KAPTO Document Template

This piece discusses the KAPTO’s document template feature, exploring its benefits, applications, and practical implementation. By the end of this article, readers can associate a template with a Category. They will clearly understand how KAPTO’s document template feature can improve their document management processes, enhancing precision, efficiency, and accuracy.

By applying templates to the documents, KAPTO can locate and extract the necessary information with high accuracy and speed. This streamlined process eliminates the need for manual data entry and reduces the risk of human error, resulting in a more efficient and reliable document classification system.

Advantages of KAPTO's Template-based Document Classification

1. Improved Precision: KAPTO's use of templates enables the system to identify the location of specific data within a document with remarkable precision. The pre-defined understanding of where information should be located leads to quickly extracting required data.

2. Efficient Document Classification: Reduces the time and resources required to categorise and analyse information. The elimination of manual data entry reduces the possibility of errors.

3. Accurate and Reliable Results: The application of templates eliminates the possibility of human error in manual data entry. This leads to more informed decisions, improved efficiency, and better-informed business strategies.

How to add a Template to a Category

To add a Template to a Category, please follow these steps:

  1. Go to Management > Category
  1. Choose a Document Category
  1. Proceed until Page layout > Template
  1. Click the Edit button to add a new Template  
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  1. If the selected category still needs to be assigned a Template, click the Upload button.

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  1. You can upload the document of your choice from your files to use as a Template.
  1. Now you can edit the uploaded document using the tools available in the toolbar.

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  1. Select the Hot Zone regions and provide a description. Click the Apply button to save.

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  1. When you have created all the Hot Zone you need, click the Save button to save the Hot Zone in the Template.  

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  1. Well done! You have added a Template to a Category. Returning to the Page Layout section, you will see the Template saved.

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