M-Files - OCR capabilities - Document Management Solution by ClayDesk
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Transcript of M-Files - OCR capabilities - Document Management Solution by ClayDesk
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M-Files OCR
Presented By: Farhina Tina
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METADATA-POWERED INFORMATION MANAGEMENT
What is OCR?
► OCR - Optical Character Recognition► Method of recognizing text in image
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Key features
► Conversion to Searchable PDF For existing image files (TIFF, JPG, JPEG)
- Conversion from PNG, BMP and GIF files can be enabled with registry settings
- Non-searchable PDF to Searchable PDF Conversion Utility to convert non-searchable PDFs to searchable PDFs
For files from multi-functional devices For files from desktop scanners
► Zonal OCR► Barcode recognition► OCR in M-Files API
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OCR for existing files
► Existing image files residing outside M-Files can be imported into M-Files as searchable PDFs using connections to external file sources feature
► Image files in M-Files can be converted to PDF with M-Files Client
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OCR for network scanners
► Utilize Connections to External Sources feature Text-recognition for whole document Zone OCR
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Text-recognition for whole document
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Zone OCR
► Zone location in this example Left = 144 mm Right = 170 mm Top = 59 mm Bottom = 68 mm
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Zone OCR
► Properties can be recognized from the scanned image. Properties are defined in Metadata tab. Select property that you want to recognize from the image.
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METADATA-POWERED INFORMATION MANAGEMENT
Zone OCR
► Select primary language for the zone to be recognized.
► Define area where recognizable zone resides in image
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OCR for desktop scanners
► Attach desktop scanner onto your computer and add a new document from scanner You will be prompted for OCR after the scan finishes
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METADATA-POWERED INFORMATION MANAGEMENT
OCR in M-Files Server
• OCR can be utilized also in Event Handlers
- E.g. a custom script reading PO number from a document and searching for additional metadata for document from ERP database based on the found PO number
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Barcode Support
► Allows automation of recurring processes► Handling…
Invoices Forms Logistics documents etc.
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1st Phase: Creating a contract with a barcode
Case Example: Contract management
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2nd Phase: Signing and scanning the contract to M-Files
Case Example: Contract management
• Scanner detects the barcode and adds signed PDF into the multi-file document
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OCR in M-Files API
• OCR can be utilized with third party Windows applications using M-Files API
- Enables OCR on virtually any Windows application
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METADATA-POWERED INFORMATION MANAGEMENT
System requirements► Desktop scanners
Any scanner providing WIA or TWAIN driver► Multifunctional scanner
Any scanner capable to scan into network folder
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