Displayed at the top of the page in Data Manager. Enables you to perform multiple operations: navigate in between documents, delete a document, filter documents, run AI model predictions, import and export documents.
Prev / Next
Navigate in between documents that match the active filter.
In between the two arrows a counter is displayed.
It illustrates the number of the current document out of the total number of documents that match the active filter.
Delete / Recover
Delete or recover a document.
Filter documents. This filter applies to exported data as well. The following options are available:
Run AI model predictions and display the results.
Import a new document to be labeled.
Export labeled data.
The active filter applies to the exported data.
The name of the currently active document.
The username of the currently active user.
Log out of Data Manager.
Logging out also clears the cookies.
Displays the Data Manager help menu.
Enables you to configure the name of the field to be added.
Enter Unique Field Name
The name of the field. Can only contain lowercase letters, numbers, underscore “_” and dash “-“.
Enables you to configure regular and column field.
The content type of a field. The following options are available:
string – appropriate for company names or addresses, as well as payment terms, or for any other field where the RPA developer prefers to build the parsing or formatting logic manually, in the RPA workflow.
number – appropriate for amounts or quantities, with intelligent parsing of the decimal/thousands separators.
date – the model parses, formats and unifies the output in a yyyy-mm-dd format.
phone - appropriate for phone numbers.
id-no – appropriate for alphanumeric codes, numbers of IDs, it is similar to the string content type, but includes cleaning of any characters coming before a “:”. If the id number you need to extract might contain “:” characters, please use string as content type instead, to avoid data loss.
Only displayed for regular fields.
The post-processing mechanism. The following options are available:
first span – if model predicts more than one instance of a field on a given page, the model returns the first one.
largest value – if model predicts more than one instance of a field on a given page, the model return the largest numeric value. This is only displayed for content of type number and is appropriate for Total Amount fields.
longest value – if model predicts more than one instance of a field on a given page, the model returns the value consisting of the longest string of characters.
The shortcut key for the field.
The color for the field.
The data return strategy in case a field appears on multiple pages in a document. The following options are available:
highest confidence - the default choice for string, phone, and number content types.
first occurrence - the default choice for id-no and data content types.
longest string - only displayed for content of type string.
shortest string - only displayed for content of type string.
highest numeric value - only displayed for content of type number.
lowest numeric value - only displayed for content of type number.
Can only be configured for content of type string. All other content types use an Exact Match scoring strategy.
The measure used to determine accuracy when running evaluations of model predictions.
exact match – a prediction is only deemed to be correct (score of 1) if it exactly matches the true value. If it differs by even a single character, then it is deemed to be incorrect (score of 0).
levenshtein – a prediction is deemed to be partially correct according to the Levenshtein distance between the prediction and the true value. If a 10-letter value is predicted correctly except for the last 2 characters, then the score of that prediction will be 0.8.
Select this checkbox for fields which may span across multiple lines, such as addresses or descriptions. Otherwise, only the first line is returned.
Only displayed for column fields.
Select this checkbox if you want this field to be used as a delimiter between line items or rows in a table. Any line on which this field appears is considered to be a new line item or row in the table. Most commonly this is used on Line Amount fields on Invoice line items.
Select this checkbox if you do not want this field to be part of exported datasets.
The Labeling Controls section displays the controls to be used when handling data.
The Document Shortcuts section displays the shortcuts used to perform various operations such as navigation and UI scaling.
The Configuration section displays details about the instance configuration as performed during installation.
The Error Reporting section, enables you to view recently generated logs.