Welcome to Help > Prepare document profiles and associated objects for production > Field profiles: Overview > Settings for field profiles > Specify titles

Specify titles

This information applies to single item fields and value identifiers.

Most fields on documents have a title. A field title is text that always appears on a document and that Kofax ReadSoft Entrance can use to find the field. For example, the title for a date field might be "Invoice date". The same is true for value identifiers.

Why you should specify a title

A title is required for every field or value identifier that you want Kofax ReadSoft Entrance to learn automatically. If a field has no title, Kofax ReadSoft Entrance cannot learn the field automatically the first time a document of a certain type is processed.

Also, a title is required for a field or value identifier whose position varies from one document to another on documents of the same type. For example, an amount field may be printed on a different line on each document, depending on how many items are listed on the document.

What text to specify for a title

In the document profile, titles must be composed only of letters and spaces. A title containing other characters must be specified in the document definition.

How many titles to specify

A field profile or value identifier must include all possible titles that you want Kofax ReadSoft Entrance to look for when finding the field on unlearned documents.

A field definition or value identifier definition includes only one title, the one used on the unique document.

How to specify titles

  1. Using Manager, open the document profile, and then open the field profile or value identifier profile. Note that the invoice profile does not have to be inactive to specify titles.
  2. Click Titles.
  3. If the field or identifier does not have a title, deselect Use titles to search for value. Click OK. Skip the rest of the steps below.
  4. If the field or identifier has a title on the document, select Use titles to search for value.
  5. To manually enter the titles that might appear on the documents, type the titles one at a time in the Title box and then select Add to add each title to the Selected titles box.

    If you use a title file, click Title file. Then select a title and click Add, or click Add all, to add titles to the Selected titles box.

    • Each title has a check box next to it. Check the box next to a title if:
      • You are confident that if this title is found, it is definitely the field you are looking for.
      • The title text does not occur more than once on the document.
    Important If you add a credit title for a Debit/Credit field, you must also add the title to Eiglobalextra.ini. See Learning the Debit/Credit field in Optimize for more information.