v4 Page 6 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 2 1 Buttons ClickMenue ze ClickReader here you capture and train documents GG gt ase Automatic batch creation creates automatically one or more batches depending on the configurations made een Manual batch creation stepwise manual batch creation of one batch R amA Configuration opens the configuration section in which most of the parameters for ClickReader are configured In this section also the layouts for the capturing are configured Help amp Support opens the documentation directory in the installation directory Here you find all kind of documentation to ClickReader E Website www oneclicksolutions de Exit Closes ClickMenu 7 Refresh Refreshes the menu after having made changes or inputs If you select a main function the ClickMenu window will be minimized until you exit the main function again If you touch a main function at the ClickMenu window at the right side the button function will be described in red letters One Click Solutions GmbH User Manual ClickReader v4 Page 7 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS If you click on a batch in a queue in the right window section all documents with their status will be listed and with all filter status you can select 3 C
22. shows up with the main window of ClickReader or can even start the first read in ClickReader 4 2 Processing documents from multiple directory To process more than one scan directory you need the ClickReader Add on Multiqueue Having licensed this Add on you can process as many directories as you like How to create a multiqueue processing You have to open administration directory of ClickReader where you find all processed documents captured information layouts and the configuration file which is named oneclicksettings in By default you will find it here C ProgramData ClickReader Now you just copy the configuration oneclicksettings ini and rename it as you like e g oneclicksettings barcode ini Notice Be sure that you have always one file called oneclicksettings ini otherwise ClickReader will automatically create a new default oneclicksettings ini with default settings You can vary the settings in the configuration files as you like ES Es eg Ge a a 77 98 919 o E E amp File Separation 7 0 Er Stapel H IR ie Barcode Separation CD mix i e S me tz t Sat Sr Keyword Separation CD mei H IR amp Page Separation 70 gt me 120 el inne AH One Click Solutions GmbH User Manual ClickReader v4 Page 27 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 4 3 Automatic batch processing with Email messaging Particularly when you have big batches with many pages the a
23. you have different possibilities Start with a new and empty layout via the button the menu Layout Add Layout Start with a layout template and modify it later via the menu Layout Add Layout Template Copy an existing layout and modifiy it afterwards via the menu Layout Copy Layout To create a new layout press the button in the section Properties of the current layout top right or start via the menu Layout Add Layout The complete screen window will be refreshed and a sub window is shown where you have to type the name of the new layout One Click Solutions GmbH User Manual ClickReader v4 Page 50 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Layout Editor Vd E 38 File Layout Group Field kart Layout Properties K Corespondence Identifier Contract H j Delivery_not ial Kate AE active Default Layout ID card Insurance Invoice Invoice line items Header Add layout Contract date Anew layout will be created Please enter a name Sr Layout Name Reference Notice The checkbox active sets whether this layout will occur in the ClickReader window screen or not By this you can decide which of your layouts you currently want to use without deleting them in the layout editor or the layout Database The Checkbox Default Layout sets whether this layout will be the coming up layout in ClickReader i e whether
24. 0514 ob 1151 crb KI ick Solutions H Demo Belege Testbelege Layouts englisch rucken E Mail Neuer Ordner Name Datum i Alpha Numeric Char Company 20100110 pat 16 02 2010 21 58 o Alpha Numeric C Char Company 20100111 pdf 16 02 2010 22 18 5 Alpha Numeric C Char Company 20100201 pdf 16 02 2010 23 01 a Numeric dar eompar D22010 723 Aipha Nu c Char Comp y 20100202 pdf 16 02 2010 22 35 ES na oe Sr r a Se ra ER P P One Click Solutions GmbH User Manual ClickReader v4 Page 26 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS The scan directory is then filled with image files File Separation 6 3 FS mx 120422 153105140b Filename Size Creation Date gt l Scan Directory gt Alpha Numeric Char Company 20100111 pdf 51 04 22 04 2012 18 11 13 E 22 04 2042 16 11 13 Alpha Numeric Char Company 20100201 pdf 54337 2 Ti Alpha Numeric Char Company 20100202 pdt 51 771 22 04 2012 18 11 13 Pel omx_120422 1151 06 R i t Computer One Click Solutions It Demo Belege Testbelege Layouts englisch F Open Drucken E Mail Neuer Ordner tzgruppe is Name Datum Alpha Numernc Char Company 4U10sh pdt 15 02 2010 23315 ker E Alpha Numeric Char Company 2010shduplexpdf 16 02 2010 23 13 Now you can start the automatic batch creation Stan Auto Batch Creation Be gt we Depending on the configuration the automatic batch creation either
25. 2 12 01 00 il Productivity N CPU cores Unlimited CFU cores per station minimum 1 Productivity limit Unlimited Volume Regular texts The button Hide License Parameters lt lt closes the window Having select a license you can also activate or update the license for instance if you have purchased an Add on later The Refresh button refreshes the status then 1 1 Install new license Please read the document Installation ClickReader v4 1 1 Change language One Click Solutions GmbH User Manual ClickReader v4 Page 45 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 7 Configuration OneClickSettings ini In the section Configuration all settings and parameters for ClickReader are made ClickReader Konfiguration C Program Files x86 OCSv4 ClickReader Cig O Main menu License management Create and edit layouts or get layouts from DMS system Basic configuration settings for Click Reader Daer Configuration Manage all possible configuration ol settings for Click Reader Muli Queue Modus Setings Manage all possible settings for Multi Queue Modus Change language German English Spanish ORE CLICK Wad SOLUTIONS 3 Configuration lt contains License administration Layout creation for capturing Basic settings Complete settings To give you a general view at which position in the configuration you are you find the path at the top of th
26. 3 Buttons ClickScanner The next pre processing steps depend on the specific capturing process the step prior to the actual capturing of the documents begins with ClickReader The important functions of ClickScanner are accessible a buttons One Click Solutions GmbH User Manual ClickReader v4 Page 12 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS The following buttons can be selected Create new batch this function opens the save batch as window This function creates the new batch Default name suggestions are offered for the batch name and batch directory The default names can be changed or renamed The batch directory is created with the save function and the following screen open images refers to the directory from which the image files are loaded Open existing batch this function displays the window in which the existing batch is opened corresponding default navigation path The Open function opens the batch and the associated image files and status The batch stack status has not changed since it was last processed Ola tore Empty page recognition by number of pixel Empty page recognition by number of OCR blocks Empty page recognition by file size Remove empty pages Detect empty pages This function eliminates empty pages according to the selected criteria This function is to be initiated after OCR has been executed because OCR blocks cannot be recognized until the OCR process has been perfor
27. ATLA Ab und amp Fieldname Postprocessing command to be called after export File type for the optional export of fulltext files 7 4 12 Export Settings index data export One Click Solutions GmbH User Manual ClickReader v4 Page 79 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 8 Imprint Status 2012 04 01 Version 4 0 Publisher Author One Click Solutions GmbH Zwergbachstr 16 89428 Syrgenstein GERMANY One Click Solutions GmbH User Manual ClickReader v4 Page 80 of 80
28. BGroup 1 null 23 04 2012 null null Alphaville 01 null Alphaville 01 C ProgramD null null null null mx_120423_ 8 SUBGroup 1 null 23 04 2012 null null Alphaville 01 null Alphaville 01 C ProgramD null null null null mx_120423_ 9 SUBGroup 1 null 23 04 2012 null null Alphaville 01 null Alphaville 01 C ProgramD null null null null mx_120423_ 10 SUBGroup 1 null 23 04 2012 null null Alphaville 01 null Alphaville 01 C AProgramD null null null null mx_120423_ 11 SUBGroup 1 null 23 04 2012 null null Alphaville 01 null Alphaville 01 C ProgramD null null null null ze lt 1 p The Close button navigates back Show position data This function lists all captured line items i e table data in a window If you have errors in the capturing of line items they will be listed in the first column AC state Table data ue ede e a n Al Siste An cle Amount CH price Line mem_total 5r mom m ComputerRack 12 KS taratdi applies 2 Maintenance Co Toner clatchge 16 2inch 164 Automatic trans Yokon Tuber DP Fitter air set Oo Zoom The following additional functions are available Zoom to block this function zooms in the window that is displayed after the function has been activated with the mouse By activating the function a second time the application returns to the original view Zoom 25 displays the current
