Auto Annotation

Note: This process requires the purchase of a Quick Fields add-on.

Auto Annotation automatically adds Laserfiche annotations to text that fits a certain specified pattern. The annotations will be applied to an image document and its associated text, or to the text associated with an electronic document (but not the electronic document itself). Auto Annotation can be used in Pre-Classification Processing, Page Processing, or Storage Processing.

Note: Auto Annotation requires text associated with an image or electronic document. You may need to configure OCR or Text Extraction before Auto Annotation.

Example: Alice is processing letters that may contain social security numbers somewhere in them, but the social security numbers may not be on all documents and will probably be in different locations on each letter that does contain them. She configures Auto Annotation to look for a pattern of digits and dashes that fits social security numbers, and to redact all instances that match that pattern.

To configure Auto Annotation

1. In the Session Configuration Pane, select the stage of processing where you want to use Auto Annotation.
2. In the Tasks Pane, select Auto Annotation. Under More Options, you can select Wizard to display more information about each property or Skip Wizard to display the properties all at once without additional information.
3. Page Range: When configuring this process in Page Processing or Storage Processing, you will be prompted to specify a page range. In other stages, default settings will be automatically applied.
4. Annotation: Select a type of annotation. Annotations available in Quick Fields have the same properties as the same annotations applied in the Laserfiche repository.
• Redaction
• Highlight
• Strikethrough
• Underline

For each annotation type, you can click Set Color to change the color or create a custom color.

5. Text to Annotate: When you click Add Annotation..., the New Annotation dialog box will appear.

   • Specify a name for the annotation that will help you remember its function when reviewing the session later.
   • Specify the text to annotate. You can specify text—for example, if you want to highlight a particular word. You can also select the pattern button to use pattern matching expressions to annotate any text that matches a particular pattern (such as a social security number). Select Test... to enter a sample value and see whether the regular expression works.
   • Specify a description that will help you remember the purpose of the annotation and the regular expression when reviewing the session later.
   • Click OK.
   • When you click on the summary of the annotation, the Edit Annotation dialog box will appear and you can modify any of these settings.

6. Annotation Expansion:

• When Expand regions is selected, the annotation will become slightly larger. This can help with information security by helping ensure redacted data is fully covered.
7. Optional: To preview how this enhancement will affect scanned images and OCRed or extracted text, test processes. For the best results, add a custom sample image before testing. Adjust and test until you are satisfied with the results.