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Form Training Tool - Custom Models screen is are used to train documents . It this screen, user and to map the fields that are needed to be scannedcreate transactions in i21.

Pre-requisites:

  1. Set the IDP Default Settings Setup any default values you want to include - IDP Default Settings
  2. Create a Folder Path and add documents documents - Form Training Tool - Form Training Documents

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How to Create Custom Models

1. From From the IDP module, click Custom Models.

2. The Form Training Tool screen will appear.

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3. Click the Use Custom to train a model with models labels and get key value pairs

4. Click New Project

5. Fill up Enter all the required fields and click Save Project

  • Display Name - The project name.
  • Folder Path - The folder path of the documents
  • Form recognizer service URI - The Endpoint URI provided by iRely
  • API Key - The API Key provided by iRely
  • Description - The project connection description.

6. All documents from the entered Folder Path will now display on the created project.

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7. Map the following tags

  • TransactionDate
  • Tax
  • Subtotal
  • Total
  • InvoiceId
  • Items

8. Go to to the Train menu

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9. Enter the Model name and click the Train button

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10. Created The created Model will now display on the Model Compose menu

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