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

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Feb 20, 2023 472 likes •647 views

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

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M-Files OCR

Presented By: Syed Raza

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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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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

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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

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METADATA-POWERED INFORMATION MANAGEMENT

OCR for network scanners

► Utilize Connections to External Sources feature

Text-recognition for whole document
Zone OCR

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METADATA-POWERED INFORMATION MANAGEMENT

Text-recognition for whole document

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METADATA-POWERED INFORMATION MANAGEMENT

Zone OCR

► Zone location in this example

Left = 144 mm
Right = 170 mm
Top = 59 mm
Bottom = 68 mm

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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.

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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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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

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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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METADATA-POWERED INFORMATION MANAGEMENT

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

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Desktop scanners

Any scanner providing WIA or TWAIN driver

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Multifunctional scanner

Any scanner capable to scan into network folder

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