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Document Understanding 活动

上次更新日期 2026年4月22日

使用分类站点

The Classification Station enables you to perform, review, and correct, document classification information. Once opened, it presents any classification information along with the file being processed. The classification station acts as a human validations tool which allows you to assign document types to any file that you want to process, for any subset of pages within the files.

Figure 1. An overview of the Classification Station, where a sample document is classified

“分类站点”概览,示例文档在此进行分类

文档视图部分

分类站点的右侧区域包含原始文档的交互式版本,可以在其中选择文本或文档部分,并且可以根据数字化流程的输出单击文字。 此区域还包含用于“放大和缩小”、“选择和旋转”页面、“搜索文档”或“切换到文本视图”的选项。

Figure 2. Overview of the interactive area of the Classification Station, where you can select parts of the document

“分类站点”交互式区域概览,您可以在其中选择文档的某些部分

下表显示了分类站点屏幕右侧区域的可用选项及其说明。该区域允许您与文档交互并选择文档的各个部分。

Table 1. Available options for interacting with the document in the Classification Station and their descriptions

选项

描述

更多选项 显示分类站点支持的所有可用键盘快捷方式,其中可能包括以下快捷方式:
  • 键盘快捷方式 - 键盘快捷方式;
  • 从左到右切换 - 将面板侧从左侧切换到右侧。
图像视图 在文档的文本视图和图像视图之间切换:
  • 图像视图 - 图像视图;
  • 文本视图 - 纯文本视图。

文本

Note: Active only when the Text only view option is active

在文本视图中设置选择模式,包括以下选项:
  • 文本 - 文本;
  • 令牌 - 令牌。
令牌 在图像视图中设置选择模式,包括以下选项:
  • 令牌 - 令牌;
  • 自定义区域 - 自定义区域;
  • 根据所选项选择 - 选中后选择。

rotate

顺时针旋转当前页面。

搜索

在分类站点使用的文档结果之间启动搜索。

重置缩放比例

重置文档的缩放级别。仅当存在先前已放大或缩小文档的情况,才启用此选项。

放大 放大文档。
缩小 缩小文档。

备注:

To zoom in or out, you can also use the CTRL + scroll mouse wheel combination : CTRL+scroll up to view a specific section of the document; CTRL+scroll down to view a larger section of the document.

文档分类部分

分类字段受分类的影响,它们为您提供三种可能的情况:

  • 如果针对文档给定部分提供的分类信息正确无误,则无需对该字段执行任何操作。
  • 如果提供了部分文档的分类信息,但这些分类信息有误,则可以更正与该页面范围相关联的文档类型。
  • 如果没有针对文档给定部分提供分类信息,则可以将其保留为未分类,或为其选择正确的文档类型。
  • 如果针对文档给定部分(已分类或未分类、正确或不正确)提供的页面范围不完全准确(缺少页面或有额外页面),您可以通过将页面移至上面或下面部分来加以更正。

On the left side of the screen you can see all document types within the file. You can select the desired document type (that has been previously defined in Taxonomy) for any given page range of the document, from the document type dropdown list. Hover over the page, select Options, and then select the document type from the dropdown list.

Figure 3. Selecting the document type from the dropdown list

从下拉列表中选择文档类型

Select Options options for the document type to view the dropdown menu with the following options available:

  • 添加引用 - 可以添加引用,以支持用户执行的文档类型选择。

    备注:

    A reference is a token or collection of tokens in a document that can be used as keywords to identify the class of the document. References selected by the user are added to the Keyword Learning file through the Train Classifier Scope.

    Figure 4. The action of adding a reference and highlighting the reference

    添加引用并高亮显示引用的操作

  • 删除引用 - 删除先前为给定文档类型部分添加的引用。

    Figure 5. The action of removing a reference

    删除引用的操作

  • Change reference - Changes the reference to a new one, in case a reference already existed. Select Change reference, and then select another part of the document.

