We’re excited to announce a powerful new feature in ActiveMerge’s document generation software – our AI-powered OCR (Optical Character Recognition) tool.
This intelligent addition helps you extract important data from invoices and other documents, streamlining your document generation workflow and saving valuable time.
In this post, we’ll walk through how this tool works and show you a quick demonstration of its capabilities.
What Our New AI OCR Tool Does
Our newly implemented OCR tool automatically extracts data from your source documents, making it immediately available for use in generating new documents.
See a video demo here
Currently optimized for tabular data like invoices, we’re rapidly expanding its capabilities to work with various document types. The tool is already available to all ActiveMerge users at no additional cost.
How to Use the AI OCR Feature
Using our AI OCR tool is straightforward. Simply start a new document generation job and select your source document. In our demonstration, we used a sample invoice from our template library. After selecting your document, click on “select mappings” to begin the data extraction process.
The system will process your document and identify available data fields. These extracted fields become available as mappings you can use in your generated documents. The process takes just moments, and you’ll see all detected fields displayed in the interface.
Customizing and Adding Data
What if the data you need isn’t present in the source document? No problem. Our tool allows you to customize and add information as needed. For fields that weren’t detected or need modification, you can enter custom text directly in the interface.
For example, in our demonstration, we needed to add a “position” field that wasn’t in the original document. We simply entered “manager” as custom text. For any detected data, you can click the edit button to modify the information before generating your final document.
Previewing and Generating Documents
Before finalizing your document, you can preview it to ensure everything looks correct.
This preview shows exactly how your generated document will appear with all the mapped and custom data in place. Once you’re satisfied with the preview, simply click “generate documents” to create your final output.
Conclusion
Our new AI OCR tool represents a significant step forward in making document generation faster and more efficient for ActiveMerge users. By automatically extracting data from your source documents, it eliminates time-consuming manual data entry and reduces the potential for errors.
We’re committed to continuing to enhance this feature to support more document types and provide even greater functionality in the future.
Frequently Asked Questions
What is the AI OCR tool in ActiveMerge?
It’s a feature that uses Optical Character Recognition and AI to automatically extract data from documents like invoices so you can use that information in generating new documents.
Is there an additional cost to use the OCR feature?
No, this feature is automatically available to all ActiveMerge users at no additional cost.
What types of documents work best with the current OCR tool?
Currently, the tool works best with tabular data such as invoices, but we’re expanding its capabilities to work effectively with other document types.
Can I add information that isn’t in the original document?
Yes, you can enter custom text for any fields that weren’t detected or need to be added to your generated document.
Can I edit the data that was extracted before generating my document?
Absolutely. For any detected data, you can click the edit button to modify the information before generating your final document.
Will the OCR tool support more document types in the future?
Yes, we’re actively developing the tool to support a wider range of document types and structures beyond tabular data.