Adding captions to PDF master templates

  • 13/03/2026
  • 5 minutter at læse

To improve the recognition accuracy of PDF master templates, you can ask Continia Document Capture to suggest captions for the templates based on captions already used in existing source templates (such as vendor templates). The suggestions can then be added to the fields of the master templates.

As Document Capture uses such customer-specific captions added over time to the standard setup, it's increasingly easier for Document Capture to recognize the fields of imported PDF documents from new vendors – or when a new template is created for an existing vendor –, resulting in greater overall accuracy.

To add suggested captions to master template fields

  1. Search (Search) for and select Document Categories.

  2. To open the purchase document category, select the PURCHASE line (not the PURCHASE code itself) and click Edit on the action bar to open the Document Category card.

  3. On the Templates FastTab, in the list of templates, select the master template for PDF files (PURCHASE-GB).

    Bemærk

    If there's more than one PDF master template in the category and you don't select a specific one, the first one in the list is used by default.

  4. On the action bar, click Suggest Header Field Captions to open the corresponding page.

  5. Do one of the following:

    1. On the action bar, click Create Suggestions > Create Suggestions for all fields > OK in the dialog box that opens.
    2. In the list of fields, select the one you want to create suggestions for and click Create Suggestions on the action bar. In the dialog box that opens, click Create Suggestions for [selected field] > OK.

  6. A number of captions are suggested. Click OK.

  7. In the list of fields, in the No. of Suggestions column, select the number displayed for the field you want to view suggestions for.

  8. In the list of suggested captions, in the Select column, select the checkbox(es) of the caption(s) you want to add to the master template. Click Close to return to the Suggest Header Field Captions page.

    Tip

    If you want to ignore some or all of the suggested captions, select the Ignore checkbox for each caption you want Document Capture to leave out of consideration. Any ignored captions won't be suggested anymore when you run the Create Suggestions routine again in the future.

  9. Repeat steps 7-8 for any additional fields you want to update with suggested captions in the master template.

  10. Do one of the following:

    1. On the action bar, click Update Template and then click Update all template fields > OK in the dialog box that opens.
    2. In the list of fields, select the one you want to update in the master template and then click Update Template on the action bar. In the dialog box that opens, click Update the [selected field] template field > OK.

  11. A number of captions are created. Click OK to close this.

This procedure adds the selected captions to the PDF master template, either for all relevant template fields (step 10a) or for the one you specifically selected (step 10b).

To view added captions

To see the caption(s) you've added using the guide above:

  1. Open the Document Category card (as described in steps 1-2 of the guide above).
  2. On the Templates FastTab, in the list of templates, select the relevant PDF master template and click Manage > Edit to open the template card.
  3. On the Fields FastTab, in the list of template fields, select the one that you'd like to view. This opens the template field card.
  4. On the General FastTab, under Caption, select the displayed caption to open the Edit - Field Captions page.

This displays a list of all registered captions for the selected template field, including the one(s) you've added.

Working with templates
Setting up new template fields