Optical Character Recognition
![_images/OCR.png](_images/OCR.png)
Optical Character Recognition (OCR) is a business solution for extracting text from images, or PDFs, into editable and searchable digital text.
Benefits of OCR
Automates the data entry process.
Reduces errors and enhances accuracy.
Reallocates physical storage space by digitizing documents and securely storing data.
Enables faster document handling.
Saves resources by processing larger volumes of data efficiently.
Use Cases of OCR
Automated Data Extraction from Shipping Documents: Extract data from Bills of Lading, Packing Lists, and Commercial Invoices.
Customs Documentation Processing - Extract key information from Customs declarations, Import/Export Permits, and ensure Audit Readiness.
Real-Time Shipment Tracking - Capture and integrate Bills and Proof of Deliveries (PODs).
Enhancing Inventory Management - Digitize inventory records, including Warehouse Receipts, Dispatch Orders, and Freight Labels.
Streamlining Accounting & Billing - Capture of invoices and receipts for faster processing.
Supporting Customer Service with Digital Records - Share digitized order documents with clients to improve customer service.
Insurance Claims Management - Digitize, organize, and categorize documents for faster claims processing.
Optimizing Fleet Management - OCR simplifies the scanning and organizing of fuel logs and driver expense documentation.
Uploading Files
Drag and Drop: Easily upload files by dragging them into the tool.
Browse for File: Alternatively, use the Browse option to select a file manually.
![_images/OCR_UploadingFile.png](_images/OCR_UploadingFile.png)
File Options
Zoom: Use Zoom In or Zoom Out to adjust the file’s display size.
Fit Options: Choose Fit Width or Fit Height to optimize the file’s view.
Rotate: Rotate the document to align it as needed.
Delete: Delete the document if it is not required.
![_images/OCR_FileOptions.png](_images/OCR_FileOptions.png)
Processing Files with OCR
Activate OCR Pro: The tool recognizes text and displays it in the output field.
![_images/OCR_ProcessingFiles.png](_images/OCR_ProcessingFiles.png)
Set Regions & Labels
Enable the “Set Regions & Labels” option to define specific areas for text recognition.
Use the bounding boxes to draw regions and assign appropriate labels to each defined area.
Activate OCR Pro to process the configured regions.
![_images/OCR_SetRegion%26Labels3.png](_images/OCR_SetRegion%26Labels3.png)
Output Options
Text/Table: Select Table to capture table values or Text to capture paragraphs.
Redraw Box: Redefine the selection region if needed.
Copy Option: Copy the processed text to the clipboard.
Reset Option: Reset any changes or added text in the output field.
Delete Option: Remove the configured region and its associated output.
Export: Upon exporting, the results for each labelled region will be organized into separate sheets within a single workbook.
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Extracting Table Data
Configured regions are processed to extract data as table values.
Selecting a column enables the option to generate a line chart for detailed analysis of the values.
The generated line chart can be downloaded in the desired format for further use.
Upon exporting, the tables for each labelled region will be organized into separate sheets within a single workbook.
![_images/OCR_ExtractingTableData2.png](_images/OCR_ExtractingTableData2.png)
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Save Templates
Save the configured regions and labels as a Template for future use.
Templates streamline processing for similar file types.
![_images/OCR_SaveTemplates1.png](_images/OCR_SaveTemplates1.png)
Reusing Templates
When re-uploading a file, select from your saved templates to avoid reconfiguring regions and labels.
![_images/OCR_ReusingTemplates3.png](_images/OCR_ReusingTemplates3.png)
Toolbar Options
Undo: Revert the most recent action or change.
Redo: Reapply the previously undone action.
Remove All: Delete all configured regions.
Box Count: Displays the total number of configured regions.
![_images/OCR_ToolbarOptions.png](_images/OCR_ToolbarOptions.png)
Multi-Tab Processing
The tool supports processing different inputs across multiple tabs, improving workflow efficiency.
![_images/OCR_MultitabProcessing.png](_images/OCR_MultitabProcessing.png)