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Sage Paperless Construction Help

Index with OCR

When configured to do so, OCR can systematically index documents. OCR workflow mappings must be configured as Index Only for a selected document type to index them into the system instead of moving them through Invoice Entry. See Configure OCR Workflows for more information.

Once configured, the process works as shown below:

  1. Capture: Documents are brought into the system (e.g., via drag-and-drop or email import jobs) and delivered to a designated OCR queue.

  2. Extraction: The OCR engine "reads" the document and identifies the mapped fields defined in your OCR Workflow.

  3. Population: The extracted text is systematically input into the corresponding document indexes.

  4. Validation: If all required fields are successfully extracted, the document receives a green status indicator. If any required fields are missing, the document remains in the queue for manual review and processing.

In this section:

Technology that extracts data from document images and uses it to input index values. OCR is commonly used for invoice processing to capture vendor details, invoice numbers, dates, totals and purchase orders. Line-level OCR can extract individual line items, including quantities and pricing, to automatically populate coding lines.