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Main Menu of the Template Designer#

The main menu of the Template Designer allows you to see data (calculated by the built-in OCR module) and offers basic actions for creating and processing templates.

No.Interface ElementDescription
1.

​File Menu


Allows you to use basic functions for managing document and template files.
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Allows you to perform basic actions for processing the document.
3.

“Save Template” button

Allows you to save the scanned document, which will be used as a sample when creating a template for recognition by the Robot of a specific type of document.
4.

“Open Source File” button


Allows you to select and open a previously saved scanned document, which will be used as a sample when creating a template for recognition by the Robot of a specific type of document.
5.

“Process Document” button


Allows you to start processing the document based on the selected parameters to display:

  • Anchors,
  • Attributes,
  • Tables,
  • Table Drawings,
  • OCR Blocks,
  • OCR Tables,
  • OCR Lines.
6.

“Check” button


Allows you to visually refresh the template layout after processing the document and making any edits to the template without resending the document for OCR processing:

  • creating/editing anchors,
  • creating/editing attributes,
  • creating/editing tables.
7.

“Add Attribute” button


Allows you to define and mark areas of the document whose data will be recognized by the Robot and imported into the “Results” table.
8.

“Perform Full Scan” button


Allows you to perform a full scan.
9.

“Smart Assistant” button


Allows you to analyze the document and create a template for the document.
10.

“Show/Hide Thumbnails” button

Allows you to show and hide thumbnails.
11.

“Scale” switch



Allows you to set the scale when working with the scanned document.
12.

“Display” menu


Allows you to manage the display of:

  • anchors,
  • attributes,
  • tables and table drawings,
  • OCR blocks,
  • OCR tables,
  • OCR lines in the workspace.