Handle unidentified documents manually

An unidentified document has usually passed Interpret, where partial data capture was performed. The document definition is partly learned automatically.

In Verify, you can handle such documents in several different ways. The standard way of handling unidentified documents is to learn them in Optimize.

An alternative way to handle unidentified documents is to type their data manually. Manual entry is useful in dealing with (for example):

  • Individual documents from a one-time sender. In such cases the effort of learning the document definition would be wasted. (See also: New and one-time suppliers.)
  • Torn or damaged documents, if they have passed Interpret. (If a document has not passed Interpret, it still has Scanned status. In that case, see Processing a torn or damaged document.)

To handle unidentified documents manually

  1. Ensure that Unidentified is selected in the Status settings of the Verify job description.

    Or, if you are using an inbox, ensure that Unidentified is selected in the Statuses section of the Edit inbox folders dialog.

  2. Using Verify, type the field values manually instead of going through Kofax ReadSoft Entrance' automatic learning process.