OCR stands for "Optical Character Recognition”. OCR software is used to convert a document or an image into accessible, machine-readable text data. The OCR step is used to do this within Synatic.
NB: To train a document or for any enquiries, please send an email to support@synatic.com
Illustrated in the below image is a flow where the Byte Group step is used to convert the document from bytes to base64 string. An OCR destination step is used to analyze a provided document. The Buffer is used to store the data.
The image below shows the Byte Group step configuration. The Input Mode is set to Byte and the Output Mode is set as a Base64 string. The To Field is called "data" in this example.
Adding an OCR step
To add an OCR step in a flow, follow the below instructions:
1. Click on the highlighted icon as shown in the below image.
2. The below page will appear. Select or search for OCR as shown in the image below. Click on the OCR destination step to add the step.
Configuring an OCR step
Illustrated in the below image is the configuration that is available in the OCR step.
Form Name – The name of the form to process. This field is required for the step to work. This will be given to you from a Synatic representative after the form is trained.
From Field – Retrieve the value from a field on the record.
Is Base64 – Specify if the retrieved value from a field on the record is Base64 encoded.
Debug – Log query for debug purposes.
Using an OCR step
The image below shows the trained Acord document as an example.
To use an OCR step, follow the instructions below:
1. Click on the play icon on the Calculator step after the OCR step as highlighted in the image below:
2. A Test pop up page will appear. Click the highlighted are in the image below to upload a file.
3. Click the Test button as shown in the image below.
The image below shows the output from the OCR destination step.
In addition, there is a confidence field which confirms that the value is accurate. It is a value ranging from zero to 1 and represents a percentage. In this case, the confidence is at 1 meaning the percentage is 100%.