29. Display termination message after successful batch creation 7 4 9 Export Please choose forma Zu Ka Se una we XML 1 File type for exported fites with index data in TEXT format Please choose format fi for export of index data N 2 Format string for export in TEXT format E g 0 11 5123 5 3 Field list for text export Bsp Name Nummer Datum Format string for text export of table data 4 Field list for text export of table data 5 do not export table data 1 Export directory to store index data files 2 Export directory for document files Possible placeholders Dn FDL Single document export 5 Ay Ali FH Hmm 0 te Ak und Fieldname 3 Postprocessing command to be called after export 4 File type for the optional export of fulltext files One Click Solutions GmbH User Manual ClickReader v4 Page 78 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 7 4 11 Export Batch export m CSV nur Feldinformationen 4 C5Y2 komplette Datenbanks tze File type for exported files with index data in TEXT format Format string for export in TEXT format E g O5 152 Text E Field list for text export Bsp Name Nummer Datum Format string for text export of table data Field list for text export of table data Export directory Lo store index data Export directory for document files Possible placeholders Dn Dt Su SJ 14 Mm
30. OLServerLookup name of database am with lookup tables and type of SQL Server authentification WinNT SOL Server GES Ce One Click Solutions GmbH User Manual ClickReader v4 Page 74 of 80 2012 04 01 4 DNE CLI CK SOLUTIONS 7 4 2 Batch creation Scan files file type tif pdf jpg bmp gt Fast OCR recognition Export dcoument files during batch creation Ge A eet AN a y gt Display termination message after 5 successful batch creation 7 4 3 Batch creation Manual batch creation Scan files file type tif pdf ips bmp J Fast OCR recognition 7 4 4 Batch creation Automatic batch creation i Ls One Click Solutions GmbH User Manual ClickReader v4 Page 75 of 80 2012 04 01 4 DNE CLI CK SOLUTIONS Scanfiles Directory ScantoFileDir 4 Scan files file type tif pdf jpg bmp Directory to store document files during batch processing Directory to store batch files and subdirectories during batch processing Full path to call the application for automatic batch creation ClickScanner exe Call AutoClick after batch creation Full path to call AutoClick ClickReader exe C Select barcode type TAR we Kee Barcode must have checksum Please choose ane or more possible barcode orientations expression for barcode recognition see the chapter about regular expressions in the AutoClick us
31. ONE CLICK SOLUTIONS User Manual ClickReader mx_120425_02445086 crb 2o EI 25 04 2012 02 23 01 Cli amp Resder started 13 01 2012 11 50 44 Belege im PDF Trennbiatt_ 3 0 ne url Scan file Document st x Scan Directory 0 2012 01 26 BerenbergBank Anschreiben zur Steuerbefreiung Kids in USA pdf abgeschlossen F x 130540 48881842 ob B 2012 02 27 BerenbergBank Neves Online Verfahren pdf abgeschlossen 7 Se nm 2012 02 10 BerenbergBank Form W 8Ben US Tax Ellen Marx pdf abgeschlossen Ka ma_s20219_ 10471948 a CO 2012 03 10 BerenbergBank Form W 8Ben US Tax Vicky Marx pdf abgeschlossen 2012 02 15 BerenbergBank Endf lligkeit GEMS Zertifikat mx pdf abgeschlossen FEl mx_120318_22200226 0b 2012 03 15 BerenbergBank Endf lligkeit GEMS Zertifikat vem pdf d amp Barcode 3 0 cl GR Fie 3 0 79 Scan Directory 0 FEl mx_120319_18551842 0b PS mx_120319_18471945 ab fE mx_120318_22200228 ob 4 Batch and filter options Batch mx_120319_18471945 crb ClickReader v4 One Click Solutions GmbH 2012 04 01 4 ON E CLI CK SOLUTIONS Table of Contents 1 Igel UC UO EE 4 2 Functions ClickReader ClickMenue a a22222222200002an00000nnn00nnnnnnunnnnnnnnnnnnnnnnnnnnnn 6 21 Eifel ER Wen EE 7 2 1 Filter Tunetions and batch delete uam teed a I Coe 8 2 1 Bai TEE 9 3 Manual Batch Processing ClickScanner uu2 222220000222200000an000nnnnnnonnnn
32. age the size and font of the characters the complexity of the document is e g whether you have characters in different orientations and the quality of the contrast between the characters and the background The input type of file for capturing may be TIF PDF and JPG The output file type may be the same or even PDF A it simply depends on the license key What kind of format can ClickReader deal with each page of a document is one image file e g single page TIF all documents of a batch are stored in one file each file includes one document eg MultiPage TIF In the first two cases a document separation has to be made before the batch process can be started Otherwise ClickReader cannot decide of how many pages a document consists The document separation can be done in different ways put separation sheets empty sheets between the documents stick a barcode strip on the first page of each document print a keyword on the first page of each document e g can be done by an imprinter One Click Solutions GmbH User Manual ClickReader v4 Page 4 of 80 2012 04 01 4 O N E C L C K SOLUTIONS ClickReader processes documents as follows import processing with the capture software ClickReader export gt PDF i ECM gt JPG 4 Finance gt GIF k 8 configuration data base Lookup data balancing Working with ClickReader the common steps
33. ages removes all empty pages Clear Empty Pages Recognition reverses the empty page recognition process One Click Solutions GmbH User Manual ClickReader v4 Page 19 of 80 2012 04 01 4 DNE CLI CK SOLUTIONS Read the explanations to this button Document separation View Help Empty pages detection OCR recognition Document separation Existing file Document file creation LG Separator page Create fulltext files Ctrl Shitt F4 Scan page Check scan quality Barcode Address Black corner Keyword Shift F3 Delete current page Rotate current page Goto Manual document separation Show data Delete document separation Recreate deleted document data Ctrl Ins Existing file All pages of a MultiPage TIF file are summarized into one logical document Separator Page Auto detected scan mode Shift F2 Single sided scan mode Double sided duplex scan mode o Auto detected scan Mode The document separation is performed on the basis of separator sheets in addition all empty pages are eliminated o Single sided scan mode Document separation is performed on the basis of separator sheets and the acceptance of single side scanned documents in addition all empty pages are eliminated o Double sided duplex scan mode Document separation is performed on the basis of separator sheets and the acceptance of duplex scanned documents in addition all empty pages are eliminated Scan page you can select w
34. an only be executed after the OCR process has been performed The table background highlight color switches from red to green after this function has been performed At this point the capture process can be performed with ClickReader or empty pages can be eliminated see above One Click Solutions GmbH User Manual ClickReader v4 Page 14 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Document separation by barcode This function separates documents based on defined bar codes The barcode is defined in the software settings This function can only be executed after the OCR process has been performed The table background highlight color switches from red to green after this function has been performed At this point the capture process can be performed with ClickReader or empty pages can be eliminated see above Document separation by keyword This function separates documents based on a defined keyword The keyword is defined under settings in the menu This function can only be executed after the OCR process has been performed The table background highlight color switches from red to green after this function has been performed At this point the capture process can be performed with ClickReader or empty pages can be eliminated see above Manual document separation new document This function is utilized for the manual separation of documents This function is only possible if the document separation has not been performed or was
35. are L ne Ir Definition of the needed layouts what should be captured in which way automatic import for several integrations Setting up the file OneClickSettings ini definitions for batch processing capturing and data export If needed initialization of Lookup data sources Test run executing manual batch processing Test run executing data capturing and data export Productive operation automatic batch processing data capturing and data export The application ClickReader runs on the Microsoft platforms Windows XP Vista and 7 64 and 32 Bit as also with Microsoft Server 2003 2008 and can be integrated in Terminal Server Applications One Click Solutions GmbH User Manual ClickReader v4 Page 5 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 2 Functions ClickReader ClickMenue ClickReader will be either started by the operating service Add on modul Queue Service is needed or can be manually started with the desktop Icon Lec 7 CGY ClickReader ClickMenue will be opened CEA contains the following main functions ClickReader Fem WI H LS x Gen N gt ei 25 04 2012 02 22 01 N La Dw s A 4 e UE Cli amp Resder started 13 01 2012 11 50 44 Belege im PDF x g di amp Trennblatt_ 3 0 Scan file Document st ar amp Scan Directory 0 2012 01 28 BerenbergBank Anschreiben zur Steverbefreiung Kids in USA pdf abgeschlossen i l on 2012 02 27 BerenbergBank
