Create a template library

  1. Click Launch Configuration Utility under Parameters.
  2. The Template Library Manager window is displayed with the following options:
    • Image folder: Enter the UNC path of a Shared Folder, where Forms Processing Extender will store the images used for the template. Note that LFS (Local File System) path can also be used and that write access is required in this case as well. UNC path to a shared folder (with write access) should be used if there are multiple managers connected to the same database and auto sync is on.
    • User name, Password, Domain: These three fields allow you to enter the proper credentials for the Template Manager to access the shared folder. The credentials provided must have read-write access to the shared folder.
  3. Create a Template Library by clicking New under the Template libraries group box. Note that the new library is automatically named; you can rename it by clicking on the template library name, or selecting the template library and clicking Rename. Clicking Delete deletes the selected template library. Clicking Clone creates a full copy of the selected template library, named Clone -<template library name>. The clone possesses all parameters and templates included in the original version.
  4. Create a template and save in the template Library. Click New under Templates and specify a name. The name should represent the document/form that is going to be processed with this template.
  5. Click ... to browse to the file that will be used for template design. The sample images will be used as the base for all documents processed by this template. The images used for creating a template should be scanned images created from the device you plan on using. Be sure to use real business documents to maximize accuracy of the recognition. The available image format choices are: TIF, JPG, BMP, DIB, GIF, and PDF.The selected image will be automatically copied to the shared folder defined in step 2.
  6. The Template Creation window opens. For details on how to use this tool, see Template Design.
  7. When done, go to File and choose Save and Exit. The Template Libraries you create are displayed in the Template Libraries group box.

If you want to process or recognize forms with different layouts, you need to create multiple templates in the library.

Template Library will only appear in the menu for selection if a template contains a Static field.