Paperflow- Create OCR Zone

In this article we will discuss how to create an OCR Zone in PaperFlow. OCR can be used to automatically index data into an index field upon first scanning the document into PaperFlow.

First you will navigate to the job and a batch that you can use to test with and something that is not in production. You will select your desired index field and click the “Pencil” icon to begin configuration.

In this example we are using a field called “STUDENT ID”. You may be asked to save your index values at this time, depending on your job and index field configuration.

Next you will be brought to the “Index Configuration” menu. Once here you will want to click the dropdown for the OCR section and then click on the pencil icon next to “OCR Zones”.

You will then see your index fields populate at the bottom. Select the index field you are trying to set up an OCR zone for.

Now it is time to set up the zone! For this method, we will need to already have our document loaded into PaperFlow. Once you have done that and moved through the steps above, and selected your index field you are looking to OCR, you are good to go!

Next, you will need to use the mouse then click and drag to create a box around the text you are trying to OCR, as shown below.

You will then click the fourth icon after the “X” which is the Add OCR Zone button.

You will see the “OCR Value” which is what the system determined the text to be, and then you will use the “Assign to Index” checkbox and choose the index value you wish to use.

Then you will need to click Apply!

This should allow you to create and use OCR Zones to automatically index values into your PaperFlow job!