OCR introduction

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Introduction

OCR (Optical Character Recognition) is designed to simplify your workflow by extracting text from uploaded documents and using it to:

  • Quick Fill Documents: Automatically populate fields in your templates with extracted data, saving time and reducing manual input errors.
  • Quick Fill for Field Group Data: Effortlessly create and populate Field Group Data by extracting relevant information from your documents.

How OCR Enhances Your Workflow

  • Save Time: Eliminate the need for manual data entry; OCR automates the process, allowing you to work faster.
  • Reduce Errors: Minimize typos and inconsistencies by automating data extraction and field population.
  • Boost Productivity: Spend less time on repetitive tasks and focus on high-value activities for your business.

Getting Started with OCR.

  1. Initiate Auto-fill with OCR:
    • Navigate to the Create Document page or the Field Group page.
    • Click “Auto-fill with OCR”.
  2. Upload Document:
    • Upload your document and select the document type.


  3. Set Up OCR Mapping (First-Time Setup):
    • If OCR mapping is not configured yet, manually map the extracted information to the corresponding fields in the Template Set Group or Field Group.
    • Alternatively, you can set up OCR mapping directly without uploading a document.
    • Once completed, the system will save the mapping for future use, automating the process moving forward.


  4. Auto-fill Fields:
    • The extracted information will be automatically populated into the selected fields, streamlining your document creation process.