Zoom Fields

Zoom fields are designed to speed up the process of verifying or manually populating data in a field. When a field is assigned a zoom field, the Display Pane will zoom to a specific region on a page whenever a user places their cursor in that field.

Example: After documents are processed, Jane reviews them for quality assurance. Part of this process includes verifying that a social security number has been successfully extracted from the document and entered into a field. Since this data is always located in the top right portion of the page, Jane creates a zoom field. When Jane places her cursor in the corresponding field in the template, Quick Fields 8 will automatically zoom to the portion of the page that contains the social security number.

Note: Zoom Fields are only available for imaged documents.

To create a zoom field

1. Right-click a document class and select Manage Metadata.
2. In the Manage Metadata dialog box, select a field.
3. Click Zoom.
4. In the Configure Zoom Field dialog box, under When the field is selected, under Go to page you can specify the page that contains the region Quick Fields 8 should zoom to. If you select Stay on selected page, Quick Fields 8 will stay on the page the operator is currently viewing.

   Note: If the specified page does not exist in the document, Quick Fields will stay on the current page.

5. Under Highlight the image when zoomed, specify whether the zoom region should be highlighted. This feature enables you to visually distinguish the zoom region from the rest of the page. Select one of the following options.
   
   
   • Transparent: No highlight will appear.
   • Highlighted with this color: Select a pre-defined highlight color from the drop-down list or select Choose a color for more options.
6. Under Zoom to this region, manually enter coordinates for the region. In most cases, it is easier not to configure specific coordinates and to define the region by dragging and dropping the zone on the image. Ensure the Enabled option is selected if you want to drag or drop the zone.

   Note: If Enabled is not selected, the zone will not be visible on the image. If this option is selected, the zone will appear on the image. Each zone's corresponding field name will appear inside the zone.

7. Click OK to close the Configure Zoom Field dialog box.
8. If necessary, create additional zoom fields.
9. Click OK to close the Manage Metadata dialog box.
10. Zones will appear on the image. If necessary, drag and drop them as you see fit. You can also increase/decrease the size of the zone using its black resize handles.

To modify a Zoom Field

1. Right-click on the image in an area that does not contain a Zoom Field.
2. Select Zoom Fields....
3. Select the name of the field
4. Select Edit... or Delete... and modify the field accordingly.

To use Zoom Fields

1. Configure zoom fields or open a session that has zoom fields configured.
2. Scan documents.
3. Select a document using the mouse or keyboard shortcuts.
4. Select a field that has been configured with a zoom field.
5. The image will zoom to the configured zone. Review or edit the information in the field as needed.