M-Files - OCR capabilities - Document Management Solution by ClayDesk

M-Files OCR

Presented By: Farhina Tina

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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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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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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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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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