Kofax Getting Started with Ascent Xtrata Pro - Manual (Page 59)

Chapter 2
40 Ascent Xtrata Pro User's Guide
Upgrading an Invoice Project from an Earlier Version
To upgrade an invoice project from an earlier version you have to open it with the
normal “Open Project” menu command.
The updated project must be saved in a different folder. A special dialog requests
you to specify a new location for saving the project. The original project will not be
modified.
While loading, the project is validated and automatically upgraded to the new
version. The new version may have improvements that can not be adjusted
automatically, but must be customized by the user. All changes that have to be made
manually are shown in the
Upgrade Warnings
area.
Changing an Invoice Project to a Standard Project
An invoice project cannot use the content classification or the document separation
feature. To make these features available, the invoice project must be converted into a
standard project. Use the “Save Project As” menu command and check the “Convert
to standard project” checkbox before pressing the “Save” button.
Training Documents for Extraction
An invoice project is created with a set of standard invoice fields and invoice group
locators. The group locators can be trained with document samples, where the
correct extraction results have to be pointed out on the document.
X To add a document as a new sample for extraction for the base class
1 Select Base Class from the Navigation Pane on the lower left.
2 Change to the “Test Folder” or “New Samples” panel by selecting View |
Test Folder or View | New Samples from the main menu (or click the Test
Folder button in the vertical toolbar in the middle of the interface)
If necessary, click Open Test Folder or Open New Samples Directory to open
the folder where the training documents are located ,and select XDocument
(*.xdc) as file type.
3
Select a document to add to the training set.
4
Click “Train for Extraction” from the toolbar, or use F10, to open the Edit
Document dialog box.