How to: Train the OCR Service to Avoid Errors
Because OCR is based on optical recognition, it is likely that the OCR service will interpret characters in your PDF or image files wrongly when it first processes documents from a certain vendor, for example. It may not interpret the company logo as the vendor’s name or it may misinterpret the total amount on an expense receipt because of its layout. To avoid such errors going forward, you can correct data received by the OCR service and then send the feedback to the service.
The OCR Data Correction window, which you open from the Incoming Document window, shows the fields from the Financial Information FastTab in two columns, one with the OCR data editable and one with the OCR data read-only. When you choose the Send OCR Feedback button, the content of the OCR Data Correction window is sent to the OCR service. Next time the service processes PDF or image files that contain the data in question, your corrections will be incorporated to avoid the same errors.
To correct OCR errors and send correction feedback to the OCR service
In the Search box, enter Incoming Documents, and then choose the related link.
Open an incoming document record that contains data received from OCR service, which you want to correct.
In the Incoming Document window, on the Actions tab, in the OCR group, choose Correct OCR Data.
In the OCR Data Correction window, overwrite the data in the editable column for each field that has an incorrect value.
To undo corrections that you have made since you opened the OCR Data Correction window, on the Home tab, in the Process group, choose Reset OCR Data.
To send the corrections to the OCR service, on the Home tab, in the Process group, choose Send OCR Feedback
To save the corrections, close the OCR Data Correction window.
The fields on the Financial Information FastTab in the Incoming Document window are updated with any new values that you entered in step 4.
See Also
Tasks
How to: Use OCR to Turn PDF and Image Files into Electronic Documents
How to: Set Up the Incoming Documents Feature
How to: Receive and Convert Electronic Documents
Concepts
Incoming Documents
Data Exchange
Data Exchange
Workflow