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- When defining a smart zone in a template, you may now use "Preset" and "Preset List" as two "Value" options:
- Preset - This option will replace the current data value with a preset value that you can define. For example, if your template was for a Vendor Invoice and you were attempting to identify the Vendor Name as a field, you could create a smart zone to find the vendor's phone number and then replace the phone number with the Vendor Name. This process could be repeated for each vendor, listing each one as a separate trigger.
- Preset List - This option will replace the current data value with a preset value that is looked up in a CSV file. For example, if your template was for a Vendor Invoice and you were attempting to identify the Vendor Name as a field, you could create a smart zone to find the vendor's phone number and then replace the phone number with the Vendor Name. With this approach, you would only have to create one trigger for the smart zone, provided that each vendor's phone number and name is already listed in the CSV file.
Note: The CSV file must follow the format of [TRIGGER], [PRESET VALUE], and the trigger is case-insensitive. The trigger value may also be set to a regular expression by surrounding it with { and }. For convenience when working with phone number variations, the trigger value also supports the format of "{PHONE:000-000-0000}", where "000-000-0000" represents the 10 digit phone number to look for (including dashes). Below is an example of the CSV file data:
{PHONE:855-678-1234},Computer Company
{PHONE:800-999-2222},Computer Design Inc
{PHONE:321-888-9999},Computer Software Corporation
- Preset - This option will replace the current data value with a preset value that you can define. For example, if your template was for a Vendor Invoice and you were attempting to identify the Vendor Name as a field, you could create a smart zone to find the vendor's phone number and then replace the phone number with the Vendor Name. This process could be repeated for each vendor, listing each one as a separate trigger.
- An "OCR Mode" setting has been added to templates, allowing you to choose between the following options:
- Accurate - This mode is the default mode, and is the most accurate but slowest.
- Balanced - This mode is a balance between OCR accuracy and speed.
- Fast - This mode has the fastest OCR speed but is the least accurate.
- The Template Editor now displays a summary of all zones along with their corrected values. This information displays on the right pane if no zones are currently selected on the page.
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