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Documents are assembled automatically or by an explicit user command. The operator’s task is to identify and correct any document assembly errors. Documents with assembly errors are marked with Assembly error icon, and an error description appears beneath the name of the Document Definition.

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How documents are assembled

Describe the assembly principle in one of two places, and the two types differ in when they run and which documents they can access: When you create a Document Definition, configure a document assembly rule, that is, the order and number of recurring document sections. You can also configure an assembly check based on the values of key fields, which requires the key field values to be identical on all pages of the document. The order of sections is not checked when the Disable sections order check option is selected on the Assembly tab of the Document Definition. The program still checks that all the sections are present, but ignores their order.

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Assembly described in Document Definition properties

Assembly of this type has the following characteristics:
  • Runs when you click Tools → Refresh Assembly, or after a set of documents is analyzed or recognized. In the second case, assembly covers only the documents involved in that analysis or recognition.
  • Applies both standard assembly rules and a Document assembly script.
  • Never combines documents with locked boundaries with other documents, although they can be added to document sets. When the boundaries of a document set are locked, automatic assembly runs within those locked boundaries.
  • Performs no assembly if the Document Definition is not matched. If every page of the batch is an annex page, for example, no assembly happens.
  • Cannot change the order of pages.

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Assembly described in batch type properties

Assembly of this type has the following characteristics:
  • Runs when documents enter the corresponding stage.
  • Is described by processing scripts.
  • Can move and delete pages and documents.

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Work in page outline mode

Assembly errors are easiest to correct in page outline mode, which gives a clear view of the page images and the documents they belong to. To switch to this mode, click View thumbnails button.
To see more detail, hold down Ctrl and turn the scroll wheel to change the scale of the page outlines.

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Fix incorrect page order

A document can hold too few or too many pages, or its pages may not be arranged in the correct order. Drag a page with the mouse to move it within a document or from one document to another.

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Merge the pages of several documents

1

Select the documents

Select the documents you want to merge. Use Ctrl+Click to select several documents.
2

Merge them

Right-click the selection and click Merge on the shortcut menu.

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Split a document into separate pages

1

Select the document

Select the document whose pages you want to split.
2

Split it

Click Split on the shortcut menu. Each page becomes a separate document.

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Fix a multipage document recognized as single pages

When a multipage document is recognized as a collection of one-page documents, the Document Definition was applied correctly only to the first page. Group the faulty pages into one section to fix it.
1

Check the page order

Confirm that the pages belong to the same document. For more information, see Fix incorrect page order.
2

Select the pages of one section

Select the pages that belong to the same section, for example all pages with tables.
3

Group them into a section

Right-click the selection and click Group into Section on the shortcut menu.
The grouped pages are now recognized as a multipage document.

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Check key field values

When the Document Definition requires key fields to be verified for pages to assemble correctly, the key field values appear under the image of each page:
  • Highlighted in gray when the values match
  • Highlighted in red when the values do not match
Key fields may fail to match because they were recognized or filled in incorrectly, so check their values first. If the values still do not match, the pages most likely do not belong to the same document. If the page order is wrong, find the pages with identical key fields and assemble them into documents as described in Fix incorrect page order.

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Lock document boundaries

Document boundaries are locked when any of the following happens:
  • Images are separated into documents at the import stage.
  • Assembled documents are sent to their intended destination.
  • Pages or documents are added to a document by a drag-and-drop operation.
  • The Match Document Definition… command runs.
  • A script that is allowed to edit the document sets the document IsExcludedFromAutomaticAssembly flag to true.
  • The operator clicks Lock Document Boundaries on the shortcut menu.
Document boundaries are unlocked when any of the following happens:
  • The operator clicks Unlock Document Boundaries on the shortcut menu.
  • A document is split with the Split command.
  • A script sets the document IsExcludedFromAutomaticAssembly flag to false.
Documents and document sets with locked boundaries carry the Locked document boundaries icon icon in the Bound column in list view, or next to their page thumbnails in thumbnail view.