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Add Transcription Rules

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You can create a transcription rule on the Workbench tab in DocAccess. This allows you to specify how content or formatting is applied in all of your documents, or for specific document types. For example, you can add a rule regarding how your logo should be described in alt text.

Who can use this feature?

Administrators

Instructions

  1. Log in to the DocAccess website

  2. Navigate to the Workbench tab
    Workbench settings page showing options for managing transcription rules and document editing.

  3. In the Transcription Rules section, click + New Rule
    Interface showing transcription rules with a button to add a new rule.

  4. Fill out the fields:
    Instructions for creating a transcription rule in a document management system interface.

    • Rule Name: Add a short name for the rule (such as Ensure Logo Description).

    • Description: Add a description of what the rule does.

    • Rule Type: Select a type from the drop-down

      • Adjust Content: Modify how content is described in alt text, headings, and transcriptions.

      • Adjust Formatting: Adjust visual styling such as alignment, spacing, and table formatting.

      • Adjust Functionality: Modify interactive elements such as forms. Use with caution.

    • Transcription Agent Instruction: Add instructions for the transcription rule (such as, whenever encountering ACME's logo, please be sure to describe it as an Eagle and a Sphere in alt text).

    • Detection Criteria: Describe when this rule should automatically apply. During preprocessing, DocAccess evaluates this condition against the document. If left blank, this rule will only apply when explicitly enabled.

    • Apply To: All documents will be selected by default. To modify, uncheck the box and select the Document Types you want to apply the rule to.

  5. Click Save Rule
    Dialog box showing options to apply rules and save changes in a document.

  6. Toggle on the rule to enable it on your site

    Transcription rules with an enabled option to ensure logo presence.