Process documents

If you want to classify and extract your documents, you can perform the necessary individual steps manually. This can include performing recognition, separation, classification, and extraction. Performing these steps individually enables you to test these steps separately, but if you want to test the overall process, you can do this in a single step. You can do this using either the List View or the Hierarchy View.

You can process one or more documents by following these steps:

  1. Open the Documents window if it is not already open.
  2. Select the document set and document subset that you are testing.

    The documents in the selected document subset are displayed in the selected view.

  3. As needed, switch to the List view Documents Window - Flat View icon or the Hierarchy view Documents Window - Hierarchy View icon.

    If you are testing document separation, use the Hierarchy view. Otherwise, use the List view.

    The selected document set is displayed.

  4. In the list of documents, select one or more documents that require extraction.
    Tip To save time selecting individual documents, click Select All Select All icon or Ctrl + A to select all documents.
  5. Right-click the selected documents and select Process Test - Process Selection icon.

    A progress bar is displayed to show the progress. Once complete, the results can be viewed in the Classification Results and the Extraction Results windows.