Step 2: Preparing Files
Once the files are loaded, following the instructions from Step 1: Loading Files, the Prep tab is automatically enabled, allowing the user to interact with the uploaded files to prepare them for inspection.
Reminder: The inspection process goes through three stages:
1. Prep
2. Results
3. Report
Prepare your files for inspection
The tools in this section allow users to mark up their files for partial or targeted inspections, limit the file comparison to a specific number of pages and enable additional inspection types like Processing Flattened Text (OCR), Spell Check, and Zone Graphics.
*Point 8. is shown later on a sub-screen.
Process Flattened Text - OCR tool
This feature can be particularly useful with scanned documents.
The 4. Process Flattened Text is useful whenever there is no instantly identified text in the document meant for inspection.
The user may decide to run OCR on Source, or the New file, or both.
In such cases, a warning message will show indicating that either OCR can be run or only a graphical inspection is possible.
Once OCR is run on either the Source or the New, but not both files, another warning message will highlight the difference in nature, as such either requesting another OCR or a graphical inspection to proceed.
To be able to proceed with a text-based inspection, OCR needs to be applied on both files.
Once both files have OCR applied to them, the identified text will be highlighted in green.
OCR is currently supported solely for Latin languages.
Zone Text
The 5. Zone Text tool is used to perform partial or targeted inspections. The user can specifically include sections of a given document in Text inspections (excluding all other text) and compare them directly to the corresponding portions in the other panel.
To create a Zone:
Click the
Zone Text
icon.Choose between
Text Select
orMarquee
.Text Select: As you draw the bounding box, the text selected will follow the reading order of the document.
Marquee: The text selected will be restricted to the bounding box you create by drawing your selection.
Click and drag the cursor over the desired text in the Source panel. If the selected text exists in the New panel, it will automatically be matched and highlighted.
Note: Automatic text detection on the New file only works when using Text select.
Once the matched text is highlighted in the New panel, click Confirm if deemed acceptable, otherwise, click 1
Set Manually
to select a different area and 2 Accept.
You can create multiple Zones as needed. Each Zone is numbered automatically following the order in which it was selected.
Note: If multiple matches are made when zoning an area in the Source file, the user can click on 3 Next Match
or 3 Previous Match
to navigate through each option until they choose the right one.
To modify/delete Zone:
To delete a Zone, click on the Zoned text in the Source panel then click 1
Delete
.To adjust the area selected, drag the corners of the Zone over the desired text.
To modify an existing Zone, click on the Zoned text in the New panel then click 2
Unmatch
.
Repeat the process until you match the desired text on both panels.
Select
Clear All
to clear all markups.
We invested in optimizing Zoning and Ignore Text tools by providing fixes for rotating/selection inspections.
Ignore Text
Ignore Text (button 6) allows you to cross out any text you want to exclude during an inspection. The selected text is crossed out in red.
To use Ignore Text:
Click
Ignore Text.
Click and drag the cursor over the text to be excluded in either the Source or New panel.
To modify/delete Ignored Text:
To apply the cross-out to other pages in the document, click 1 Apply to All Pages
To delete ignored text, click on the crossed-out area, then click 2 Delete.
To adjust the crossed-out area, drag the corners of the selection over the desired text.
Select
Clear All
to clear all markups.
Note: Multiple selections can be made.
Warning: Ignore Text and Zone Text cannot be applied together. Only one text tool can be used at a time.
Zone Graphics
Zone Graphics (button 7) allows users to perform an inspection of the embedded images in the uploaded documents. The results are displayed as a flashing overlay of the Source and New file.
Automatic matching of graphic zones is possible, which is especially useful for identifying areas that are already matching automatically.
Manual intervention using Zone Graphics is still possible, especially when the two documents differ in page length, dimension and layout. The Auto-Match functionality provides a base for graphics inspection that can be specified further with manual tools for zoning special areas.
Using Manual Zone Graphics:
Click the
Zone Graphics
icon.Click and drag the cursor over the desired image.
To adjust the selected area, drag the corners of the selection over the desired image.
Select 2 Confirm to accept the selection or 2 Delete to make another selection in the Source file.
Once confirmed, the equivalent region on the New file gets highlighted automatically.
If the right area is selected, click
Confirm
.
Shifted Graphics
In the case that the artwork is not in the same location as the Source file, use Shifted Graphics.
Click
Shifted Graphics.
Place your crosshairs to mark your first anchor points on the Source file.
Note: When doing this, select an easily recognizable area in the artwork on the source file that you can find in the new file (like a corner)
Place the crosshairs in the same place on your New file.
The match is made automatically.
Note: Use the zoom feature to get a better look in order to place the crosshairs. Use the space bar to switch from crosshairs to panning.
You can Zone multiple images as needed. Each image Zoned is numbered automatically following the order in which it was selected.
