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To form a document set, create a new Document Definition. Its sections are existing Document Definitions plus your own sections. Existing Document Definitions (already created and debugged definitions of individual documents) are selected when you create the Document Definition for the document set. You add your own sections while debugging it. When you create the Document Definition for a document set, you can also add a summary section, which lets you verify the document set as a single unit.

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Create a Document Definition for a document set

1

Open the Document Definitions dialog box

Open the Project menu and click Document Definitions (Ctrl+T).
2

Create a new Document Definition

In the Document Definitions dialog box, click New.
3

Select the documents to include

In the Create New Document Definition dialog box, select the Document set option. From the list, select the Document Definitions of the documents to include in the set. These become the sections of the document set Document Definition.
4

Add a summary section (optional)

Enable Add Summary Section (see Summary section for details), and then click Next.
5

Name the document set

Specify a name for the document set and, optionally, a description. Click Finish.
The new Document Definition opens in the Document Definition editor. All the sections you added appear in the Document Structure pane, including the summary section. Sections created from existing Document Definitions contain only the index fields from the original definitions. You can add more Document Definitions as sections. In the Document Definition editor, click Document Definition → Add Link to Document. To add a summary section, click Document Definition → Add Summary Section. You can change the order of sections on the Assembly tab of the Document Definition properties dialog box. To show or hide a section in the summary section, turn the Show on verification option on or off in the section’s properties dialog box.
If you add or remove index fields while editing a document set Document Definition, refresh them so they display correctly. Right-click the element and click Update Index Fields on the shortcut menu.

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Summary section

A summary section is a Document Definition section that displays all the principal fields in a document set. It makes verification easier, because operators can see all the errors and low-confidence data in one place and only need to open documents that may contain errors. A summary section:
  • Does not contain pages or images.
  • Does not affect how the Document Definition is applied.
  • Usually contains links to existing fields from documents in the document set.
To add a summary section to a Document Definition, open the definition in the Document Definition editor and click Document Definition → Add Summary Section. In the dialog box that opens, specify a name and, optionally, a description. The new summary section appears in the Document Structure pane. Any rules enabled in the Document Definition affect the fields in the summary section as if they were fields in regular sections.

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Display fields from repeating documents as a table

If repetitions of certain document types are allowed in your set, the data extracted from them can appear in a summary section as a repeating group or a table. For example, a loan application may contain several IDs: one for the borrower, one for the borrower’s spouse, and one for a guarantor. Here, ID is a repeating document type. If you create a group of fields that references these documents, the group is also repeating, so you can present it as a table. Each document then appears as one row in the data form, letting the operator see all the information at once instead of opening every document. This reduces verification time.
1

Add a summary section

Click Document Definition → Add Summary Section.
2

Set the document repetition

On the Assembly tab of the document set settings, set the repetition for the relevant document.
3

Create a field group that references the document

In the summary section’s context menu, select Create Field → Link to Existing Field, and then specify the document. If the document repeats more than once, the group is also repeating.
4

Add the fields to display

In the group, create links to the document’s fields (Create Field → Link to Existing Field) and specify the fields to display in the table. Only simple fields can be added: text fields and images without repetitions or subgroups.
5

Show the group as a table

Select the resulting field group in the document structure. In the data form, the group is highlighted with a green rectangle. Right-click the rectangle and select Show as Table.
To open the image and data form of the original document, double-click the table cell or select Go to Original field in the context menu. When you add a document of this type to the set, a row is added to the table. When you delete a document or move it to another set, the row is removed.

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Automatic assembly of document sets

Assembly rules for document sets are created in the same way as assembly rules for documents with multiple sections. A recognized document is automatically added to a document set in one of the following cases:
  • It is the first document in a document set and the section order check is enabled.
  • It belongs to only one document set.
Subsequent documents are added to the set based on the assembly rules.