Creating templates to apply to PDF files

Required dataset permission: Edit dataset settings

A dataset might contain multiple files that have the same structure, such as a set of scanned-in forms.

Instead of adding the same manual overrides for each file, you can use a PDF file in the dataset to create a template that you can apply to other PDF files in the dataset.

When you edit a PDF file, you can apply a template.

Creating a PDF template

To add a PDF template to a dataset:

1. On the Dataset settings page, under PDF Settings, click PDF Templates.

PDF Templates option on the PDF Settings section of the Dataset ssettings page

1. On the template creation and selection panel, click Create a New Template.

Panel with option to create a PDF template

1. On the template details page:

   1. In the Name field, provide a name for the template.

   2. From the file dropdown list, select the dataset file to use to create the template.

   3. Add the manual overrides to the file.

PDF template details panel for a new template

1. When you finish adding the manual overrides, click Save New Template.

Updating an existing PDF template

When you update a PDF template, it affects any files that use the template.

To update a PDF template:

1. On the Dataset settings page, under PDF Settings, click PDF Templates.

2. Under Edit an Existing Template, select the template, then click Edit Selected Template.

3. On the template details panel, you can change the template name, and add or remove manual overrides.

Template details panel for an existing template.

1. To save the changes, click Update Template.

Managing the manual overrides

Adding a manual override

On the template details panel, to add a manual override to a file:

1. Select the type of override. To indicate to ignore any automatically detected values in the selected area, click Ignore Redactions. To indicate to redact the selected area, click Add Manual Redaction.

2. Use the mouse to draw a box around the area to select.

Tonic Textual adds the override to the Redactions list. The icon indicates the type of override.

Navigating to a manual override

To select and highlight a manual override in the file content, in the Redactions list, click the navigate icon for the override.

Redactions list of manual overrides with a navigate icon highlighted

Removing a manual override

To remove a manual override, in the Redactions list, click the delete icon for the override.

Deleting a PDF template

When you delete a PDF template, the template and its manual overrides are removed from any files that the template was assigned to.

To delete a PDF template:

1. On the Dataset settings page, under PDF Settings, click PDF Templates.

2. Under Edit an Existing Template, select the template, then click Edit Selected Template.

3. On the template details panel, click Delete.