Capture Server Pro - Assist General Information

The Assist app is a tool for creating templates that the Classify Your Documents activity can use to identify common forms and extract information from them. In the app, you can upload a base file for the template, draw zones on the image, and assign interactions to those zones to classify documents or populate index values.

NOTE: Before going forward, ensure you have followed the instructions to Install Assist.

Below are articles associated with Templates, Identification Zones and OCR Zones:

• Add an Assist Template
• Create a Template for Documents in the Assist Queue
• Tips for Adding Identification Zones for Classification
• Tips for Linking Identification Zones and OCR Zones
• Adding the Assist Activities to a Process

Templates can have an associated content type, which you can assign either when you create the template, or within the template builder. Assigning a content type allows you to use the content type’s properties when populating metadata.

When you assign a content type, you can also set static metadata in the document. This is useful if documents that match the template will always have a particular value for certain properties.

Zones in an Assist template can be either identification zones or OCR zones.