Kofax INDICIUS 6.0 User Manual

Page 73

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Configuration

Getting Started Guide (Classification and Separation)

63

Each document type in the graph (except Unknown Documents) will be
green as it will contain only confirmed and confident documents.

5

Review the number of documents in each type.

You need at least 100 documents of each type (except the Header) in order to
create a configuration. You will not have enough documents in the Tax
Escrow (as the Initial Escrow documents were mixed into this type but were
reclassified as Unknown during cleanup).

Step 6.3: Add More Samples

Having completed cleanup and analyzed your document set in Overview, you may
have determined that you need more samples in order to create an accurate
configuration. There are three methods for adding more classified documents into
Sample Documents:

ƒ

Automatically classify documents of unknown type (that is, documents that
have never been classified or had their type removed during cleanup).

ƒ

Move more documents from the Unused Documents set (documents were
moved into the Unused Documents set during

Step 4: Select Sample

Documents for Configuration

).

ƒ

Import more documents.

Note

Whenever you add or move documents to the Sample Documents set, it is

recommended you repeat cleanup. For an indication of the additional work required,
review the Overview chart.

1

Classify the Unknown documents. The majority of these documents are
Initial Escrows that were originally imported with the Tax Escrow type.

a

Double-click the bar for Unknown documents in the Overview chart.
Browse Documents will open with just the Unknown documents visible.

b

Browse through the thumbnails until you find an Initial Escrow
document.

c

Right click on the document to display the context menu.

d

Select “Change Document Type” to display the Change Document Type
window.

e

In the Document Type box, enter “Initial Escrow”.

f

Click OK.

g

Click OK to the message box.

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