M-Files OCR Presented By: Syed Raza What is OCR? OCR - Optical - PowerPoint PPT Presentation

M-Files OCR Presented By: Syed Raza

What is OCR? ► OCR - Optical Character Recognition ► Method of recognizing text in image METADATA-POWERED INFORMATION MANAGEMENT

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 METADATA-POWERED INFORMATION MANAGEMENT

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 METADATA-POWERED INFORMATION MANAGEMENT

OCR for network scanners ► Utilize Connections to External Sources feature  Text-recognition for whole document  Zone OCR METADATA-POWERED INFORMATION MANAGEMENT

Text-recognition for whole document METADATA-POWERED INFORMATION MANAGEMENT

Zone OCR ► Zone location in this example  Left = 144 mm  Right = 170 mm  Top = 59 mm  Bottom = 68 mm METADATA-POWERED INFORMATION MANAGEMENT

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. METADATA-POWERED INFORMATION MANAGEMENT

Zone OCR ► Select primary language for the zone to be recognized. ► Define area where recognizable zone resides in image METADATA-POWERED INFORMATION MANAGEMENT

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 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 METADATA-POWERED INFORMATION MANAGEMENT

Barcode Support ► Allows automation of recurring processes ► Handling…  Invoices  Forms  Logistics documents  etc. METADATA-POWERED INFORMATION MANAGEMENT

Case Example: Contract management 1 st Phase: Creating a contract with a barcode METADATA-POWERED INFORMATION MANAGEMENT

Case Example: Contract management 2 nd Phase: Signing and scanning the contract to M-Files • Scanner detects the barcode and adds signed PDF into the multi-file document METADATA-POWERED INFORMATION MANAGEMENT

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 - 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 A Korporate Solutions Company ► ► USA UAE ► HQ: 244 Saint Marks Avenue Dubai: Office #508 ► Piscataway, NJ 08854 Al-Thammam 32 ► Phone: (703)-646-3043 Remraam, Dubailand ► Toll Free: (855)-833-7775 Phone: +97 50 658 0793 ► ► ASIA ► Lahore: 198 Eden Avenue info@claydesk.com ► Defence Road, Pakistan http://www.claydesk.com ► Phone: +92-42-35695054 ► Cell: +92-300 – 8445511 ► METADATA-POWERED INFORMATION MANAGEMENT