36. c capture table data is defined in the Layout Editor during the definition of the layout screen A table data record is defined as a row corresponds to an item row The specific functions first line previous line the next line last line Create new line Delete current line show table data this function displays all the current table s captured lines LookUp The sub menu function LookUp copies values from different sources into the current group or current field The following functions are available Search in LookUp table the actual group or data record is mined according to the LookUp data source parameters are set in OneClickSettings ini In this process a word in a field of the current group is clicked on the search criteria and subsequently the configured LookUp table is loaded In the event a unique data record is found that meets the data mining criteria the group fields are automatically filled and the cursor jumps to the next field One Click Solutions GmbH User Manual ClickReader v4 Page 36 of 80 2012 04 01 4 O N E C L C K SOLUTIONS Auto ck al Datei C ProgramData AutoClick LOOKUP mdb nicht gefunden In the event a data record is not found the corresponding message is displayed on the screen If several data records are found a window with the corresponding data record list is displayed a data record can then be selected and transferred Search in data table this functi
37. create any fields in the database Add Layout The Layout Add Layout function opens a sub window Add layout _ Anew layout will be created Please enter a name Layout Name Here you type the name of the new layout and confirm or abort Having confirmed the layout editor creates a new layout with one default group layout and one default field NewField1 Invoice_line_items Field Properties Group Properties Name A NewField1 ade Identifier New Field v Datatype Length String el 128 Dieta it Add Layout Template The Layout Add Layout Template function creates a new layout called Vorlage according to a sample which can be modeled by the user The device of the sample is C Programme x86 One Click Solutions ClickReader LEd Templates Template cly Copy Layout The Layout Copy Layout function copies the current layout and calls it xyyz_Kopie It has the same properties as the original It can be modified as any other layout One Click Solutions GmbH User Manual ClickReader v4 Page 57 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Delete Layout The Layout Delete Layout function deletes the current layout from the list of layouts in the Layout Editor and from the database Before action you will be asked Delete layout test EC Do you really want to delete the layout test In case there has b
38. ctions that are used most often can be selected directly via buttons simpler and quicker operation In addition all available document types such as invoices delivery notes inquiries etc are listed here The document types classify the documents into categories Each document type can have different capture fields The layout area Invoice date Net status new created 22 04 2012 16 13 15 last changed 2 04 2012 18 25 59 created by company scan image Alpha Numeric Char Company 201700111 pat directory C ProgramDataAutoClick Batchme_ 12042 16124 The layout area contains the fields that are to be captured which are either to be created in advance with the Layout Editor or are preset automatically by the back office system this is the case if it is integrated into a back office system One Click Solutions GmbH User Manual ClickReader v4 Page 30 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS The document area it s the biggest area where the current page is shown p Aloha Numeric Char Company 1294W Harbour Road Dillen City At 289428 Canada INVOICE DATE January 10 2011 INVOICE INW12349389 C1008 One Click Solutions GmbH Zwergbachstr 16 Syrgenstein D 89428 Germany The size of the window and the size of the page aperture can be varied and adjusted to the monitor 5 1 Basic elements of Data Capture Contract Invoice line items The first step is the selection of
39. dd Field function creates a new field which will be placed below the current field Using the buttons aly the new field can be placed anywhere else in the layout Move Field This function moves a field to any position in a layout The following Move functions exist Move up Move down One Click Solutions GmbH User Manual ClickReader v4 Page 59 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Delete Field The Field Delete Field function deletes the current field the field is highlighted yellow Before action you will be asked Delete group Layout ee ed Do you really want to delete the group Layout from layout Test Attention Corresponding fields will be deleted In case there has been only one group you will get the additional message Layout Editor This group could not be deleted A layout must contain at least one group 7 2 7 Layout Editor Help The Help function opens the application s help system Info The Info function displays the version numbers for the Layout Editor 7 2 8 Buttons Layout Editor In this chapter all available buttons of the Layout Editor application will be described There are buttons to modify the Layout properties the Field properties the Group properties Buttons Layout properties One Click Solutions GmbH User Manual ClickReader v4 Page 60 of 80 2012 04 01 4 DNE CLI CK SOLUTIONS Save The button saves he curre
40. deleted again The background highlight color of this table must be red i oo Manual document separation follow up page This function assigns the current page to the current document as a subsequent page Documents can be comprised of any documents This function is only possible if the document separation has not been performed or was deleted again The background highlight color of this table must be red Delete page This function deletes the selected page from a batch The corresponding page is also eliminated from the table The remaining table entries remain unaffected Er Rotate right In the event this function is performed after the OCR analysis has been completed OCR must be repeated because this function overrides the recognized text The green frame around the text blocks disappears and the corresponding asterisk disappears from the table en Rotate left In the event this function is performed after the OCR Analysis has been performed OCR must be repeated because this function overrides the recognized text The green frame around the text blocks disappears and the corresponding asterisk disappears from the table One Click Solutions GmbH User Manual ClickReader v4 Page 15 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS OCR recognize single pages OCR analysis can also be performed on individual pages After this step has been completed a green frame highlights the recognized text blocks on the r
41. e window When you touch a button with the mouse a status line will be opened at the bottom of the window to explain what the function of the button is One Click Solutions GmbH User Manual ClickReader v4 Page 46 of 80 2012 04 01 4 There are the following menus Licence management Create and edit layouts from DMS system basic configuration settings for ClickReader ONE CLICK SOLUTIONS configuration Manage all possible configuration settings for ClickReader Change language German English Spanish The navigation is done by the following buttons button explanation action Exit of the section configuration All settings made which have not been saved will be lost vE All settings made will be saved and are available imediately d just in main menu configuration the button leads one level back This button is only available when you have set multiple scan directories The button selects the configuration file to be configured This button is only available when you have set multiple scan directories The button offers to save the actual configuration under a new name 7 1 Licence administration Please read chapter Installation license language One Click Solutions GmbH User Manual ClickReader v4 MultiQueue Mode settings Manage all possible settings for the MultiQueue Mode statusline i Konfiguration beenden E3 Konfiguration b
42. een only one field you will get the additional message Layout Editor em e This field could not be deleted A layout must contain at least one field Add Group Move Group Delete Group Add Group Split Current Group The Add Group Split Current Group function splits the current group above the current field The new Group is named with a default name NeueGruppe1 or NeueGruppe2 The new group has the same properties as the origin one and it can be modified as any other group One Click Solutions GmbH User Manual ClickReader v4 Page 58 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Head Properties Head Properties up Kent up Ken NeueGruppe1 Position gt gt gt Gr or Kent b Position gt gt gt art_nr_ident art_spec_kent art_spec_kient price Neuesfeki1 price NeuvesFeid1 Add Group Add New Group The Add Group Add New Group function creates a new group which will be placed below the current field Using the buttons aly the group can be placed anywhere else in the layout Move Group This function moves a group to any position in a layout The following Move functions exist Move up Move down Delete group The Group Delete Group function deletes the current group one of the fields in this group Is highlighted yellow There is a safety interrogation before execution 7 2 6 Field Layout Editor Add Field The Field A
43. ent batch Page Page number of the respective document Processing status File name File name remains the same as when it was imported The entire table is highlighted in red This means that the pre processing has not yet been completed the batch cannot yet be captured by ClickReader One Click Solutions GmbH User Manual ClickReader v4 Page 11 of 80 2012 04 01 4 DNE CLI CK SOLUTIONS The manual batch processing includes the sequent steps Create a new batch Load the files you want to have to be captured Eliminate the empty pages Process the OCR Execute the document separation Only when these steps have been done successfully you can proceed with the capturing and training 3 2 Selection of an existing batch If a user would like to process an existing batch the existing batch is selected by clicking on the button ing File Open Batch from the menu f i sl Open existing batch Open last batch with Ctrl gt Click Ee The displayed Microsoft menu default navigation path C ProgramData ClickReader Batch displays the existing batch directory as well as a crb file associated with each directory The desired crb file is selected and is opened by selecting Open The associated batch image files are now displayed in the left screen panel The batch status has not changed since it was the last processed The user can now continue processing and or revise the batch 3
