An Intelli-Tag (I-Tag) is a tag - a piece of text that appears in the document, such as Invoice No. or Date - plus a value to set in a field. The tag is searched for in the OCR text of the whole page, with tolerance to OCR errors, and the value is either a search function that locates the data next to the tag or a fixed value. Intelli-Tags are a special kind of OCR trigger that works on the entire page instead of a zone, so they survive changes of layout.
There are two kinds:
Search function Intelli-Tags: after finding the tag, a search function captures the nearest code, date, amount or phrase (to the right, to the left, below or the nearest one), or the text that matches a regular expression. Tags can be plain text with a fuzziness level or regular expressions themselves.
Static value Intelli-Tags: when the tag is found, a fixed value is written to the field. This is how suppliers are identified in masterkey setups: the tag is the supplier tax number or name and the value is the supplier code.
Intelli-Tags are grouped in lists. ChronoScan ships factory lists per language and domain (for example ES_INVOICES_INVOICENO or EN_INVOICES_TOTALINV) and company lists (suppliers, buyers); when the job detects the language of the document the list of that language is used (Creating Language Specific Intelli-Tags). A field uses a list through its Intelli-Tag list property (Data Field Properties).
Each tag has a scope: it belongs to a document type, to a masterkey or it is global. After the document type is detected the tags are tried in that order (type, masterkey, global) and the search stops at the first scope that gives a result. When several candidates are found each one receives a score and the best one wins; the user can pick another candidate with the Intelli-Tag Selection tool, and in masterkey setups that choice is learned for the next documents of the same supplier.
An Intelli-Tag does not overwrite a value read from an OCR zone, typed by the user or set by a script. Values written by generative AI are overwritten or not according to the AI overwrite options of the tag, the job and the station (by default masterkey tags do overwrite, global tags do not).
Where to work with them:
Data Entry tab, Intelli-Tag search mode: Configure I-Tags opens the Intelli-Tag Manager Window for the current list; I-Tag tools shows how the tags are being used.
Administration tab, Databases panel: Intelli-Tag administration, and Import I-Tags from database to create tags from an external table (for example one tag per supplier tax number). Imports can also run from the command line with -intellitagimport.
Masterkey setups use Intelli-Tags to identify the supplier before the document type is detected: see the Masterkey Setup Guide.
NOTE: Intelli-Tags depend on the quality of the OCR text. On low quality documents the results are less consistent; in that case try another OCR engine or replace the Intelli-Tag with an OCR Zone anchored to a trigger.
Intelli-Tag Selection Tool
Whenever there are multiple detections for the same intelli-tag on a document the Intelli-Tag Selection tool will show up when the field to which that intelli-tag is selected or when the intelli-tag itself is selected allowing the user to choose a different result for that intelli-tag. On regular setups that setting will not stick if the document is processed again. To make the new selection stick the user must change to a masterkey setup which is explained here. And here you can find how to setup a masterkey setup.
Search Function Intelli-Tags will look like this. You will see the intelli-tag on the filled yellow box and the search function result highlighted in the blank yellow box and a green line indicating a position trigger.
