Capture Server Pro - Add an Assist Template

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.

For more information on Identification and OCR Zones, you can reference the following articles:

• Tips for Adding Identification Zones for Classification
• Tips for Linking Identification Zones and OCR Zones

Adding a Template

1. Open the Capture Server Home page, usually at http://servername:7210.
2. Click the Assist
3. On the Templates page, click Add a Template. The Add a Template window will open.
4. On the Add a Template window, configure the template settings.
   1. Type a Template Name.
   2. Type or select any number of Template Tags, which are used to group related templates.
   3. Select a file to use as the base image for the template.
   4. Choose whether you want to assign a content type for the template.
5. Click OK. The Template Builder page will open.
6. If you chose to assign a content type, configure the content type settings on the Assign a Content Type window, and then click Save.
   1. Select a Content Type.
   2. To add index values that are always populated, type or select the Field Name and type the Field Value, and click Add a Field to add additional fields.
7. In the Template Builder, draw identification zones for classifying your documents.
   1. In the Home tab’s Tools section, click the Identification
   2. Draw zones around any areas on the page that can be used to identify it as a particular type of document.
8. Assign the Classify interaction to the identification zones.
   1. In the Home tab’s Tools section, click the Select
   2. Click to select an individual zone, click and drag an area around the zones you want to select, or hold CTRL and click each zone to select multiple zones.
   3. In the Interaction Panel’s Classify section, choose the relationship between the different zones, selecting And to group zones together and Or to separate groups of zones, and then click Save.
9. Optionally, assign the Set Metadata interaction to identification zones.
   1. In the Home tab’s Tools section, click the Select
   2. Click to select an individual zone, click and drag an area around the zones you want to select, or hold CTRL and click each zone to select multiple zones.
   3. In the Interaction Panel’s Set Metadata section, click the configuration button, select a property, type a value, and then click Save.
10. Draw OCR zones for reading text on the page.
    1. In the Home tab’s Tools section, click the OCR
    2. Draw zones around any areas on the page that you want to use to populate properties.
11. Assign the Extract OCR interaction to OCR zones.
    1. In the Home tab’s Tools section, click the Select
    2. Click to select an individual zone, click and drag an area around the zones you want to select, or hold CTRL and click each zone to select multiple zones.
    3. Ensure that you have selected at least one OCR zone and at least one identification zone.
    4. In the Interaction Panel’s Extract OCRsection, select a property to populate for each OCR field, and then click Save.
12. When you have finished editing the template, click Save in the Home tab’s Template