Welcome > Set up extraction > Format Locator > Add custom formats

Add custom formats

If none of the predefined formats suit your needs, create custom formats using regular expression syntax. When you finish creating a format, test it to verify that it behaves as expected. You can add a custom format by following these steps:

  1. Open the locator properties.
  2. On the Format Definitions tab, in the Formats group, click Add new or predefined regular expression Icon to add a regular expression.
  3. Enter a regular expression.

    If a regular expression contains any syntax errors, a red warning message appears in the error column for that format.

  4. Enter a description that clearly states what data the format is designed to extract. Include examples of successful matches as well as what does not match.
  5. Optionally, click on the General tab and configure OCR substitions.
  6. Optionally, click on the Evaluation Settings tab and add keywords for evaluation.
  7. Open a test document and click Test to test your settings.
  8. Optionally, click Close to close the locator properties window.
  9. Save the changes to your project.