Configuring advanced OCR options
All PDF files imported into Continia Document Capture are OCR-processed in accordance with the settings applicable at the time of processing. The default settings apply if you make no adjustments, but it's possible to customize some of the more advanced settings to suit your needs. This article describes the customization process.
To configure OCR settings
To configure how incoming documents are OCR-processed:
- Search () for and select Document Categories.
- Open the relevant document category. For example, to open the purchase document category, select the PURCHASE line (not the PURCHASE code itself), and then click Edit on the action bar.
- On the OCR Processing FastTab, configure the settings as needed. For more information and recommendations, see Details and recommended settings below.
Details and recommended settings
The table below contains recommendations for some of the fields you can customize using the above guide:
| Field | Details and recommendations |
|---|---|
| Image Resolution | Enter the number of dots per inch (DPI) to be used by Document Capture when storing OCR-processed files as image files. The entered value must be at least 150 DPI – anything below this returns an error. |
| Image Color Mode | Specify the color mode of the image files that all imported PDF files are converted into. You can choose between the following options:
Selecting the Colour option isn't recommended, as this increases the size of the stored image files and consequently slows down image rendering. |
| Max. number of pages to process per file | Specify how many pages should be OCR-processed for each imported file, enabling you to reduce the import time and optimize the import process. The last three pages of any imported file are always processed, as they typically contain essential information. |
| OCR Languages | Add all the languages whose character sets should be recognized by Document Capture when OCR-processing incoming documents. |
| Process PDF files with XML files | Enable the import of XML files embedded in PDFs (such as ZUGFeRD, Factur-X, and XRechnung). For more information, see Enabling the import of PDF files with embedded XML files (ZUGFeRD, XRechnung). |
| Process Document Type | Certain vendors send invoices in both PDF and XML. By default, Document Capture treats all attachments as individual documents, but this can result in duplicates. Set the desired option:
|
For information on the remaining customizable fields on the OCR Processing FastTab, which relate to the automatic splitting of documents, see Splitting documents automatically.