44. er manual Name of database column layout field to store a recognized barcode Rename document file to barcode Please choose the scanning mode used single or double sided or select automatic detection by the application Max percentage as float value of white or black pixel NumberOfPixel ka Di ED pages Thumbnail size as percentage for pixel calculations Min brightness of white pixel 0 to 255 Page area used for Please choose the empty page recognition by number of pixel as percentage method used for EMPEY RASE recognition FileSize A Max file size in bytes for empty documents for document separation by file size Keyword on page 1 of each document on Command to be called after j batch creation Sean file minimum age in Be ee EE e Oe Dee Type of SMTP log Ce A AT One Click Solutions GmbH User Manual ClickReader v4 Page 76 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 7 4 5 Batch creation Document file creation Create multipage TIF document files VC Suffix and extension for the Create multipage TIF document files 2H creation of document files in Porn multipage TIF format Create Pdf document files KO Export deoument files during batch Automatically export document creation files during batch creation 7 4 6 Batch creation Scan quality check Display message Gs E count of pages and docur
45. ernehmen de Zur ck qe Konfigurationsdatei ffnen E Konfgurstionsdatei speichern unter Page 47 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 7 2 Layout Editor Create and edit layouts or get layouts from DMS The layout editor is the tool to create build or define the layouts i e the capture screens which will be used by ClickReader There can be defined as many different layouts as needed such as for invoice delivery notes correspondence service requests insurance declaration Starting the layout editor you first get the following message Warning r Ka Warning Documents that are not yet exported or archived were found in the database If a new database will be created after editing layouts these document data records must be recreated In Batch Creation with the en Recreate deleted document data Do you want to start the application now Ce Talking about layouts we distinguish between 3 containers Layouts capturing screen for a certain document type e g invoice Groups a group includes a specified number of capturing fields with common properties Fields these are input or capturing fields which have to be specified individually such as invoice date or invoice number Each layout consists at least of one group with at least one field Layouts are built as follows create a new layout and name it Then define at least one group and specify it Then define the fields in each group
46. espective pages The left screen panel background is still highlighted in red After the OCR process has been completed an asterisk is automatically entered into each row of the asterisk column This indicator shows the pages that have been analyzed with OCR All the pages of a batch do not have to be analyzed with OCR However text cannot be extracted from pages that have not been analyzed with OCR i k TIF Create documents in Multipage Tif format LA Create PDF format image PDF Create PDF A format Delete document separation assignment of pages to documents This function deletes page separations that have already been performed The background of the table in left panel switches back to red from green Context help Wie geht s weiter Kontextbezogene Hilfe die sie dabei unterst tzt was als n chstes zu tun ist bzw was Sie berhaupt tun k nnen ARE a Start capturing with current batch After preprocessing OCR document separation page assignment is completed this button is utilized to initiate the capturing function e g ClickReader ClickReader ClickWizard This function is only possible if the document separation has not been performed or was deleted again The background highlight color of this table must be green One Click Solutions GmbH User Manual ClickReader v4 Page 16 of 80 2012 04 01 4 Exit To the first page To the first document To the previous page
47. evious setting Vv confirmation to go to the next setting 9 exit Configuration modified settings will not be saved PDF type you can choose between PDF image pure image file not searchable PDF A standard und searchable complete searchable file Next possible selections dn back to previous setting proceed to next setting 9 exit Configuration modified settings will not be saved PDFSuffixAndExtension based on a regular expression you define how the end of the file name will be extended e g continously counting of a four sized number Additionally you specify the filename extension e g tif In case of the setting RenameDocToBarcode True you have to choose pdf see last setting in section Barcode One Click Solutions GmbH User Manual ClickReader v4 Page 71 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Suffix and file type for the creation of document files in Pdf Format Next possible selections back to previous setting y confirmation to go to the next setting o exit configuration modified settings will not be saved Specification as which file type and in which directory the captured index data will be exported ACWMeEeENnT Tite E Dort ile ETE File type CS file with headline Text i batch export In the first setting you have to choose whether document files will be exported Next possible selections Zo
48. g and training of documents by the following ways Manual start via ClickMenu Manual start via the manual batch creation ClickScanner HOES RG se 3 M i current batch for capturing 7 The completion of the document batch processing steps manual batch creation or automatic batch creation is required to initiate the data capture help process with ClickReader On the other hand Optical Character Recognition OCR has not been performed and as such data information cannot be captured The ClickReader screen CS EE A u lll File Edit View Layouts Extras Help u en ib DE EX Delivery wm ed 5 KR ae dc 1 IEF shet 1 1 4 Alpha Numeric Char Company ER Ke Sorc E 1294W Harbour Road Dillen City At Z89428 Canada INVOICE DATE January 10 2011 INVOICE INV12349389 status Pr created 25 04 2012 02 45 last changed 25 04 2012 02 45 C1008 created by One Click Solutions GmbH Zwergbachstr 16 Eed Syrgenstein D 89428 directory C ProgramData One Click Solutions GmbH User Manual ClickReader v4 Page 29 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS The ClickReader screen is divided roughly into 3 sections The menu and operating area File Edit View Layouts gras Help Contract ep ef E eee f ER A We A L s i Z r p Wat WEA H 1 Hi ES ZS Delivery_note e The operation area contains all current executable functions menus the fun
49. g the switching process all of the completed fields that exist in both layouts are transferred to the new screen Save captured values Capturing all fields in a layout is not a prerequisite to saving the captured data for a specific document All mandatory fields of a layout mandatory fields are defined during the creation of the layout with the Layout Editor must be completed otherwise the data document cannot be saved Captured documents are saved by clicking the following button s In this case the document status switches to completed done at this point the capturing process cannot be continued The captured values data located in the layout fields are saved to a preset target One Click Solutions GmbH User Manual ClickReader v4 Page 32 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS location CSV XML or SQL and can be made available for processing in any number of applications Document Status Each batch document is assigned statuses during and after the completion of the capturing process Here is a list of the statuses open the document has not yet been captured and accordingly no data has been stored and if required transferred to another system in work the document has been captured in part i e the capturing process could not be completed in full specifics must still be clarified The user sets the status manually done completed the document has been captured and the captured data information has been t
50. hether the separation will be made after each page single sided scan or after the always second recognized page double sided scan One Click Solutions GmbH User Manual ClickReader v4 Page 20 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Barcode this function recognizes the first page of a document by means of defined barcodes The definition is performed in the OneClickSettings ini function Address the separation will be done by recognition of an address window Black corner this function looks after a black corner on a page and separates then the document Keyword this function recognizes the first page of a document by means of defined keywords stamps etc The definition is set in the OneClickSetting ini function The keyword definition must be unique and may not appear in the text of the document Attention Optical Character Recognition OCR must be performed prior to the execution of the Edit Document Separation Keyword function because otherwise the keyword is not available Manual document separation this function performs the document separation on the currently listed pages begin the new document or adds the current page to the current document subsequent page assignment Delete document separation deletes the document separation of the batch that has been performed in full Recreate deleted document data this function executes in first step the function Delete document separat
