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Configuration

To open the configuration of a property, press the gear icon next to it in the list of properties.

The configuration is divided into four tabs:

Press Save the configuration to apply the changes, or Delete to delete the property.

Some options depend on the format and on the extraction mode of the property, so they are not always visible.

General configuration​

Base configuration​

  • Name: the name of the property displayed in the interface. It must be unique within the document type.
  • Format: one of the base formats or intelligent formats.
  • Format specialization: adapts the format to your needs, for example by allowing Italian tax codes in a VAT number, forcing positive numbers or choosing the decimal separator. The available specializations are described with each format.
  • Required value: if enabled, the document cannot be validated until a value is entered, see Required value.

Some formats have additional settings:

  • Regular expression: the regular expression to use.
  • Menu formats: Element configuration, the list of values to choose from.
  • Derived date: Starting date and Derived date Calculation.

AIDA Boost​

AIDA Boost helps AIDA understand the document and find the right value for this property.

  • Instructions for finding the value (optional): tell AIDA what information you want to find in the document and which details help identify it. Add instructions especially if similar data could cause confusion.
  • Exclude this property from AIDA Boost: AIDA Boost is not used to search for the value of this property. Any instructions are kept.

AIDA Boost is not available for the Barcode 1D, QRCode 2D, Protocol and Signature formats, nor for properties with a fixed value.

Advanced configuration​

  • Anomaly handling: Default follows the detection level of the General configuration, Don't block validation keeps the anomalies visible without blocking the automatic validation, and Off stops reporting anomalies on this property. See Anomaly detection.

  • Extraction mode:

    • Learn from document (default): AIDA searches the document automatically and learns with hybrid AI.
    • Fixed value: AIDA uses a value entered by the user or configured, instead of extracting it from the document.

    Properties created with the former Static or Derived modes show them as legacy modes, which are no longer configurable.

  • Default value: the value used if AIDA cannot find the value in the document.

  • Value: with Fixed value, the value assigned to the property.

  • Read-only: with Fixed value, the property always keeps the value set in Value.

  • Extract the value from the filename: with Fixed value and the Generic format, AIDA extracts the value from the name of the file, using the regular expression entered in Value.

  • Exclude: values containing these words are ignored by the intelligent search. Separate multiple words with a comma; upper and lower case are not distinguished.

  • Regular expression mode enabled (Generic format): AIDA learns the format of the value and removes the extraneous text around it.

  • A->B mapping enabled (Generic format): AIDA learns to "translate" the text read in the document (A) into the text taught by the user (B). It cannot be used together with the regular expression mode or the lookup.

  • Apply regular expression to multiline value (Regular expression format): when extracting data from tables, the regular expression is applied to the merged value of all rows instead of to each row.

Property rules​

Rules calculate or set the value of the property starting from other values, and can flag anomalies. Press Add rule and choose:

  • Value Sum, Value Subtraction, Multiplication of values, Division of values: calculations between numeric properties.
  • Value Concatenation: joins the values of text properties.
  • Document Property: uses information about the document, such as the upload date, the number of pages, the file name, the document type, the sender or the subject.
  • Anomaly condition: flags an anomaly when the value does not meet the condition, within an optional Maximum tolerance. With Apply strict anomaly management, the value must be corrected and cannot just be confirmed.
  • Set or copy value: sets a configured value, or copies the value of another property of this document type or of a different one. In the latter case, the most recent validated document is used.

For properties in a table, Calculate result on entire table calculates the result on all the rows of the table.

Properties with rules are marked with the Rule tag in the list of properties.

Additional behaviours​

Configure how the values of the property are captured, validated and transformed:

  • Use global intelligence: AIDA takes advantage of the learning of A.I. and its continuous improvement. Disable it if you want the learning to be based exclusively on your own documents.
  • Available on device: the value can be set directly on the device that is capturing the input, such as a multifunction printer.
  • Request manual validation: the property always requires manual validation, even when AIDA can detect the value automatically.
  • Allow manual input: the user can enter the value regardless of what is in the document, thus ignoring A.I.
  • Expansion behaviour: how the value behaves when you expand the selection to neighbouring values: No change or Add space.
  • Transformations of value (Generic and Regular expression formats): AIDA normalizes the value with one or more predefined rules, such as removing spaces, dashes, periods or leading zeros, changing upper and lower case, or converting ambiguous OCR characters. With Delete text, the text you enter is removed from the value.

Use global intelligence and Allow manual input are available only with the Learn from document extraction mode.

Lookup of values​

The lookup associates the property with a list of values to improve search, autocomplete and data validation: AIDA compares the value found in the document with the list.

Once you enable Enable lookup, new settings are shown:

  • Lookup module: where the values come from.
    • AIDA database: a list created in the Lookup section. Choose the Lookup list (Open list opens it) and, if the list has multiple columns, the Lookup column that contains the values of this property.
    • Relation with other documents: the values of documents of other types, linked by a relation. The tab shows which properties are available through relations.
    • Dolibarr ERP: the values of a Dolibarr ERP.
  • Allow only lookup values: if enabled , this property may only have values in the lookup list. If no valid value is found, this property remains empty. Not available with Relation with other documents.
  • Fuzzy lookup: finds values in the list even when they do not match exactly.
  • Start lookup of other values: enabled by default. The property starts a lookup when its value changes, and updates its value when other properties start one. If disabled, the property only responds to lookups started by other properties.

The lookup is not available for the Protocol format, for properties with a fixed value or with A->B mapping enabled.

Properties with a lookup are marked with the Lookup tag in the list of properties.

Inputs/destinations​

Define how this property is identified in incoming data and sent to the configured destinations:

  • Field name in integrations: the name used to identify this property in incoming and outgoing data, such as JSON, XML and other integrations. If left blank, the name of the property is normally used; some destinations may omit it.
  • Output max length: the maximum length of the value of this property in output. Longer values are trimmed.