{"id":6423,"date":"2024-07-03T07:52:28","date_gmt":"2024-07-03T07:52:28","guid":{"rendered":"https:\/\/fintelite.ai\/?p=6423"},"modified":"2026-05-18T13:08:26","modified_gmt":"2026-05-18T06:08:26","slug":"build-your-own-custom-ocr-template-advantages-and-step-by-step-guide","status":"publish","type":"post","link":"https:\/\/fintelite.ai\/id\/build-your-own-custom-ocr-template-advantages-and-step-by-step-guide\/","title":{"rendered":"Build Your Own Custom OCR Template with Fintelite: Step-by-Step Guide"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Amidst the extensive paperwork and the limited time you have, all you need is an advanced OCR tool that automatically extracts every information you need into the system. Automated data extraction from documents is not only about faster processing, but also ensuring it can accurately derive data with matched context. Fintelite AI provides flexible automation in the way you can tailor specific OCR rules to extract only data that matters through fast, simple setup. Specify which data fields you want to extract, and derive consistent output as you desire with high accuracy across various document designs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now, let\u2019s see how this feature benefits you and how to get started with it.<\/p>\n\n\n\n<div style=\"height:22px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-Advantages-of-Custom-Extraction-Rules\"><strong>Advantages of Custom Extraction Rules<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">At <a href=\"http:\/\/fintelite.ai\/id\/\">Fintelite<\/a>, experience effortless OCR template customization without writing a single code. Easily create custom data extraction rules by defining data points you want to extract. Once your templates are set up, you can process documents more efficiently and accurately, unlocking benefits such as:<\/p>\n\n\n\n<div style=\"height:18px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">1. <strong>Deliver higher accurate result<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This approach is most suitable for those who deal with document types that commonly have varying layouts and data structures. Once you activate a pre-defined extraction template in the system, our recognition model can extract consistent data with greater accuracy.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. <strong>Specific data extraction<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Flexibly customize OCR rules to extract only the information you need. Simply specify what data to capture digitally. You only need to set it up once and automate it endlessly.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3. Reduce manual workarounds<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Minimize the need for manual reformatting by extracting only the data you need. Customized templates ensure your results are structured and ready to use from the start.<\/p>\n\n\n\n<div style=\"height:22px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-How-to-Create-Custom-Templates-(with-Pictures)\">How to Create Custom Templates (with Pictures)<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Learn how to create a new OCR data extraction template for your document with these easy step-by-step instructions.<\/p>\n\n\n\n<div style=\"height:18px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1: Go to custom template menu<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Once you enter our dashboard, the first thing you need to do is to go to the custom template page. Simply click the \u2018Create Template\u2019 menu to initiate the customization process.<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/docsz\/AD_4nXeojOAEi8XXbtpzceYOGO2YzCywUr_20NavfUTbtVexS61rLqRGT2CP0Qhwoqaoal8rCg_l6OjbeVUtLgJNdlh31_6nfL8nTwi-1j17cEqSKdyq7CbzUSBtlz4wZmWzjTIdffe0KOMNbo6JqNecLEW9eC2Y?key=BU_7XjWXXbRMhSH129Pzdg\" style=\"width: 900px;\"><\/p>\n\n\n\n<div style=\"height:18px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2: Basic set up<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/docsz\/AD_4nXeYohY3wHm-rXHVc3FvbbgICD2_LuD_z06z4u1OTuWLmn2or6AY8NATX7mwrXss_sUfrJBgbw4ErI7SGfKqQm_NbO1iMrsps62AsQ8f7kKbAf0HSIwojcAeovvTFEo47XCZqsED3D_bH4R18T4BeAH-KYRk?key=BU_7XjWXXbRMhSH129Pzdg\" style=\"width: 900px;\"><\/p>\n\n\n\n<div style=\"height:18px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3: Create model<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Next, 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.<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><img decoding=\"async\" style=\"width: 900px;\" src=\"https:\/\/lh7-us.googleusercontent.com\/docsz\/AD_4nXfuhIaFMAllNnJlkDQM0UlsDRKFxLY1dmh1I79f-B17YJPLtnr9NNwiO5zArvyyCEBW9DOaQPJPjIxnFDbh2atHje9uS_e6Fjhdv-a9DQmmEJiK9Iw-m_jADOZ2bpAh1TgIeUXZrOGnt6GYnfFC5jNmDloZ?key=BU_7XjWXXbRMhSH129Pzdg\"><\/p>\n\n\n\n<div style=\"height:18px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Step 4: Define data to extract<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">For instance, you want to extract &#8216;seller_information,&#8217; which refers to &#8216;the list of information including the name, address, and telephone number of the merchant as the sender,&#8217; and its data is in &#8216;list\/text\/string&#8217;.