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Our organization mainly works with handwritten documents, which aren’t machine-readable. This means that without (OCR), these documents can’t be searched or edited. If you deal with similar documents, you might want to set up CaseGuard to automatically apply OCR to every document you add.
In this guide, we’ll walk you through the steps to enable automatic OCR for all documents added to CaseGuard. This feature streamlines your workflow by ensuring every document is processed and ready to use as soon as it’s uploaded.
Follow these steps to have CaseGuard OCR all your documents added to CaseGuard!
- Open your CaseGuard application and look toward the top menu. Locate and click on the Tools option to begin.
- From the drop-down menu under Tools, select Settings. This will open the Settings window, where various configuration options are available.
- Within the Settings window, look at the menu on the left-hand side. Click on OCR to open the OCR Settings.
- Once selected the OCR Settings window will open.
- In the OCR Settings window, you can customize the default OCR options to fit your organization’s needs:
- OCR all pages: This option ensures that every file added to CaseGuard, regardless of whether it’s scanned or not, is processed with OCR.
- OCR all scanned pages: Use this option if you prefer only scanned pages and documents to undergo OCR processing when added to CaseGuard.
- After configuring your default OCR settings, look at the top of the window and check the box next to “Automatically OCR new PDF files”. This ensures that any PDF file added to CaseGuard will be processed automatically based on your selected OCR preferences.
Once you’ve completed these steps, any documents added to your CaseGuard system will be automatically OCRed according to your configured settings. This automation saves time and ensures consistency in document processing.
Need Help?
Don’t hesitate to reach out if you have any questions or run into issues with the OCR process. Our support team is ready to provide quick solutions, just email [email protected].
By following these steps, you’ll streamline your document workflow and make the most of CaseGuard’s powerful OCR features!
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