51. ion and in second step the function Create documents in MultiPage TIF format When the document separation has been successfully done all pages and documents are listed in an ascending sequence of numbers File Edit View Help Document Page Source Alpha Numere Alpha Numeric Alpha Numeric 1 2 3 4 gt ch ech Alpha Numeric Document file creation The function creates different output files You can select between MultiPage TIF format PDF Image only format Searchable PDF format Searchable PDF A format Create fulltext files The function extracts all recognized information from an analyzed document into a text file This file will be stored in the same export directory as configured You can start the function after the OCR and the document separation have been done One Click Solutions GmbH User Manual ClickReader v4 Page 21 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Check scan quality The Edit Check scan quality function checks the quality of all pages of the current batch In the status line at the bottom of the window the result is shown You can execute the function after the OCR has been done The result will be shown at the bottom of the main window 1x AutoC 0001 420 000 L Im t Scan quality check finished without errors Delete current page The function deletes the current page from the batch The function should for example be performed o
52. k One Click Solutions GmbH User Manual ClickReader v4 Page 63 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 7 3 1 Factory settings ClickReader will be delivered with the following factory settings Default Scan directory for automatic batch creation Directory where the image files are imported from C Programme One Click Solutions ClickReader CFG Auto Scans Default created batch directory for automatic batch creation Directory where the created batches are exported to C Programme One Click Solutions ClickReader CFG Auto Batch Default export directory for automatic batch creation Directory where the export files are exported to C Programme One Click Solutions ClickReader CFG Export Default Scan directory for manual batch creation Dierectory where the image files are imported from C Programme One Click Solutions ClickReader CFG Manu Default Scan examples Beispiele for manual or automatic batch creation Directory for image files examoles C Programme One Click Solutions ClickReader CFG Scans Scan directory directory to import the images files for the automatic batch creation Directory C Program Data Autollick Scans SEH Document separation separator sheet plane sheet between documents Main menu epy 3 Type of document separation o Document separation by File Document separation by Barcode Document separation by separator sheet Document separation by keyword One
53. lickReader I vv aaa ge e a E f Me u 26 04 2012 02 23 04 SS EN e Ge ClictReasdcer started gt 43 01 2012 11 50 44 T a E A Trennblatt 30 Er St Scan file Docur d Kach er Scan Directory 0 _ 2012 401 26 BerenbergBank Anschreiben zur Steuerbefreiung Kids in USA pdf abge Sen 1 2012 02 27 BerenbergGank Neues Online Verfahren pdt abge m _120319_18551842 0b 2012403 10 BerenbergBank Form W Ben US Tax Ellen Mam pdt abge k 2012 02 10 BerenbergBank Form W 8Ben US Tax Vicky Mam pdt abge 2012 02 15 BerenbergBank Endf lligkeit GEMS Zertifikat mx pdf abge Er r ry mx_120218_Z220022E ob 2012 02 15 BerenbergBank Endf lligkeit GEMS Zertifikat vem pdf in Bei ta W Barcode 30 ox The name of a queue is to be configured in the configuration You can choose the name you like 2 1 Filter functions and batch delete The following filter and batch options are offered Batch and fiter options Batch mx 120417 14453456 crb The buttons have the function EA batch with this button a batch can be deleted There is a safety request before realization Delete batch Do you really want to delete batch mx_120318_23480821 crb SC Show all documents all documents of the selected batch will be listed One Click Solutions GmbH User Manual ClickReader v4 Page 8 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 2 1 Batch repair When you create a
54. med The criteria definition for example the minimum number of pixels that define that a page is not empty is set in the configuration There are different methods to recognize empty pages number of pixel set a limit of pixels underneath a page is characterized as empty number of OCR blocks set a limit of OCR blocks underneath a page is characterized as empty file size set a limit of file size underneath a page is characterized as empty remove empty pages eliminates the current recognized empty pages OCR _ OCR recognize all pages This function performs the actual OCR process i e Optical Character Recognition After the OCR process has been completed an asterisk is automatically entered into each row of the asterisk column This indicator shows the pages that have been analyzed with OCR All the pages of a batch do not have to be analyzed with OCR However text cannot be extracted from pages that have not been analyzed with OCR The OCR recognizes only type written letters numbers and special characters Hand written characters and logos will not be properly recognized One Click Solutions GmbH User Manual ClickReader v4 Page 13 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Recognized characters look like this INVOICE If you navigate the mouse pointer on a reconized field it will turn red and the recognized expression is INVOICE I If you want to check a more than one block just
55. ments manual batch processing will largely be the exception The main purpose of manual batch processing is to test settings parameters In a majority of cases automatic batch processing is used in productive operating environments Manual batch processing is to be started via the ClickMenue O Start Click Scanner Before you start the manual batch processing ClickScanner you have to select either a batch or the scan directory or the queue name CN a l S A File Separation 20 al Scan Directon 0 FF mx 120424 10511775 06 CS mx 120421_10375983 0b If you select a scan directory which is empty or the queue name the ClickScanner window will be empty and only four buttons are sensitive ClickScanner File Edit View Help D ol Source Silo The sensitive buttons are Create new batch Open existing batch Help what to do next Exit So the next step will be to open an existing batch or create a new one One Click Solutions GmbH User Manual ClickReader v4 Page 10 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 3 1 Create and prepare a new batch To create a new batch press bate h The typical Microsoft Windows procedure to store a file or folder has to be passed As batch name the configured default name plus date and time will be suggested and can be optionally changed For each generated batch ClickReader creates a crb file and a folder with the same name where all the
56. n an empty page EmptyPageThumbnailScalePercentage size of Thumbnails for emty page recognition for number of pixel Next possible selections back to previous setting proceed to next setting 9 exit Configuration modified settings will not be saved EmptyPageMinWhitePixelBrightness Min brightess of white pixel 0 to 255 EmptyPageAnalyzeAreaPercent used size for empty page recognition for number of pixel Next possible selections dn back to previous setting y confirmation to go to the next setting 7 exit configuration modified settings will not be saved One Click Solutions GmbH User Manual ClickReader v4 Page 69 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Number of OCR Blocks EmptyPagesMaxBlocks Max number of text blocks to detect an empty page Next possible selections Zo back to previous setting y confirmation to go to the next setting 9 exit Configuration modified settings will not be saved File Size EmptyPageMaxFileSize Max file size in bytes to detect an empty page Next possible selections dn back to previous setting y confirmation to go to the next setting 9 exit Configuration modified settings will not be saved Keyword documents will be separated by the defined keyword The keyword has to be unique and should not occur somewhere else in a document otherwise the document will be separated there as well Next possible selections
57. n pages that are not needed in a document Rotate page The menu consists of the following functions Clockwise Counterclockwise 180 degrees Go to This function can jump to any page or document in the current batch and displays the associated page The following Go to functions exist First document Previous page Previous document x Next document 8 Last document A First page a Next page A S Last page Show data The function displays the results table derived from the data records which were created for the current batch Gruppe CRStatus CRBemerkun CRerested CRfirstchang CRlastchange CRDocument CRFulltextFil CRBilddateiN CRBilddateiPf Oo D null 22 04 2012 null null Alpha Numeri Alpha Numeri Alpha Numen C ProgramD SUBGroup 0 null 22 04 2012 null null null null Alpha Numeri C ProgramD _doc_ 0 null 22 04 2012 null null Alpha Numeri Alpha Numeri Alpha Numeri C ProgramD SUBGroup 0 null 22 04 2012 null null null null Alpha Numeri C ProgramD 0 0 _doc_ null 22 04 2012 null null Alpha Numeri Alpha Numeri Alpha Numeri C ProgramD Stan null 22 04 2012 E null null _ null jt null Alpha Numeri C ProgramD One Click Solutions GmbH User Manual ClickReader v4 Page 22 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 3 4 3 View Menu The View menu function changes the depiction of the document view in the ClickScanner sc