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" style=\"width: 900px;\" src=\"https:\/\/lh7-us.googleusercontent.com\/docsz\/AD_4nXeEnGbZSLXRYcqvjpaoqB3I3AhrGBnaINfTPH7HXxQWsChcDRXbvzZrixLZKinCHcrtDCGuDty_5_HHBgh21D1pcirqiLCssp2N7RTPCC5jL5I5LL82FH0FTrIxfzEpbfBKNhC0wx5WE2ippx69P8YDcDEy?key=BU_7XjWXXbRMhSH129Pzdg\"><\/p>\n\n\n\n<div style=\"height:18px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Step 5: Sample testing<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><img decoding=\"async\" src=\"https:\/\/lh7-us.googleusercontent.com\/docsz\/AD_4nXcGfGRZ1OzC2sgqPUQeGzLWMIMQUus8xrkh-f0G_uMxjA_kgz7htL0uT5HD9hgtnU2VIPUdus_V9pcdOCxQT1gpP6TQKygzQp_dvtmUCFwfvA1tiynmH9jlwlgrblQh-5Mfxb5YWOk_6GK7CykSpXG02Nvi?key=BU_7XjWXXbRMhSH129Pzdg\" style=\"width: 900px;\"><\/p>\n\n\n\n<div style=\"height:18px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Step 6: Your custom OCR model is ready to go!<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><img decoding=\"async\" style=\"width: 900px;\" src=\"https:\/\/lh7-us.googleusercontent.com\/docsz\/AD_4nXfW_GNTaaGX9vezF04Nxi53TdsUIQ45ynpemLJIEi_jevAediTZvtI4pmEo_4oIbU_V8g3D16h7hrnlF-mYK68ud91om4UO2_zx28rIGurLP2ilO8PNlvtL4i0B-517BebvZeIWSnpLyJxBVoqFDktSS-jU?key=BU_7XjWXXbRMhSH129Pzdg\"><\/p>\n\n\n\n<div style=\"height:22px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-Ready-to-try-it-firsthand?\"><strong>Ready to try it firsthand?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Our <a href=\"https:\/\/fintelite.ai\/id\/data-extraction\/\">AI-Powered OCR<\/a> allows you to tailor personalized data extraction template for any document you want, including which details to extract and how they should be labelled.<\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/fintelite.ai\/id\/try-for-free\/\"><img fetchpriority=\"high\" decoding=\"async\" width=\"871\" height=\"226\" data-id=\"6442\" src=\"https:\/\/fintelite.ai\/wp-content\/uploads\/2024\/07\/IMG_20240704_130620.png\" alt=\"\" class=\"wp-image-6442\" srcset=\"https:\/\/fintelite.ai\/wp-content\/uploads\/2024\/07\/IMG_20240704_130620.png 871w, https:\/\/fintelite.ai\/wp-content\/uploads\/2024\/07\/IMG_20240704_130620-300x78.png 300w, https:\/\/fintelite.ai\/wp-content\/uploads\/2024\/07\/IMG_20240704_130620-768x199.png 768w, https:\/\/fintelite.ai\/wp-content\/uploads\/2024\/07\/IMG_20240704_130620-18x5.png 18w\" sizes=\"(max-width: 871px) 100vw, 871px\" \/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/calendly.com\/bd--gha\"><img decoding=\"async\" width=\"880\" height=\"216\" data-id=\"6441\" src=\"https:\/\/fintelite.ai\/wp-content\/uploads\/2024\/07\/IMG_20240704_130348-1.png\" alt=\"\" class=\"wp-image-6441\" srcset=\"https:\/\/fintelite.ai\/wp-content\/uploads\/2024\/07\/IMG_20240704_130348-1.png 880w, https:\/\/fintelite.ai\/wp-content\/uploads\/2024\/07\/IMG_20240704_130348-1-300x74.png 300w, https:\/\/fintelite.ai\/wp-content\/uploads\/2024\/07\/IMG_20240704_130348-1-768x189.png 768w, https:\/\/fintelite.ai\/wp-content\/uploads\/2024\/07\/IMG_20240704_130348-1-18x4.png 18w\" sizes=\"(max-width: 880px) 100vw, 880px\" \/><\/a><\/figure>\n<\/figure>","protected":false},"excerpt":{"rendered":"<p>Amidst the extensive paperwork and the limited time you have, all you need is an advanced OCR tool that automatically extracts every information you need into the system. Automated data extraction from documents is not only about faster processing, but also ensuring it can accurately derive data with matched context. Fintelite AI provides flexible automation [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":6427,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_angie_page":false,"inline_featured_image":false,"page_builder":"","footnotes":""},"categories":[304],"tags":[303,301,258,302],"class_list":["post-6423","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-custom-template","tag-custom-template","tag-data-extraction","tag-document-extraction","tag-ocr-template"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v18.1 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Build Your Own Custom OCR Template with Fintelite: Step-by-Step Guide - Fintelite<\/title>\n<meta name=\"description\" content=\"At Fintelite, customizing specific OCR data extraction template is fast and effortless. Explore the benefits and the step-by-step process of building your own custom OCR template for your business use in this comprehensive guide.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fintelite.ai\/id\/build-your-own-custom-ocr-template-advantages-and-step-by-step-guide\/\" \/>\n<meta property=\"og:locale\" content=\"id_ID\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Build Your Own Custom OCR Template with Fintelite: Step-by-Step Guide\" \/>\n<meta property=\"og:description\" content=\"At Fintelite, customizing specific OCR data extraction template is fast and effortless. 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