Model Forms

Use the Form Recognition Models [S4246] screen to add, edit, copy, or delete form labelling models.

Click the image to enlarge

To add model forms:

  1. Navigate to the Form Recognition Models [S4246] screen.

  2. Select the Type: Vendor, Client, or Internal.

  3. Select the entity.

  4. Select the Document Type.

  5. On the screen task bar, click Add.

  6. Enter the desired information.

  7. Click OK.

  8. Click on the Document Keys frame.

  9. On the screen task bar, click Add.

  10. Enter a description and a key value.

  11. Click OK.

  12. Repeat steps 9 - 11 to add more keys.

  13. With the keys added, select the entity type, the entity, the form type, and click Upload Modeling Documents. This will launch Windows Explorer.
  14. On Windows Explorer, navigate to the location where the PDF files for this entity are stored, and select 3 - 10 files.
  15. Click Open.


You have added a new form labelling model. Navigate to the Form Labelling Tool to label the fields on the uploaded forms.


  • To action a previously created item, select the item and click the desired mode: Edit, Copy, or Delete.

  • Once a new model is added, click the Test All Document Keys button to test the documents and confirm that the document records will be created for the correct entity.
  • Use the Status column to review what documents have been tested.
  • Trained Model ID values are generated in the Form Labelling Tool and must then be copied and pasted for the respective form model.

  • While it is not required, to reference the form you created on the respective the model, use the File Picker app under the Filename field.

  • The Regenerate Cloud Project File button deletes the project access file and recreates it with the valid security key that is set on Business Info [S1824]. The work performed on the project is untouched. This process is useful if the project was assigned an old or incorrect security key and you need to restore edit access to the project.

  • Use the Model Fields tab to define expected field formats, such as:

    • If the field is alphanumeric, numeric, or a date. For example: INV-001 would be an alphanumeric invoice number, currency is always a numeric field, etc.

    • The date format. For example, YY/MM/DD instead of MM/DD/YYYY

    • Special characters in that field. For example, recognizing the - from the invoice number to make it recorded in OnRamp as INV-001 instead of INV001.

  • Use the Model Tables tab to add the first column of a table of data to import. With this added, OnRamp will review the model fields and add the correct information to the document record.