Configure OCR Processor Jobs

With the OCR processor, you can convert image documents into PDF or text.

To configure an OCR processor job:

1. In the procedures pane on the left, select your procedure.
   The configuration pages for the selected procedure appear on the right.
2. Open the Processing tab.
3. In the OCR Processor Jobs table, click , or to edit an existing job, click . You can also copy an OCR processor job by selecting it, clicking , and entering a new name when prompted. Copying a job allows you to quickly duplicate and modify it.
4. On the Document Selection page:
   1. In the Document Selection section, do the following:

      • Enter a name and description for the job.

      • In the Output Format drop-down list, select PDF or Text.
   2. In the Document Processing section:
      1. Select the Process Documents check box.

         Note:

         The Document Destination section is enabled on the Output page only if this check box is selected.
      2. To process the OCR processor job for specific document profiles, select one or more document profiles listed in the Restrict to Document Profiles field, or select All to process documents for all defined document profiles.
   3. In the Attachment Processing section:
      1. Select the Process Attachments check box if applicable to the choices you made in the previous steps.

         Note:

         The Attachment Destination section is enabled on the Output page only if this check box is selected.
      2. Restrict to the required attachment types by selecting the check boxes for the available attachment types. You can also select all of them.
5. On the Output Destination page, in the Document Destination section (this section is enabled if you selected the Process Documents check box in the Document Processing section):
   1. In the Transformation Output Destination drop-down list, select a suitable option:
      • Document: Replaces the original document with the conversion results. You can also change the document profile if desired in the New Document Profile drop-down list.
      • Document, Preserve Copy: Preserves the original copy. You can also choose a document profile if you select this option. However, you must select an attachment type from the Preserve Attachment Type drop-down list.
      • Attachment: Stores the results of the conversion as an attachment. You must select an attachment type from the New Attachment Type drop-down list.
      • Capture Field: Select a capture field to hold the text results after the OCR processing.
   2. In the New Document Profile drop-down list, select the required profile.
   3. The Preserve Attachment Type drop-down list is enabled only if you selected the Document, Preserve Copy option in the Transformation Output Destination field. If applicable, select the relevant type. You can select None if you want to opt out of using a specific attachment type from the Classification tab.
   4. The New Attachment Type drop-down list is enabled only if you selected the Attachment option in the Transformation Output Destination field. If applicable, select the relevant type. You can select None if no attachment types should be considered or if none are available.
   5. The Capture Field drop-down list is enabled only if you selected the Capture Field option in the Transformation Output Destination field. If applicable, selected a field from the available options.
6. On the Output Destination page, in the Attachment Destination section (this section is enabled if you selected the Process Attachments check box in the Attachment Processing section):
   1. In the Transformation Output Destination drop-down list, select a suitable option:
      • Attachment: Replaces the original attachment with the conversion results. You can also change the attachment type, if desired, in the New Attachment Type drop-down list.
      • Attachment, Preserve Copy: Preserves the original copy. You can also choose a new attachment type if you select this option. However, you must select an attachment type from the Preserve Attachment Type drop-down list.
   2. In the New Attachment Type drop-down list, select the relevant type. This drop-down list provides those attachment types that you configured in your document profile. If your document profile doesn't include any attachment types, then those that you created on the Classifications tab in the Attachment Types section are available for you to choose from. You can select None if no attachment types should be considered or if none are available.
   3. The Preserve Attachment Type drop-down list is enabled only if you selected the Attachment, Preserve Copy option in the Transformation Output Destination field. If applicable, select the relevant type. You can select None if you want to opt out of using a specific attachment type from the Classification tab.
   4. The Capture Field drop-down list is enabled only if you selected the Capture Field option in the Transformation Output Destination field. If applicable, selected a field from the available options.
7. On the OCR Settings page, select the languages to be supported by OCR.
8. On the Post-Processing page, specify what happens after OCR conversion processing completes (depending on its success). See Configure Post-Processing and Monitoring of an OCR Processor Job.
9. Review settings on the Summary page and click Submit to save the job.
10. Configure how batches flow to OCR processor jobs. See Configure Batch Flow to an OCR Processor Job.

Configure Post-Processing and Monitoring of an OCR Processor Job

Use post-processing options of an OCR processor job to specify what happens after processing completes.

To configure post-processing and monitoring of an OCR processor job:

1. In the procedures pane on the left, select your procedure.
   The configuration pages for the selected procedure appear on the right.
2. Open the Processor tab.
3. In the OCR Processor Jobs table, add or edit an OCR processor job.
4. Click the Post-Processing page to display the processing options for successful processing (no system errors) and unsuccessful processing (one or more system errors). The next steps apply to both sections: When there is no system error and When there are system errors.
5. In the Batch Processor and Batch Processor Job fields, specify which processing step, if any, occurs after OCR processing completes. Only those batch processor jobs that you have defined for your procedure are available for selection. For example, if you didn't define a recognition processor job, then the recognition processor option will not be available in the Batch Processor field. If you choose recognition processor or conversions to TIFF/PDF in the Batch Processor field, then specify the corresponding processor job.

   For example, you might send batches with no system errors to the commit processor. You might specify None for batches with system errors, then change their batch status or prefix to facilitate further processing in the client.

6. In the email address field, optionally enter an address to which to send an email after processing completes successfully or fails. While configuring and testing an OCR processor job, you might set yourself to receive email notifications upon system errors, then later automatically alert an administrator of processing errors.
7. In the remaining fields, specify how to change processed batches.

   • Rename batches by adding a prefix. For example, rename batches that were unsuccessful with the prefix ERR for follow-up.

   • Change batch status or priority. For example, you might change the status of batches with system errors, then create a client profile with batch filtering set to this status to allow qualified users to manually edit and complete batches that encountered errors.

8. Click Submit to save the job.

Configure Batch Flow to an OCR Processor Job

To run an OCR processor job, you must configure batches to flow to the job for processing. You do this by setting the OCR processor job as a post-processing step in a client profile, an import processor job, or a processing job discussed under processing settings. See the post-processing information for the job or client profile from which you want to configure a batch flow, under Configure Processing Settings or Configure Capture Settings.

Deactivate or Delete an OCR Processor Job

When you delete an OCR processor job, it no longer remains available for batches for which it is set as a post-processing step. If a job specified for post-processing is not available, an error results for the batch. You may want to change a job to offline for a time before deleting it, allowing you to resolve unexpected issues with its deletion. Online OCR processor jobs run when they are selected in a client profile or on the Post-Processing page of a processor job. You can temporarily stop a job (take it offline) or change a deactivated job to run again. You cannot delete batch processing jobs if they are configured as a post processing job in another batch processor.

To deactivate or delete an OCR processor job:

1. In the procedures pane on the left, select your procedure.
   The configuration pages for the selected procedure are displayed on the right.
2. Open the Processing tab.
3. To deactivate a job, select it in the OCR Processor Jobs table and click .

   You can also deactivate or activate an OCR processor job by selecting or deselecting the Online field on the Document Selection page.

4. Select the deactivated job in the OCR Processor Jobs table and click .
5. When prompted, click Yes to confirm that you want to delete this job.