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Tables

Many documents, such as invoices, orders and delivery notes, contain a table with a variable number of rows. With a table, AIDA extracts the values of every row: each row gets its own set of properties, numbered by row.

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Tables require the Professional plan.

Creating a table​

In the document type configuration, in the Properties section, click New table.

AIDA proposes the most common columns: Code, Description, Unit price, Quantity and Amount. Choose which properties to create and which ones are mandatory, then click New table to confirm.

After the table is created, you can add, edit or delete its properties like any other property.

Recognizing a table​

When you analyse a document, the table appears in the list of properties with its first row empty.

  1. Click Recognize table.
  2. Click on the document to the right, at the first row of the table.
  3. AIDA analyses the table and shows the columns it found. For each column you want to extract, click the icon at the top of the column and choose the property. Each property can be assigned to one column only.
  4. If the columns are not right, you can create a new column by clicking on the upper edge of the table where you want to split it, or delete a column separator with .
  5. Click Confirm: AIDA extracts the values of all the rows of the table.

If AIDA does not find the table, click again on the first row of the table.

When you validate the document, AIDA learns the table, so it can extract the rows of similar documents automatically.

Editing rows​

You can correct the rows found by AIDA with the buttons of each row:

  • Add row: adds a row manually.
  • Delete row: deletes the row.

From the menu of a row you can also:

  • Delete following lines: delete all the rows after this one.
  • Search for more rows (last row only): click on the document at the first line after the rows already found, and AIDA will look for more rows.

Table settings​

In the Properties section of the document type configuration, click the icon of the table to change its settings:

  • Union of multiple lines: when a value takes up more than one line of text, such as a long description, AIDA joins the extra line to the previous row. With Automatic management this applies to every column, with Manual: property-based only to the Property that can be multiline, with Disabled never.
  • Require at least one table row: AIDA approves a document automatically only if it finds at least one row. Use it when every document contains the table.
  • Request complete rows: AIDA approves a document automatically only if all the cells of all the rows have a value.
  • Distance between rows in the table, Distance between the table columns and Sensitivity of table end detection: fine-tune how AIDA separates rows and columns and detects where the table ends. Change them only if the table is not recognized correctly.