Amidst the extensive paperwork and the limited time you have, all you need is OCR to automatically capture essential datasets into the system. Automated document extraction is not only about faster processing, but also ensuring it can accurately derive data with matched context. Significantly increase the accuracy level of the outcomes by developing a pre-defined OCR template. Specify which data fields you want to extract, create label tagging according to your requirements, no code required. Now, let’s see how this feature benefits you with multiple conveniences and how to get started with it.
The Advantages of Customized Templates
Using customized OCR templates to process document proved advantageous in several ways, such as:
Deliver higher accurate result
This approach is most suitable for you who have documents with structured layout and format. As you have deployed the customized extraction template into the system, our recognition model is enabled to pull and retrieve data with better accuracy.
Customizable for every need
From standard receipt formats to specific certificates template, we cater to all your needs. Flexibly customize OCR template for any documents you like. Just specify which information you want to collect digitally. One time setup, easy extract forever.
Set up with minimal effort, without a single code
No need to build from scratch, experience effortless OCR template customization with us. Our custom OCR is ready to go just by uploading your sample file and filling in the form with specific data you want to extract. Moreover, we have key label examples for multiple document types that you can follow!
How To Create a Custom Template: 6 Simple Steps With Pictures
Learn how to create a new OCR data extraction template for your document with these easy step-by-step instructions.
Step 1: Once you step into our dashboard, the first thing you need to do is to go to the custom template page. Simply click the ‘Create Template’ menu to initiate the customization process.
Step 2: There are two sections of information to fill in. The first section requires you to complete the template name, description, and upload the sample file. Submit and continue to the next section if all columns are filled in.
Step 3: The second section requires you to define what key labels you want to extract. If you find it difficult to determine, a manual book of label keys based on each document type that is provided here might be helpful.
Step 4: For instance, you want to extract ‘seller_information,’ which refers to ‘the list of information including the name, address, and telephone number of the merchant as the sender,’ and its data is in ‘list/text/string’.
Step 5: To check if it already works properly, click submit and review the JSON result below. Now that all sections have been completely filled in, you can finalize the custom template by clicking save.
Step 6: To start processing documents with your tailored templates, go back to the custom template page and click the upload menu. Choose which template you want to use, drop your file, and continue to process. Within a few seconds, your data extraction result will be available and ready to export!
Want to try it firsthand? Get in touch with us
Our customizable OCR template is powered by an advanced machine-learning technology. Tailor your personalized data extraction template of any document you want, including which details to extract and how they should be labeled.