To Delete Zoned Graphics:
Click on the Zone created in the Source file then click Delete.
Select
Clear All
to clear all markups.
Scaling Graphics Inspection
This tool allows users to inspect artwork regions that vary in scale in a graphical inspection. It provides the possibility of manual scaling when the size of the artwork to be compared is not the same size on the Source and the New file.
Below we can see an example of such a situation: the two documents have the exact same logo, but they differ in scale.
The process of inspection is comprised of two steps:
Creating the scaling graphics inspection zone:
Click on the 7. Zone Graphics button, whereas a system message pops up to help us,
Select the required graphical object on the Master file and confirm it,
The selection will be drawn automatically on the Sample file. Once again, the system will support us with a message, to confirm or edit the selection,
As it is a scaled image of the original, you need to draw around the actual image, whereas a new dropdown is available allowing users to select the scaling function and select both images to be compared to match the size.
Select
Scaled Graphics
and confirm it, in order to proceed with the inspection,Draw the proper selection on the Sample document, and confirm it with the tick,
Once accepted, click
Inspect
.
Possible Warning message: in case the two selected zones are not proportionate to one another, a warning message will pop up.
The message is an aspect ratio error warning, but it can be ignored in order to continue with the inspection by clicking on
Continue
,In case the graphic zone should be reset, click on
Review Graphic Zones
and the app will go back to drawing the graphic zones again.
The results are presented on Step 3: Viewing the Results page, under the Interpreting Certain Difference Types section.
Note: Enabling Full Page Graphic Compare will overwrite and remove all existing graphic zones.
Clear All
Click 8. Clear All to remove all markups (Zone Text, Ignore Text, and Zone Graphics).
Note: Clear All
button is disabled unless you use one of the markup tools (Zone Text, Ignore Text, and Zone Graphics).
Text Inspection
With 9. Text Inspection ticked, Verify will perform a word-based inspection, whereas the identified text is compared in both documents.
This will not perform a language-based spelling check. For that, please refer to the section below.
Spelling Inspection
With 10. Spelling Inspection enabled, Verify will flag spelling errors that exist in your New document.
Check the
Spelling
box.
Select the right language from the dropdown. It is also possible to apply custom dictionaries on top of the language setting, as such multiple dictionaries are used on the same document
Custom dictionaries allow Latin special characters (i.e. accented vowels) as well.
Once all relevant dictionaries are selected, they will appear in the list as applied dictionaries
Results will display after you click
Inspect
.
Note: Custom dictionaries can be applied by users, but cannot be modified by the user. However, users have the possibility to propose additions to dictionaries while reviewing the inspection results. Admin role is required though for custom dictionary modification/creation.
Graphics Inspection
When checked, 11. Graphics inspection allows for a full page graphic comparison to be performed on all the pages available in the uploaded documents.
This inspection is fully automated, and is available at all times. No manual intervention is required to select zones, but rather these areas are created automatically by Verify. Furthermore, the software will list automatically identified possible graphics differences.
Warning: You are unable to create graphic zone once the Graphics inspection is enabled.
Barcode Inspection
With 12. Barcode inspection checked, Verify will analyse available barcodes in the New/Sample inspected document as well. This feature can be enabled easily and it will perform the identification and grading of all barcodes available in the document.
Note: The inspection is performed solely in the Sample document, as such the Barcode annotation/details description will be listed for the New document only.
Braille Inspection
With 13.Braille Inspection checked, Verify will analyse available Braille areas in the New/Sample inspected document as well. Once selected, the language selection will be prompted on the screen.
Braille inspection is available for 43 languages.
Note: in case no Braille area is found, the following message will pop up on the screen.
Layers & Spot Color Controls
14. Layers & Spot Color Control allows the breakdown of all layers and colors identified in their uploaded files. It is possible to select or hide any combination of the relevant layers and colors to be considered in an inspection.
The functionality will show whether the layers and colors were identified through the control, i.e. in the example below only spot colors were identified, and no layers.
Users can now show/hide spot colors (separations) in the Prep tab. Graphics inspection will be affected by visibility on the spot colors (meaning that only visible spot colors are inspected).
When both files have layer & spot control enabled, both should have the same applied layers for an optimal inspection.
All selected layers and spot colors are shown white, whereas hidden/non-applied layers and spot colors are shown as gray.
Page Selection
15. Page Selection allows users to include or exclude pages from a multi-page document when running an inspection. The options are Inspect All Pages and Page Range.
Inspect All Pages
Every page in the document gets inspected.
Page Range
Allows the user to limit the inspection to the indicated pages of the Source and New files by entering the range of pages desired.
Inspect
While in the Prep tab, click 16. Inspect
to run an inspection. Once completed, the inspection results will be displayed in the Results tab.
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