2022.2

business requires the application of best practices by all parties involved: Form designer, Workflow
designer and User.
Here we present a list of recommended best practices. Each of these guidelines aim at maximizing the
likelihood that the characters are recognized; and minimize the risk of errors due to an incorrect ana-
lysis.
You will find the following information, when applicable, for each best practice:
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Target: The targeted audience. There are 3 possibilities: Form designer, Workflow designer and
User.
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What: A brief description of the best practice. This could include an explanation of the concepts
that are addressed.
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Why: A brief explanation of the reasoning behind the relevance of this guideline.
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How: How to apply this best practice.
This section describes a list of the best practices to implement. They are listed in no particular order of
importance. Pay attention to the targeted audience to know if this rule applies to you.
Using the Most Restrictive Mask
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Target: Form designer.
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What: In the Capture Options tab of a Capture object, the mask type indicates the type of char-
acter to be recognized. There are 3 possible selections: numeric, alphabet and alphanumeric.
The alphabetic mask type allows you to select the letter case.
The following guidelines are applicable when configuring a PlanetPress Capture object that utilizes
ICR:
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The collected data is expected to be a number, therefore the numeric mask type must be selec-
ted, or
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The collected data is expected to be a letter, therefore the alphabet mask type must be selected,
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If upper case letters are expected, select Upper case in the Case option menu. The captured
characters would be immediately converted to capital letter i.e. the ICR engine will recognize a
lower case a but will display it in upper case.
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If lower case letters are expected, select Lower case in the Case option menu. Same as for
upper case letters, the captured characters would be converted to lower case and displayed as
such.
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