OCR Upload
Overview
Upload financial statements and documents using the OCR Upload feature in Vixo Link. Easily convert scanned documents into editable and searchable data for seamless integration with your CRM system.
OCR Upload
Click on OCR Upload in the main menu
Choose the file you want to upload
Confirm the upload and wait for processing
Review the extracted data for accuracy
Make any needed edits to the extracted data
Save or export the updated data
Data Review and Editing
Reviewing Extracted Data
After uploading your file using the OCR Upload feature in Vixo Link, it's important to review the extracted data for accuracy and completeness.
To review the extracted data, locate the section where the OCR results are displayed. Typically, this will show the content that has been extracted from your uploaded document.
Go through the extracted data carefully. Here are some steps to follow:
Compare the extracted data with the original document to ensure accuracy. 2. Verify that all required fields are captured, such as dates, amounts, and descriptions. 3. Check for any missing data or incomplete extractions.
Common errors to look out for include:
Incorrect dates or amounts * Misinterpreted characters, especially in numbers and special symbols * Missing data in critical fields
If you spot any errors, make the necessary edits or corrections directly in the interface.
Finally, save the corrected data or export it to your CRM system for further use. Regularly reviewing the extracted data can help ensure the information used in your operations is both accurate and reliable.
Review Data Carefully!
After using the OCR feature, double-check the extracted data for any errors. Look out for common mistakes like incorrect numbers or misspelled names to ensure everything is accurate.
Editing Extracted Data
After the OCR processing is complete, you will need to review the extracted data for accuracy. The editing interface allows you to make necessary corrections to ensure the data is accurate before saving or exporting it.
In the editing interface, the extracted data is displayed in a table format, allowing for easy navigation and editing. Each data point is editable, meaning you can click on a cell to make changes directly. Use the keyboard to type in the correct information, and press 'Enter' to save each change.
Review each data point carefully to ensure correctness. You can use the tab key to navigate through the fields quickly. Double-check for any errors or inconsistencies before finalizing.
Once you have made the necessary edits, you must save the changes. Look for a Save button within the interface to commit the changes to the system. If there is an option to export, you can choose to save the updated data directly to your CRM system for further use.
Here are some important considerations:
Make sure all data fields are filled out correctly before saving. Avoid making changes unless you are certain about the accuracy. Check for any system notifications or alerts that may inform you of incomplete or erroneous fields.
By following these guidelines, you can maintain the integrity and accuracy of your financial data within Vixo Link.
Frequently Asked Questions
Supported file formats include PDF, JPEG, PNG, and TIFF.
OCR processing time varies based on file size, but it usually takes a few minutes.
If an error occurs, you will be notified. You can then check the details and take corrective actions.
Yes, you can reprocess the data by re-uploading the file and starting the OCR process again.