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A Text field extracts a string value from a document, such as a name, address, ID, or other text. The field’s data type (Text, Date, Number, or Money) determines how Vantage recognizes and validates the value.

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.
To rename a field, click its name in the data form, or click Field options > Advanced, and then click the field name.

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.
To add regions to an existing field, select the field in the data form, and then click or drag its location on the image. If the value spans multiple words, select them all as a single region. Regions can span multiple pages or sit inside another region. A nested region is highlighted in a darker color. When it’s in focus, it’s highlighted in yellow.

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.
Handwritten text recognition is enabled for new Document skills by default. To toggle it, click the skill settings icon to the right of the skill name, open the Languages tab, and select or clear Handwritten in the Text Appearance section.

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.
Example 2: Weight values like 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.