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Creation

The properties are the information that you need to extract from documents.

For example, you might need dates and names from an invoice, or numbers and addresses from a contract, and so on.

AIDA guides you through the creation of properties with a short wizard, so that each property gets the format that best meets your needs.

Creating a property​

To create a new property press New property within the desired group.

The wizard has two steps: General and Format.

General​

Enter:

  • Name: the name under which the property will be displayed in the user interface. For example, a date may be called Document Date or simply Date. The name must be unique within the document type and can be changed at any time.
  • Required value: enabled by default, see Required value.

While you type the name, AIDA tries to suggest the right format with the message AIDA suggests this data format to you. If the suggestion is right, press Create property. Otherwise press Choose another format.

If AIDA has no suggestion, or you chose another format, AIDA asks you what the format of the field you want to extract is:

  • Generic: a generic format that fits most fields. If in doubt, select this one: the property is created immediately.
  • Or choose one of the specialized formats:
    • Text: textual information based on a standardized format, such as a VAT number, an email address or an IBAN code.
    • Number: numeric information such as integers, decimals or financial amounts.
    • Date/Time: time-related information, such as dates and times.
    • Menu: single choice from a list of values.
    • QRCode/Barcode: 1D barcodes and 2D cryptograms.
    • Signature: graphic/manuscript signatures on documents. It requires the Professional plan and the property is created immediately.
note

Signature detection incurs an additional cost: for each analyzed page, 4 extra pages are charged.

Format​

Choose the format best suited to the value you want to extract, among those of the chosen category. The property is created as soon as you click a format.

All formats are described in Base formats and Intelligent formats.

Required value​

If enabled , the property is mandatory and must have a value. If AIDA fails to find a value, the document is not approved automatically and AIDA asks you to check it and enter the value.

If disabled , the property is optional. Even if AIDA does not find the value or the property is simply not present in the document, AIDA approves the document without requiring any further verification on your part.

Modifying a property​

You can change some settings directly in the list of properties:

  • Name: click the name to edit it.
  • Format: choose a different format from the drop-down menu. Intelligent formats are marked with .
  • Required value: enable or disable the toggle.

The Rule and Lookup tags show that the property has property rules or a lookup configured.

To change the position of a property or move it to another group, press to the left of the name and move it with the mouse.

For all the other settings press Advanced property configuration to open the property configuration.

Deleting a property​

To delete a property, press Delete property and confirm.

caution

Deletion is permanent: the property is removed from all the documents being analyzed and archived.