› Project Builder user interface › Project Settings window › General tab - Project Settings window

General tab - Project Settings window

You can use the General tab to configure commonly used features such as online learning, foldering, automatic rotation, and the use of the Thin Clients.

Rotation

This group has the following settings:

Enable automatic rotation for

If scanned images are inverted or sideways, you can configure your project to rotate the images automatically to their correct position. You can enable automatic rotation to be performed during one or both of the following:

OCR

Select this setting to rotate images automatically when OCR is performed on a document. This setting is selected by default.

Layout Classifier

Select this setting to rotate images automatically when a document is processed using the Layout Classifier. This setting is cleared by default.

For the best results, select the OCR setting if you are using content classification. Select the Layout Classifier setting if you are using layout classification. If you are using both layout and content classification, select both.

Rotation during runtime

You can define how an image rotated during runtime is saved by selecting one of the following valuess:

  • Save image rotation on disk. This is the default value for this setting.

  • Save image rotation in XDocument.

The Save image rotation on disk is selected by default. However, when rotating a page of a PDF document the result is always stored within the XDocument because PDF documents are read-only.

Foldering

This group has the following settings:

Enable folders

Foldering is used to group documents in a batch based on configured criteria. This setting is cleared by default.

Color Conversion to Black and White

This group has the following settings:

Contrast sensitivity

Increases or decreases the ability to detect subtle differences in shading when a color image is converted to black and white. The value for this setting is set to 3 by default.

Noise sensitivity

Increase or decrease the amount of noise correction applied to the black and white image when it is converted from a color image. The value for this setting is set to 3 by default.

Thin Clients

This group has the following settings:

Enable Thin Client Correction

Select this setting to allow users to correct batches in a Web browser. This setting is selected by default for all new projects.

Enable Thin Client Validation

Select this setting to allow users to validate batches in a Web browser. This setting is selected by default for all new projects.

The best practice is to not use Thin Client Validation for a validation step that relies heavily on validation form script events. See the Kofax Transformation Modules Scripting Help for more information on the script events available in Thin Client Validation.

Use defined form layout

If the Enable Thin Client Validation setting is selected, this setting is available.

Select this setting to use the defined validation form layout for each class. When this setting is cleared, the default Thin Client Validation form layout is used. This setting is selected by default.

For projects that were created in a previous version of Kofax Transformation Modules, you need to enable this setting if you want to use the validation form layout.

Enable Thin Client Verification

Select this setting to allow users to verify batches in a Web browser. This setting is selected by default for all new projects.

Reporting

This group has the following settings:

Use group values

Select this setting to allow users to group reported statistical data by the document classification result or a field value. This setting is cleared by default.

When the setting is enabled you can choose to group your reporting for one for the following:

  • Classification result. This is the default value for this setting. For classes that have subclasses defined you can select the field on parent level and all subclasses inherit the value. However, you can select a different field for a subclass.

  • Field. If you group by a field you have to define on class level in the class properties which field is used for grouping.

You can select any field of a class for grouping even if the setting Use for statistics is not selected.
Monitoring

This group has the following setting:

Save field property change history

Select this setting so that any changes made to field properties during extraction are recorded and available in the Extraction Results and the XDoc Browser.

This setting is cleared by default.

Selecting this setting may increase processing times. As a result, it is recommended to select this setting if you are interested in the field results only.

Online Learning

This group has the following settings:

Enable Online Learning

Select this setting to allow users and scripts to mark documents for online learning. This setting is cleared by default.

Path to online learning files

If Enable Online Learning is selected, this setting is available.

Type the path to the location where your training documents are stored, or select the path using the Browse button. The default path uses a child directory of the Kofax Capture application data directory.

Advanced

If Enable Online Learning is selected, this setting is available.

Click to open the Advanced Online Learning Options window.

Definitions for the buttons at the bottom of this window can be found in Common Project Builder Buttons.