How to use OCR to make scanned files editable and searchable

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OCR Processing in CaseGuard Studio

Overview

Today’s video will cover the OCR (Optical Character Recognition) processing functionality on documents, including:

• Definition of OCR processing
• Reasons to use OCR processing
• Steps for OCR processing a document through CaseGuard

Steps for OCR Processing

1. Initiate OCR Processing:
   • Click on the “OCR Document” icon on the left side of the screen. A pop-up window will appear.
2. Choose OCR Options:
   • You will see two sets of options:
     • Processing Type: Choose between processing only scanned pages or all types (machine-generated and scanned items). We recommend using the all-pages option.
     • Page Range: Select whether to process all pages or specify a range within your document.
3. Start OCR Processing:
   • Click “Process OCR” to begin processing your document.
   • Monitor the progress using the loading bar at the bottom of the screen.
4. Review Processed Pages:
   • Once the document has been successfully processed, click on the “OCR Document” icon again to see which pages have been OCRed within CaseGuard.