Creating a Zone Map

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The Zone Maps feature in Globodox lets you recognize scanned text and bar codes in specific pre-defined areas of a scanned document and then automatically store the recognized values in their corresponding fields. This means that you can automate your indexing process for identically formatted documents (for e.g. bills from the same telephone company) and eliminate manual data entry.
 

Let's say your organization receives many invoices from a company called ACME. Normally you would scan and add these invoices to Globodox and then manually enter data such as Company Name, Invoice Number and Date into the indexing fields. However since all these invoices contain the Company Name, Invoice Number and Date at the same location you can use the Zone Maps feature to mark these areas (zones) on the document and link them to their respective respective indexing fields. Then with the help of the OCR engine the text will be extracted from the document and automatically stored in to the linked fields. This would eliminate the need for manual indexing.
 

To Create Zone Maps

1.In Globodox, click the Tools tab.
2.Click the Template Manager button. The Template Manager window be launched.
3.Click the Zone Maps option in the left pane. The Zone Maps pane will be displayed.
4.Click the New button on the Template Manager window to create a new Zone Map. The New Zone Map window will be launched.
5.Enter a name for the Zone Map in the Name box.
6.Enter a short description about the Zone Map in the Description box.
7.From the Entity drop-down, select the entity for which you want to create the Zone Map.
Select the Document option, to create the Zone Map for any document.
Select the Document Type option, to create a Zone Map for a particular type of document.
Select the Stack Type option, to create a Zone Map for a Stack type.
8.From the Target drop-down, select the Document Type/Stack Type to apply to the Zone Map.
9.Now, click the OK button to create the Zone Map. The Zone Editor window will now be launched.
10.Click the Scan button on the Zone Editor window. Now, scan a document that belongs to item that you have selected in the Target drop-down.
11.Click the Add & Close button. The scanned document will now be displayed in the Preview pane of the Zone Editor window. This document will be used as template.
12.Click the Draw Zone button to create a zone. Now, drag the mouse to select a zone in the preview pane. The Zone Properties pane will now be enabled.
13.In the Zone Properties pane, by default a name will be generated for the zone in the Name box. If you wish you can rename it.
14.Enter a short description about the zone in the Description box.
15.From the Type drop-down...
Select the Barcode option if the selected zone contains a barcode. Now, click the Options button to select the type of the zoned barcode. The list contains all the codes that are currently supported.
Note:
If you do not know the barcode's type, then select the All option, by doing this the system will match the zoned barcode with the right code. However, this affects the performance of the system. So, it is recommended to select the type of the zoned barcode.
Select the OCR option if the selected zone contains text.
16.From the Target drop-down select a field to to map the with the selected zone. The text in this zone will be extracted and stored in the selected field.
17.Again, click the Draw Zone button to create another zone and map with a field. You can create as many zones as you wish.
18.Click the Save button to save the zone map.

 
Notes:

To delete a zone, select that zone in the preview pane and hit the Delete button on the keyboard.
To modify an existing Zone Map, select a Zone Map from the list and click the Edit button on the Template Manager window.
To delete a Zone Map, select a Zone Map from the list and click the Delete button on the Template Manager window.
 

Related Topics

What is Zone Map

Applying Zone Map

Automatically Index a document
Automatically Index a stack

 


Page URL: http://www.itaz.com/globodox/help/index.htm?creating_zone_map_templates.htm