{"id":31862,"date":"2015-11-19T10:13:47","date_gmt":"2015-11-19T18:13:47","guid":{"rendered":"https:\/\/ephesoft.com\/docs\/2019-1-2\/moduleplugin-configuration\/page-process-module\/key-value-page-process\/"},"modified":"2021-01-26T16:03:05","modified_gmt":"2021-01-26T23:03:05","slug":"key-value-page-process","status":"publish","type":"docs","link":"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/administrator\/moduleplugin-configuration\/page-process-module\/key-value-page-process\/","title":{"rendered":"Key Value Page Process"},"content":{"rendered":"
This document provides Transact administrators with steps to configure the KV Page Process plugin, which allows you to classify documents based on keywords, also known as keyword-based classification.<\/p>\n
This feature improves document classification based on user-defined static and dynamic keywords in the document. The KV Page Process plugin can be tailored to the specific needs of your organization.<\/p>\n
To configure and use the KV_PAGE_PROCESS<\/strong> plugin, the following conditions must be met:<\/p>\n To implement keyword-based classification within Transact, you must first configure the plugin. To do so, perform the following steps:<\/p>\n The batch class opens with a list of document types.<\/p>\n <\/p>\n Figure 1. Document Types<\/em><\/p>\n The Plugin Configuration<\/strong> screen displays.<\/p>\n <\/p>\n Figure 2. Page Process Module<\/em><\/p>\n Some plugins have dependencies on other plugins. In this case, you may get the following message. Figure 3. Plugin Dependencies<\/em><\/p>\n Click YES<\/strong> to add the selected plugin along with the dependencies. Click NO<\/strong> to add the selected plugin without the dependencies. Click CANCEL<\/strong> to cancel the operation.<\/p>\n Note:<\/strong> There is currently a known issue with CHE being incorrectly marked as dependent. Please refer to CHE Plugin Incorrectly Marked as Dependent<\/a> for more information.<\/p>\n <\/em><\/p>\n Figure 4. KV_PAGE_PROCESS Plugin<\/em><\/p>\n The Key-Value Page Process plugin can be used for document classification and separation by executing named key-value extraction rules during the Page Process step of the workflow. Transact extracts these values and stores them as page-level fields. Page-level fields help you build classification rules. We will address classification rules in a later section.<\/p>\n The next stage of the process involves defining which values we will be pulling from the document. To do so, we need to specify values in our page-level fields. To do so, see the steps below.<\/p>\n <\/p>\n Figure 5. KV_PAGE_PROCESS Plugin Page-Level Fields<\/em><\/p>\n The following screen displays.<\/p>\n <\/p>\n Figure 6. Creating a Page-Level Field<\/em><\/p>\n Note: <\/strong>Supported file types are PDF and TIF.<\/p>\n The image view pane will display the KV Page Process rule builder, shown below.<\/p>\n <\/p>\n Figure 7. Resizing the Key and Value Fields pt. 1<\/em><\/p>\n <\/p>\n Figure 8. Resizing the Key and Value Fields pt. 2<\/em><\/p>\n\n
<\/a>Configuring the Plugin<\/h2>\n
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<\/a>Create Page-Level Fields<\/h2>\n
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