Kofax Getting Started with Ascent Xtrata Pro - Manual (Page 61)

Chapter 2
42 Ascent Xtrata Pro User's Guide
2
Click the Templates label on the navigation panel to switch to the template
working mode.
3
From the menu select Project | Add Template. A new template is created in
the list of templates.
4
Use the context menu of the new template to rename it.
To be able to classify documents using this template, you have to specify one or more
sample documents.
X To add sample documents to a template
1 Select the appropriate template in the list of the templates.
2
Select a document from the Test Folder or New Samples panel to be used for
the classification training.
3
Select the desired document and click the “Add to training set of selected
class” button from the toolbar.
4 Select “Use for layout classification” from the context menu.
5 Click Yes if prompted to add image classification support to the project.
Test and Optimize an Invoice Project
To optimize the project, you can either:
• Add locators or change locator settings within the locator properties dialog
boxes. For further information see Extraction – Managing Locators.
• Add additional documents to the training set. You can either add
unprocessed documents or documents that were not processed correctly and
returned from Ascent Xtrata Pro Validation.
• Add documents as templates. You can either add unprocessed documents or
documents that were not processed correctly and returned fromAscent Xtrata
Pro Validation.
Note
When you add, delete or rename fields, you have to synchronize them
with the corresponding Ascent Capture fields with the Ascent Xtrata Pro
Synchronization tool.
For changes concerning training sets or templates, you need to retrain the project by
selecting Project | Train Project from the main menu.