Forms Recognition

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Softdocs Solutions Guide (pdf, 1.34 MB) Softdocs Solutions Guide

Forms Recognition is the key to Doc e Scan’s automatic indexing.

Based on your business rules and definitions, Forms Recognition pulls key data—such as document type, name and ID number—from predetermined areas of a document to identify where it should be electronically filed. Scanned documents, captured images and data from your ERP solution can all be indexed using Forms Recognition, maximizing index accuracy and saving countless hours for your institution.

Defines key data fields 

 Assigns key field types

Populates key fields with corresponding data 

Forms Recognition in Action: Manatee School District

Rita Zazzaro, Manatee's payroll manager, uses Forms Recognition to manage their purchase card (PCard) transaction reports. Manatee's accounting system generates a cover sheet for each transaction, which contains the employee's name, ID number and transaction number. The employees match their receipts to the cover sheets and scan each pair as a single document. Forms Recognition pulls the data from the cover sheet and files the document under the correct folder in Doc e Scan, using the data as filing keys for easy retrieval.