Add a Text field
Add a Text field in either of these ways:- Click a value on the document image (values highlight green on hover), or drag a rectangle around it. The new field appears in the data form.
- Click Add Field in the toolbar, and then drag a rectangle around the value on the image. The data inside the region becomes the field value.
Add multiple regions to one field
Some values span multiple lines or pages, so a single field may need several regions. To add multiple regions to a new field:1
Add the field
Use either method above.
2
Select additional regions
Hold Shift and click or drag additional regions for the same field.
General properties
To change these properties, click Field options > Advanced.Data types
The lowercase “l” (L), uppercase “I” (i), and digit “1” can look identical. In Number or Money fields, an ambiguous character is recognized as “1” because letters aren’t allowed.
Text appearance
These properties describe the appearance of characters expected in the field.Supported fonts
Properties by data type
Additional properties depend on the data type.Text
Value settings:
Example 1: Phone numbers like
1-(234)-567-8900 or 2 (987) 654 3211.
50lb, 50lbs, 50Lb, 50Lbs, 50 lb, or 50 lbs.
Regular expressions do not affect text recognition in PDF documents.
Date
Value may include settings:Acceptable order of components
Select one or more date formats: Day-Month-Year, Month-Day-Year, or Year-Month-Day. If the detected format doesn’t match any selected format, the document goes to manual review.Acceptable date
Specify a valid date range as a number of months before and after the day the document was processed. Use integers. A rule checks whether the extracted date falls within the range. Out-of-range dates send the document to manual review.Number
Value settings specify what kind of number the detected value is (integer or decimal) and what number formats are accepted in the field. Values that don’t meet the requirements send the document to manual review.Number must be within interval
Set a minimum and maximum value (integers or decimals, positive or negative). A rule checks whether the value falls within the range. Out-of-range values send the document to manual review.Money fields use the same properties as Number, except the percentage character is not allowed.










