Document Setup Properties

Overview

The Document Setup Properties section allows you to configure how document fields are defined, displayed, and validated within DocView Capture. This includes settings for field names, display names, types, default values, validation, formatting, and more.

Field Properties

• Name – The internal name for the document setup.
• Description – Informational only; appears when batch properties are viewed.
• Setup Type – Choose between:
  • Field Setup
  • Table Setup

Document Setup Details

1. Field Setup

To define document fields, click New Field Type and enter the required details in the Document Fields table.

• Name – Default format: Nameₙ (n = 0, 1, …). Rename as needed.
• Display Name – User-friendly label shown across modules (Scan, Validation, Verification, Batch Manager).
• Field Type – Select from existing field types or create a new one.
• Default – Enter or select a default value.
• Section Name – Groups fields logically for UI display.
• Tab Index – Controls tab order during data entry.
• Formatter – Applies formatting rules (e.g., date, currency).
• Validator – Defines validation rules (regex, value range, etc.).
• Lookup Field & Lookup Setup – Auto-fill values using lookup tables or external sources.
• Required – Field must be filled before proceeding.
• Verify – Marks field for manual verification.
• Hidden – Hides the field in the UI but still captures and exports it.
• Sticky – Reuses the last entered value for the next document.
• ReadOnly – Makes the field uneditable in the UI.
• Locator – Assigns a locator rule for field extraction.
• Min Confidence / Min Confidence Valid – OCR confidence thresholds for auto-validation.
• Min Distance – Determines accuracy of field extraction zones.

NOTE

Required and Hidden cannot both be set to True.

2. Table Setup

Used to configure table-type data fields (multiple rows and columns).

• Table Name – Internal name of the table field.
• Display Name – Optional user-friendly label.
• Tab Index – Tab order for navigation.
• Table Type – Indicates the field type (e.g., Table_Field).
• Column Setup – Configure columns for the selected table.

Field Type Setup

Click New Field Type to define a custom field type.

• Data Type – Select type (VARCHAR, EMAIL, DOUBLE, etc.).
• Name – Unique internal name for the field type.
• Description – Optional description.
• Regular Expression – Pattern to validate data input.
• Regular Expression Profiles – Manage and test regex profiles.

Field Management Buttons

• New Doc Field – Adds a new document field to the setup grid.
• Find Property – Opens the Field Property window for more control.
• Delete Doc Field – Removes the selected document field.

TIP

You can also delete a field by right-clicking it or pressing the Delete key.