    Figure 6. The action of changing a reference

    更改引用的操作

  • 上移所有页面 - 将整个页面部分上移至先前定义的文档类型,除第一个部分以外,所有部分的“选项”均处于活动状态。使用此选项将删除您正在操作的部分,从而将该页面范围与上一个页面范围统一。

    Figure 7. The action of moving all pages up

    上移所有页面的操作

  • 下移所有页面 - 将整个页面部分下移至下一个定义的文档类型。除最后一个部分以外,所有部分中的“选项”均处于活动状态。使用此选项将删除您正在操作的部分,从而将该页面范围与下一个页面范围统一。

    Figure 8. The action of moving all pages down

    下移所有页面的操作

其他分类选项

  • 拆分文档 - 标记新文档类型的开头,在此完成选择后将其移动到新文档类型部分的下面。

    Figure 9. The action of splitting a document

    拆分文档的操作

  • Drag and Drop - If the EnablePageReorder property is disabled, then this allows the rearrangement of pages between sections. Pages can be rearranged with the Drag and Drop option only if the order within a document is kept (page numbers should be consecutive). Drag and drop pages in the document to rearrange them.

    Figure 10. The action of rearranging the pages of a document

    重新排列文档页面的操作

  • Reorder pages - Drag and drop pages within the same document to reorder them. This option is available only if the EnablePageReorder property is set to True in the Present Classification Station activity.

    Figure 11. Reorder pages within the same document during classification

    分类期间对同一文档内的页面重新排序

  • Remove reference - Removes a reference from a specific page. Select More Options on the document page and then Remove reference.

    Figure 12. The action of removing a reference

    删除引用的操作

  • Highlight reference - Highlights the reference from a specific page. Select More Options on the document page and then Highlight reference.

    Figure 13. The action of highlighting a reference

    高亮显示引用的操作

键盘快捷方式

There are many keyboard shortcuts that can be used to optimize the human interaction with the Classification Station. We encourage you to use them as much as possible. These can be reviewed in the Keyboard Shortcuts pop-up.

To start using keyboard shortcuts, go to More options, select Keyboard shortcuts, and then select Toggle keyboard shortcuts.

以下列表显示了可用的键盘快捷方式及其相应的说明:

  • 分类
    • n: Moves to the next field;
    • p: Moves to the previous field;
    • s: Splits after the selected page;
    • h: Highlights the group reference;
    • a: Adds/changes a reference;
    • DEL: Removes a reference;
    • m + upward arrow key↑: Moves all pages above;
    • m + downward arrow key ↓: Moves all pages below;
    • left, right arrow keys ←→ + downward, upward arrow keys↑↓: Navigate through pages
  • Document:
    • d +: Zooms in;
    • d -: Zooms out;
    • d 0: Resets zoom;
    • d r: Rotates the page clockwise;
    • d t: Toggles the text mode;
    • d s: Changes selection mode;
    • d a: Clears the drawn anchor selection;
    • /: Initiates a search.
  • Accessibility:
    • left, right arrow keys ←→ + downward, upward arrow keys↑↓: Navigate through words, and create or more area selection;
    • Shift and downward, upward, left, right arrow keys: Resize area selection;
    • Enter: Confirm area selection;
    • PageDown Page Up: Next or previous page;
    • ESC: Deselect all;
    • Alt p: Toggle PDF Viewer focus.
  • General:
    • ?: This screen;
    • !: Report document as exception;
    • CTRL ENTER: Save classification;
    • CTRL DEL: Discard all current changes.

与分类站点中的文档交互

如果您的用例需要高亮显示您正在审核分类的每个页组的选定文档类型,则您可以使用可用选项。

要使用图像视图中的“自定义区域”选项选择文档的一部分,请执行以下操作:

  1. Ensure that Image view is selected.
  2. Select Tokens and then select Custom area.
  3. 在文档中选择所需区域。
  4. Go to the document's more options on the left side, and choose if you want to Change reference or Remove reference.

Figure 14. Animated image showing how use the custom are selection in image view

显示如何在图像视图中执行选择的动图

Similarly to how you select a part of the document using the custom area option within the image view, you do the same within the text view. The only difference is that you ensure that Text view is selected.

Figure 15. Animated image showing how use the custom are selection in text view

显示如何在文本视图中执行选择的动图

数据确认和验证

“分类站点”底部有以下三个选项,用于确认或放弃更改:

  • Discard changes: Discards all changes done by the user and reverts to the initial state of the validation task.
  • Save: Saves the confirmed, corrected data.
  • 异常异常:将文档报告为异常。

Document Understanding 集成

The Present Classification Station activity is part of the Document Understanding Solutions. Visit the Document Understanding Guide for more information.

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