Zones

This function automatically extracts text contained in the configured zone of the documents.

It is possible to narrow down the data extraction to specific content within the document with the content filter and the page filter,The data type should be selected and a unique Data ID should be assigned to the extracted information, serving as an identifier for subsequent workflow use and as a label in the validation interface.

To ensure accuracy when configuring the zone in the admin settings, it is recommended to use a scanned copy of the digital document as printing the digital document may result in changes to its size or margins.

Details of settings:

Setting	Description	Options
Sample Document	Upload sample document(s) to specify the zone.	Upload the documents to configure the zonal texts. Note: When configuring Zone and Blank Page Removal together, please make sure that the sample document for Zone does not include any blank pages. The page numbering may become misaligned if you include blank pages.
Zone Setting	Configure the zonal cordianates for the extraction. Page number will be applied automatically to the setting.	+/- buttons: Document can be zoom in and zoom out Page: Select the page from which you want to extract text Search from All Pages: When this box is checked, the first value found in the specified zone of all pages will be applied Found data preview: Text detected in the selected zonal section.
Content filter	Allows filtering key-value pairs.	Can filter using: Off: no filtering Beginning with: only value starting with the specified string. Ending with: only value ending with the specified string. Containing: only value containing the specified string. Not containing: only value not containing the specified string. Match regular expression - Full Text: only returns a result if the entire text within the selected zone matches the regular expression. Match regular expression - Sub Text: only returns a result if the selected substring matches the regular expression. By default, it returns all matching substrings, separated by commas. If the user selects the first match, only the first match will be returned.
Data Type	To restrict the search to a specific data type.	The type can be: Text Number Date
Data ID	ID for using the extracted data in the input fields of other functions. You can leave it as the default or change it to an original ID that is easier to identify.	Any string except “%”.
Input Method	Choose how to define the list of acceptable values for this field. Only available to configure on Text or Number type fields. For other types, Use extracted value directly will be used.	Select from List: Define a list of predefined options. The AI will attempt to match the extracted value to the closest option in the list. Users can also manually select from the list. Use extracted value directly: The AI extracts the value directly without matching against a list. Users can provide values freely.
CSV file for lookup (Select from List only)	Import multiple values at once from a CSV file. The CSV file should contain one value per line (or comma-separated values on a single line). Note: Importing a CSV will overwrite all existing values in the list. Supported format: `.csv` files.	Supported format: `.csv` files with values separated by commas or line breaks.
List values entry	Add individual values to the list one at a time. Values are validated based on the field's data type (text or number).	Text fields: Enter any text value. Duplicate values are not allowed. Number fields: Enter values in US format (1,234.56) or European format (1.234,56). Values can be reordered using ↑↓ arrows or removed with the × button.
Allow users to manually enter text not listed in the options.	Controls whether users can enter custom values not in the predefined list.	Checked (Open List): Users can select from the list OR type their own custom value in a text input field. As the user types, the list dynamically filters to show only matching options. Custom values entered by users that are not present in the list are marked with a yellow indicator. Unchecked (Closed List): Users can ONLY select from the predefined values in a strict dropdown menu. No custom input is allowed. If the AI extracts a value not in the closed list, it is marked with a red indicator, and with an AI Added suffix displayed.