58. n yellow is reset The field remains activated Undo last click reverses the last click One Click Solutions GmbH User Manual ClickReader v4 Page 37 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Delete all fields in the current group all the values of a group are deleted The field that was previously activated remains activated Reset document the document is reset to the status it had prior to the last time the record was saved The changed and newly captured values are lost in this process Delete page the current batch page is deleted The function should for example be performed on pages that are not needed in a specific document for example empty pages Delete document the current document is deleted The function should for example be performed on documents that are not needed in a specific document The user must confirm the deletion of the document by clicking Yes If the current document is deleted then the previous document is loaded and can be captured and processed edited Delete document e W WT ws e mt X Ll page s will be deleted Are you sure to delete the current document K 5 2 3 View ClickReader Layouts AutoClick Help Show DATA Ctrl Shift D Show position data Ctrl Shift P Zoom Scroll d p Show page list FS Calculator FA Block info on off Ctrl Shift Log window on off Ctrl Shift L Properties on off Ctrl Shift G Show scan image Ctrl B One Click Solu
59. nnnnnnnnnnnnnnn 10 3 1 Create and prepare aneWwBaltchku ee ee ee ei 11 32 selectionol arexisind Batch aaa nee a 12 CSC DN Tel E ege ug EE 12 3 4 Menu and Function Overview CJckcanner nennen nnnennnnn 18 3 4 1 BIST MEN eier einer ne ee 18 3 4 2 Selen TE 19 3 4 3 VIEW MENU near 23 3 4 4 HEIDEN a nenne een sek 23 3 5 FURCHON KEYS GlICKk SCanne odie feces eure 24 4 Automatic Batch Processing CRENGQINEe ccccsssseeeseeseeeeeesseeeeesseeseenseeseneseeeeenaseeoenseesons 26 4 1 Processing documents from one directory cceeccccsesceeceeseecceeseeecseeseeeseageeessauseessanseesseags 26 4 2 Processing documents from multiple drechonm nennen nnennnnnennnnenn 27 4 3 Automatic batch processing with Email messaging cccccsseeeceeeceeeeeeeeecaeeeeeeeeseaeeeeeaaeees 28 5 Read and training of documents with ClickReader ccccssssseeeesceesseeeseceenseeeseoeenseeesees 29 5 41 Basicclements of Data Capit cic anstehen 31 5 2 Menu and Function Overview Cckbeader 34 5 2 1 File ClickReader cccccccccsessecceeceeeececccaeesececeseesseeeesaeaseeeeesseaeceeesseaeeeessaaseceeesaaeeeess 35 5 2 2 Edit CICK ACA SI EE 35 528 VIEW IGlICKReaden EE 38 5 2 4 EayoutsiGlickReadenssn ner as een 42 5 2 5 HEIBAGlicKReadenn seele 43 6 installation Hcense language ne ee 44 1 1 Show current license information REENEN 44 al Install Hewillcensen eien ese ees wale ie 45 il Ghange languages
60. ns can be calculated without obstructing the click rhythm Calculator By clicking the different values calculations can be performed the corresponding results can be transferred to the corresponding field After the function has been performed the quick calculator remains on top and the user can perform different calculations for the active field The most important operators that are available are addition subtraction multiplication and division In addition values can be multiplied and divided with the factor of 10 and 100 One Click Solutions GmbH User Manual ClickReader v4 Page 40 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS a Calculator 41 440 21 41 440 21 Upon opening the quick calculator the desired calculator operation can be selected by click Subsequently all values are clicked that are to be calculated in the selected calculation H en Wm ee AN S We Gm Je insurance 2 Calculator mu ee l Er 10 527 00 FIT Ze VAT tet 100 100 N 142 00 Total 412 00 414 40 Clear Cancel 330 00 Notice 330 00 e 4144021 02 a Ta EE E ESE i J Computer Rack 32 330 00 Line items gt gt gt rt Standard application random Type D with ultimate A 412 00 Article safe 0 00 1 DRFINO Maintenance Contract Durver Dike for tank right side 12640 00 Amount Common Rail pipe Dyke 10CC with Liquid TACMA 15 00 42 ASENIP Toiner clutch gear
61. nt layout without modifying refreshing the database Function File Save Add layout The button adds a new layout Function Layout Add Layout x Delete Layout The button deletes the current layout Before execution there is a safety interrogation Buttons Field properties Add Field The Field Add Field function creates a new field which will be placed below the current field Function Field Add Field EC Delete Field The button deletes the current field Before execution there is no safety interrogation Move up The button moves the current field one position up Function Field Move Up v Move down The button moves the current field one position down One Click Solutions GmbH User Manual ClickReader v4 Page 61 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Boolean Integer _ Listbox Datatype Here you can choose the datatype for the current field e g amount gt gt Float Notice gt gt String Buttons Group properties Split Current Group The button splits the current group above the current field The new group has the same properties as the origin one and it can be modified as any other group Function Group Add Group Split Current Group Add New Group The button creates a new group which will be placed below the current field Function Group Add Group Add new Group u Delete Group The button deletes the current Group f
62. on starts the data mining process that mines data records that are located in all of the documents of the current batch which contain the search terms in the same group The function LookUp mines all data fields that are located in the current batch which contain the value Click in the field Article Description In the event the mined data record is not identified as a unique record the user must select the correct record manually from the table screen The user views all the captured data record values via the horizontal bar and transfers the decisive data records into the corresponding group by marking blocking the data records and clicking the OK button Copy from previous document this function copies the entire captured data record from the same group from the previous document into the current group of the current document Save document The Edit Save Document function saves the current document The captured data is transferred to the data record and can be utilized the next time the document is opened The document remains in the current status Delete The sub functions of the Delete menu reset processed completed actions or deletes fields pages or documents The following functions are available Delete current field the value in the current field highlighted in yellow is deleted The field remains activated Reset current field the deleted value in the current field highlighted i
63. ons GmbH User Manual ClickReader v4 Page 18 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Exit The function closes the ClickScanner application If the page recognition and page assignment functions were not performed on the current batch the user is warned by the following message amp OCR recognition or eg separation are not completed BF Ignore and close batch ke By clicking Yes the application is shut down properly The batch pages were not recognized and assigned By clicking No the application is not shut down The user can continue to process the batch 3 4 2 Edit Menu View Help Empty pages detection OCR recognition Document separation Document file creation d Create fulltext files Ctrl Shitt EA Check scan quality Delete current page Rotate current page d Goto Show data Empty pages detection The Edit Empty Pages detection function offers the following options to recognize empty pages in a batch or to clear empty page recognition Number of pixels the number of pixels can be set here Pages are classified as empty if the pixel number is lower than the setting File size the files size setting can be set Pages are classified as empty if the file size is smaller than the setting Number of OCR blocks the number of OCR blocks can be set The number signifies the number of recognized OCR blocks that would still be classified as an empty page Remove Empty P
64. page of the batch at 25 of the original size Zoom 50 displays the current page of the batch at 50 of the original size Zoom 100 displays the current page of the batch at 100 of the original size Zoom 200 displays the current page of the batch at 200 of the original size Best fit displays the current page in full Page width adjusts the page width to fit the window width Page height adjusts the page height to fit the window height One Click Solutions GmbH User Manual ClickReader v4 Page 39 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Scroll The following additional functions are available these functions are usually performed via the function keys or using the mouse Scroll Up shifts the page view up Shift Page Up Scroll Down Shift Page Down Scroll left Shift Home Scroll right Shift End Scroll to top Shift Page Up Scroll to bottom Alt Page Up Home Alt Home End Alt End Show page list The View Display Page List function displays all the pages of the current batch stack in a separate window By clicking on the desired page the respective document is displayed with the corresponding page Current Batch am OO l T e z Doc Page Filename Dokument AutoClick FRE file DocSep B OcrStopB 1 Alphaville 02 pdf 3 C ProgramData AutoClh Thumbnails Calculator The View Calculator function opens a type of calculator with which various calculatio
