Classic ELS Overview

Information Circle
Important Note

The Classic ELS interface is being phased out. We recommend using the New ELS interface, as it includes the latest features and ongoing enhancements. When creating a new workflow, you can select New ELS as the default extraction engine.

When a document is uploaded to Xtracta, the Engine Learning Screen (ELS) enables users to train the system to extract the correct data. You can access the ELS by opening the document through the workflow's Overview or Indexing tabs. Alternatively, right-clicking on the document provides the option to Process it directly.

Open Classic ELS

Page Bottom Icons

Page Buttons
IconDescription
Search Icon
Search: This field can be used to search the document for specific information or words. Any text/word typed in this field will be highlighted if present in the document.
Document ID
Document ID: After being uploaded to Xtracta, documents will have a unique ID, which will be shown in this field.
Page Count
Page Count: If the document has more than one page, this icon shows how many pages it contains.
Sizing
By using these icons, it’s possible to display document pages as thumbnails or fit the document to the available viewing area.
Magnifier
Zoom In / Zoom Out: Allows the user to zoom in and out of document pages.
Turn
Rotate Page to Left and Right: Allows the user to rotate the document pages left and right.
Delete Page
Delete Page: This icon will delete the currently opened page of the document.
Show Deleted Pages
Show deleted pages: After a page is deleted, this icon can be used to see the deleted page. It will be shown as a page highlighted in red.
Download PDF
Download original page: Allows the user to download the document.
Open New ELS
Open Document in the New ELS: This icon in the classic ELS opens the current document in the New ELS.

Data Extraction Tab

The data extraction tab is on the right side of the screen and presents all the fields created in the workflow. This tab can be used to check the information captured by Xtracta and, if required, change it.

Data Extraction Tab

Fields

ImageField TypeDescription
Single Field
Single FieldStandard fields are displayed individually. Their values can be extracted automatically by Xtracta, entered by a user, selected from the document, populated by default, or modified using validation or Strip and Replace rules.
Field Group
Field GroupGroups related fields separately from other fields. These fields can be groups of information like Supplier Details, Customer Details, Invoice Details.
Repeating Field Set
Repeating Field SetCommonly used for line ltems. Multiple repeating field sets can be created if required. All fields added for this set will be shown as a line that can repeat.

Data Extraction Bottom Icons

IconDescription
After Action
After Action 2
After Action: Once the document has been reviewed, the “After Action” button allows the user to select “New” to move to the next available document to process or “Exit” to return to the dashboard.
Ignore Soft Rules
Ignore Soft Rules: This tick box will only appear if your workflow has any soft rules applied to its fields. By ticking it, all the soft rules will be ignored and it will be possible to output the document even without providing data required by those fields.
Output
Output: By outputting a document, the extracted information from the document is also sent to the AI learning pool as training data and Xtracta will learn from this document.

Save, Skip, and Other Actions

IconDescription
Save
Save: For long documents or to pause a training process, it is possible to save the progress made on the document and then continue at another time. This option does not trigger learning.
Skip
Skip: Allows the user to skip the document without saving any changes.
Reassign
Reassign: If the document is not in the right workflow, it’s possible to send the document into a different workflow by using this icon.
QA
Send to Quality Assurance: Sends the document into the QA Queue.
Reject
Reject Document: Sends the document into the Rejected queue, for review and correction.
My Files
Send to My Files: Sends the document into the My Files queue, for the user who performed the action.
Save and Learn
Save and Learn: This option will save the current progress and Xtracta will learn from it.

Document Information Tab

This tab displays the Class and Design information of the document, which confirms that the workflow has processed at least five documents of that type. The workflow will not be able to accurately extract data without a class and design.

Document Information

Rejection Notes Tab

This tab will only be displayed if the document was rejected at any point, and it will display all rejection reasons, the user who rejected the document, and any manually entered rejection notes (for manual rejection, the user rejecting the document has the option to manually type that).

Reject Notes