65. perties window Document Status e Creation date e Date of the last change e User name of the creator e Company e Scan file name of the image file e Target directory of the scan file Show scan image The View Show scan Image opens the current page image file with a third party graphics Should the image file be supplemented with additional information the processing of the image file with the ClickReader application must be repeated The page recognition function must also be repeated to ensure that all of the existing texts in the image file are recognized 5 2 4 Layouts ClickReader Load layout The Layouts Load Layout function activates the window area highlighted in yellow in which all layouts are listed The up down keys and the enter key on the keyboard allows the user to navigate between the listed layouts a further option is to place the cursor on the desired layout and double click to open Load layout F Load previous layout Shift F2 Load previous layout The Load previous Layout function switches to the layout that was previously active One Click Solutions GmbH User Manual ClickReader v4 Page 42 of 80 2012 04 01 4 DNE CLI CK SOLUTIONS 5 2 5 Help ClickReader Online Help The Help Online Help function opens the online application s help system About The Help About function displays the version numbers for the ClickScanner application and the
66. ransferred to a back office system for processing The status is set automatically upon V saving the document deleted if a document is deleted from a batch the document can no longer be displayed in ClickReader The document however had already been created during the preprocessing phase and stored in the data database and the document status is set to deleted after the document has been deleted The definitions open in work done completed can be modified to meet customer specifications in the OneClickSetting ini file LookUp Data Supplement Master Data In many cases the capture process can be expedited and the data completed by adding lookup information from other data sources CSV XML SQL For example in the case of invoice capture the supplier number of the invoicing party is needed or special payment terms must be considered This information can for example be provided by an ERP system and transferred during the capture process In addition information can be imported and compared to the document data for example has the bank account information or the address changed The LookUp data transfer settings are set in the OneClickSettings ini file One Click Solutions GmbH User Manual ClickReader v4 Page 33 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 5 2 Menu and Function Overview ClickReader The following menus i e functions are available fields highlighted with a green background can be
67. red field Ti t j ve _ read only compress Number of rows 1 Notice Regular Expression Line_items gt gt gt Export Article yes Export to NeuesFeldDB Amount Unit price z Datatable Name Line gem Total Layouts erfolgreich geladen Inthe example a new group Position has been defined as Table Date so that you can later during the capturing phase dynamically open this group again and again those kind of groups always have green colour background To process a layout in ClickReader you have to do two more steps save the layout definitions and then create a new database Both functions you find in the menu Layout Group Save Create database Close Having done so you can process new documents and batches with the new layouts One Click Solutions GmbH User Manual ClickReader v4 Page 54 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 7 2 2 Functions Layout Editor is comprised of the following functions fields highlighted with a green background can be selected using buttons Level 3 Save C Tayo mensen men Ooo Tnmieen BE Lnptsuiteg EE TSS BE mmeiaen SSS Add Group Split Current Group Add New Group Move Down Delete Field The main menus in ClickScanner are Layout Editor File Layout Grup Field 7 2 3 File Layout Editor File Layout Group Fi H Save l Create database Close One Click Solutions
68. reen Zoom 25 Ctrl Shitt 2 Zomm 50 Ctrl Shift gt Zoom 100 Ctrl Shift 1 Zoom 200 Ctrl Shitt 0 Best fit Ctrl Shift B Page wicth Ctrl Shift W Page height Ctrl Shift H Page l st The following functions are available Zoom 25 displays the current page of the batch at 25 of the original size Zoom 50 displays the current page of the batch at 50 of the original size Zoom 100 displays the current page of the batch at 100 of the original size Zoom 200 displays the current page of the batch at 200 of the original size Best fit displays the current page in full Page width adjusts the page width to fit the window width Page height adjusts the page height to fit the window height 3 4 4 Help Menu Online Help Context Help What to do next About Help The Help Help function starts the application s help system Online help The function starts the internet online help http www oneclicksolutions de help online cs_de where you will always find the latest version of the help Context help what to do next The function is a context help which suggests at any state of process what to do next or why anything could not be executed About The function displays the version numbers for the ClickScanner application and the FineReader Engine One Click Solutions GmbH User Manual ClickReader v4 Page 23 of 80 2012 04 01 4
69. rom the list of Groups in the Layout Editor and from the database Before execution there is a safety interrogation Move Group Move Up The button moves a field one position up Function Group Move Group Move up Vv Move Group Move Down The button moves a field one position down Function Group Move Group Move Down One Click Solutions GmbH User Manual ClickReader v4 Page 62 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 7 3 Basic configuration settings for ClickReader ES seen rer A You will be navigated through the following settings there is no exit possibility in between Si You navigate the menu via the following buttons explanation action statusline Exit of the section configuration All settings made which Konfiguration beenden have not been saved will be lost All settings made will be saved and are available F Konfiguration bernehmen imediately Button returns to previous setting de Zur ck Button navigates to the next setting a Zur n chsten Konfisurstions Einstellong Button confirms a single or multiple choice or indicates the end of Ei Konfiguration bernehmen a settings path Button quits the aktual settings and returns to the main menu e Aktuelle Konfiguration abbrechen where you have to decide whether you want to save the settings made or exit the coniguration without saving Just in main menu configuration the button leads one de Zur ck level bac
70. s define Whether this field shall be shown in the ClickReader window screen Required field Whether this field is a mandatory field Whether this field can be filled by the user or only automatically by a LookUp Database compress Whether all spaces at the beginning end at the end of the captured sequence shall be automatically eliminated The input field regular Expression specifies any regular expression to put more control on the input and enhance the quality of capturing In the export frame you define whether the captured value information in this field shall be copied to another field in the database The frame Listfield defines whether this field shall be filled via a LookUp Database Now you have already defined the shortest layout that is possible it contains one group with one field Now you can add more field and groups Via the buttons al you move this field up or downwards via ue you erase this field and with D you add a new field One Click Solutions GmbH User Manual ClickReader v4 Page 53 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Layout example Layout Editor File Layout Group besch Layout Properties Contract Identifier Invoice ne eme Delivery_note active Default Layout ID card Insurance Invoice Invoice _line_items K a Field Properties Graup Properties Name a A Supplier Identifier Supplier Datatype String Invoice date WAT NI _ requi
71. selected via buttons Level 1 Level 2 Level 3 Open batch Close batch Open document for review Export batch Exit Set document status in work Done Open Go to First document Previous document Next document Last document First page Previous page Next page Last page Table data LookUP Save document ee Delete current fied oo Delete Delete current field Delete all fields in the current group View Show DATA EEE Show position data SS Zoom Zoom to block One Click Solutions GmbH User Manual ClickReader v4 Page 34 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS PT Page height scroll Scroll Up Scroll Down Scroll To the left scroll To the right Scroll To Top Scroll To Bottom one Show page list T list Calculator Sees n Log window on off TI Properties on off Show scan image Load layout o O fs Help PSS ET l 5 2 1 File ClickReader Open Batch The File Open Batch function opens a batch To do so a window screen is opened and a directory and batch can be selected To confirm press the button open Close Batch The File Close Batch function closes a batch There is no safety interrogation Open Documents for review The File Open Documents for Review opens the original files in order to compare or search for certain information Export Batch The File Export Batch function exports a batch This function has to be licensed extra E
72. self Barcode types Autodetect Inteneaved25 EAN13 _ Code 128 TEAM _ PDF417 Possible selections Zo back to previous setting proceed to next setting 9 exit Configuration modified settings will not be saved 2 Barcode has to contain a check sum yes no Possible selections dn back to previous setting One Click Solutions GmbH User Manual ClickReader v4 Page 67 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS proceed to next setting 9 exit Configuration modified settings will not be saved 3 Barcode orientation in which direction should the barcode be read Barcode orientation Autodetect Down To Ton Left_To_ Right Right_To_ Left _ Top_To_ Down _ Unknown Possible selections Zo bach to previous setting proceed to next setting 7 exit configuration modified settings will not be saved 4 further settings Definition of a regular expression of the barcode has to be for regular expressions see separate chapter field name in the layout where the captured barcode will be copied only for the products ClickReader und ClickReader selection whether the captured barcode will be used as file name Barcode RecognitionRegularExpression ass Regular expression for barcode recognition see the chapter about regular EnterBarcodeField Name of database column layout field to store a recognized barcode Rename Doc ToBarcode
73. the desired document type This is performed EB EEE by double clicking the corresponding Delivery_note document type in the upper right hand ID_card screen section Operations Area Insurance Invoice The selected document type is highlighted and the associated entry fields are listed in the layout area All information in the document that can be selected and as such that can be captured is highlighted with a green background This information can now be captured simply per mouse click dragging the mouse several blocks located one after another or mouse click while the Ctrl button is pressed when capturing several blocks that are not located directly next to each other or in sequence When dragging the mouse the mouse can be dragged from left to right and right to left or diagonally The best starting point is the point that is furthest from the next green field simply because one can navigate with less accuracy and navigate more quickly The background color of the information that will be captured will simply switch from green to red So it is quite obvious whether you have captured the information you wanted or not One Click Solutions GmbH User Manual ClickReader v4 Page 31 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Alpha Numeric Char Company Alpha Numeric Char Company 1294W Harbour Road 1294W Harbour Road Dillen City At 289428 Dillen City At Canada Canada Alpha Numeric Char Compan Alpha N
74. this will be the layout which you will first see in the ClickReader window screen This setting will always change to the layout which has been ticked as default layout at last The default layout can be easily recognized in the list of layouts It is written in bold Contract Delivery_note ID can Insurance Invoice_line_items If you want to save your selections and properties of the new layout just press the button or choose the menu File Save Then you see the name of your new layout in the layout list on the left side gt Layout Editor x File Layout Group Field 2 Contract Copy Copy Layout Properties Nivery_note Identifier Test F v SC 7 active Default Layout Insurance Invoice Invoice _line_items Test One Click Solutions GmbH User Manual ClickReader v4 Page 51 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS In the next step the group properties have to be defined Especially for line items table data it is necessary to define a group NewGroupt Field Properties Group Properties i Identifier A NewGroup 1 a ap Table Data y Lookup Datasource F Type the group name in the identifier field default NewGroup1 and decide at the checkbox Table Data whether this group shall be used for capturing position lines in table data e g in invoices During capturing with ClickReader you can dynamically open this group as often as
75. tions GmbH User Manual ClickReader v4 Page 38 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS Show DATA The View Display Data function displays a table that contains all the fields that are to be captured as well as the values pages and documents that have already been captured be See emm k INP_ID Stapelname SUB_ID Gruppe CRStatus CRBemerkun CRerested CRfirstchang CRlastchange CRDocument CRFulltextFil CRBilddateiN CRBilddateiPfi CRimage CRPages CRUsername CRComp gt u mx_120423_ 0 dor 1 null 23 04 2012 23 04 2012 23 04 2012 Alphaville 01 Alphaville 01 Alphaville 01 C ProgramD null 2 null null 1 mx_120423_ 1 SUBGroup 0 null 23 04 2012 null null null null Alphaville 01 C ProgramD null 0 null null z mx_120423_ 2 SUBGroup 1 null 23 04 2012 null null Alphaville 01 null Alphaville 01 C ProgramD null null null null A mx_120423_ 3 SUBGroup 1 null 23 04 2012 null null Alphaville 01 null Alphaville 01 C ProgramD null null null null A mx_120423_ 4 SUBGroup 1 null 23 04 2012 null null Alphaville 01 null Alphaville 01 C ProgramD null null null null 1 mx_120423_ 5 SUBGroup 1 null 23 04 2012 null null Alphaville 01 null Alphaville 01 C ProgramD null null null null 1 mx_120423_ 6 SUBGroup 1 null 23 04 2012 null null Alphaville 01 null Alphaville 01 C ProgramD null null null null mx_120423 7 SU
76. umeric Char Company 4 d cc eg ne Dillen City At Z89428 Canada 1294 on arbour Road Dille At 289428 Canada As soon the mouse clicks a green field the information is located in a framed box that is currently highlighted with a yellow background and the next field in the layout is activated yellow background highlight Select input field To skip an input field press the tab key If a previous field is to be activated press the shift and tab key Capture Table Data Multiple Groups Line item data with Add on Line item capturing GlickReader can capture line items or table rows Multiple Groups Due lt D a er to the fact that the number of items table cells varies from document to R document the field s group can be selected anew multiple times on a case by case basis This is done during the capture process by selecting this button To determine if a group can be added dynamically during the capture process or not is easily recognizable on the highlighted background color Dynamic groups are highlighted in green all other groups are highlighted in gray The capture process is identical to the process utilized for all the other fields Switching Layouts Layouts can be switched to any available screen screens for the document types at any time online during the data capturing process while capturing data from a document To switch to a different layout double click the desired document type Durin
77. utomatic batch creation can take some time Main reason for this is the OCR In these cases the automatic process can be optimized if the automatic batch creation sends an email to the operator to tell him that he now can start with the training or capturing To do so you have to make the following settings in the configuration Configuration Manage all possible configuration settings for Glick Reader _ Batch creation Edit advanced settings for manual 1 an automatical batch creation Automatic batch creation Edit settings for automatic batch creation Run automatic batch creation in background mode as scheduled task with no interactive output messages and error will be sent as emails gt gt gt In this submenu you have to tick the checkbox and then step through the menu til you you come to the settings with the email addresses gt Main menu Configuration gt Batch creation gt Automatic batch creation i F dn ob vd a Run automatic batch creation in background mode Run in background mode Run automate batch creaton in background mode with no user interaction required e g as scheduled task gt gt gt Email adress name domain xx Emad adress to send eror logs to Fom adress norephi barcodereader de From adress One Click Solutions GmbH User Manual ClickReader v4 Page 28 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS 5 Read and training of documents with ClickReader You can start the readin
78. xit The File Exit function exits the application There is no safety interrogation 5 2 2 Edit ClickReader Set document status Each batch document is assigned statuses during and after the completion of the capturing process The user can set the following statuses in work the document is being captured and the capture process has not yet been completed The user can also set the status manually One Click Solutions GmbH User Manual ClickReader v4 Page 35 of 80 2012 04 01 4 O N E C L C K SOLUTIONS done the document has been captured and the captured data information has been transferred to a back office system for processing The status is set automatically upon saving the document The user can also set the status manually being clarified the document has been captured in part i e the capturing process could not be completed in full specifics must still be clarified The user sets the status manually The definitions open being clarified done completed can be modified to customer specifications in the OneClickSetting ini file Go to This function can jump to any page or document in the current batch and displays the associated page The following Go to functions exist First document Previous document Next document Last document First page Next page Previous page Last page Table Data The menu sub function Table data processes edits layout groups with the characteristi
79. you need it Through the LookUp Datasource you define from which Database you like to include LookUp Data via CSV XML or SQL The 5 bigger buttons allow you to position move this group inside your layout At this moment they have no relevance because there is only one Group existing To define the fields in this group just switch to the Field Properties NewGroupt Field Properties HOTT Name A NewField1 Identifier New Field 1 v spe lengh String Defaut f f k Y active _ required field _ eadony compress Number of rows 1 Regular Expression yes Export to NeuesFeldDb Listfield yes Datatable Name One Click Solutions GmbH User Manual ClickReader v4 Page 52 of 80 2012 04 01 4 ON E CLI CK SOLUTIONS The meanings of the properties are Name Default NewField1 Field name for the Database has to be ONE word if necessary use underscores as blanks The name Date is not allowed here if necessary use a double word and underscore as blank Field identifier as shown in ClickReader window screen String Reference Date Float Boolean Integer Length 127 Max number of characters that can be captured in this field Default empt Default input for this field Default input for this field Number of rows 2 Specifies the number of rows fort his field in the ClickReader window screen The Checkboxe

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